That doesn’t seem like a good analogy because Tesla increasingly runs its own body shops — and its own insurance. Both are somewhat nascent today, but should mature around the same time as the structural battery.
Your rebuttal about my analogy is to mention Tesla insurance that is only offered in one of 50 US states?
Also, it’s underwritten by another company. It’s like Verizon selling you an iPhone, it’s the same phone (insurance) it’s just billed differently.
How many body shops do they own? Serious question. How many outside of California? Another serious question.