'Cybercell' Teardown // The Generation 2 4680 *Bonus Content*

Welcome back everyone, I'm Jordan Geesege and this is The Limiting Factor. As I said in my last video, I'm currently working with UC San Diego to tear down the 4680 cell that was provided by Monroe and Associates. Part of that tear down process was doing a video call with UC San Diego to disassemble the cell. So today's video is the recording from that call. It's not super information dense like my typical videos are, so I'd consider it bonus content. With that said, to make the best use of your time, I've trimmed it down from about an hour to 15 minutes.

欢迎大家回来，我是乔丹·基瑟杰，这是《限制因素》。正如我在上一个视频中所说的，我目前正在与加州大学圣地亚哥分校合作，拆解由Monroe and Associates提供的4680电池。这次拆解过程的一部分包括与加州大学圣地亚哥分校进行视频通话来拆卸电池。所以今天的视频是那次通话的录制内容。与我通常的视频相比，这段视频信息密度不是很高，所以我将其视为额外内容。话虽如此，为了充分利用大家的时间，我已将它从大约一小时剪辑到15分钟。

The key points from the disassembly are that from the generation 14680 cell to the generation 24680 cell or cyber cell Tesla trimmed about 20 grams of weight from the cell can. That was achieved by making the cell can thinner and by removing two parts at the copper anode terminal, the copper current collector and the plastic gasket. As I suggested in previous videos, that in turn was achieved by welding the cell can shut rather than crimping it and by welding the tablet's electrode directly to the lid rather than using the current collector as an intermediary. The next video, which will release in two weeks, will be an in-depth look at the energy density of the generation 24080 cell and how it compares to the other battery cells that Tesla uses.

关键点在于，通过对电池的拆解，从第14680代电池到第24680代电池或称作网络电池，特斯拉减少了电池外壳大约20克的重量。特斯拉通过使电池外壳变薄，以及去掉铜阳极端子的两个部分，即铜电流收集器和塑料垫圈，实现了这一目标。正如我在之前的视频中所建议的，这都是通过焊接密封电池外壳，而不是压接封装，并通过将电极直接焊接到盖子上，而不是使用电流收集器作为中介来实现的。下一期视频将在两周后发布，将深入探讨第24080代电池的能量密度及其与特斯拉使用的其他电池的比较。

Then in the following video, I hope to release all the specs and data gathered from the teardown by UC San Diego. Before we begin, a special thanks to my Patreon supporters, YouTube members and Twitter subscribers as well as RebellionAir.com. They specialize in helping investors manage concentrated positions. RebellionAir can help with covered calls, risk management and creating a money master plan from your financial first principles. I'd also like to say thank you to the people who made this video possible. Shirley Mung organized funding for the work as a professor at the University of Chicago and an adjunct professor at UC San Diego. Additionally, thanks to Y Cong Lee and Y Liang Yao, who tore down the 4680 cell and will also be doing the analysis.

接下来的视频中，我希望能发布由加州大学圣地亚哥分校拆解所收集的所有规格和数据。在开始之前，特别感谢我的Patreon支持者、YouTube会员和Twitter订阅者，以及RebellionAir.com。他们专门帮助投资者管理集中持仓，RebellionAir可以帮助进行备兑期权、风险管理，并根据你的财务基本原则创建财富管理规划。我还要感谢使这段视频成为可能的人们。Shirley Mung作为芝加哥大学的教授和加州大学圣地亚哥分校的兼职教授，组织了此次工作的资金支持。另外，感谢Y Cong Lee和Y Liang Yao，他们负责拆解4680电池并进行分析。

You know, it's been two years since the last teardown. I can't believe that. It's been a while. Hopefully we will verify the dry capital from this cell. I don't think it's going to be dry cathode based on Tesla just announced a couple of weeks ago in their portfolio that it's already in mass production. They've done one test pack for the cyber truck and they plan on putting into mass production later this year. The main thing we're going to be getting out of this now is just confirmation of that. Also, we'll get confirmation of how much nickel is in the cathode and whether there's any silicon in it.

你知道吗？距离上次拆解已经两年了，真不敢相信，时间过得真快。希望这次我们能验证这个电池的干资本。我不认为会是干电极，因为特斯拉前几周在他们的投资组合中宣布它已经量产。他们为赛博卡车做了一次测试包，并计划在今年晚些时候投入量产。我们现在要做的主要是确认这点。此外，我们还将确认阴极中的镍含量以及是否含有硅。

Okay. Yeah. Okay. Sorry. Can you see it? Clearly? Yes. Yes, I can. Is this okay? Yeah, it looks good to me. This looks like it's going to go much faster than last time with that pipe cutter. Nice. Interesting. There's no. Yeah. Yeah. Yeah. And it's really muffled. It sounds like somebody's hand is covering the microphone or there's something going on. Okay. That's a lot better. I can hear now. Okay. Can you hear us? Yeah. I can hear you now. Yeah. There's no power and collector plate. Yeah. It's just welded directly to those, uh, the tablet's electrode. Yes. Correct. Sweet. Nice. Okay. Well, that's one last part. Yes. So. You want to see some, like, some more details off this? Oh, well you can take. Yeah, that helps. But you can take photos as well. That'll be, uh, get where we'll get most of the detail, but that looks good.

