Not a surprise... I've said this before but we need a CyberSuburban... a boxy full-size 3-row SUV built on the Cybertruck platform but with a slightly more conventional looking exterior and proper interior space instead of the bed. It would be the perfect vehicle IMO!
When there was a bigger gap between the mainstream Teslas and the premium Teslas, it made sense to have the S and X around. But as they improve the 3 and Y (owners who have had prior gen and current gen vehicles all say how much better the Juniper/Highland are than the previous ones) the S and X aren't "needed" for people that want a "nice" vehicle. And you get the same features at half the price. Sure they are smaller but the S/X are not "family hauler" vehicles anyway so the 3/Y make more sense for most people.
So given that sedans are outdated anyway and the Model 3 is pretty good nowadays especially in upper trims, and the Cybertruck is cheaper than the Model X, makes the S/X completely pointless. Many current S/X owners will simply move to another Tesla vehicle as nobody else offers the same features and software. S owners will go to the 3 or Y and X owners will go to the Y or Cybertruck.
Sure, a few people will move to Lucid or Rivian but unless people ditch their Tesla for political reasons (which despite being all over the news is actually not very common, by the numbers), Tesla owners are quite loyal!
Rivian has a future but Lucid really doesn't IMO.