It’s too difficult for them to catch up as they need to completely redesign the car from ground up.
In addition, Tesla would be the battery supplier to competitors
Toyota or GM are big enough to support R&D to do everything better.
I don’t think Tesla would be the battery supplier to its competitors; Rimac is a supplier to the European auto mfgs, and with a 500 million investment by Ford, Rivian would probably be the domestic supplier to Teslas competitors.