Sure, the difference is that Tesla is aggressively expanding (sales have been increasing around 100% per year for the past few years) while Jaguar has its niche

Sure, the difference is that Tesla is aggressively expanding (sales have been increasing around 100% per year for the past few years) while Jaguar has its niche and is happy to stay there. The I-PACE can sell significantly fewer units than the Model Y (and almost certainly will) while still being successful. And conversely, Tesla sales matching Jaguar’s in the long term would spell doom for Tesla.