> BYD started selling these [prismatic LFP] cells as grid-level battery packs to compete with Tesla, and they are a truly astonishing 53% cheaper per MWh than Tesla’s.
Tesla is still trying to transition (heh) to 4680 battery cells. Elon has made the usual statements about Tesla being doomed if they don't make this happen. But it is a serious problem. Powering cars with tiny battery cells was brilliant when Tesla began. Now it's a cost problem.
What? Wow!