The odds of Tesla owning the battery advantage are very low. Today Tesla depends on Panasonic, CATL, BYD and of course their own internal development.

Tesla is the master system integrator. Like IBM and the microprocessor.

The massive world wide investment in battery R&D, including US start ups like Sila, which Panasonic uses and likely will end up in Tesla.

Can other companies beat Tesla as a system integrator? China. Can Tesla lead in fun to own, probably.

Will Tesla sales grow? Yes but… there will be significant competition. On the other hand a leading share in $Trillion markets is nice.