Looking at Tesla's sales:
https://insideevs.com/news/558255/te...raphed-2021q4/
It's kind of amazing how few S and X they sell. Pretty much everything is in the 3 and Y. Will those sales continue? They are not all that interesting of vehicles, which leaves competitors room to catch consumers' imagination.
What's coming? The Roadster, which is going to be low volume as well. They've got the semi, which already has competition in that space. So that leaves the Cybertruck ,which will also be up against the Ford, Chevy and Dodge. Ford beats them to market, with a huge built in customer base. It's also a pretty polarizing design. They'll sell them to big Tesla fans, but does the typical consumer want to be seen in that thing? I''m not so sure.
So the current lineup doesn't have a lot of exciting high volume designs in the pipeline. They'll continue to grow sales of the 3 and Y, but if those drop off, they could be in trouble. I don't see the Cybertruck doing anything near those volumes.