Definitely Bayern Munich would have seen them as a rival or at least Vincent Kompany who is the new coach will obviously see them as one.
Bayern Munich will try to get back better and possibly avoid dropping more points and rather hope Leverkusen drops more points. Although to me this is when the title race actually begins, from the beginning of January till the season ends, the most consistent often win the race here.
Bayern Munich under Vincent Kompany has improved compared to Tuchel, they have started the season really well, they have taken the lead in the Bundesliga above Leverkusen and Dortmund, and if they can be consistent, I think they can win the Bundesliga because they really need to win their matches one after another, then focus of avoiding losing, and they need such momentum to keep going.