Ferrari driver Prius driver or 85 Plymouth Voyager driver. Everyone is welcomed at a Tesla store to buy a Model S.
Not everyone can afford a Model S. Not everyone will be able to afford a Model 3 either.
THIS.
The Model S competes with every other car right now. There was a survey on this forum a year or two ago that asked owners what car they had previously driven, and I think 3% of them said Honda Civic. (myself included) Many more were Prius owners as you can imagine, many were Audi & BMW owners, etc. etc.. The Model S, being the only product from Tesla right now, becomes the object of desire for
anyone who wants a long-range, high performance BEV.
It's normal for a Prius owner to buy another Prius. It's normal for a Honda Civic owner to buy another Civic. Or perhaps, Elantra, Mazda 3, etc. etc..
The fact that, for some people, the Tesla Model S is
so compelling that they will blow their previous budget out of the water and spend the money to get the Model S shows clearly that it not only competes with every other car on the market, but in some cases it can win.
Today's shareholder meeting graph that shows how it outsells all the current high-end sedans on the market... shouldn't be so surprising. That owners of much cheaper cars are moving to the Model S - should at least be thought-provoking.
Once the Model 3 comes out for $35,000 (with the Model X starting around $80,000), the way Tesla's product range competes with the rest of the market will bifurcate. Model S and X will compete with expensive cars only... Model 3 will compete with everything in its price range and below, including cheaper CUVs. Honda Civic owners et. al will, in all likelihood, no longer buy Model S... they'll buy Model 3.