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Unless I’ve misunderstood something, this is incorrect. According to this October article Tesla has produced 20 million of their own battery cells at their Texas gigafactory: https://electrek.co/2023/10/11/tesla-4680-battery-cell-produ...

And their first gigafactory in Nevada as far as I know has been producing cells for years. I suspect they stopped buying cells from Panasonic years ago.

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Actually, the Gigafactories are operated by Panasonic on behalf of Tesla. Technically the cell production in the Gigafactory is done by Panasonic and the packs then assembled by Tesla.

https://asia.nikkei.com/Business/Automobiles/Panasonic-to-bo...

Tesla has a special deal with panasonic[0], maybe they ""colab"" on the development of the batteries

[0]https://www.tesla.com/blog/panasonic-enters-supply-agreement...

Ah I looked for something more current and it seems Panasonic is operating production inside of Tesla's factory: https://www.theverge.com/2019/4/11/18305976/tesla-panasonic-...

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