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Tesla's disruption in the car industry

As a follower of technology companies and products I've been watching Tesla Motors  for years. With the Model S , Tesla has produced a luxury car that has raised the bar in terms of usability, features, performance, and safety and scored a near perfect score in Consumer Reports review. Tesla appears to be putting significant pressure on luxury car brands. The Model S  outsold, in the first half of 2013, Porsche, Jaguar and Land Rover  in California and in the first quarter of 2013  some models of Audi, BMW and Lexus . At this point, demand for the Model S appears to be outpacing production capacity. The current delivery wait on the Model S is two months or more, as indicated on the Tesla website. Today, at ~$70k USD, the Model S is in a different market segment and significantly more expensive than the the biggest selling EVs on the market. The  Toyota Plug-in-prius  (US$32,000),  Nissan Leaf  (US$29,650), and  Chevy Volt  (US$34,99...