The Limiting Factor | Tesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium Cost @thelimitingfactor | Uploaded April 2023 | Updated October 2024, 1 hour ago.
Tesla's Q1 2023 earnings call from a battery perspective! The major topics this time around were grid storage, the progress of 4680 production, and the state of the lithium market.

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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