Cells manufacturing is a totally different animal, and I wonder if Tesla is willing to burn money long enough to get as good as Panasonic and the other big play

Cells manufacturing is a totally different animal, and I wonder if Tesla is willing to burn money long enough to get as good as Panasonic and the other big players. Being colocated with Panasonic at the gigafactory is a huge leg up, but its still a very long term play that I'm not sure matches up with Elon's patience or Tesla's cash reserves.