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When batteries are the primary bottleneck on production, the primary source of innovation, change, and price drops, then in that case batteries are not mere com
by epistasis 4y ago
When batteries are the primary bottleneck on production, the primary source of innovation, change, and price drops, then in that case batteries are not mere commodities but a key technology in the car.
The rest of an EV is pretty simple. Drivetrain is no longer a really hard component, as electric motors are far more straight forward.
> > It’s a car that’s hard part.
Countries that try to kickstart a new car industry often outsource the drivetrain, as it's the most difficult part to build.
With EVs, batteries are by far the touchiest and most difficult part to build. Companies that outsource battery design, or at a bare minimum are not intimated involved with the batteries for their own packs, will be left behind.