Longer Chinese 4680 Variants (4695) // How do they stack up?

Опубликовано: 31 Май 2026
на канале: The Limiting Factor
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Today I'll run you through analysis of the EVE 4695 and CALB 4695 in comparison to the Tesla 4680. They both have higher energy density, but they're also 2-5 years behind Tesla in terms of manufacturing scale.

Thanks to James Ma of Caishen Road: https://x.com/Jamesma1109

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Timeline
00:00 Introduction
01:52 Silicon Impact
04:37 Can Thickness
05:30 Can Length
06:42 Nickel Content
07:31 Cycling Conditions
09:00 Implications for the Tesla 4680?
12:53 Why Longer Cells?
15:22 Silicon Benefits and Challenges
17:41 Summary



Intro Music by Dyalla: Homer Said