Once those companies start shipping at volume they will be at the mercy of price rises in the LI battery market, something Tesla will soon be insulated against.

Once those companies start shipping at volume they will be at the mercy of price rises in the LI battery market, something Tesla will soon be insulated against. Those other companies will need to build their own gigafactories to present serious competition to Tesla in the EV market. Tesla will soon control over 50% of the worldwide supply of LI battery cells. It's not a loss for Tesla if Tesla's EV competitors are buying the most significant part of the EV off of Tesla.