I believe Tesla has the best resources for developing batteries and
manufacturing them.  They hired all the pertinent electrochemists at least.
They have made themselves the subject matter experts, bar none.

Also it is probable that for a while, new batteries designs will be
manufactured in a similar manner, and Tesla will incur less capital outlay
to retool than any new entries.

Anyone with a better design would be smart to prove it to Tesla and get on
board with them.  So far as we know, no one has demonstrated the efficacy
of an any substantially new designs to them.

An interesting point is that Tesla is not a typical for profit company.
Musk at least will be happy to simply create a demand, and even
competition.  The more successful the better. I have always kept this in
mind when investing with them.  I actually think the battery business is
more valuable than the car business.

On Sun, Sep 9, 2018 at 10:14 PM robert winfield via EV <ev@lists.evdl.org>
wrote:

>  in 2018, so far Tesla has used 7,103,326 Kilowatt hours of batteries, 77%
> of all the batteries used in EV's (less China) of the 9,279,755 total
> It doesn't matter whether you argue prismatic or pouch or 18650 or
> 2170. Tesla is outselling everyone else
>
>     On Sunday, September 9, 2018, 8:45:20 PM EDT, ROBERT via EV <
> ev@lists.evdl.org> wrote:
>
>  The problem with Tesla's batteries is not small vs large but Tesla has
> put all their eggs into one type of battery.  The other automotive
> companies are staying out of the battery business so that they can buy the
> best batteries available and not spend money on development.  Vertical
> business development is not always the best model.  At present, do what you
> do best and assemble a final product and buy from numerous suppliers is the
> current business model for the big automotive companies.
>
>
> ________________________________
> From: EV <ev-boun...@lists.evdl.org> on behalf of Jan Steinman via EV <
> ev@lists.evdl.org>
> Sent: Sunday, September 9, 2018 10:02 AM
> To: ev@lists.evdl.org
> Cc: Jan Steinman
> Subject: Re: [EVDL] Large Format Cells vs. Small Format Cells for EVs
>
> > From: Jukka J?rvinen <akkuju...@akkujukka.fi>
> >
> > The main question is when will the problems be there? After 200.000 or
> > 500.000 miles?... we have just now
> > mastered the solid state electrolyte and synthetic Graphene production. I
> > see now 500Wh/kg, >15 year lifetime
>
> I see someone arguing both sides of a fallacious argument.
>
> How can you criticize one manufacturer for unknown future problems who
> uses known technology, while lauding unknown technology for a long lifetime
> that none of it has even passed through?
>
> We have all sorts of empirical evidence with small cells. MTBF behaviour
> is well characterized. But there is absolutely NO empirical evidence for
> "15 year lifetime" of "solid state electrolyte and synthetic Graphene"
> cells.
>
> Personally, I prefer nickel-iron cells. But I'm an outlier. :-)
>
> Jan
>
>
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