Panasonic was smart to sell. Although that shouldn't be seen as negative for TSLA. While TSLA will have panasonic help produce the 4680 batteries in giga NV, TSLA will not need battery suppliers (panasonic/LG chem/CATL) as much in a few years once 4680 production is up to full speed in Freemont/Kato Rd, Austin, Berlin, and Shanghai. It's a slow strategical move to become more vertically integrated, leading to better margins and profit. 4680 production is already underway, albeit in its infancy. This is a game-changer.
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