not sure I've seen a good analogue for the Model S (yet)

closest competitor for the Model X at the moment appears to be the Jaguar I-Pace.

For the model three there's things like the Hyundai Kona and Renault Zoe which are becoming competitive.

I don't think it's there yet, but if I was an investor looking at a 2-3 year timeline, you've got to expect increased competition as there's various models coming along from various companies. Not all of them will be successful, but it's a fair likeliness that some will be.

The Model S sales are down close to 70% YoY. That’s very obviously not the platform of the future