EM
Elon Musk
CEO, Tesla
2 answers
On the panel of
Answered
How should we model FSD take-rates now that v14 is wide-released?
Take-rate roughly doubled since the wide release. We don't guide on it, but the right mental model is software-like adoption curves once reliability crosses the 'my commute just works' threshold — which it has in most North American metros.
734 likes · 4mo ago
Answered
Is the Semi program finally supply-constrained or demand-constrained?
Supply. Every Semi we can build through 2027 is spoken for. The factory in Nevada is the bottleneck and we're expanding it.
496 likes · 4mo ago