Its always fun to watch the finance folks talk technology. Putting hybrids in the same category as the Model S makes little sense and negates all of the negative factors associated with them. For instance Hybrids must run two redundant power trains. They must store 2 types of fuels and have systems that (usually poorly) switch between the two.
None of the hybrids coming out has anywhere near the battery capacity of the Model S. None of the other companies have the Supercharger infrastructure which is already covering the US and Europe. The BMW i8 does look cool but can it seat 7 and have room for luggage?
Tesla’s position is still extremely strong.