好的。是的。好的。对不起，你能看清楚吗？能，很清楚。这样可以吗？嗯，我觉得不错。看起来这次用管道切割器会比上次更快。太好了。很有趣。没有问题。是的，确实如此。而且声音很闷，感觉像是有人把手放在了麦克风上或者有其他问题。好的，现在好多了，我能听清楚了。你能听到我们说话吗？是的，我现在能听到了。没有电源和集电板。是的，它直接焊接在平板的电极上。没错。太棒了。好吧，那就少了一个部件。对。所以你想看一些更详细的内容吗？哦，你可以拍几张照片。那样会更清楚，但现在看来很好。

Okay. Yeah. Yeah. So that probably saved them a gram and one process step. Or maybe a couple process steps. A couple of more or less steps. Yeah. Yeah. Pretty awesome. Yeah. Uh, what's your feeling as you are peeling it open? Is the metal thinner? Yes. It's thinner. I should, at least I feel it's thinner. Okay. It's not as hard as last time. Not last time, but the last last time. Yeah. The first time. Yeah. Yeah. That time. That was really bad. It was like crazy. And I just realized this time because it looks like the top was welded on. There was also no gasket. Yeah. Last time there's a gasket. So that's two parts eliminated.

好的。是的。嗯，嗯。所以他们可能省了一克的重量和一个工艺步骤，或者可能是几个工艺步骤，或多或少步骤。对啊，对啊，非常棒。嗯，你在拆开的时候感觉怎么样？金属变薄了吗？是的，变薄了。我觉得至少我感觉它变薄了。好的，没有上次那么硬。不，应该说不是上上次那么硬。对，第一次那次。对，那个时候真的很糟。真的很糟。当时我就发现这次好像顶部是焊接上的，也没有用密封垫片。上次有个垫片。所以这次减少了两个零件。

Yes. Yeah. Yes. Okay. Oh, okay. Oh, that's what you want to go. Yeah. Can you bring that? Oh, gosh. We need to, we need to collect all this more than we did. This is a day with. Yeah. Okay. You want to see the details? So. Uh, these are all plastic, I think. This is the top that the welded. It's the, well, it's connected to the nipple here. So the. I think it's because the residue metal from here is actually tear it down from here. So I think it's a whole piece. You see that it's like some of the metal is just the same shape as here.

好的。嗯。是的。好的。哦，好吧。哦，你是想要这个吗？是的。你能拿来吗？哦，天哪。我们需要收集起来，比我们之前做的更多。这是今天的任务。好的。你想看细节吗？所以，呃，我想这些都是塑料的。这是顶部，焊接的部位。它连接到这里的管嘴。所以，我觉得是因为这里的残留金属实际上是从这里掉下来的。所以我觉得这是一个整体的部件。你看，这里的某些金属形状跟这里一样。

Yeah. So you still have a. I think it's, we call it what we call it last time is cattle, current collector plate. Yeah. Yeah. They still have that here. Okay. Let me try to see if we can. Carry it down completely. So full piece. Okay. So this time. It looks like a solid piece of metal rather than an intricate flower design. Oh, it can be a four. I think it can be toward that. Yes. Yeah. That's great. And the welding is completely different. See the patterns here. It's completely different from last time. Yeah, there's a lot more metal there. No. Beautiful. There's another layer. No. No. Okay. Just one layer. Okay. That's fantastic. But. Yeah, if I had to guess on the copper current collector, they probably weren't having any. Resistance issues. And they were, it might have actually helped welding it directly to the bottom. Mm hmm. Maybe they needed a little bit more metal there to reduce the resistance. Yeah. More direct pathway or more connection points. Is this time rather than a few welds on top, it looks like. Thousands of tiny pin point welds.

