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I've said it before, but Tesla has lots of ways to keep production output at full. Once they clear out the reservation backlog, which will take about a year and a half, they can open up international markets gradually, to take up the weakening domestic demand. Then it will be a couple years to fulfill that backlog of demand.
Within 4 years, the Model Y will be production ready. That will create the whole demand backlog again, and the whole cycle repeats, which keeps production capacity at nearly full speed the entire time, maximizing profit margins.
4 years from now, EVs will likely account for more than the current 1% of new sales.
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