IDK if this is the logic, but it might be: From day 1 (elon's "underpants plan"), Tesla's what-to-build-next strategy has focused around a few pieces: (1) The

IDK if this is the logic, but it might be: From day 1 (elon's "underpants plan"), Tesla's what-to-build-next strategy has focused around a few pieces: (1) The current and near future cost of a long range battery (2) Market size at various price points. (3) Using unit volume to drive battery cost reduction and open up new categories. Mostly, they've selected the highest volume categories where their electrics compare favourably on price performance (and performance-performance) with high-ish-end ICE cars. For the first car, this meant expensive sports car. Then, luxury sedan... ATM, the $40k-$50k price range is the highest volume price segment where you can afford a good battery without performance or range compromises. At that price range, SUVs of various sizes are very popular. So, even small-ish differences in price and/or product opens up a bigger potential customer base.