The Limiting Factor

Episodes:

• Why Space-Based AI Data Centers Are Inevitable: 3 Levels of Analysis 2026-03-11 14:56:08
• Donut Lab's Battery has a Problem with Physics (and manufacturing) 2026-02-25 15:53:20
• The Fully Dry 4680 Is Now in Production! // Tesla Q4 2025 Earnings 2026-02-11 16:02:31
• Renewables Don't Cause Blackouts: Grid Reliability Explained 2026-01-27 15:56:21
• Tesla's Soda Ash Lithium Refining Patent Application 2026-01-14 14:58:22
• Part 4: Powering 1 Terawatt of Off-Grid Compute 2025-12-31 15:46:32
• Longer Chinese 4680 Variants (4695) // How do they stack up? 2025-12-17 15:50:04
• Part 3: Where to build 1 TW of compute and beyond? // On-grid, off-grid, or off-world... 2025-12-03 15:47:35
• Tesla stakes their new product lines on the 4680 - but will it be dry coated? 2025-11-19 15:48:23
• Important Updates Across Tesla's Portfolio // Except Batteries 2025-11-04 15:37:18
• The Hype and Reality of Sodium Ion Batteries // A Technical Review 2025-10-21 14:58:54
• Part 2: One Terawatt of Compute // The Chip Bottleneck 2025-10-08 13:44:41
• Amprius: 500 Wh/kg Ultra-Fast Charging Battery Cells 2025-09-24 15:01:04
• Part 1: One Terawatt of Compute // Powering Abundance 2025-09-10 14:39:24
• Tesla's High Voltage Electrolyte Patent is More Useful than I Thought 2025-08-27 14:58:46
• xAI's Plans to Crush OpenAI, Meta, and Google in the AI Race 2025-08-13 14:48:40
• Megapack Analysis with Iola Hughes of Rho Motion // Tesla Quarterly Earnings Follow-Up 2025-07-29 14:58:27
• How will the Big Beautiful Bill Impact Tesla? 2025-07-16 14:42:23
• Optimus 102: How To Train Your Optimus 2025-07-02 14:41:43
• The Eos Z3 Battery // Can It Undercut Lithium Ion For Grid Storage? 2025-06-18 15:00:47
• Will There Be a Renaissance of Advanced Nuclear Power? 2025-06-04 13:32:50
• Optimus 101: Why Humanoid, Why Now, and Why Tesla? 2025-05-21 14:00:46
• Q1 Battery Report: Breaking China’s Battery Monopoly 2025-05-07 13:44:58
• Single Wall Carbon Nanotubes for Lithium Ion Batteries 2025-04-21 13:47:11
• What’s REALLY Ruining Your EV Battery // Stop Stressing 2025-04-09 14:18:12
• Solar, Wind, and Batteries: Not Quite a 100% Solution 2025-03-26 14:00:06
• Cybercab: A Comprehensive Case for the LFP 4680 (摘要已翻译) (AI摘要) 2025-03-12 13:59:34
• Tesla Cathode Production Patent – LFP Cheaper than China (摘要已翻译) (AI摘要) 2025-02-26 14:58:57
• Tesla Battery Constraints? // Q4 Earnings Call Analysis (摘要已翻译) (AI摘要) 2025-02-12 15:02:28
• The Next Step in Aluminum Gigacasting // Evaporative Cooling Injectors and Squeeze Pins 2025-01-27 15:54:20
• Part 2: Wireless Charging for Vehicles // The Nitty Gritty Details - 翻译完成 2025-01-15 14:44:14
• Five Years on YouTube! - 翻译完成 (摘要已翻译) 2025-01-12 15:25:22
• Part 1: Wireless Charging for Vehicles // Everything You Need to Know - 翻译完成 2025-01-01 14:52:36
• Nuclear Energy // Deconstructing the Bear Case - 翻译完成 2024-12-18 14:59:30
• Electric Vehicle Fire Myths - 翻译完成 2024-12-04 14:59:30
• CATL Shenxing Plus Technical Deep Dive // How it Fast Charges - 翻译完成 (摘要已翻译) 2024-11-21 15:01:09
• Tesla Q3 Battery Report // The 4680 is Riding Down the Cost Curve 2024-11-07 14:55:18
• What happened to the Million Mile Battery? - 翻译完成 2024-10-21 14:55:28
• Tesla's Unboxed Process // A Closer Look - 翻译完成 (摘要已翻译) 2024-10-08 13:57:02
• Tony Seba’s Vision of “Super Power” // Analysis - 翻译完成 (摘要已翻译) 2024-09-25 13:36:51
• Generation 2 4680 Tested // Results & Analysis - 翻译完成 2024-09-11 14:31:18
• The 4680 Hits a New Energy Density High // But how does it stack up? 🤠 - 翻译完成 2024-08-28 13:59:05
• 'Cybercell' Teardown // The Generation 2 4680 *Bonus Content* - 翻译完成 2024-08-14 13:59:23
