Not sure there's a single chart that better summarizes the relentless improvement of batteries. Costs down over 90%, energy density up ~5X. In just over 20 years. Innovation is incredible. Chart from @RockyMtnInst https://t.co/B6UO2krgzn https://t.co/kRUS7qH3nk

The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.

The two biggest industries in the world are energy and transport so to shift those two industries to more sustainable energy, there needs to be an ungodly amount of batteries

Tesla’s cell constraints are likely to continue over the medium term. Because its most profitable use of cells is likely to be in electric vehicles, we do not expect Tesla’s energy storage business to drive enterprise value meaningfully during the next five years.

The world is moving to sustainable energy like electric cars, but there are two main constraints: affordability and volume