How is energy storage demand trending against Megafactory capacity?
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Tom Becker
3 questions
Is the Semi program finally supply-constrained or demand-constrained?
0Top answer · Elon Musk · 496 likes
Supply. Every Semi we can build through 2027 is spoken for. The factory in Nevada is the bottleneck and we're expanding it.
How do tariffs on components change the localization strategy?
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