>thus the lead they've created in this space matters more than any of their other innovations
What lead do they have in battery production? Currently, they purchase all cells from Panasonic, if I'm not mistaken. Sure, the Gigafactory is going to be...big. But it's far from finished (and there's speculation that construction is on hold). Meanwhile, it's not like all the other large-scale battery producing conglomerates are just sitting around; they are also expanding production.
What lead do they have in battery production? Currently, they purchase all cells from Panasonic, if I'm not mistaken. Sure, the Gigafactory is going to be...big. But it's far from finished (and there's speculation that construction is on hold). Meanwhile, it's not like all the other large-scale battery producing conglomerates are just sitting around; they are also expanding production.