Tesla Q1 Earnings Call // The 4680 Ramp & Raw Materials for Extreme Scaling
发布时间 2022-05-04 14:53:52 来源
摘要
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.
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*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
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Intro Music by Dyalla: Homer Said
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