So what is the takeaway here? If Audi/Lexus/BMW/Mercedes (pick your poison) were to get their act together and drop a high performing electric drivetrain and big battery in one of their rides (i.e. S7, 6 series GC, etc.) 85% of you would be shopping there instead? Actually, I think that is the exact scenario that Tesla probably fears the most. If the other auto companies of the world adopt a similar EV model (i.e. big battery, powerful, nice looks) AND have greater economies of scale, dealer presence, etc. will the bulk of buyers switch and shop there? Heck, does it even have to be comparable to a Model S? If it is just "close enough" will people take a chance with Tesla?
The big question is "how long?". How long before those other guys wake up and figure this formula out. The the now ubiquitous nature of hybrid availability in every third car line (Accords, Camrys, and Fusions, Oh My), and the sudden surge in plug-in hybrids would lead me to believe time is running out. Heck the new supercars from Ferrari, Mclaren and Acura and all hybrids and the dang Mclaren is actually a plug-in (come to think of it, the next gen Porsche Panamera hybrid is also a plug-in).
Soon no one will think twice about the drivetrain as so many will be either electric or predominantly electric...at that point the "electrics" will have to compete on all the other attributes of being a car (i.e. price, performance, utility, styling, etc.). Hopefully Tesla will fair well...the clock is ticking.