[zackbloom]

The Model 3 was designed later than the original S and X, meaning it had a fit-and-finish which S and X lacked, at least until the recent refresh. I see that disparity as an example of Tesla disrupting itself, being willing to launch a lower-priced model which could compete with it's own luxury vehicles.

Since then, the S has been refreshed (including Plaid mode), making it more competitive. They are now in a situation where demand outstrips supply, with extensive delays to get hold of a Model X in particular. To me this signals that demand is now there, but Tesla is actively making the choice to focus on the 3 and Y production volume (which also contributes to the Cyber Truck, Roadster, and Semi all not being available yet).