The prices being paid to Tesla for current deliveries were not at the most recent high prices
Elon has admitted the prices were obscenely high for the model Y, but it was the only way to keep the order backlog from being multiple years.
As the price of Tesla's vehicles falls their TAM increases exponentially.
These prices reductions are mainly due to falling costs. The margin impact is likely minimal.
Likely Tesla competitors will be driven out of business, which will free up supply to Tesla, helping them increase production in an unconstrained manner.
It's funny that the commentary is only Tesla has a demand issue, when you look at every auto manufacturer has declining sales except BYD, which now faces model 3 pricing at levels destroying demand for it's most successful electric vehicles.
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