Tesla's has some significant challenges ahead...
In the USA they will have increased competition from upcoming second-generation EVs of the legacy automakers, coupled with fewer remaining early adopters wanting to buy EVs.
In China it's facing ferocious competition from the new domestic Chinese brands.
Elon can't continue with his normal stubborn ways in this environment (e.g., releasing weird-looking vehicles, not releasing newer cheaper models, removing wheel stalks from cars, not providing an option for instrument cluster or HUD on the Y/3 and so on).