Your second is an opinion piece that doesn’t back up their claims… And I doubt the authors judgement because they said up to 2016 no one was betting on EVs, despite virtually all of the big companies being in the game at that point.
If you set out to prove some people believe it wouldn’t happen without Tesla, congrats.
But I can find an article from someone who thinks the world is flat too, that doesn’t mean the world is flat.