I have to agree with most of the points here (I own a Tesla Model 3). The only point where in my view they're still far ahead is infotainment: seamless experience, regular upgrades, very good security, new features every now and then. Hardware-wise the competitors caught up.
I'll add: they don't have a city/compact car (Euro A/B/C segment), their "smallest" offer starts at the D-segment Model 3, which is a big car by EU standards. I know that for US standards these look small, but for the rest of the world they represent huge chunk of cars. People don't need a Model 3 for daily driving, they need the equivalent of a Volkswagen Golf, with ~400km real range.
If instead of the CT they had released an 800V, V2L+V2G, 48V B/C-segment car, they'd have grabbed most of the market. The CT was a very expensive (and stupid in some places - exterior in non-painted steel) experiment in new tech, architecture and steer by wire that had 0 follow up so far.
I'll add: they don't have a city/compact car (Euro A/B/C segment), their "smallest" offer starts at the D-segment Model 3, which is a big car by EU standards. I know that for US standards these look small, but for the rest of the world they represent huge chunk of cars. People don't need a Model 3 for daily driving, they need the equivalent of a Volkswagen Golf, with ~400km real range.
If instead of the CT they had released an 800V, V2L+V2G, 48V B/C-segment car, they'd have grabbed most of the market. The CT was a very expensive (and stupid in some places - exterior in non-painted steel) experiment in new tech, architecture and steer by wire that had 0 follow up so far.