> Telsa are NO expect in battery technology. Panasonic, Sony are. Here's where I think you're missing something. It pays to have a CEO with a degree in physics

> Telsa are NO expect in battery technology. Panasonic, Sony are. Here's where I think you're missing something. It pays to have a CEO with a degree in physics. His background allows him and those around him to ask brilliant questions that rapidly advance the state of the art. Like using lots of small cells and firewalling the groups. This comes straight out of the most basic understanding of thermal dynamics, but obviously that was beyond Boeing's engineers. It's not so much the expertise at the bottom that matters in cases of strategic investment. It's having the expertise at the top where leadership can guide the course toward more likely and desirable outcomes.