Tesla Battery Day deep dive:

Key Takeaways + what two (techy) battery and EV experts think

The overall content of the Tesla Battery Day presentation might have been overwhelming for those who do not have a technical background in battery development. The level of abstraction that Elon Musk and Drew Baglino presented relative to Tesla’s battery tech was surprisingly low, even though I’m sure they thought their presentation was just an overview.

Given that, it might be a good idea to “pull the lens back” just a bit and discuss the major takeaways:

1. The holy grail of battery tech — a cost of less than $100 per kWh — will be achieved and production-ready in less three years. That means a significant reduction in vehicle cost and the real likelihood that a mass-market, $25,000 Tesla will be available in three years.

2. The technical breakthroughs and improvements presented during the battery day presentation mean that a transition away from fossil fuels for most, if not all, energy needs is no longer a pipe dream. If Tesla can achieve (and it’s likely that it will) a 3 TWh battery production capability within the next decade, the entire face of the energy and power delivery system will be transformed.

3. The new paradigm that Tesla uses for building the “machine that builds the…