> Cars, batteries, and solar panels are all basically commodities. That is only true, and arguably so, for solar panels. Cars are absolutely brand-dominated,

> Cars, batteries, and solar panels are all basically commodities. That is only true, and arguably so, for solar panels. Cars are absolutely brand-dominated, and famously so. If they were really commoditized we'd be seeing consolidation of providers, where (c.f. the very company we're talking about!) we're seeing the opposite. And batteries are legitimately high tech devices. No one can "just open a battery factory" without stealing someone else's chemistry process first, and probably a ton of industry knowledge about suppliers and chain management. An enormous amount of money is still being dumped into battery R&D. They are basically the polar opposite of a commoditized product.