The Limiting Factor
#17 Teslas Gigacastings, Micron Precision, and Unique Alloy
updated
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*Timeline*
00:00 Introduction
01:19 Current Manufacturing Flow Chart
01:57 Tesla’s Animation for Traditional Vehicle Manufacturing
03:19 Traditional Vehicle Manufacturing // Video Walkthrough of Pain Points
05:25 The Model Y // A Testbed for Unboxed
06:38 Unboxed // Creating More Actionable Surface Area
08:47 The Parallel Manufacturing (Unboxed) Flow Chart
12:03 Tesla’s Animation for the Unboxed Process
13:05 The Unboxed Process // Pain Points Solved
15:02 The End Result
15:33 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:37 What is Super Power?
05:18 The Devil is in the Details
05:59 The Grid Storage Market
07:51 Ramping Production of Solar, Wind, and Batteries
09:08 Scope
14:06 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:54 Cell Can Thickness
04:00 Cathode Composition
07:02 Anode Composition
08:08 Cathode Energy Density Estimate
11:40 Dry Electrode // Anode Only
12:25 Resistance
14:10 Charging Speed
15:28 Future Improvements
18:34 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
02:33 Energy Density Benchmarks // Question Everything
03:09 Sourcing the EPA Data
04:28 How Accurate is the EPA Data?
07:47 My Energy Density Table
10:40 The 4680 Is Now One of the Highest Energy Density EV Battery Cells
11:21 What about Pack Level Energy Density?
15:59 Why do the EPA Documents Overestimate Energy Density?
16:33 Summary
Intro Music by Dyalla: Homer Said
Thanks to Shirley Meng for organizing the funding!
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*Timeline*
00:00 Introduction
02:19 Pre-Teardown Chitchat
03:14 Pipe Cutter to Open the Cell
03:51 Copper Foil of the Anode // No Current Collector
05:21 Peeling the Can // It’s Thinner
05:51 Welded // No Gasket
06:16 Aluminum Foil of the Cathode // New Current Collector
08:15 Brainstorming on Current Collectors and Resistance
08:54 I Request Jelly-Roll vs Cell Can Weight
09:53 Nothing Surprising with the Jelly-Roll
10:39 Gen 1 vs Gen 2 Jelly-Roll Comparison
12:13 Cathode Jelly-Roll Measurements // Similar
12:59 Anode Jelly-Roll Measurements // Similar
13:34 Weight the Parts // Cell Can is ~20g Lighter!
14:39 Cell Can Measures ~10% Thinner (actually 33% as per the intro!)
16:59 Discussion About What’s Next for Testing
Intro Music by Dyalla: Homer Said
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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
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*Timeline*
00:00 Introduction
01:36 Gigacastings
02:54 Structural Battery Pack
04:16 Steer by Wire
05:59 48 Volts
06:52 Electric Brakes
08:34 EtherLoop and Generalized Controllers
09:59 Ribbon Wiring
10:53 Summary
Intro Music by Dyalla: Homer Said
This is Video #2 of the Grid Storage Series.
Monetizing Energy Storage Book:
global.oup.com/academic/product/monetizing-energy-storage-9780192888174?cc=us&lang=en&
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*Timeline*
00:00 Introduction
01:06 Master Plan Part 3 // U.S. Terawatt hour Estimate
02:50 NREL // The Four Phases of Storage Deployment
05:07 NREL // Trimming the Four Phases Model
06:22 The Four Phases // My Edits
07:59 The Four Phases // Deployment Years
10:45 The Four Phases // Power and Energy Deployment
14:46 The Four Phases // Factoring in Battery Life
18:02 How Many Megapack Factories Does Tesla Need?
22:34 The Risks
23:48 Summary
24:52 Bonus // Megapack Factories to be Built by Country and Year
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:30 Automotive Electrical Systems 101
03:34 The Evolution of Tesla’s Automotive Electrical Systems
08:02 The Importance of Insourcing Electronics Design
09:23 EtherLoop // What is it?
14:45 EtherLoop is HARD
16:46 The Cybertruck is a Mongrel
18:19 EtherLoop // Other Benefits
19:43 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:03 What is a patent?
01:33 Patent Requirements
02:31 The Social Contract of Patents
03:08 The Limits of Patents
07:02 All Our Patents are Belong to You
12:21 Patents are for the Weak
15:09 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:41 100% U.S. Tariff
03:50 What if BYD Built a Factory In Mexico?
