In the Tesla Q3 2023 earnings call, Drew Baglino made a statement about the 4680 production ramp that contained a lot of new information. Today I’m going to break down what he said line-by-line, what the implications are for the 4680 ramp, and what the impact could be on Tesla’s Cost of Goods sold. In short, after 3 years of waiting, it appears 4680 cell production is finally poised to deliver on the exponential growth and cell cost reductions that were teased at Battery Day. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timestamps* 00:00 Introduction 01:00 4680 Production Growth Rate 02:05 Texas is now the Home of the 4680 02:41 4680 Quality Control and Cost 04:41 4680 Production Starts on Line 2 in Texas 05:48 Converting to 100% Cybertruck Cells 10:53 Phase 2 Expansion Plans 11:48 4680 Capacity Plans for all Locations 13:32 Kato Road Skunkworks 16:32 4680 Ramp // Plans vs Reality 18:23 Projecting the 4680 Production Ramp 18:59 Will the 21% Month over Month Improvement Rate Continue? 21:03 Phase 2 Aligns with my Projections 22:42 Where will the Cells be Used? 25:19 How Much will the 4680 Reduce Vehicle Cost of Goods Sold? 28:29 Closing Thoughts Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=B_q_BzZ7FpQ

As a result of testing by UC San Diego, I've confirmed the 4680 uses synthetic anode. The question is, what are the implications of that? To answer that question, today I’m going to walk you through the analysis done by UC San Diego, the differences between synthetic and natural graphite anodes, why Tesla may have chosen synthetic graphite, and what that choice could mean for Tesla’s supply chain. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 01:34 Clarifying Terminology 02:31 Graphite Analysis by UC San Diego // Scanning Electron Microscope Inspection 04:46 Graphite Analysis by UC San Diego // X-Ray Diffraction 07:28 Natural vs Synthetic Anode // Production 08:51 Natural vs Synthetic Anode // Performance and Cost 10:17 Why did Tesla Choose Synthetic? // Some Perspective 11:56 Why did Tesla Choose Synthetic? // Technical and Supply Chain Reasons 19:52 Odds and Ends // Silicon, Talga, Novonix 21:22 Summary Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=xQjXT3QoBhI