I thought that was an interesting observation, and I've been reminded of it ever since. Maybe that person was right.
Tesla targets a very narrow range of the car market. It doesn't make much sense for them to have two similar-sized models, because the Venn diagram of "people who want an EV" and "people who want a $SIZE $BODY_STYLE" is already pretty narrow.
Model X price segment competitors: Audi Q8/SQ8 e-tron, BMW iX, Mercedes EQS SUV, Lotus Eletre
There are dozens of EVs with better powertrains and interiors for less money than the S/X. I have merely listed cars with similar MSRPs.
All that aside, Tesla's approach is to have a few overall form factors and to innovate in software. The hardware is fine and matters a lot less.
The very post that started this discussion says otherwise. Software doesn't get you from A to B on its own.