The interesting (and scary) part about battery manufacturing is the sheer logistics involved in sending the raw materials all over the world in order to get a battery.
Being ahead of the pack should allow Tesla to start minimizing the logistical headache, and localize more of the production. This isn't really because they are 'better' at battery manufacturing than anyone else, but more than likely because they have been doing it longer.
They are also the first in reducing cobalt usage, North America lithium mining, small adaptive manufacturing lines that have been pretty successful, and real time battery usage & the subsequent research which gives them more data to work with. I believe even their recycling is more advanced.
Each quarter they will keep getting ahead of the other guys. At this point the lead will start becoming exponential unless the other manufacturers can get this ##### together.
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