As usual, you can't take new technology and expect to instantly engineer it into a mass-market solution, and it certainly won't work if you then do a half-assed

As usual, you can't take new technology and expect to instantly engineer it into a mass-market solution, and it certainly won't work if you then do a half-assed job. That, frankly, has been GM and others approach to electric cars. Tesla is eating up a large part of the global lithium production and is contracting with Panasonic and others to source massive numbers of custom batteries. Panasonic then goes and builds factories, a supply chain, etc. The massive scale here is what will drive cost reductions across the board. Some estimates are that Tesla is already only paying 100$/kWh of raw battery capacity.