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This is a great point. Tesla is, to me, fundamentally a battery company.
Tesla will inevitably be a battery company because battery energy density, charge time and cost are the #1 things holding back electric vehicles from prime-time, and because of the huge investment into Gigafactory. I wouldn't be surprised if Tesla ends up licensing their battery tech and that supercharging becomes a standard.
I would bet it is actually. Licensing is really where the money is. They've built a substantial lead in the EV market and have some pretty impressive technology.
If Musk is really serious about expanding the markets he says he is, the fastest way to do that is license his technology to other companies. Let them help him increase these EV markets far faster and scale up far greater than Tesla ever could on their own.