My take, vertical integration. Tesla will design batteries that exactly fit the requirement while lowering prices. Iron based batteries for lower range requirements, and nickel based for more performance/range. At the end of the day two companies working together will cost more to the consumer than one company executing efficiently and effectively. Tesla is doing just that and batteries is just one example of many. Software/autopilot, charging infrastructure and service are all other examples.This quote is hidden because you are ignoring this member. Show Quote