Is BYD able to achieve cheaper cost per kWh for their battery packs than Tesla?
Or do you expect Tesla to not be willing to sacrifice margins in the future in order to produce at high volume (contrary to the their stated plans)?
I’m guessing that no single company will dominate the battery market. I see some pro-Tesla hype, but little that would motivate me to pay 5 times sales for Tesla rather than 1 times sales for BYD.
Is BYD able to achieve cheaper cost per kWh for their battery packs than Tesla?
Or do you expect Tesla to not be willing to sacrifice margins in the future in order to produce at high volume (contrary to the their stated plans)?
I’m guessing that no single company will dominate the battery market. I see some pro-Tesla hype, but little that would motivate me to pay 5 times sales for Tesla rather than 1 times sales for BYD.