[doczoidberg]

This is not a random person but a service company which has reverse engineered 4 Teslas for german car manufacturers.

Among others these car engineers spotted that the new battery cells use nearly less then a third of cobalt (2,8% vs 8%) of ordinary cells what no other company has achieved. This should be a quite competitive advantage

[barbegal]

That's just the difference between different lithium cathode technologies. ACM uses ~3% Cobalt and NCM 111 uses ~8% [1]

[1] https://www.cell.com/joule/pdf/S2542-4351(17)30044-2.pdf Table 1