Part 5/12:
Beyond charging infrastructure, Ives hints at broader synergies through Tesla’s battery technology and energy storage systems. He suggests that automakers’ desire to license Tesla’s advanced battery tech, such as the 4680 cells, could be pivotal. Although Tesla has yet to mass-produce these batteries at scale, the potential for licensing and collaboration offers a lucrative revenue opportunity, possibly prompting traditional automakers to adopt Tesla’s pioneering solutions in EV batteries.