> until we find some magical battery breakthrough It doesn't have to be magical. It can just be steady improvement in battery chemistry. Nio's cars have swapp

> until we find some magical battery breakthrough It doesn't have to be magical. It can just be steady improvement in battery chemistry. Nio's cars have swappable battery packs. The current battery sizes they use are 75 kWh, 100 kWh, and their new battery option is 150 kWh: https://cnevpost.com/2023/07/07/nio-user-manuals-include-150-kwh-battery/ https://cnevpost.com/2023/07/07/nio-user-manuals-include-150... From 75 to 150 kWh that's a doubling of energy content in the same physical pack dimensions, and the 150 kWh pack has only a 20 kg weight increase versus the 100 kWh pack. A 75 or 100 kWh pack with the same WeLion chemistry would weigh less than Nio's existing 75 and 100 kWh packs. Once production scales up Nio may well switch all the packs to the WeLion chemistry if the price is right. That's not achieved through magic. It's achieved through better battery chemistry.