I see your point - but Panasonic's plant may still be constrained by current market demands. A new plant, and new Tesla car battery design can be driven by what

I see your point - but Panasonic's plant may still be constrained by current market demands. A new plant, and new Tesla car battery design can be driven by whatever constraints will bring down total price in the Gigafactory + Tesla consumption. I would think that getting to that goal could encompass a battery design with a structural enclosure with intra-cell and outer-wall protection for pouch batteries. Vs cylindrical cells with no outer wall protection it just doesn't seem like that large of an engineering jump - more of a repeat of the previous engineering design processes at a different design point.