JP racing
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Heres one thing to take note. Cells (18650s - 21700s) are hard to procure and allocate. Doesnt matter if your part of the big auto industry or your a po-dunk garage, the cell manufacturers are really stacking on whos building what.
From all videos Stark is using Molicel. Molicel has lead-times of 6 to 7 months for cells (large allocations). Even bigger companies like HD are having issues getting samples from Molicel.
I agree solving supply chain issues in battery manufacturing is going to be the dominant factor in who can deliver EV product for the next few years.
Hopefully Stark is agile enough to figure it out.