Agree. Elon's tweet from July comes to mind:
Elon Musk @elonmusk
Jul 28 Replying to @Teslarati
Tesla is open to licensing software and supplying powertrains & batteries. We’re just trying to accelerate sustainable energy, not crush competitors!
https://twitter.com/elonmusk/status/1288265150928125952?s=20
I know a lot of people on this forum pushed back when the idea of Tesla selling batteries or powertrain to other manufacturers was mentioned, but (just thinking out loud here) I think a deal of some sort with VW would:
a) REALLY legitimatize the fact that Tesla does have superior tech, a nice moat, no matter what GJ says, and
b) give analysts another ongoing revenue stream to add to their calculations, which they could use to justify their higher SP predictions, so we may hear a little less of that "but, the fundamentals don't justify the SP".
I'm not saying that I'm all for a deal with VW, just trying to think of an upside.