I think it's a little early to make that claim. Jim Farley is definitely paying attention, for example. He drove a Chinese EV for a year, IIRC, and on many occasions talked bout the challenges of competing with them.

I don't know what the real barrier to success will be, but I don't think it will be blindness. It may be difficulty competing on labor cost, but that's a good case for carefully applied tariffs to keep competition fair.

Ford just cancelled their F150 Lightning