After making his typical bullish opening — “self-driving wolf,” “epic,” and “ridiculous” — Musk turned to some reality. Namely, constraints on growth.
Musk said the biggest constraint in 2025 is battery packs.
“We’re working on addressing that constraint, and I think we will make progress on addressing that constraint, and then things are really going to go ballistic next year, and really ballistic in ’27 and ’28,” Musk said Wednesday during a webcast after earnings.