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> Watching the battery presentation a while back, they're chipping away at battery technology, and every % adds up.

Tesla gets most of their battery technology from either Panasonic [1] or CATL.[2] This allows those companies to operate in the US to avoid tariffs.

[1] https://www.forbes.com/sites/alanohnsman/2022/07/13/teslas-l...

[2] https://www.electrive.com/2024/03/25/catl-and-tesla-launch-c...



that’s a little like saying macbooks get their long battery life from their batteries alone. there’s a lot to consider downstream.


And yet, they somehow managed to convince most people that they are a leader in battery technology ! Fascinating.




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