Earlier quoted context omitted.
This assumes those companies will solve the energy storage issue in a reasonable amount of time. I wouldn't be so sure of that. Tesla does a lot of shit wrong, but Musk is ahead of people RE: batteries and energy storage importance. I am reminded of Bezos saying that their headstart in AWS with no viable competitor for years and years on end is what catapulted Amazon to what it is today. Tesla has a shot of making th…
I don't understand how the batteries can be the competitive advantage when it's Panasonic producing the batteries.
AFAICT, the value of Tesla’s battery packs is that they’re cheaper, have better longevity and charge rate than the competition, and that this is due to the vertical integration of the whole design & manufacturing process. So, many small details slightly better than the competition, at lower cost. Also, Tesla’s drivetrain & pack integration is more efficient than competition due to many tiny improvements, leading to fewer kWh & hence dollars of cost per mile of range.