Earlier quoted context omitted.
Wrong. By that logic, you wouldn't have considered cell phones as disruptive because they initially cost around $9,000 (inflation adjusted). The same for PCs, and pretty much any disruptive technology. That's one of the central points in the aforementioned book Innovator's Dilemma. Disruptive technologies often start out as expensive products that only attract a small segment of early adopters. This leads established…
Yeah, the $100k is a red herring. The issue is not how much it costs, but what it does, and I don't see the Model S as doing anything that incumbents already don't.
You don't skate toward the puck, you skate where the puck is going. This kind of thinking is why, for example, Toyota was able to build the Prius and GM wasn't.
Japanese manufacturers started earlier, building up the necessary experience, technology, and culture at a time when nobody could sell hybrids without heavy subsidies. They took losses for years, learned the hard lessons early, and kept the disasters small. Then, when the market was finally ready, they were, too.
That's what Tesla is doing... but despite countless historical examples of market disruption, the incumbents will react with great surprise when they get their asses kicked. Today the car costs $100K. Tomorrow they will know how to build one that costs $10K.