Given that presumably Tesla's goal is to take battery costs down by 56% in 3 years from (108 - 140 $/kwh) to (50 - 70$/kwh) and widely held consensus is that 100$/kwh is the price point at which EVs are no brainer on upfront costs with ICE cars, i feel that there is a long way to go.
However, i think any successful real world demo starting with niche applications will help. We need all the battery tech to succeed.
However, i think any successful real world demo starting with niche applications will help. We need all the battery tech to succeed.