[zaroth]

The point of the Robotaxi use case is it presents a very high duty cycle (multiple full charges per day) but with lower maximum range constraints.

So it’s particularly well suited for a chemistry which provides slightly lower density trade-off for double the total lifetime cycles. Similarly for EV buses and trucks.

Better chemistry at lower cost benefits passenger cars but also public transit and grid storage. It’s a multi-hundred-billion if not trillion dollar market overall.

It has nothing particularly to do with “Musk-moonshot” other than Tesla hyping and accelerating the pace of EV mass adoption, which drives a virtuous cycle for battery chemistry investment.