Tesla Q2 Earnings Call // 4680: Progressing through Challenges
发布时间 2022-08-02 23:04:28 来源
摘要
Recap of the Tesla Q2 Earnings Call. The 4680 Ramp is Progressing through Challenges and Tesla has fallback plans.
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*Timeline*
00:00 Intro
01:22 2170 Cell Supply
03:07 Next Gen Equipment at Texas
03:42 Increasing Vehicle Production Capacity
04:20 Teaser! Beyond Castings and Structural Pack
05:55 ‘China’ as a Competitor
07:26 Tesla Prices and Lithium Margins
09:19 The Structural Pack is an A-Architecture
11:56 Leaning out the Structural Pack
13:16 4680 Ramp Progress
16:34 Worst Case Scenario
17:29 The DBE Feed/Conveyance Issue
20:58 Texas Production in Perspective
22:45 Progress Against Battery Day Goals
26:11 4680 Production is Icing on the Cake
27:10 Energy Density is the Wrong Metric
28:45 Tech Sharing?
29:43 No Breakthroughs are Needed in Energy Density
31:37 Protecting a 50% Growth Rate
35:39 Summary
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Intro Music by Dyalla: Homer Said
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