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Tesla has become the largest battery maker.

Tesla is probably the largest automotive battery pack maker. And they were innovators for partnering with Panasonic to build the initial GigaFactory to reduce the battery cell bottleneck and to innovate with the larger 2170 cells.

But Panasonic is the cell manufacturer at GigaFactory 1, not Tesla. Tesla is a very, very minor player when it comes to directly manufacturing battery cells to this point in history, limited to some pilot production of the 4680, I think. We'll have to see how it plays out in the future whether they become a leading manufacturer.

I was impressed with the roadmap they laid out on Battery Day.
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