a lot of it is probably lack of scale. Tesla is making not that many batteries on the scale of CATL. naziness probably didn't help, nor the fact that Tesla/Musk is fairly famous for working employees way too hard until they burn out.
Thats what im thinking as well. I was concerned when Straubel announced his departure but after reading multiple sources, it seems like the real reason he left was because he was getting bored and wanted to start something new (battery recycling). My hope is that he put a team there to continue onwards. It didn't seem like anyone was panicking when he announced, sounded like it was in the works for a while.
Cybertruck was supposed to have something like 250k yearly right? Are they even getting 30k yearly?
But still...tabless, structural pack, 4680, dry cell these are all things they had in production first right?
BYD Blade is amazing, but its more of a optimizing a mass market LFP cell no? Whereas I am referring to putting cutting edge tech into production.
