And why do you think General Motor or Ford would do that? What is their expertise in that arena?

People simply assume because they know how to build cars (and are big) suddenly they know about batteries. It is more likely a smaller start up comes up with that.

And dont forget, Tesla has relationships already with Panasonic and CATL, two of the leading battery companies in the world.

It is possible for something new to emerge but if it does, I would be more of it being from Tesla than other companies.

This epitomizes the bias we have towards incumbent companies. In a world of disruption, that can often prove false.

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