To your point Tesla uses both BYD and CATL. GM uses CATL as well. However GM supports fast charging at 1/2 the rate Tesla offers. The internal electronics and voltage level counts as well. GM went cheap on their new bolt.

Which partly is why I want to upgrade my M3 with a new M3. Except my family will be sad and mad (because Musk & 2025).

But ok back to batteries. Lyten produced Li Sulfur first gen batteries with 90% yield using industry standard manufacturing equipment with 2X energy density, 1/2 the weight and 1/2 the cost. So in 2025 there are building a Giga factory in Nevada for $1billion. Who would risk this on a start up? Hey, it is standard production equipment (ok almost standard there is a 3% cost adder for Lyten batteries).

So initially sales are to military (no use of any Chinese material and 2X the range!) also to small vehicles like e bikes.

The long qualification process for EV is under way.

Could Lyten fail? Of course.

My point is Tesla is silent on this. Seems odd as Lyten (I don’t own stock by the way) is making significant progress and the industry could scale production very fast.

Use existing equipment, convert to Lyten chemistry. The materials are available, no logistic issues.

The battery requires new battery management system.

Solid State designs say initial production will be expensive.

Tesla may be evaluating this technology. However they appear very conservative with focus on Si anode density and dry electro process , which took forever to scale.

I come from the micro processor industry and get the ramp to 1 billion parts is a big deal. But unless you are 100% focused market share can be lost in a blink.

If I were Tesla I would build a prototype battery for the semi truck just to show off.