an amusing self-similarity at Tesla Battery day yesterdaypic.twitter.com/Nsv7oO7AAk
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maybe writing a longer piece on Tesla's battery day, there are a *lot* of things to cover here and it could be quite consequential. the new cell and new cell architecture is *very, very* different and could be an incredible core to build technology aroundpic.twitter.com/t24cp9FEcc
they're saying because of demand they'll be basically all sold out and won't be able to provide access to other companies for the batteries, and that other architectures basically won't be able to compete, which might be. There may always be other places to get advantages.
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