07:55 Tesla vs BYD in China
11:22 BYD and Tesla to Enter Each Other’s Markets
15:20 Some Notes on Europe
15:55 Will Other U.S. Automakers Find Their Feet?
17:28 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:09 How is Charge State Determined?
08:35 Challenges with Iron vs Nickel Batteries
14:29 Sodium Ion Batteries
17:24 The Charging Curve // The Key Variables
26:56 The Charging Curve // Building the Model
30:26 Is there a Discharge Curve?
31:34 The Charging Curve // Trade-Off Decisions
37:48 Does LFP ‘Like’ to be Charged to 100%?
47:01 What Causes Rapid Changes in Charge State?
49:01 Any Improvements Coming in Charging Software?
52:19 What David is Doing and How to Follow Him
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:04 The Rumor Mill
02:31 The 4680 Ramp is Progressing Slowly
06:25 Cell Prices Are Cratering
09:50 Elon Provides Context on the 4680 Project
12:10 A Note on Lithium Supply
13:00 4680 // Unexpected Benefits for Third Party Supply
13:53 Inflation Reduction Act Incentives // A Market Distortion
16:33 Summary
18:00 A Note on the Megapack Ramp
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
02:05 Cost to Paint the Vehicle
05:33 Material Cost for Stainless Steel
09:25 Manufacturing Costs for Stainless Steel
12:40 A Split Verdict
14:33 But What About Plastic?
16:49 Tom Zhou’s Comment
18:54 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:25 LMFP is LFP Doped with Manganese
02:14 Challenge #1 // Electronic Conductivity
03:17 Challenge #2 // Jahn-Teller Effects
04:47 Challenge #3 // Dissolution
05:26 How M3P Solves the Jahn-Teller Effects
07:00 Challenge #4 // Ionic Conductivity
09:01 How Particle Design Solves the Dissolution Issues
12:24 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:08 Shirley’s Background with Sodium Ion
04:19 History of Sodium Ion
06:07 Sodium Ion Strengths and Weaknesses
10:51 Sodium Ion Tech Readiness Level
13:55 Showstoppers
15:33 The More Options the Better for the Energy Transition
16:40 We Need to Look Inward and Focus on Execution
20:52 Refining Sodium
21:26 Manufacturing the Cathode and Other Materials
23:34 Ultra-Fast Charge Out of the Box
26:07 Hard Carbon Anode
31:26 High Energy Density Sodium Ion Batteries
38:28 Closing
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:34 Clarifying Terminology
02:31 Graphite Analysis by UC San Diego // Scanning Electron Microscope Inspection
04:46 Graphite Analysis by UC San Diego // X-Ray Diffraction
07:28 Natural vs Synthetic Anode // Production
08:51 Natural vs Synthetic Anode // Performance and Cost
10:17 Why did Tesla Choose Synthetic? // Some Perspective
11:56 Why did Tesla Choose Synthetic? // Technical and Supply Chain Reasons
19:52 Odds and Ends // Silicon, Talga, Novonix
21:22 Summary
Intro Music by Dyalla: Homer Said
Video #1 on Entering the Magnesium Era - youtu.be/OIv_Rfl0L_A
Video #2 on What Thixomolded Magnesium Is - youtu.be/9QRJQW5GdGk
Video #3 on Why Thixomolding is Better than Al Gigacasting -
Also, this is the old Dow footage which I thought was excellent:
youtube.com/watch?v=hVwrI-Qfs1c&t=325s
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*Timeline*
00:00 Introduction
02:59 A Brief History of Magnesium Production
05:25 The Dow Process for Magnesium
08:28 The Pidgeon Process for Magnesium Production
10:41 Dow vs Pidgeon Process
15:01 The Tide is About to Turn
16:56 Magrathea’s Process for Extracting Magnesium from Seawater
21:51 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:32 The Rumor
02:05 “More Jelly Roll”
03:54 Asymmetric Lamination // More Energy, More Power
06:52 “10-20% more Energy Density”
09:01 What could go wrong? // Cycle Life
11:46 What could go wrong? // Manufacturing
13:30 Two Battery Cells for the Price of One
17:33 Summary
Intro Music by Dyalla: Homer Said
I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.
