But that would imply Tesla saw a similar surge in sales. Is that the case?

Depends on what you're looking for.

I'm driving a Model 3 Performance right now. My wife drives a Honda CR-V, but is likely going to get a Hyundai Ioniq 5 N as her next car (Really, she wants the 5, but I'm going to pay the difference to get her into a 5 N). Meanwhile, my next car (And likely final car) will be whatever the first high-performance electric sports convertible is. Right now, none exist, though Porsche is working on a 718 EV, and Polestar is working on the 6. Tesla Roadster 2.0 is vaporware, as far as I'm concerned, and I don't want to buy another Tesla anyways.

I don't like the direction Tesla has gone with their designs. Eliminating the stalks, pushing the yoke (I know its now, and has been for a while, an optional feature), etc. I've gotten used to using a touch screen for everything my M3P, but having physical buttons for commonly-accessed things like climate controls would be nice to have again.

I will take my Nio over a Tesla any day. Vastly superior build quality and comfort, battery swapping is just the cherry on top.

Tesla is in the sweet spot for $/features/performance though.

(I’m in the EU, don’t think it’s available in the US yet)