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mikeash
on June 7, 2016
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Electric vehicle battery costs rapidly declining, ...
How much do you think the industry has grown since 2013? How much do you think it will grow by 2018? Even if each one is a doubling, Tesla's part is pretty significant.
honkhonkpants
on June 7, 2016
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It's tough to get hard data but a 20-30% CAGR from 2013 to the present time seems like a reasonable guess.
mikeash
on June 7, 2016
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Sounds reasonable to me as well. I won't claim to have great numbers, just trying to compare the rough magnitudes.
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