Part 10/12:
Critical to Tesla’s long-term growth are supply chain management and regulatory compliance. Musk emphasizes that Tesla is well-positioned to meet the increasing demanding battery content requirements for US tax credits, thanks to its ongoing supply chain development plans spanning 2023 to 2025.
Additionally, regional backlogs, especially outside the US—like Australia—raise questions about delivery delays. Musk questions systemic bottlenecks and advocates for increased manufacturing capacity, hinting that opening more gigafactories could alleviate long wait times.