My understanding was that the Gigafactory was conceived out of necessity as least as much as opportunism. That is necessity for a large stable source for batte

My understanding was that the Gigafactory was conceived out of necessity as least as much as opportunism. That is necessity for a large stable source for batteries over which Tesla has quality control. Had they been able to find that elsewhere, they wouldn't necessarily be in the battery-making business. All that is to say, I think (hope) that Tesla doesn't see what is essentially a commodity business--albeit one with some innovation baked in--as a driver of their enterprise moving forward. As such I think they should welcome competition in that space.