Much of that is false or inaccurate.

“Master-leases” is a factually incorrect claim. Tesla owns the entire Nevada site and all of the buildings. Panasonic is a tenant of Tesla, leasing some sections of floor space to operate their 2170 cell production lines, manufactured to Tesla's specification. This arrangement was formed before Tesla had meaningful battery cell manufacturing expertise of its own.

In the same building cluster, Tesla does in-house battery module production, battery pack production, Powerwall manufacturing, Megapack manufacturing, electric motor manufacturing, drive units, and other powertrain components.

Panasonic was not involved in the design of Tesla's 4680 cell format. Along with this new form factor, Tesla gambled with various novel manufacturing processes, which resulted in many delays. Except for the delays, the Tesla 4680 production ramp has not been a “major failure”. It's producing a large volume of cells going into real customer cars, in the order of tens of millions per annum, and in that respect it has been successful. It is not yet clear whether the various manufacturing innovations (e.g. dry process) will be as transformative as hoped.

Separately to Tesla's efforts, and in response to Tesla's plans, Panasonic also developed its own manufacturing process to produce 4680 cells with the aim of being a supplier to Tesla.

> No, they are all 100% made by Panasonic, with Panasonic technology, in buildings that Panasonic master-leases from Tesla

Gigafactory Nevada is jointly operated by Tesla and Panasonic [1]. That's in America. (No clue on the master lease bit. Would be curious for your source.)

[1] https://www.reuters.com/business/autos-transportation/panaso...