Separate names with a comma.
Discussion in 'Future Vehicles' started by Tiger, Mar 17, 2019.
Good post It's The Tesla Model Y Versus The Competition - Now That There Actually Is Some, Finally
Cars couldn't kill Tesla, so next try is for batteries: Battery start-ups are raising millions in the battle to crush Tesla
Tesla Gigafactory Now Makes More Battery Power Than All Automakers Combined | Inverse
Tesla's Secret Weapon: Intense Focus On Batteries
My napkin math on battery demand yields the same answer in batteries as we've already found in BEVs - the more makers of quality BEVs, the better.
In batteries, when somebody other than Tesla builds a new 50 GWh / year battery manufacturing plant, they don't displace 50 GWh/year of Tesla battery manufacturing consumption - they just provide the world with another 50 GWh/year of batteries, in a world where my napkin math gets me to 500+ GWh/year for the United States in battery demand.
So like, good - more battery manufacturing plants, more battery chemistry advances, more scale, lower prices, better performing and more reliable batteries. Everybody's boat is going to float and as a TSLA investor, I trust that Tesla is close enough to the leading edge of battery technology that they're going to be earning an outsized fraction of that market.
Question is... are battery startups trying to "crush Tesla"? Or are they trying to crush the ICEV industry?
who might be THE LARGEST battery buyer? yes, TESLA