The recent PBS News Hour interview with Elon had a possible reference to this Daimler deal:
http://www.teslamotorsclub.com/news-articles-events/1102-daimler-battery-tech-breakthrough.html
http://www.teslamotorsclub.com/battery-discussion/527-daimler-chrysler-do-li-ion-house.html
http://www.teslamotorsclub.com/electric-cars/1041-mercedes-ev-coming.html
Searching the forum, there are a few other threads that have to do with Daimler and batteries:ELON MUSK: ... But one other thing I should say is we're actually very happy to sell batteries and motors, we're happy to sell power train components to other car companies. So we're not trying to keep the power train to ourselves, we're happy to sell that to other companies.
SPENCER MICHELS: Any buyers?
ELON MUSK: We actually have some, yes, we do. It's still confidential, but we think we'll be able to announce a deal with a major car company maybe later this year.
http://www.teslamotorsclub.com/news-articles-events/1102-daimler-battery-tech-breakthrough.html
http://www.teslamotorsclub.com/battery-discussion/527-daimler-chrysler-do-li-ion-house.html
http://www.teslamotorsclub.com/electric-cars/1041-mercedes-ev-coming.html