This has been pointed out more than twice but apparently, it bears repeating (based on your comment):
Tesla is the ONLY automaker that has been production constrained for years. Therefore we do not know how much demand there is out there beyond their historical production capacity. We can assume that economic conditions will impact large discretionary purchases like automobiles but that does not necessarily imply Tesla will not be able to sell every car they can make. Certainly, it will hurt the big automakers who were all demand constrained for some time. Also, Tesla has a new model out with huge demand so, even if Model 3 becomes demand constrained they can convert Model 3 production lines to Model Y. Model Y has considerably higher margins than Model 3 so this would actually benefit profitability.
It's overly simplistic to say that since large discretionary purchases will be lower, that Tesla will have a demand problem. Remember, they only comprise a tiny percent of the entire market and that is not because they haven't had enough buyers, it's because they haven't been able to make enough cars for the expanding group of people that want to buy a Tesla. Last Wednesday, Elon let it be known that they finished the quarter out with more order backlog than at any other time. The market for cars in the same price range could be quartered and Tesla, with its little bitty two percent (or whatever the exact number is), might still be able to expand their sales with their production.
