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They're production and supply constrained. They need to continue to outsource some of their battery production well into the foreseeable future even if they go
by epgui 5y ago
They're production and supply constrained. They need to continue to outsource some of their battery production well into the foreseeable future even if they go full steam ahead on their own batteries.
- sudosysgen 5y agoIt doesn't seem so to me - BYD is selling batteries much cheaper than Tesla can make them themselves. In this case it's not just supply, it's cost too.
- epgui 5y agoYes, because Tesla hasn’t even started putting their batteries in cars. They have yet to reach economies of scale on the battery production line, but when they do, it is expected to be cheaper.