Forget about wanting to compete in the most heavily contested market, that of the (electric) family hatchback.
Why not a pincer movement, since we're basically discussing car making strategies,
and (bottom up) work on an affordable, lightweight daily commuter / running errands EV?
Next to Tesla's already obvious top-down approach.
The lighter and more slippery the vehicle, the more battery-efficient.
Admittedly, the semi three-wheeler will not be to everyone's taste. But what is?
Way back in the beginning, a sub-compact in the $25k range was on Tesla's plate, then it was off, now it seems to be back on. Since I canceled my Model 3 reservation because it's too large, I would be one of the first inline for this car.