I don’t think you understand the point I was trying to make. I could be wrong, but I don’t think Tesla intends mass-market to mean targeted at the Camry buyer. The person who is looking at a Tesla isn’t looking at a Nissan Leaf as a fungible product, similar to how an iPhone 3G or 4 buyer didn’t really see Android as a viable alternative in 2008-2009 or even now. To a large extent, the target customer is price insensitive within the 35-45k price range and is an enthusiast looking at entry level luxury alternatives like the BMW 3 series, Audi A4, Mercedes C class, etc.

As someone who has driven a Model S, the experience is so much better than an ICE vehicle (acceleration, technology, not having to go to a gas station), that the other entry level luxury vehicles, while very nice, feel very obsolete and uninspiring.

I do, however, that the market will be much bigger than anyone anticipates because many will realize the cost is similar to a Camry after gas savings. I also think they’ll drive one of these vehicles and realize that it’s a much better experience than other vehicles.

Luxury car manufacturers are very good projecting who their customers aren't. To a certain extent, a car purchase says something about who you are not as well as who you are. A lot of iPhone buyers are saying I'm not an Android as much as they're saying I'm an iPhone user. A lot of Tesla's target customers for the Model 3 fall into the same category.