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> What is the major moat you have around a battery production business? https://www.tesla.com/gigafactory https://www.tesla.com/gigafactory
by xapata 8y ago
> What is the major moat you have around a battery production business?
https://www.tesla.com/gigafactory https://www.tesla.com/gigafactory
- xkjkls 8y agoIs that really going to be competitive against Panasonic, LG, or Samsung? All of those are in countries with better access to Lithium and cheaper engineering resources? I'd bet on those guys producing way more batteries.
- bllguo 8y agoIn fact, a lot of the gigafactory tech is Panasonic's. They lead the battery cell manufacturing at the factory.