The crux of the article is that Clayton Christensen has said Tesla is more of a "sustaining innovation" rather than a "disruptive innovation", but then, he said the same thing about the iPhone, apparently. The article doesn't necessarily agree with him though, in fact it presents a counter-argument from a stock analyst. Every time somebody says something like this, I wonder to myself whether they've actually driven one? Yes, it's up against high-end cars, but that's what's amazing about it. Nobody expected an EV to compete in that segment of the market, because the prevailing perception of EVs was that of a slow boring car, something like a golf cart. Is Tesla Motors Inc.'s Electric Car Truly Disruptive?
To be fair, we won't really know for sure except in retrospect. My suspicion is that yes, it will be disruptive... but of course I could be wrong.