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?