I think you have the right idea. Most people forget the fact that Tesla is actually an engineering company much the same as Apple has become. Tesla develops technology that goes into a car (I believe even their car shells are acquired not developed by them) so it's not the same as say Ford designing and building a car. Similarly, Apple is engineering technology that goes into existing devices, of course they also re-engineer the existing devices as well, (i.e. let's reinvent the watch...bam...this watch is your computer, your phone and your car keys...and oh yeah while Samsung's has an alarm, ours alerts you to important stuff, ya know like a heart attack) that's why they rock.
Tesla's first car (the Roadster) was their battery and drivetrain technology put into "gliders" (car shells) purchased from Lotus in England. The Model S and all subsequent cars were designed by Tesla from scratch. Their engineering is on par with the Germans but their electric and battery technology is unmatched.
Everything Tesla does is in the same vein as Apple. From the way the car is designed, built, marketed, sold and serviced is just like Apple would do if they were in the car business. Well, maybe not marketing because Tesla doesn't advertise (yet).
Anyone interested in knowing more about Tesla should at least watch this National Geographic Documentary on the factory and how they build it:
http://www.youtube.com/watch?v=yzEQZBImhpY
If you want an inside view of Tesla during the 2007-2010 period (how they almost went out of business because of the economic crisis) you need to watch "Revenge of the Electric Car" documentary:
http://www.youtube.com/watch?v=R6dUB6HO3Xw
Tesla had a monumental amount of work and obstacles to overcome to make the Model S a reality. Since production began in June 2012 they've been on a roll and executing their business plan quite well, with a few hiccups along the way. Their next car, Model X, has been delayed until spring of next year to make it "right". But the real car they set out to build has always been what they call their "Gen III" (Generation 3), a mass-market, lower-cost, high-volume car with a price of $35K. It's planned for release in 2017. *THAT* is the car will make Tesla a house-hold name because it's in the sweet spot for pricing. Tesla will shortly announce their plans to build the world's largest battery factory just to supply enough batteries for the car which will have an estimated production of 200-300K cars a year!
Tesla is doing it right: start at the high-end and work your way down as the technology matures and the costs come down. You can't be in the car market as a startup and make an affordable electric car when you're not an established name with gobs of money and selling other cars floating you along while you try and "get it right". None of the other EVs have the range, the technology and the proper fast-charging infrastructure like Tesla does to make their cars really attractive to the masses. Yeah, the Model S is expensive, but that's on purpose so that those early adopters pay for the R&D and the SuperCharger infrastructure that the mass-market car will benefit from. Really smart way to go about it if you ask me.