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Is the Tesla LFP a Good Idea?
The most critical and expensive piece is going to be owned by the person who can do it the best. Suppliers are not going to build demand into a thing that's going to be expensive to build unless they know that the buyers are going to be there. It seemed like Tesla had to carry... I think Jordan alluded to this earlier, but like, Tesla literally had to pull Panasonic kicking and screaming into this whole battery process. And now, Panasonic was like, oh, shit, okay, look at this gold mine, which we're just sitting on right now, you know? It's mind-blowing.