October 1st, 2020

LG Chem, CATL and Panasonic make batteries for Tesla. On battery day Elon and Drew pointed out many cost reductions with regards to cell production cost. They spoke about bringing down their dollar cost average.

But these other manufacturers are not selling Tesla cells at cost. There is a margin on top. Tesla would be saving this margin in cell costs as well.

I wonder if there are other cost savings that were left out as well.

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I am TSLA Long. Model 3 Owner. Brother of a Model 3 owner. Son of a Model S owner. I have reservations for Slate Roof and Cybertruck. I am a Tesla speculator and fanboy. I am not a financial advisor. Investing in anything comes with inherent risk. Short NKLA (Aug 4 2020)