Tesla Q1 Earnings Call // The 4680 Ramp & Raw Materials for Extreme Scaling

This video will cover the Tesla Q1 Earnings Call, which answered so many questions about the 4680 ramp and the raw materials needed for extreme scaling. Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LH Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe *Timeline* 00:00 Introduction 00:59 Slide Deck // Battery and Powertrain 03:47 Slide Deck // 2170 and 4680 Packs 05:33 Pack Interchangeability 09:45 50-80% Growth Rate? 10:39 Robotaxi 13:19 50% Per Year for Several Years 14:03 Elon’s Confidence 14:47 FSD and the Path to AGI 16:30 Raw Material Cost Exposure 18:10 400- vs 800-Volt Architectures 22:31 4680 Cost and Performance 28:11 Raw Materials for Extreme Scale 33:53 Recycling Battery Materials 35:52 Recycling Aluminum into Gigacastings 37:06 Berlin and Austin Ramp Rate 40:11 Don’t Wait for the Best Tesla 41:51 Leadership All Pulling in the Same Direction 42:58 4680 Run Rates 48:29 Will Legacy OEMs Secure Materials? 50:52 Tesla’s Limiting Factor 53:35 Tesla Pushing Miners, but Will Mine if they Must 57:17 Cybertruck Number of Parts 59:46 Giga Nevada Expansion 01:01:01 LFP and Alternative Cathodes 01:02:26 Iron Availability 01:03:54 Time Required to Ramp Raw Materials 01:08:52 Tesla Insurance 01:09:34 Full Summary // 15 Key Points #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said

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