My take is that companies using silicon anode batteries will eat their lunch. Mercedes partnered with Sila - manufacturer of such batteries in 2019 and will be

My take is that companies using silicon anode batteries will eat their lunch. Mercedes partnered with Sila - manufacturer of such batteries in 2019 and will be powering its electric G-class with it in 2026: https://www.silanano.com/press/mercedes-benz-taps-sila-to-produce-next-gen-anodes-for-upcoming-eqg-electric-g-wagon https://www.silanano.com/press/mercedes-benz-taps-sila-to-pr... The technology offers "just" a 20-40% increase, but that is still a lot considering the pace of progress in this field. Also it's more than one company starting production at scale in the next few years - the others being OneD (partnering with GM) and Amprius (not in the motoring space yet). By the time Toyota has those 10k cars built, others will be already on the market for a while.