Given that Tesla are currently one of few compelling EVs available in volume, that's an unproven thesis. Get back to me when there's direct competition from BMW, Mercedes, Volkswagen, Genesis etc with comparable products at comparable volumes. I think more than a few Tesla customers would be just as happy to be driving a G70 or C-Class EV.
Don't get me wrong—I think the Model 3 is a (mostly) stellar product and I'd love nothing more than to see Tesla come to dominate American car manufacturing. But for that to happen they'll need to swallow their design egos and offer simpler cars with normal door handles and widely available parts for inexpensive repairs. Until that happens they'll find their growth ceiling very soon.
