Between 4Q22 and 4Q23 $TSLA can lower ASP by 8% without a dent on margins. This grows the addressable market by 50% (Auto demand is very elastic) In a recession, demand tanks 10-15%, so Tesla will still be able to grow units 36%, out of an addressable market growing 50%! pic.twitter.com/3DEEqTQbzz

— Pierre Ferragu (@p_ferragu) January 6, 2023