Tesla: Battery Material Strategies // Maintaining a 50% Growth Rate
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摘要
For extreme scaling, Tesla will need extreme volumes of raw materials. The video will explore the battery materials strategies that Tesla can use to maintain a 50% growth rate.
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*Timeline*
00:00 Introduction
02:45 Thanks to RK and BMI
03:34 The Materials Challenge
11:32 What I Mean by Strategy
12:12 The State of Nickel
15:10 Explainer: Agreement Types
16:44 The State of Nickel Continued
18:43 Nickel: First Five Strategic Lessons
23:11 Lithium: Three More Strategies
28:47 Recycling as Part of Tesla’s Strategy
32:06 CO2 Emissions as Part of Tesla’s Strategy
32:52 Full Summary and Additional Points
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Intro Music by Dyalla: Homer Said
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