This point being… the short, particular period between when people awaits for the Model Y refresh and when people can buy that new model. That didn't last long (check China's number https://x.com/piloly/status/1884095767780155666/photo/1).
They are many political things to say, but misreading numbers doesn't do any good in the long run ("never underestimate your enemy").
I doubt Tesla can survive with US sales only.