Actually Teslas vertical integration will be a disadvantage, I think. There are many independent battery manufacturers, and many new plants already in construct

Actually Teslas vertical integration will be a disadvantage, I think. There are many independent battery manufacturers, and many new plants already in construction for a few years. China alone will produce in excess of 500GWh in 5 years, and Europe about 400GWh [0]. Batteries will be a commodity in the very near future, and the current supply crunches seem more to be about the metals needed, not the actual battery production. [0] https://insideevs.com/news/397955/10-chinese-battery-makers-50-gwh-2025/ https://insideevs.com/news/397955/10-chinese-battery-makers-...