Re:Tesla Bonds Are in Free Fall
by Avshalom on Wednesday March 28, 2018 @05:47PM
(#16702294)
when asked: "tesla is an infrastructure company" or "tesla is a battery company" (well no panasonic is...) or "tesla is an energy company" (slightly more realistic since they bailed out solarcity) or "tesla is a self driving car company" (which as you point out: they're not any further than anyone else).
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Where are Panasonic’s utility scale batteries?
Sure, Panasonic manufactures the 2170 cells, but they aren’t in the same game as Tesla.
>>Where are Panasonic’s utility scale batteries?
where ever somebody wants them.
>>Sure, Panasonic manufactures the 2170 cells, but they aren’t in the same game as Tesla.
While true Tesla is a value-add on those cells, but like 99% a value add for themselves. The quick question is if one of them died would the other survive...