'Tesla Cybertruck deliveries hostage to battery production hell' twitter.com/LimitingThe/status/1737918494706954390
Joe Tegtmeyer 4680 Updates: twitter.com/LimitingThe/status/1742726520303415632
Weibo Rumor- Tesla Importing Cathode Rolls:
twitter.com/LimitingThe/status/1748012290320794068
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*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:09 Thixomolded Magnesium // Cost
08:57 Thixomolded Magnesium // Design Benefits
13:24 Thixomolded Magnesium // Underbody Castings
17:39 Thixomolded Magnesium // Wheels
22:27 Magnesium’s Push into Automotive
23:21 Why are Analysts so Bullish on Magnesium? The Spider Chart
28:05 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:08 Tesla’s ‘PDO’ Patent
04:47 PDO Research History
07:41 PDO vs The ‘Million Mile Battery’
11:09 Could PDO Perform Even Better?
12:39 Summary // Where are the Improvements?
Intro Music by Dyalla: Homer Said
Video #1: youtu.be/OIv_Rfl0L_A
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*Timeline*
00:00 Introduction
01:04 Video Context
01:47 Aluminum Gigacasting vs Magnesium Thixomolding // What’s the Difference?
05:18 Rheocasting vs Thixomolding
08:21 Why did Idra Pursue Thixomolding instead of Rheocasting?
09:36 Thixomolded Magnesium vs Gigacast Magnesium
11:22 Thixomolding // Quality
12:51 Thixomolding // Speed
13:31 Thixomolding // Size
15:12 The Limiting Factor for Thixomolded Part Size
16:51 Why Not Thixomolded Aluminum?
19:17 Summary
Intro Music by Dyalla: Homer Said
"Monetizing Energy Storage" book by Oliver Schmidt and Iain Staffell:
http://fdslive.oup.com/www.oup.com/academic/pdf/openaccess/9780192888174.pdf
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*Timeline*
00:00 Introduction
01:45 Why Can’t 1-hour Storage Just be Stacked?
02:49 How Duration is Defined Technically
04:52 Why Does Duration Matter?
08:28 Specific Power and Energy Cost
09:48 Total Cost Investment Cost Calculation
10:28 Average Power and Energy Cost
11:50 Power and Energy Cost Graphed
13:58 Summary
15:42 Duration in Marketing // Two Examples
Intro Music by Dyalla: Homer Said
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Gigacasting Alloy Video: youtu.be/xtBIb0UyikQ?si=zLEwuu1VVLp-oRvS
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*Timeline*
00:00 Introduction
01:23 Challenge #1 // Flammability
07:34 Challenge #2 // Corrosion
10:51 Challenge #3 // Size Limits
14:12 Challenge #4 // Availability & Cost
18:30 Challenge #5 // GHG Emissions
20:01 Summary
Intro Music by Dyalla: Homer Said
In short, after 3 years of waiting, it appears 4680 cell production is finally poised to deliver on the exponential growth and cell cost reductions that were teased at Battery Day.
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*Timestamps*
00:00 Introduction
01:00 4680 Production Growth Rate
02:05 Texas is now the Home of the 4680
02:41 4680 Quality Control and Cost
04:41 4680 Production Starts on Line 2 in Texas
05:48 Converting to 100% Cybertruck Cells
10:53 Phase 2 Expansion Plans
11:48 4680 Capacity Plans for all Locations
13:32 Kato Road Skunkworks
16:32 4680 Ramp // Plans vs Reality
18:23 Projecting the 4680 Production Ramp
18:59 Will the 21% Month over Month Improvement Rate Continue?
21:03 Phase 2 Aligns with my Projections
22:42 Where will the Cells be Used?
25:19 How Much will the 4680 Reduce Vehicle Cost of Goods Sold?
28:29 Closing Thoughts
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
02:11 Too Long; Didn’t Watch
05:53 Thanks, Credits, and Sources
09:15 Why is Lithium the Bottleneck?
10:48 Mining is Easy, Refining is Hard? A Red Herring
11:52 Lithium Refining // Margins
20:17 Fixed Price Contracts are being Phased Out
22:28 Lithium Refining // Forecast and Lead Times
25:17 Why is Tesla Pushing for More Refining?
