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The Tesla IP is just as important as the Panasonic IP though. It really is a joint venture. And Tesla, as the customer connection, has more leverage than Panaso
by erikpukinskis 10y ago
The Tesla IP is just as important as the Panasonic IP though. It really is a joint venture. And Tesla, as the customer connection, has more leverage than Panasonic. They could cut Panasonic out of the next Gigafactory, but Panasonic can't start selling cars and home energy systems.
- dragontamer 10y agoPanasonic owns half the Gigafactory. Tesla doesn't have any leverage here. Panasonic does what it wants. Tesla can decide to switch to another supplier, but Panasonic can just start selling to GM or Ford.
- erikpukinskis 10y agoOf course, for Gigafactory 1 Tesla and Panasonic are married. I was talking about Gigafactory 2.