It appears that demand is in fact slowing.

Given the current trend of price reductions and overly-expensive non-Tesla vehicles with older battery tech and limited range, you'd have to be an idiot to buy a non-Tesla in the US. Especially before manufacturers make the switch to NACS.

Which to me means about a two-year lull in the market.

You mentioned CyberTruck preorders, but Ford had a ton of preorders for the Lightning as well... most of which vanished. And this also assumes that Tesla can make more than a handful of the things.

Model 2? How many years did we wait for the CyberTruck to actually ship? (Still waiting, btw.) So how long do you think it's going to be before we see a Model 2, especially since it hasn't even been announced yet?

Agree with your comments on UAW, however. Their shortsightedness is about to kill the goose.