I'd reeeeally like to see Tesla Energy branch out into other types of stationary storage. Not to ramp the R&D, but the execution at scale.
There are plenty of technologies that only "failed" due to someone other than Elon designing the manufacture and execution. This one had me so excited, then they built a production line that looked like this:
WTF kind of effort is that? How in god's name is that scale? China owns this company now, maybe they'll do it right.
As Tesla Energy gets really really big, it seems silly to me to rely on tech meant to be lightweight for transport. Maybe they're already diversified within their gameplan.
I remember reading about Acquion - got me excited as well. Then I lost track of them.
One thing this does is point to the value of scale. I think their technology is better, but as long as they're manufacturing KWh or MWh worth of storage, while li-ion is being made in GWh, getting the cost down and being competitive is going to be tough. Especially when their production line looks more like an engineering line.