好的。那么你还记得吗，上次我们叫它“铜电流收集板”，对吧？对，他们这里还有这种东西。让我试试看看能不能把它完整地拿下来。所以这次看起来就像一整块金属，而不是复杂的花朵图案。哦，是的，我觉得可以朝那个方向发展。是的，这太棒了。焊接方式完全不同了，你看这里的图案，和上次完全不一样。这次有更多的金属在其中。没有，真漂亮。这里还有一层。没有，没有。只有一层。嗯，这太好了。但是，如果我猜的话，他们在铜电流收集板上可能没有遇到任何阻力问题。直接焊接到底部可能会有帮助。也许他们需要多一些金属来减少阻力吧。是的，更直接的通路或者更多的连接点。这次看起来不像是顶部只有几个焊点，而是有成千上万个小点焊。

So what. How do they. It's the. We completely removed that part. That that weight. So this is a real JD roll. And we did, we even removed the tape. So. Yeah. Yeah. So that's separated. You want to work away the whole part. In between the shell and everything here. Yeah. Way the shell separately. And. Separately from the jelly roll. And that way we can get an idea of how much lighter. How much. How much. How much. How much. How much. Inactive material. They've removed. Okay. So do that later because I need to transfer all these part off. Don't have a. A very big balance inside the. In side to the. The. Okay. You are that's it. Nothing. Surprising inside.

好的。那么，他们是怎么做的呢？就是这样的。我们完全去掉了那部分，那些重量。这是一个真正的JD卷。我们甚至去掉了胶带。所以，是的，是的，这样就分开了。你要把整个部分都移开。在外壳和这里的一切之间。对，把外壳单独称重。还有，与胶卷分开称重。这样我们就可以了解去掉了多少重量，多少，多少，多少，多少非活性材料。好的，那以后再做吧，因为我需要把所有这些部分转移出去。这里没有一个很大的平衡秤。好的，就是这样。里面没有什么令人惊讶的。

Yeah. I think that the more. Pretty basic what we're after today. I still have the last time. J.D. Raul. You say I can have a comparison. Okay. Yeah. If you get if you could. Get a comparison of those two, that would be fantastic. Yeah. Let me try to see if I can. I still store the previous journey. Row inside my glove box. Okay. Let me. I'm surprised. Still have it. Okay. Here we go. I just said almost the same.

好的。我觉得今天我们要做的挺基础的。我还记得上次的情况。J.D. Raul，你说我可以进行对比。好的。如果你能把这两者进行对比，那就太好了。好，让我试试看能不能找到。我还把之前的行程记录在手套箱里。好的，让我看看。我很惊讶它仍然在。这是几乎一样的。

Yeah, this is the. Here is one. I think this is the second one. Not to the first one. Okay. Yeah, this is the one we. We tested the charge and discharge. Yeah, the. The last Monroe cell that we got. So both of these cells were were from Monroe. And how does that white strip. Compare. Yeah. I think that's a good question. I think that's a good question. I think that's a good question. I think that's a good question. Compare. Okay. Pretty similar. All right. Yeah. Yeah. Too much. What about the width of the material? How does the width compare? Don't. Maybe slightly like. No. All the same.

好的，这是其中一个。我认为这是第二个，不是第一个。好的，这就是我们。我们测试过充放电的那个。对，就是我们拿到的最后一个Monroe电池。所以这两个电池都是来自Monroe。那这个白色条带怎么样？对，我觉得这是个好问题。我觉得这是个好问题。我觉得这是个好问题。比较一下。好的，差不多。对，对，差不多。那么材料的宽度呢？比较一下？别——也许略微像——不，都是一样的。

The same. The same. The same. You're the same. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. We're transferring. Okay. Well, just on a visual inspection, it looks like they're exactly the same width, which is a surprise to me. I thought they would take. I thought they would make better use of the internal volume of. Yeah.

一样的。一样的。一样的。你是一样的。是的。是的。是的。是的。是的。是的。是的。是的。是的。我们正在传输数据。好吧，单从视觉检查来看，它们的宽度完全一样，这让我很惊讶。我以为它们会更好地利用内部空间。

That's. Somebody want. Somebody want. Okay. Okay. The white part, it will be 72. So. One millimeter for the. White part. Yeah. Yeah. One millimeter. One millimeter. And. Still four millimeter. I think. Okay. All right. So that's our each of those measurements. The same as last time. Okay. Pretty similar. Yeah. Pretty similar. Okay. Yeah. Let's see the animal side as well.

好的。有人需要。有人需要。好的。好的。白色部分会是72。所以，白色部分是1毫米。对，对，1毫米，1毫米。然后还是4毫米。我认为。好的。好的。每个测量值都是这样的，跟上次一样。好的，非常相似。对，非常相似。好的，现在让我们也看看动物那边。

Yeah. 74. Okay. And why is it a bit wider? Just so you have a little bit of overlap there to make sure you collect all the left he want to hit the other side. Yes. Yeah. Yeah. Yeah. Yeah. Yeah. This is from a lot of time. Yeah. That copper current collector. Yeah. Right. Just to hear. There's. Okay. Okay. We're trying to wait a. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. that was fast. That was it. Fifty. Forty nine. Fifty. That's everything. Forty nine. Yeah. Almost everything. Okay. I'll give it a few seconds. Forty nine. Forty nine. Yeah.

