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When that change comes the other players will have the problem that they too will need to build some sort of Gigafactory. There is no way they can do a rushed a
by jernfrost 10y ago
When that change comes the other players will have the problem that they too will need to build some sort of Gigafactory. There is no way they can do a rushed attack against Tesla on this. These guys are slow movers not willing to take big risks. When this battery technology switch happens I am pretty sure Tesla will actually be the first to move. They will have more experience with large scale battery production than the competition.
It isn't just about cells but putting them together and designing a whole battery, with cooling and everything. Tesla knows very well how to do this. The competition doesn't.
- Jtsummers 10y agoThey could also buy from the gigafactory, just like Apple buys components from Samsung (their competitor within, particularly, the mobile market). Google licensed their search engine to Yahoo and others. Tesla is not in a position to replace Ford and others, and they won't be for several years. Even then, they won't be in a position to displace anyone in anything other than consumer vehicles. They have no truck and no announcement for a truck. They have no busses. They have no heavy equipment.