29:27 Tesla Needs to Flirt Better with Entrepreneurs
30:04 Refining Integration could Save Tesla Billions
31:50 Lithium Refining // Interim Summary
32:29 Is there Enough Lithium in the Ground?
35:34 Let’s Evaluate Three Lithium Forecasts…
42:46 Benchmark’s Forecast // Revisions Explained
45:12 Lithium Supply in 2030 // Bull and Bear Cases
46:35 A Recent History of Lithium Supply and Demand
50:29 Australia / 2-3 Years // Brownfields Projects
51:40 Australia / 2-3 Years // Faster Extraction Rate
56:56 Australia / 2-3 Years // Two Non-Starters
58:00 Australia / 4-7 Years // Greenfields Projects
01:03:57 South American Lithium Brines
01:05:36 China // Lepidolites to the Rescue?
01:09:06 United States // Lithium Clays and Brines
01:11:11 The Potential of Direct Lithium Extraction
01:13:15 Africa // A Wild Card with Huge Potential
01:17:10 Canada // Hard Rock and Lithium Brines
01:17:58 Other Countries
01:18:32 Global Lithium Supply Forecast
01:23:32 The Forecast for Sodium Ion Batteries
01:27:35 Combining the Li & Na Battery Forecasts
01:29:57 When will Tesla Face a Battery Shortage?
01:34:47 OEM Li Bonanza // Is Tesla Getting Left Behind?
01:35:36 Why Tesla Should Get into Li Mining & Refining
01:37:54 Three Ways for Tesla to “Get into Li Mining”
01:38:50 Why is Tesla Avoiding Lithium Mining?
01:40:59 What about other Chemistries?
01:41:57 Video Summary // 10 Key Points
01:48:57 The Lithium Bottleneck vs ‘Peak Oil’ Comparison
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
00:37 Thanks, Credits, and Sources
04:07 When will Tesla Face a Battery Shortage?
09:00 OEM Li Bonanza // Is Tesla Getting Left Behind?
09:49 Why Tesla Should Get into Li Mining & Refining
12:07 Three Ways for Tesla to “Get into Li Mining”
13:03 Why is Tesla Avoiding Lithium Mining?
15:03 What about other Chemistries?
16:02 Next Video
16:45 Credits
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:20 BYD Slides on Sodium Ion
06:20 Sodium Ion Roadmap
10:58 Soochow Slides on LMFP
17:00 LMFP Roadmap
19:22 LFP Roadmap
24:20 High Nickel Roadmap
28:41 2023 Comparison Table & Market Analysis
29:58 2025 Comparison Table & Market Analysis
32:06 2030 Comparison Table & Market Analysis
34:31 Loose End 1 // This Assumes Everything Goes Well
34:45 Loose End 2 // Average Cost vs Tesla
35:59 Loose End 3 // Tesla’s Plans for Other Chemistries
36:49 Closing
Intro Music by Dyalla: Homer Said
This is Part 4 of the global lithium supply chain video.
Part 1: youtu.be/QqF_OZJSbxY
Part 2: youtu.be/u-xe5EcaL-8
Part 3: youtu.be/2HOBk2Did6w
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*Timeline*
00:00 Introduction
01:02 Thanks, Credits, and Sources
04:33 Global Lithium Supply Forecast
09:30 The Forecast for Sodium Ion Batteries
13:33 Combining the Li & Na Battery Forecasts
15:55 Closing Credits
Intro Music by Dyalla: Homer Said
Today I'll try to create some clarity around M3P in terms of energy density, cycle life, and cost... as well what vehicles it could be used in and when that might happen.
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*Timeline*
00:00 Introduction
01:18 M3P // What is it?
05:44 M3P // Cycle Life
08:26 M3P // Cost
12:32 Specs // Quick Recap
13:29 Extra Cells Aren’t Free!
14:17 The Hidden Benefit of Voltage
15:12 Lithium Usage and Price Spikes
15:58 Can M3P Replace Nickel?
17:51 When Could Tesla Start Using M3P?
18:55 Summary
Intro Music by Dyalla: Homer Said
This is Part 3 of the global lithium supply chain video.
Part 1: youtu.be/QqF_OZJSbxY
Part 2: youtu.be/u-xe5EcaL-8
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*Timeline*
00:00 Introduction
01:22 Credits and Thanks
04:53 A Recent History of Lithium Supply and Demand
08:44 Australia / 2-3 Years // Brownfields Projects
09:55 Australia / 2-3 Years // Faster Extraction Rate
15:11 Australia / 2-3 Years // Two Non-Starters
16:15 Australia / 4-7 Years // Greenfields Projects
22:13 South American Lithium Brines
23:51 China // Lepidolites to the Rescue?
