Tesla has a huge advantage by having the highest profit margins, the greatest vertical integration, plus the lowest costs of production. Bonus is they have the lowest % of debt of any other volume auto manufacturer.
They can reduce costs further, have great flexibility with pricing, have the best technology, best charging infrastructure, most demand levers, flexibility to control production volumes, etc.
They have enough production headroom to increase production by over 50% next year, and many markets eager to open up in other countries to absorb all this volume.
Think they will do relatively well in 2023.