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They compare the batteries to a gasoline car's engine being built without a car to put it in, but batteries are closer to being a raw material, granted they are very refined, but they are a part that multiple automakers can source the same battery or switch from one manufacturer, just like they might have multiple sources for steel, glass or tires, but if you don't have a source for tires it's hard to build and sell a car.
The batteries are also one of the parts that automakers have a hard time building on their own, because like steel and glass, it takes a great deal of skill and investment to make them.
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