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>Tesla's real advantage is their battery production

Battery pack production. Tesla purchases batteries from Panasonic and LG (and thus is susceptible to that supply).

They also produce the cells (though it might be Panasonic's tech): https://en.wikipedia.org/wiki/Giga_Nevada

> the production rate of battery cells in the Gigafactory had reached 3.5 million '2170' cells per day.

The gigafactory is a joint venture with Panasonic. There is literally a line on the floor that denotes the Tesla side and the Panasonic side.

Tesla will make their own cells soon.