Musk's Plan For 25% Delivery Growth in 2025 Faces a Growing Auto Recession

Musk set up a high hurdle for Tesla in 2025 with goals for 20% to 30% delivery growth and FSD being "unsupervised" in two US states. This raises the chances of a huge disappointment

People are wondering what should they assume for vehicle sales growth next year. And at the risk of - to take a bit of risk here, I do want to give some rough estimate, which is, I think it's 20% to 30% vehicle growth next year.

Elon Musk on Tesla’s Q3 2024 earnings call

Historically, Growth Tends to Slow After Reaching 1.8 Million Deliveries

In a blatant …