The battery cells inside the Gigafactory are created by Panasonic. So far it looks very unlikely that the Gigafactory will be able to produce battery cells at a substantially reduced cost when they're relying on subcontractors for all parts. Innovation in batteries is really hard. We've had lithium-ion batteries for nearly 50 years now, and they're just not improving that quickly. We'll get 5% a year improvements for the next decade if we're lucky. The Gigafactory won't change this. So I don't see how the Gigafactory will be a lasting competitive advantage.