Tesla’s Secret Weapon: Intense Focus on Batteries

Not much meat in the article. It's not a new observation that Tesla's ability to mass produce batteries in large quantities in one thing that blocks other companies from even getting to mass production of evs. Tesla has long said production is batteries was their limiting factor, and they currently say they don't have enough batteries for power wall production. Also the new mid-range model 3 is a good idea because it stretches even their limited battery supply.

I'm sorry but Tesla's secret weapon is a technology that can probably be reproduced in 1-2 years by several large manufacturers then it's in deep trouble. This isn't going to be a long term competitive advantage, so I'm not really sure how it's relevant. Tesla isn't uniquely place in battery production, it's maybe uniquely placed in battery pack production for EVs but is that really going to be enough?

Very secret.