Implications of the TESLA Battery Moat, Materials Moat, More - Interview with Herbert Ong

Moats provide a company with pricing power. In The Elon Musk Mission, we list and describe 21 Moats that help Tesla lead in the businesses that they are pursuing. In this video we take a look at the Battery Moat and the related Material Moat, and mention the Factory or Manufacturing Moat. Most companies would love to have one good moat. Tesla is an outlier once again.

If you'd like to get a copy of the book, The Elon Musk Mission, you will find it in Audio, Kindle, Hardback, or Paperback at Amazon.

There are three series of video running right now.

1. Breaking news on Energy Storage, Semi-Truck, and Master Plan 3

So far there are these videos on that subject

2. Tesla Catalysts that will probably take the stock moon ward

3. Moats that are currently and will continue to keep competition at bay

We have two goals on this channel. Provide useful information about Elon Musk and his related businesses and help small businesses increase sales and profits through improved methods of running the enterprise.

I have written 10 books about small business, several of shich are currently available on Amazon, including two Amazon Best Sellers about Elon Musk.

[RandyKirk_YouTubeChannel]

If you'd like to get a copy of the book, The Elon Musk Mission, you will find it in Audio, Kindle, Hardback, or Paperback at Amazon.

[mycents]

Panasonic screwed the Pooch. They could have been an exclusive supplier to Tesla. The batteries are a large percentage of the cost of an EV. There are more car companies than Battery companies. The few Battery companies that get it will do very well. Long term most of the commodities needed to produce batteries will come from recycled batteries. Tesla needs to make batteries to keep costs under control.

[ngchongsin]

Does tesla manufacture the 4680 batteries or they bought from BYD or Panasonic.
Recently, there is a news of 1000 4680, where i had thought 4680 was there for quite some months. Or am if I wrong.

[vanbui]

Thanks for the video. I have a question regarding Tesla's energy side. How do you see Tesla regenerate revenue from mega packs? I have hard time thinking about this besides providing service maintenance only. Thanks.

[bobwallace]

No, not 2028. Elon's probably working on some date past 2050. 😄

[bobwallace]

Take a look at how many large battery factories are being/have been built in China. Legacy auto is likely going to have to buy from China because they did not have the foresight to sign purchase agreements far enough in advance to get battery companies to expand in time to meet future demand.

Chinese companies have seen the opportunity. Several hundred EV companies have started producing EVs, started years ago. Other companies have seen the coming demand for batteries. In the West established companies have largely not allowed themselves to see the coming technology shift and failed to prepare.

[wegder]

I will gladly pay more to avoid giving musk a penny

[tophat]

LFP doesn't accelerate enough to be worth it. Need NMC power takeoff. Id like to see a real comparison. LFP sounds like a Walmart kart to me, not impressed.

[tofukid]

It doesn’t bother you that they’re using cobalt from Congo creating so much sufferings?

[wread]

Tesla isn’t a moat cause Elon made all of his electric car patents free for other manufacturers to use

[wread]

It produces more carbon waste to produce an electric car than a gas car but in the long run on the road it would produce less exhaust than gas cars except for 90% of the electricity made in America is made from coal :( so gas cars still produce pollution…