3 ms·
Packaging the cells is the hard/expensive part. Nevermind the battery management software. And the point of the Gigafactory is to compress the supply chains bet
by tokipin 10y ago
Packaging the cells is the hard/expensive part. Nevermind the battery management software. And the point of the Gigafactory is to compress the supply chains between raw materials and finished product. It's an all-in investment whose singular goal is to make battery packs cheaper. The only way other companies are going to match that efficiency is if 1) they make a similar investment or 2) Tesla/Panasonic screw up.
- karpodiem 10y agoGM's partnership with LG Chem seems to match the market demand today more closely than Tesla'a expectations for tomorrow. People are buying CUVs due to low gas prices. The electric buzz is already wearing off.
- tokipin 10y agoIn my opinion that's like saying the "DVD buzz is wearing off" in comparison to VHS. :D But yes, if you don't believe electric cars are going to take over everything, the Gigafactory looks super risky, and regardless it's definitely an enormous investment to have on the books while it's not paying for itself.