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Fair point about the terminology, but the comment I was replying to mentioned "battery production" as a moat, not "battery technology." I just assume the hard p
by justin66 8y ago
Fair point about the terminology, but the comment I was replying to mentioned "battery production" as a moat, not "battery technology." I just assume the hard part about battery production is not designing the silicon but cranking out the necessary number of high-quality cells, with all due respect to Tesla's excellent electronics and design.
- dragontamer 8y agoHmmm... that seems to be a valid interpretation of the thread. Not the way I read it initially though. But yeah, seems to checkout.