The Tesla Gigafactories Are Coming. Can Global Lithium Supply Keep Up? Many investors are dreaming of the growth that Tesla Motors' Gigafactory could unlock, but is there enough global lithium to enable the growth in the first place? Venture capitalist Steve Jurvetson (left), shown here on the roof of the Gigafactory with Tesla CTO JB Straubel (right), has invested in Elon Musk through SpaceX and Tesla.