Increasingly, companies like Tesla also need to figure out how they will adjust to an adversarial China and the corresponding shift in Geopolitical reality. I remember reading that China may derive 40% of its revenues from Chinese market soon. Also wonder if this is already priced into Tesla's stock. That being said, I am also sure Elon and Co. are not sitting idle and twiddling their thumbs. In any case, it will be interesting to see how they deal with this.