From The Limiting Factor.
Time for the Tesla Q3 Battery Report that summarizs the major news, developments, and the battery related comments from the earnings call. The theme for this quarter is that Tesla’s riding down the production cost curve for the 4680 ramp
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Lars Cost Estimates
https://x.com/lysdahllars/status/1849348710313976168
Q2 Battery Report on the Dry Cathode Updates
100 million cells reached
Original Post:
https://x.com/LimitingThe/status/1835030799386661361
Addendum:
https://x.com/LimitingThe/status/1835402521482821832
Joe Tegtmeyer Cathode Equipment
https://x.com/LimitingThe/status/1841512235388072160
‘The Electric’ Report
https://x.com/LimitingThe/status/1841944712355483939
Tesla Advertisement for LFP Engineer
https://x.com/LimitingThe/status/1845094608843280742
Cybercab 4680 Pack
https://x.com/LimitingThe/status/1846310649317446016
Lithium Refinery Progress Images
https://x.com/ajtourville/status/1846975984832225681
*Timeline*
00:00 Introduction
00:59 Elon’s Comments from the Earnings Call
01:58 Point #1 // Tesla’s Approximate Current Cell Cost
05:56 Point #2 // The Path Forward / Reports and Updates
15:10 Point #3 // Battery Tetris
16:07 Summary
Intro Music by Dyalla: Homer Said
