2018 Tesla 3 owner and reservation for Cybertruck. Also, I am long term supporter and follower of the company.
I have a question that I have not seen anyone really talk about when in comes to EV competition. Going back to battery day, Elon mentioned how the whole ecosystem is going to be strapped for batteries.
So given all these new EV's car coming out by OEM's how are they going to reach the capacity they want without batteries?
Tesla and Panasonic has Giga Nevada outputting 35gwh and they are still battery constrained. Are OEM's keeping quiet their partnerships with battery manufacturers? How do they expect to catch up to Tesla if Tesla is leader in this already. Any thoughts on this. Shorts keep saying competition is coming but they only mention the cars, they do not mention the batteries that are supposed to go into the cars.