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The solar guys, the ones ruining pricing on salvaged cells for us car guys because their reference point is lead acid, don't care about weight or energy density...for me, the current crop of lithium cells are still too heavy, lol
 

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Tesla can't seem to yield the 4680 and everything using it has slipped deliveries. Tesla went it alone and poop hit the fan.

Panasonic recently announced their interest in the 4680, so they will likely be ramping production and supplying Tesla.

As far as Chinese 4680 sourcing goes, that folded edges cooling trick is patented by Tesla, so don't hold your breath on seeing those in the US or EU, imo. Elon seems to be a complete slave to his stock options these days, whereas the old Elon, pre-Grimes coincidentally, likely would have made the patent available for everyone to use.
 
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