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by philwelch 2631 days ago
Tesla itself don't have to be the ones manufacturing the batteries. Given that manufacturing seems to be the part of the value chain that Tesla is the worst at, I don't think the gigafactory was ever going to be that valuable or effective anyway.
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imtringued 2630 days ago
Their battery factory is Tesla's primary competitive advantage. They are far ahead of almost any other manufacturer in terms of battery chemistry (<3% cobalt [0], less lithium, etc) and battery pack manufacturing (first to do thermal management -> long battery life).

[0] https://www.teslarati.com/tesla-model-3-batteries-cobalt-vol...

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philwelch 2630 days ago
Battery design is one of their primary competitive advantages, along with marketing and the supercharger network. Large scale manufacturing isn’t.
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hindsightbias 2630 days ago
It was all the rage not for back that Tesla was a battery company, not a car company.

If they’re not scaling cars or batteries, then peak Tesla would be inevitable.

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