I'm skeptical too, but that's besides the point. My point is that (1) energy storage, if a breakthrough is achieved, will have a serious economic benefit to Tes

I'm skeptical too, but that's besides the point. My point is that (1) energy storage, if a breakthrough is achieved, will have a serious economic benefit to Tesla (e.g. profit) and (2) I believe Tesla's strategy isn't just to sell cars, but to compete (and frankly dominate) the energy storage market. And just like Apple needs Samsung and Foxconn to manufacture it's market dominating iPhone, it looks like Tesla needs Panasonic to do the same in the energy storage market.