27:22 United States // Lithium Clays and Brines
29:26 The Potential of Direct Lithium Extraction
31:31 Africa // A Wild Card with Huge Potential
35:25 Canada // Hard Rock and Lithium Brines
36:14 Other Countries
36:48 Next Video, Shake the Money Tree, Credits
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:00 Robotaxis, Dojo, Superchargers, Megapacks, Optimus
07:31 Factory Shutdowns // M3P Battery Packs?
08:37 Drew’s Comments on the 4680
14:29 4680 and 2170 Cells Compared
16:00 Thoughts on Tesla’s Progress
16:37 Gen 2 Cell Implications for Tesla’s Vehicles
21:32 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:31 Thanks, Credits, and Sources
05:03 Is there Enough Lithium in the Ground?
07:56 Let’s Evaluate Three Lithium Forecasts…
15:07 Benchmark’s Forecast // Revisions Explained
17:34 Lithium Supply in 2030 // Bull and Bear Cases
Intro Music by Dyalla: Homer Said
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*Timeline*
0:00 Introduction
01:16 Thanks, Credits, and Sources
04:37 Why is Lithium the Bottleneck?
06:10 Mining is Easy, Refining is Hard? A Red Herring
07:14 Lithium Refining // Margins
15:39 Fixed Price Contracts are being Phased Out
17:50 Lithium Refining // Forecast and Lead Times
20:39 Why is Tesla Pushing for More Refining?
24:49 Tesla Needs to Flirt Better with Entrepeneurs
25:26 Refining Integration could Save Tesla Billions
27:12 Lithium Refining // Summary
Intro Music by Dyalla: Homer Said
Links:
makeuseof.com/how-much-cost-replace-tesla-battery
twitter.com/AEONde/status/1658064514737111041
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*Timeline*
00:00 Introduction
01:16 Why Nio?
01:41 Customer Facing Costs: Renting vs Owning the Pack
07:10 Customer Facing Costs: Swapping vs Charging
10:41 Throughput Swapping vs Charging
14:31 Swapping Stations: Drawback 1 // Single Point of Failure
15:19 Swapping Stations: Drawback 2 // Pack Inventory
20:31 Swapping Stations: Drawback 3 // Cost
22:42 Owning a Battery Pack: Drawback 1 // Speed
23:15 Owning a Battery Pack: Drawback 2 // Repair Costs
24:40 Owning a Battery Pack: Drawback 3 // Fixed Range
25:07 Owning a Battery Pack: Drawback 4 // Degradation?
28:27 Wasted Batteries?
29:52 Summary
Intro Music by Dyalla: Homer Said
patents.google.com/patent/US10461319B2/en
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*Timeline*
00:00 Introduction
01:06 Patent History and Background
03:22 First Cycle Losses and Lithium Doping
06:16 Wet Slurry Li Doping Challenges
07:14 Direct Contact Lithium Doping
09:40 Tesla Lithium Doping Process
17:41 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
0:00 Introduction
01:00 What is a Rare Earth?
02:20 Why Remove Rare Earths?
03:09 Why did Tesla Use Rare Earths?
05:24 Niron Iron Nitride Magnets
11:42 'Tesla' Magnets
14:20 Tesla Ferrite Motor
23:45 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
00:44 Grid Storage and Master Plan Part 3
05:40 4680 Progress - Drew's Answer Part I
06:44 Battery Day Expectations
07:49 Cell Design and Cell Factory
09:00 Anode Material
09:54 4680 Progress - Drew's Answer Part II
11:16 Lithium & Cathode Material
13:50 Dry & Wet Commissioning
14:52 4680 Progress - Drew's Answer Part III
15:35 Cell-to-Vehicle Integration
16:21 4680 Progress - Drew's Answer Part IV
16:55 Production Yields and Rates
18:39 CT Ramp & 1000 Pack/wk/qtr Goal
20:51 4680 Model Y - Take the Win
21:25 4680 Progress - Drew's Answer Part V
21:50 CT Cost Targets & Interim Summary
22:59 Lithium Cost
26:05 Quick Summary and Next Video Tease
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
01:15 Sodium Ion for Vehicles vs Grid Storage
03:44 Sehol E10X // Why Ultra-Compact?
