With the ramp up of Tesla Energy - and of the Tesla Semi, it could make sense to start measuring their growth in battery capacity delivered.
Indeed. The important bottle neck is still battery quantities. A little frustrating as we have known this for a long while already, but I wonder if having 20-30% more batteries (cells and packs) atm would translate in the Semi (or any other model in volume) coming out any earlier.
They already have their hands very full with building new capacity, so maybe having more batts now would not necessarily bring pipeline models much earlier.