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The thing is that if the market has already determined that Tesla's range and charge time is OK, then building a car with the same range with the shiny new tech just makes the whole vehicle lighter, by an unsubtle amount. It's hard to tell from the press release, but the implication is that they've doubled the energy density. Right now if you assume 500kg of battery and you replace that with 250kg of battery in otherwise the same 2000kg car (which is now 1750kg), that's a 12% weight saving. That's going to show up as a measurably longer range all on its own.


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