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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…
Serious question- what is Tesla's technological advantage with batteries? I always hear people say that Tesla batteries are above and beyond all competitors, and then I read articles like this which make me doubt that claim: https://www.thisismoney.co.uk/money/cars/article-7364605/Tes...
2. Audi had to scale back 2019 production of etron due to battery apply supply issues. It calls into question Volkswagen group's ability to make millions of EVs in 2022 as planned if they can't make 50,000 etrons in 2019. https://www.electrive.com/2019/04/23/audi-revises-production...