> the battery production capacity is apparently nowhere near enough to supply companies like Tesla All conjecture, but it could have just been a risk thing, no

> the battery production capacity is apparently nowhere near enough to supply companies like Tesla All conjecture, but it could have just been a risk thing, not a capacity thing. Tesla isn't a problem, it is Tesla's ambitions that are a problem. There is sufficient supply for the Model S/X but not the Model 3 and they were likely having difficulty finding a partner willing to spin up enough production capacity for the later. If I were to hazard a guess everyone wasn't willing to take on the risk at the usual price so there was enough price difference (to cover the risk of problems) that it made sense for Tesla to spend the capital to build there own. Heck you might even be able base Tesla's expanding ideas of what to do with batteries on this. "What do we do if we can't sell the cars at the expected price point so we move fewer of them?" "Just make other products that can shore up demand". Again all baseless conjecture but depending on the quantities involved could make sense. If Tesla said "I guarantee I will by X but you need to be able to produce 5X in case I don't run into any issues" would you bite without compensation for that risk?