Every technology hits roadblocks and the story of how we solve those problems is as interesting as the technology itself. For the most part, I’ll be focusing on battery technology. Energy is the the ability to do work, and the cheaper the energy, the more work we can do. With every new energy source, we change the face of humanity – wood, coal, oil.
From The Limiting Factor. In this video, I’ll walk you through how Elon could power 1 Terawatt of off-grid compute, and the implications. Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral Link: https://signaturesolar.com/?ref=TheLimitingFactor These are the part of my system I purchased from Signature Solar: -EG4 6000XP Off-Grid Inverter (I use this for my grid-tied solar system…
From The Limiting Factor. Today I’ll run you through analysis of the EVE 4695 and CALB 4695 in comparison to the Tesla 4680. They both have higher energy density, but they’re also 2-5 years behind Tesla in terms of manufacturing scale. Thanks to James Ma of Caishen Road: https://x.com/Jamesma1109 Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral…
From The Limiting Factor. Where will Elon build his 1 TW of compute and beyound? In this video I define what type of compute he means, explore the limits of the grid, and why eventually AI compute will have to go off-grid or off-world. Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral Link: https://signaturesolar.com/?ref=TheLimitingFactor These are the…
From The Limiting Factor. After over a year of radio silence from Tesla on the 4680 ramp we finally received some tidbits of information from the Annual Shareholders meeting. Tesla has staked their new product lines on the 4680, but there are still questions around the dry coating process. Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral…
From The Limiting Factor. In Tesla’s Q3 2025 earnings call, they provided important updates across their product portfolio. In my view, it was an under rated earnings call, despite the lack of updates on the fully dry 4680 ramp. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction…