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I am not sure if this is still the case, but at least at one point the Tesla business model was to dominate Li-ion battery manufacture through economies of massive scale. I believe any major car manufacture can duplicate a high end electric car with moderate investment. I think duplicating huge scale battery production is substantially more difficult with a longer outlook. I don't know if it will go to plan but if Tesla can make batteries substantially cheaper than other companies can source them for that is a big market advantage.

I am electric car curious and would love to own one at some point.