Tesla is also one of the best-positioned players to get into the market for grid energy storage, and unlike cars, there are no large incumbents who could show up and crush them. That's got to be worth something -- and while Panasonic did supply most of the technology, that is only relevant if we're discussing Elon's contribution to society, not Tesla's revenue prospects. Panasonic wouldn't have partnered with Tesla on the Gigafactory if they thought it was a stupid idea.