The battery’s chemistry isn’t important to the end user. Price, capacity, longevity, and charge time is. If we assume CATL inflates their stats by the amount that’s standard for their market, we can infer their new battery is almost as good as Tesla’s old battery in terms of mechanical utility to the end user - their only hope of competing is to win big on price.

I hope they can win that competition. I’d love to see GM produce an EV that’s almost as good as a Tesla and a lot cheaper.