The recent 4680 teardown videos I released showed that it's using 100% graphite and is silicon-free. What are the impications of that? It's not a bad omen yet because Tesla is focused on the 4680 ramp and it doesn't matter yet because the 4680 keeps up with the best cells on the market. But, it also offers advantages.
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Timeline
00:00 Introduction
01:28 Energy Density
04:39 Charging Speed
07:35 Scalability
08:39 Why Max 20% Range but 9x Energy Capacity?
09:38 Cost
11:33 Cycle Life // Split Chemistry Pathway
13:18 Summary
15:28 No Word on Natural vs Synthetic Yet
15:37 ETA on Munro Cell (Soonish?)
16:01 Credits
Intro Music by Dyalla: Homer Said