Could there be some technology-specific differences there? There are many types of batteries, and for example, if space or weight is not a factor, cheaper technologies can probably be used in the cells. Additionally, if a technology reaches the mass production stage, the price often drops quickly.
Furthermore, I’ve been thinking a bit about what it means for Merus if those promises from Donut lab get concrete confirmation during this year. Would customers be willing to order any older technology products anymore before those miracle cells are available for these mass solutions as well? Just the number of charge cycles promised by Donut is so astronomical compared to any current technology that it could put many companies’ order books on ice until storage solutions with the new technology are available. Well, this is just theoretical speculation for now, pending independent confirmation. 