Thank you for this detailed and thoughtful analysis! @ARKInvest is debating whether these advancements will keep Tesla on pace with Wright’s Law: an 18% decline in the cost of EV’s battery pack systems for every cumulative doubling in EV demand, or https://twitter.com/jpr007/status/1307588260332318720

Are they more fundamental breakthroughs? Would a 90%+ decline in each of the three important variables - assembly line labor costs, cell cost saving per unit of energy, and factory floor space - change the slope of the line, accelerating the decline in costs from 18%?

According to @skorusARK research, other companies focused on EVs are three to four years behind $TSLA in battery technology already. The question is whether these breakthroughs will help #Tesla pull away even faster.