If you look at the growth of the CA adoption curve, and the drop in prices, then you can see the switch here is inevitable. The incentives are already about to go away, but exactly as with solar the decade before it, the incentives did their job to boost the market, and now home solar is installed in bigger numbers than ever with no state subsidy.
Regarding comps-the Tesla Model 3 blows aware comparable cars in its class from BMW, Lexus, Audi, actually all of them, on both price and performance. https://cleantechnica.com/2017/08/06/tesla-model-3-vs-22-competitors-straight-specs/
I don’t think Ting’s bill is needed. We shall see. Understand California has other policy goals which make it want to speed adoption even faster than it is, which can distort the picture of demand.