From The Limiting Factor.

It looks like Tesla has finally solved the dry cathode coating process! So what happened over the past 4 years to delay it? I’ll cover that and more in my Tesla Q2 Battery report.

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*Timeline*
00:00 Introduction
01:10 Comment 1 // The 4680 is Now at a 9 GWh Run Rate
02:52 Comment 2 // The Validation Cybertruck and Cost
04:15 Mass Production Equipment and Validation
05:18 Will the Dry Cathode Cells Have Greater Energy Capacity?
07:35 Equipment Suppliers
09:33 The History of the Cathode Issues
12:22 The Damaged Cathode Roller Image
16:44 Summary

Intro Music by Dyalla: Homer Said