First, the giant money-losers - WeWork, Uber, etc.
Tesla has an advantage in electric cars in that they don't make IC cars. The IC car companies seem to have a hard time transitioning to electric-first. Ford has a nice electric pickup truck, which costs far too much and isn't produced in enough quantity to meet demand. Their electric work van is OK, although it's an IC conversion. Ford will probably do both better in the next iteration. Both are selling well. Tesla has nothing in either category.
Ford's utterly boring E-Transit van will probably dominate the dull and boring world of company owned van fleets. Those spend their nights at the company parking lot and then go out and make local trips during the day. Ideal situation for charging, paid for by companies who know their gasoline costs.
