Multiple commenters have observed that Tesla faces increasing competition from Ford, Porsche, and others. But I don't think it's obvious at all that competitors can catch up:
* Autopilot. Safe or not, autopilot is very convenient and super permissive, and owners seem to love it.
* Superchargers. Third party charger maintenance is an unsolved problem, and CCS DC fast chargers are often broken, where they exist at all. It's truly awful. Maybe the federal government will bail out Ford here with a charging infrastructure program... or maybe not.
* Status symbol. There's a reason Tesla has replaced Cadillac as a symbol of luxury in pop culture.
* The Model 3/Y itself is a smooth, luxurious and fast ride. Don't discount the car's ability to compete on the traditional merits. (Edit: this is my opinion, based on comparing a Model 3 to a 3 series as well as various Nissan cars. YMMV; it's subjective.)
* Autopilot. Safe or not, autopilot is very convenient and super permissive, and owners seem to love it.
* Superchargers. Third party charger maintenance is an unsolved problem, and CCS DC fast chargers are often broken, where they exist at all. It's truly awful. Maybe the federal government will bail out Ford here with a charging infrastructure program... or maybe not.
* Status symbol. There's a reason Tesla has replaced Cadillac as a symbol of luxury in pop culture.
* The Model 3/Y itself is a smooth, luxurious and fast ride. Don't discount the car's ability to compete on the traditional merits. (Edit: this is my opinion, based on comparing a Model 3 to a 3 series as well as various Nissan cars. YMMV; it's subjective.)