I’m not sure why people would be cross shopping them unless they just have a really loose set of requirements. It is not where they are similar but where they differ that puts them in different categories. If the things you listed above are the list of requirements it would be silly to cross shop them. You have a smaller cheaper vehicle that is more efficient that decision should be a no brainer.They’re both domestic three row, ev, suvs, with +300mi range, awd, frunks, buttonless Ui, vinyl seats, and glass roofs. One has a refined Ui, advanced adas, and extensive charging and service network and the other is 12” longer with adjustable ride height and a faster 0-60. Most people will never take either on anything tougher than a dirt road. If one is worth $45k more is up for debate but they have far more in common than not. You may not think they’re comparable but outside of enthusiast forums, these vehicles are absolutely getting cross shopped.
In my case, the Model Y or even the Model X will not work. We travel 1 or 2 times a month with 2 medium sized dogs, the sloped roofs simply is not enough room in the back for them. We occasionally tow and neither Tesla Y or X meets that requirement. I’ve been looking for an EV replacement for my Jeep GC since I purchased my Model S and there just is not a suitable replacement for my requirements currently out there. With the Jeep GC having an average annual sales of 220k vehicles, I think there will be plenty of consumers like me migrating over to the R1S.
There are over 15 million vehicles a year sold in the US, there is more than enough market share for multiple companies to compete for. There is no company that could supply the entire market and the competition is what keeps the innovation high and the cost relatively low.