Has Tesla figured out they're a battery company yet?
They're a battery company in the making. That Gigafactory would be big enough to sell to the other auto makers and corner a market.
This. Yes, they have. Why do you think they've opened up all their patents except those related to their batteries? I'm pretty sure they've decided to become the battery supplier to all of the other car companies and let those manufacturers take care of solving the mass-production problem of electric cars.