好的。74。为什么会宽一点呢？是为了有一些重叠，以确保你能收集到所有的左边，避免碰到另一边。对。对。对。这是来自很多时间的经验。那个铜电流收集器。对。就这里。好了。好了。我们在等待。对。对。对。那真快。那就是了。五十。四十九。五十。这就是全部了。四十九。对，几乎全部了。好的，我再等几秒。四十九。四十九。对。

Okay. So last time. I think it was sixty eight or seventy grams. So they cut about. So do you remember if it was sixty eight or seventy last time? I think it's sixty six or sixty eight or sixty eight or seventy eight something. So they caught like twenty grams. Yeah. They cut twenty grams out of the cell. Pretty much. That's where they got most of their energy density increase then. Yeah. Yeah. Or see the chemistry. There were no more. Even if you're the. Cool.

好的。上次他们好像切了六十八或七十克。所以你记得上次是六十八还是七十克吗？我觉得是六十六到六十八克，或者六十八到七十八克之类的。所以他们减少了大约二十克，对吧？嗯，他们从电池里减掉了二十克。基本上，这就是他们提高能量密度的主要来源了。对。或者是看看化学成分。就这些了。很好。

Yeah. I think it's not strictly major. The sickness of the. You're active. For the kind of information. Five hundred six. Micro. So it's thirty one five six millimeter. Okay. Yeah. Hmm. So it's not that much. Yeah. It doesn't make sense because it's some. They cut. You know, thirty percent of the weight out of the cell, something like that. But the thickness is the same. So. I remember last time he was six hundred six hundred micro. It's a five forty four. That's getting better.

好吧。我觉得这不是什么大问题。这个病情呢，你很活跃。就这种信息来说，五百六微米。所以是三十一点五六毫米。嗯，所以其实不算太多。确实不太合理，因为他们把重量削减了30%左右，但厚度还是一样的。我记得上次他说是六百微米，现在是五百四十四微米，确实在改善。

So for this time is. It's a thing is cleaner. Hmm. Well, I do know one thing that we might be encountering here is that depending on where you measure it, you're going to get a thicker, a thinner reading because these cells can be used. These cell cans are deep drawn. So at the top or the bottom, it's going to be a very different thickness. Yes, it's possible. But the roughly is like a five hundred five micro, a five hundred fifty micro. Okay. It's like five forty four five six. Yes.

好的，这一次是这样的。这东西（这个测量）更干净。嗯，我知道的一件事是，根据你测量的位置不同，你会得到不同的厚度读数，因为这些电池外壳是深冲压制成的。所以在顶部或底部测量时，厚度会很不一样。是的，有这个可能性。但大概是五百五十微米左右。嗯，像是五百四十四到五百五十六微米这样。对的。

So it wasn't handy. It's a ring. It's all depends on if there's a deformation of the scale. Okay. That's ways to actually make it a complete plan. Yeah. Yeah.

所以这不是很方便。它是一个环。这一切都取决于尺度是否有变形。好的，有方法能真正把它做成一个完整的方案。对，对。

So it is, you know, at least by a rough guess would be 10 percent thinner at least. Yes. Yes. Yeah. Yeah. So it's probably better to go by the weight then rather than the, um, the caliper reading. But that does verify. Provide some verification. Yeah. So it's always a zero point five five millimeter, which is five hundred fifty. Okay. Well, I got that gets me the key specs. That's great. And probably the, I guess my only other question is,

所以，你知道，大概估计至少薄了10%。是的，是的，对。对。所以可能更好的方法是按照重量来判断，而不是用游标卡尺测量。但是，游标卡尺测量可以提供一些验证。对，所以它总是0.55毫米，也就是550微米。好的，这给了我关键规格。太好了。可能我唯一的另一个问题是…

for the, the characterization, characterization test that you're going to be doing that we listed. Um, how long do you think it'll take you to get all those done? Uh, several days. Because we also need to analyze the data. So okay. Yeah. Yeah. All right.

关于你要做的那些表征测试，我们列出了清单。你认为完成这些测试需要多长时间？大概需要几天时间，因为我们还需要分析数据。好的，明白了。

So probably something by the end of next week then. Correct. Correct. All right. Fantastic. Mm hmm. I think, I think that covers it then. Mm hmm. We'll try to have a comparing slides. We'll put the new data and the, in the compare it with the old data. Awesome. All right. Well, I'm looking forward. Uh, thanks for your time again.

所以大概到下周末就好。对，对。好的，太棒了。嗯嗯。我想，这样就差不多了。嗯嗯。我们会尝试准备对比幻灯片，把新数据和旧数据进行对比。太好了。好的，那我期待着这次合作。感谢你再次抽出时间。

Yeah. Thank you. Thank you so much. All right. Bye bye. Bye bye. Bye bye. Bye bye. Bye bye. Bye bye.

好的，谢谢你。非常感谢。好吧，再见，再见，再见，再见，再见，再见，再见。

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