Musskiah
DisGruntled
It is easy to disprove the notion that Tesla Energy isn't moving fast. The numbers show Tesla Energy did (2022 to 2023) & will continue to grow faster than Global BESS CAGR, which means they are growing faster than the market. They currently enjoyed 16.3% market share in 2023. They are A, perhaps THE dominant player. Or maybe CATL or Samsung/Stellantis is #1. These 3 (and others) will battle it out for #1, many others will try to compete, many will fail. Just like the solar shakeout of the early oughts (2000s) the industry will mature and consolidate. Tesla Energy will remain dominant because Tesla is a hypergrowth company.Maybe this is why Tesla isn't moving faster. If someone else is capably achieving that aspect of the Mission, it would be on par for Tesla to shift to technologies that will be more impactful where there is an absence of leading players.
Still, they could manage a 5% share of world megapack production and make good bank for decades, and also focus on other projects like BEV, AI, robotics, and whatever they come up with next.
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