[alexhawdon]

That is interesting. I wouldn't say it puts Tesla in direct competition with LG & Samsung, but does address the 'how will they ever catch up?' questions wrt traditional car makers. (Not that I'd give these arguments that much credence.)

A commoditised battery/drivetrain solution allows the incumbents to focus on what they do best - building high quality cars at scale. So in this respect the challenge lies with Tesla.

(FWIW I'm a huge Tesla fan but I enjoy reading EV articles on HN because the discourse is a bit more balanced than more pro-Tesla communities.)