For that analogy to work, wouldn’t Tesla have to be as peerless and revenue-dependent on battery tech as Google is to search and other online services? I read g

For that analogy to work, wouldn’t Tesla have to be as peerless and revenue-dependent on battery tech as Google is to search and other online services? I read good things about their battery tech but nothing that suggests they have the influence or dominance Google has with search. And the financial statements don’t seem to emphasize battery revenue growth, nevermind the way search revenue has been 90% of Google’s lifeblood for nearly its entire life.