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Originally Posted by Azure
What did everyone think? It looks like the market was expecting a massive announcement and instead Tesla seems to have made many smaller improvements and developments that will continue bring the cost of battery storage down.
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It was a major letdown because it was hyped so much, people wanted the knock out breakthrough punch announcement. But if you dig into what was presented, this is some serious ####. Tesla is clean slate-ing every aspect of vehicle manufacturing, energy storage, software. And raw material supply. Being hyper vertically integrated is a serious risk but the payoff is tremendous especially when it comes to software, being able to code for all your own hardware, all in house, is something no other auto maker can touch.
Also Tesla only does electric, Ford, VW et al. have to juggle legacy architectures and EVs the tooling and general logistics of that must be a nightmare.