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Tesla doesn't really have a big investment in battery technology, Panasonic owns the technology and manufacturing process IP. What Tesla is investing in with th
by semi-extrinsic 10y ago
Tesla doesn't really have a big investment in battery technology, Panasonic owns the technology and manufacturing process IP. What Tesla is investing in with the Gigafactory is taking economy of scales to the extreme (Musk has freely said as much publicly). That's not something which is difficult for others to replicate once it's proven to be a profitable venture.