Part 2/11:
Despite the presence of numerous specialized battery manufacturers, Tesla's ability to produce batteries cheaper than anyone else is remarkable, especially considering Tesla’s diverse operations beyond just batteries. While scaling production remains a challenge, Tesla’s production capacity is already expanding rapidly, paving a clear path forward.
For years, investors were frustrated with the slow development of the 4680 cells. However, recent rumors and Elon Musk’s announcements suggest that Tesla has finally realized significant cost breakthroughs, making the cells much cheaper and more scalable. As a result, optimism is rising about Tesla's future competitive edge owing to these cost reductions.