I guess that's one way to look at it. Here's another:
I agree. Tesla is selling big volumes in the $40k - $60k market, and well-positioned to continue wrecking market-share of the established premium brands while expanding into the economy-plus (EV) market -- all for the reasons we love EVs (ignoring those interiors). Additionally, the competition on the horizon remains largely stuck on the horizon. Jaguar appears to have demonstrated a mostly-winning formula at the luxury/performance end. What if Jaguar could both (i) fix its software, and (ii) produce a compelling ~$40k offering at-volume . . .Say, a Kona-sized not-so-premium model?
Unlikely Hyundai and Tesla, I'm not sure Jaguar is in a position to stuff the trunk with $100 bills to sell them. I would not be surprised if JLR breaks even or better on the I-Pace in the long run.
How many $36,200 Teslas will be made available is anybody guess. They didn't make many Model S40's. They promised they would make some, and they did. Then they stopped. They might just service the outstanding reservations from 2016, and not take future orders at that price. It's telling you cannot buy the $35k with the big battery. It SHOULD make more money selling it with more battery. But it's not available even though it fits fine. A major problem with the $36,200 M3 is the AV system and Superchargers. If they don't use either one, a lot of lost money is being generated. It's a safe bet a true AV system, board, sensors, SW development, SW maintenance, warranty, assy costs, profit, is well north of $10,000 right now. If they don't buy it, it's sold at a loss. Then a % of all Tesla sales go to Supercharger support for the legacy cars, expansion, and maintenance. Is cost is sunk too unless they use the SC network alot and are charged enough per kWh.
For Jaguar, they aren't going to survive making Camrys. I just drove a XE for a couple days, which is Jaguar's entry level ($38k) sedan. It's OK. Handles very nice. But ... I can't see them selling in quantity, at least not at the $40k spec, maybe the $60k spec perhaps. I think the I-Pace will outsell it in the global market.
An electric sport convertible coupe with luxury features and exemplary handling is probably something Jaguar could put their name on. Who is making a classy convertible electric so far? An F-Type is a sexy bitch, and electric one would be sweeter.