I think it'd be a mistake to also underestimate the impact of actual competition showing up with far fewer quirks. Tesla's interiors were already spartan to say

I think it'd be a mistake to also underestimate the impact of actual competition showing up with far fewer quirks. Tesla's interiors were already spartan to say the least, and with each interior update the cost cutting gets even more obvious and more compromising (eg, replacing turn signal stalks with buttons on the steering wheel). Meanwhile you've got things like the Ioniq 5 that have fun styling, way better interiors, and don't really cost that much more. They're still selling a lot fewer in total numbers than Tesla, but Ioniq 5 + EV6 is around 53,000 vehicles in 2023. Given the shape of the EV landscape and EV sales in general, that's probably a lot of lost sales from Tesla specifically. BMW also started showing up, and they're responsible for another 47,000 sales in 2023. And then at the high end it looks like the Model X + S sold 17,027 total, which yeah. At that price point those vehicles are just one-trick ponies. They go fast, and that's about it. Meanwhile you've got Lucid Air, Porsche Taycan, Audio e-Tron GT, etc... Taycan + eTron GT sales in the US add up to around 10,000. Lucid only had 6,000 delivers in 2023, but it also only offers a Model S competitor atm.