Tesla Q1 Battery Report // The Death of the 4680 Has Been Greatly Exaggerated
My quarterly report on the Q1 earnings call from a battery perspective. This quarter there were again false reports on the 4680 ramp, so I'll also cover why the death of the 4680 has been greatly exaggerated.
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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