Prior to my retirement our engineers were experimenting with both prismatic cell and pouch battery design abd while both had some advantages, neither were the best choice for vehicles.
Tesla is already using prismatic cells:
https://insideevs.com/news/542064/tesla-model3-lfp-battery-pack/
Why would other makers license batteries from Tesla ? Because they are the best and will most likely continue to be so. Tesla has already done the development and spent the money that GM, Ford and BMW are now doing. The form factor of the cells is irrelevant, and Tesla could very well switch to pouch or prismatic cells in the future if their R&D shows a marked improvement over current designs.
You didn't answer my question. Telling me Tesla's batteries, which are just cylindrical cells purchased from Panasonic, are the best, doesn't explain why other brands didn't also go with cylindrical cells, nor does it tell me why other brands, who have now invested in their own architecture using pouch or prismatic, would abandon that in favour of buying cylindrical cells from Telsa rather than just doing cylindrical themselves. As I noted, Tesla doesn't have a monopoly on this style, it is free to be used by anybody else, but none of them went that route except Lucid, which is of course a company comprised of ex-Tesla people.
My impression is that you are really alluding to Tesla's BMS and architecture rather than the batteries; referring to "batteries" as whole units.
This isn't rocket science (Space-X joke there...) and while Tesla indeed has a huge lead on BMS, if you've taken a look at the platforms BMW and VAG have developed (and perhaps GM, I've not given that much more than cursory glance) they are very well engineered and do the job intended. They will however need to improve their software, but there are lots of good programmers out there. Unless Tesla offers something that nobody else can do, this will also be refined in-house.
To use an ICE example, look how many individual diesel and gasoline engines have been developed. While yes, some marques have bought-into development with others, and some even outright bought engines from others, there is an incredible amount of individual engine design that took, and continues to take place. Toyota first licensed GM's old Stovebolt, how do they look relative to GM now? Honda was founded in the 1940's and built their own engines, decades after other manufacturers. Of course they've chosen to partner with GM on EV architecture, not Tesla.
Tesla's solar business has not yet lived up to expectations but give them a few more years.
We'll see. Supply chain issues have already driven-up the price of solar cells, even the ones imported from China that Tesla is now using since Panasonic's solar panel business folded. Solar subsidies are disappearing and problems with the logistics of integrating high levels of solar into grids are one of the driving factors. Tesla's main competitor in this space out-sells them by close to 10:1. The solar business has changed dramatically since 2016.
Also, the revenue stream that Tesla will be seeing from their Robotaxi business and licensing their FSD software is going to be incredible. All the while the legacy automakers are going to have the financial millstone from continuing to produce ICE vehicles hanging around their necks for many more years.
I'm hesitantly optimistic on this. I don't have the faith in the rapid development of FSD that others seem to share. Tesla has a huge lead in this space, but government regulation could still completely screw this up if liability concerns become a bigger issue.
And I don't think the taxpayers are going to stomach any more bailouts should Ford/GM/Stellantis (are they even in the market ?) come crying that they are in dire straits again.
I would hope not. However, I think VAG is probably Tesla's biggest competitor in this space (though GM is making some waves at the moment). BMW will probably be successful because they are BMW, same with Mercedes. It's the lower margin non-luxury marques that are more vulnerable and yes, Stellantis is late to the party in North America, however Peugeot has been successful with EV's in Europe:
https://www.peugeot.co.uk/models/categories/electric.html
Which I suspect is quite foundational for what we'll see here.