I’m joined by Jordan Giesige of the Limiting Factor as we discuss Tesla’s ambitious plans to ramp 4680 cells at Austin and Berlin, possible range improvements to the Model Y, raw materials shortages, competition, CATL, and more.

Jordan Giesige on Twitter: https://twitter.com/LimitingThe

The Limiting Factor on YouTube: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw

Timestamps:

00:00 - Introduction

00:45 - Jordan Giesige going full-time on YouTube

01:45 - Where is Tesla is with ambitious Battery Day plans?

04:10 - Dry electrode technology status update

05:30 - Austin 4680 cell equipment, cell ramp vs Berlin Gigafactory

08:25 - How different are the 4680 cells?

10:40 - Does Tesla increase range of Austin Model Y vehicles with 4680 cells?

15:15 - CATL Shanghai factory

18:00 - LFP vs Nickel, 4680 vs 2170 vs prismatic.

20:25 - What happens to Nevada Gigafactory?

24:30 - Tesla audacious plans from Battery Day

26:30 - JB Straubel: battery supply chain crunch

29:15 - Reach battery scale first as advantage

37:00 - Tesla created new battery startup

39:38 - Conclusion

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