Tu Le

“It takes decades and tens, if not hundreds of billions of dollars”

Tu Le · said date not stated · reported 2026-09-08

Le described the scale of investment and time needed to match China's battery supply chain dominance.

“These small fledgling companies are super innovative, but getting and building prototypes of what they're trying to sell is one thing. Being able to mass produce them at a high quality level, repeatably in the millions of units is another thing entirely.”

Tu Le · said date not stated · reported 2026-09-08

Le contrasted U.S. companies' ability to build prototypes with the challenge of mass production at scale.

“We have a ton of innovation coming out of the United States,”

Tu Le · said date not stated · reported 2026-09-08

Le discussed U.S. innovation in the battery sector and the challenge of scaling production.

“We don't have decades. We have five, six, seven years to try to become competitive.”

Tu Le · said date not stated · reported 2026-09-08

Le argued the U.S. has only a few years to become competitive in the battery supply chain.