Despite tax credits, EVs are still expensive at POS, and with interest rates being high, I'm sure qualifying for the car might be harder. On top of that, the Tesla Highland and upgraded Y are on the horizon, so people might be holding off before ordering their Tesla. In 2024, tax incentives will be applied at POS, so the cars should be more affordable, and that too may be driving down demand in 2023. Some states have rolled back incentives for 2023 understanding the EV demand is taking off and will maintain most of its momentum at some point in the S-curve without incentives, especially as prices drop, but this can also affect demand.
https://electrek.co/2023/04/20/surgi...se-incentives/
https://www.autoblog.com/2023/10/22/...-work-in-2024/
https://climatechampions.unfccc.int/...2030-iea-says/