What's their competition on the high end? Porsche, Cadillac? Do Rivian or Genesis count?

If they are eating into model X or S sales it obviously counts here.

Porsche, Audi, BMW, Mercedes-Benz, Genesis, and Cadillac are all competitive in different ways. Stat wise someone buying the electric G-Wagon is making a poor decision, but swagger is a selling point which very much costs Tesla sales.

Cadillac’s approach of a huge dumb battery powering a huge heavy vehicle may not be ideal for the average use case, but customers are going to prioritize different things. One SUV just can’t be the best solution to every lifestyle.

Audi and Mercedes? (Well in Europe where the highend Teslas barely had any sales anywya, at least). Porsche is probably a tier or so above

Lucid runs circles around the S when it comes to build quality and features.