Why is Tesla reinventing the wheels?
Tesla is experiencing cultural shock in China market.
Buy v. Build. A very smart decision.
Tesla is late to the game. HPJ is the leader.
Battery will be needed in the millions, baseline.
Battery stock will go higher for certainty.
HPJ is producing tons of lithium batteries for mobile and electric cars
Tesla is 5 years behind HPJ. Baseline is HPJ is running fast.
TSLA still has zero sales in battery, HPJ has hundreds of millions of sales of battery