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Precisely.

The Leaf and other small commuter cars are fantastic for people who don't give a shit about cars, and really care about the environment / gas prices. That's a great market, but it's a completely different market than the one Tesla is going after.

The Roadster is basically an electric Lotus. And there's no-one that's going to say to themselves, "You know what would make good financial sense? Replacing my Civic with a goddamn electric race car." It's not about price or energy or the planet, it's about something unique and fun, a luxury good. I expect that there is close to zero overlap between potential Tesla Roadster and potential Leaf buyers.

The Model S changes the dynamic a bit, but it's still not competing with the Leaf and other city cars. And most importantly, it will appeal to people (like me) who love cars. It's unsual, but extends beyond sports-car novelty into something that could easily be the primary vehicle for a family of 4 - or even more with the rear-facing 3rd row seat. Hell, if I was in the market for a high-end sedan, the Model S would be far and away my first choice. For about the price of a 7-series, you get something entirely new and unique in the automotive world.

Both Nissan and Tesla's attempts at popularizing electric vehicles have sensible business models behind them, they're just very different vehicles aimed at very different demographics.



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