[minhazm]

I wasn't referring to the cells, but the products themselves. CATL produces cells, and yes Tesla uses cells from many of those companies. But a battery storage system is more than just the cells. I was specifically referring to Tesla's PowerWall & PowerPack/Megapack products, which has been growing at a fast rate. Just in the last ~3 weeks there were two several hundred million dollar battery storage projects announced that use Tesla Megapack[1][2].

In terms of cell technology, it's really hard to say whether those press releases announcing major break throughs actually matter or not. Tesla is also producing its own cells, but they'll happily buy whatever cells are available since at this point they're constrained by cells.

[1] https://electrek.co/2023/06/20/tesla-megapack-2xl-power-new-... [2] https://electrek.co/2023/05/31/tesla-power-massive-500-milli...