05:07 BYD Seagull Example // Na vs LFP and Cost
07:30 Range of Model 3 with Sodium Ion
11:16 Sodium Ion for the ‘Robotaxi’
15:48 Sodium Ion // Projecting Market Share
18:54 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Intro
00:59 Investor Day Themes
02:49 Why Hope Matters
04:22 It's All About Raw Materials
07:33 The Spice Must Flow
11:05 The End of Legacy Auto
13:50 Technical Domination
15:16 Tesla Culture
16:45 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
0:00 Introduction
00:58 No New Vehicle
01:54 Stock Price Drop
03:08 Wall Street Criticisms
08:43 Disjointed
10:51 Boring and Poorly Presented
11:51 Not Enough Talk about Raw Materials
Intro Music by Dyalla: Homer Said
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*Timeline*
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
00:32 What Elon's Said
03:14 Elon's Brain
04:07 A Philosophy of Urgency
05:30 Master Plan Part 3 Scope
07:39 Primary Focus is Raw Tonnage
09:16 Boring Company & SpaceX
10:09 Tesla's Role in Master Plan 3
13:06 Master Plan 3 Key Points
16:13 Investor Day Topics
17:40 Generation 3 Platform
10:56 Other Subjects
21:46 Summary
Intro Music by Dyalla: Homer Said
Johnny Contact Info:
linkedin.com/in/johnnynijenhuiselektrischevrachtwagen
twitter.com/NijenhuisTruck
https://www.nijenhuistrucksolutions.nl/
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*Timeline*
00:00 Introduction
00:45 What Johnny Does
02:55 Semi Price
06:56 Semi Cost
09:39 Battery vs Fuel Cells
12:19 Factoring in Subsidies
14:20 Legacy Batterization Plans
17:17 Transition for Semis will be Rapid
18:32 Cab Design
24:52 Competition?
26:42 European Tesla Semi
28:49 Power is Braking Power
30:53 Jack-Knifing
33:01 Bring Johnny to America!
33:37 Logistics Companies MUST go Electric
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
00:59 Powertrain Efficiency
02:58 Energy Density
04:21 Why Tesla Blew the 2019 Delivery Guidance
06:27 The Original Master Plan
08:24 Charging Infrastructure
11:26 Summary // Why Now and What’s Next?
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Introduction
00:42 Demand Problem?
02:45 3 TWh by 2030?
07:16 4680 Production Mysteries
12:36 Conservative Guidance for C/T
13:40 Cell Supply for 2023
16:23 300 GWh Production Ramps
18:12 Tax Credits for 2023
21:45 Fully Funded Cell Factories
23:43 Lithium Prices
24:48 Where Will All the Cells Go?
26:29 What I Expect from Investor Day
27:02 Increasing Energy Density
27:41 Nevada Vertical Integration
28:28 Summary
Intro Music by Dyalla: Homer Said
In this video we'll look at how the Tesla Semi "Broke the Laws of Physics"
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*Timeline*
00:00 Intro
01:09 Drag Coefficient
02:05 Powertrain
03:31 Tesla’s 20% Advantage
04:36 The Plaid Motor
06:56 The Limiting Factor for Regen
10:53 1000 Volt Triangle
11:49 Summary
Intro Music by Dyalla: Homer Said
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*Timeline*
00:00 Intro
00:51 Megacharger Power Output
08:01 Megacharger Extreme Power Requirements
10:38 Megapack Bring in the Cavalry
11:40 Megapack Moat
12:49 Grid Opportunities
13:32 Summary
Intro Music by Dyalla: Homer Said
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00:00 Intro
01:16 On Board Charging vs DC Fast Charge
02:42 Supercharger Version History
04:03 Why a Megacharger AND V4 Supercharger
09:16 1 MWh+ // Back of the Napkin Math
11:26 V4 Supercharger // Engineering for 5x Power
17:56 The Limiting Factors for Charge Rate
19:08 V4 Impact on Current Line-Up
20:05 V4 is for the LR Cybertruck // Min 500 kW Required
21:39 Elon’s 300kW Comment
22:14 Summary
Intro Music by Dyalla: Homer Said