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And battery storage is only getting cheap, I believe at a rate of roughly 15-20% per year.


Yet we also hear that battery production is a bottleneck and the reason why automakers other than Tesla are so limited in their EV offerings.


Other automakers are limited in their offerings because they didn't commit with any enthusiasm until a few years ago, and the development time for a new car is at least that long. There are a whole bunch of new EV options coming to market in the next year or so.




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