• Dry Cathode Finally Solved! What was the delay? // Tesla Q2 Battery Report - 翻译完成 2024-08-07 13:59:09
• Making Tesla's Unboxed Process Work // Seven Key Technologies - 翻译完成 2024-07-26 14:00:34
• Grid Series Video #2 // How Many Megapack Factories Will Tesla Build? - 翻译完成 2024-07-10 13:58:54
• Digging Deeper on Tesla's Etherloop Wiring System - 翻译完成 2024-06-26 14:00:38
• All Our Patent are Belong to You // Tesla Patents 101 - 翻译完成 2024-06-12 13:51:26
• Chinese Automakers are Going Global // How will Tesla Compete? - 翻译完成 2024-05-29 13:52:26
• Prof. David Howey: The Charging Curve // + Does LFP 'Like' to be Charged to 100%? - 翻译完成 2024-05-15 14:02:08
• Tesla Q1 Battery Report // The Death of the 4680 Has Been Greatly Exaggerated - 翻译完成 2024-05-01 13:57:32
• Tesla's Next Gen Compact Vehicle // Stainless Steel vs Paint - 翻译完成 2024-04-16 13:59:28
• CATL M3P Deep Dive // The Manganese Demons - 翻译完成 (摘要已翻译) 2024-04-03 14:01:16
• Professor Shirley Meng: Sodium Ion Batteries // Deep Dive - 翻译完成 2024-03-26 13:56:45
• 4680 Synthetic Anode Confirmed // What are the implications? - 翻译完成 2024-03-13 13:58:00
• Magnesium from Seawater // Magrathea’s Mission to go Back to the Future - 翻译完成 2024-02-27 15:26:43
• Tesla 4680 Asymmetric Lamination Rumors // Two Cells in One? - 翻译完成 2024-02-14 17:56:03
• Tesla Q4 Battery Updates // Production Dip and Rumors - 翻译完成 (摘要已翻译) 2024-02-01 14:00:14
• Why Thixomolded Magnesium is better than Gigacast Aluminum - 翻译完成 2024-01-17 14:54:15
• Tesla's PDO Patent // One-Upping the 'Million Mile Battery'? - 翻译完成 (摘要已翻译) 2024-01-03 15:00:54
• Idra Enters the Thixomolded Magnesium Game // But What is It? - 翻译完成 2023-12-20 13:53:07
• Part 1 I How Grid Storage Duration is Assessed and Why it Matters - 翻译完成 2023-12-06 15:53:08
• Unlocking Magnesium for Lightweight Vehicle Castings - 翻译完成 (摘要已翻译) 2023-11-21 16:10:11
• Tesla Q3 Earnings // Battery Updates // Full Breakdown and Implications - 翻译完成 (摘要已翻译) 2023-11-08 14:59:57
• The Global Lithium Supply Chain and Tesla’s 50% Growth Rate I ~3 Month Project - 翻译完成 2023-10-25 13:52:07
• Tesla's Coming Lithium Crunch // How Long Can Tesla Continue Growing Battery Consumption @ 50% CAGR? - 翻译完成 2023-10-11 13:59:23
• How LMFP and Sodium Ion Batteries will Change the Battery Market // 2023, 2025, and 2030 - 翻译完成 2023-09-27 13:59:54
• Global Battery Supply Forecast to 2030 // Lithium & Sodium Ion - 翻译完成 (摘要已翻译) 2023-09-13 14:00:33
• CATL M3P // Is the Hype Legit & Will Tesla Use it? - 翻译完成 2023-08-30 14:54:21
• Lithium Supply by Country: Where are the Opportunities? // Part 3 - 翻译完成 (摘要已翻译) 2023-08-16 14:00:53
• Tesla Q2 Earnings // 4680 Updates & Emerging Revenue Streams - 翻译完成 (摘要已翻译) 2023-08-02 15:09:30
• Are Global Lithium Supply Forecasts Accurate? // Part 2 - 翻译完成 (摘要已翻译) 2023-07-18 14:25:55
• Will Refining be the Bottleneck for Lithium Supply? // Part 1 - 翻译完成 (摘要已翻译) 2023-07-08 12:57:33
• Nio Battery Pack Swapping // Everything You Need to Know - 翻译完成 (摘要已翻译) 2023-06-14 14:57:20
• Dry Electrode Lithium Doping Process // 'New' Tesla Patent - 翻译完成 (摘要已翻译) 2023-05-24 13:59:56
• Tesla's Rare Earth Free Motor // Niron Iron Nitride or Ferrite Magnets? - 翻译完成 (摘要已翻译) 2023-05-10 15:00:33
• Tesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium Cost - 翻译完成 (摘要已翻译) 2023-04-26 13:59:14
• Sodium Ion Batteries for Vehicles // Analysis (摘要已翻译) 2023-04-12 13:59:18
• Cliff’s Notes for Investor Day // Context, Insights, Implications (摘要已翻译) 2023-03-29 15:00:02
• Tesla Investor Day // Cheap Complaints and Valid Criticisms (摘要已翻译) 2023-03-15 14:52:16
• Investor Day Livestream // The Limiting Factor (摘要已翻译) 2023-03-02 02:46:54
• Tesla Master Plan 3 + Investor Day // What to Expect ⛏🔋 2023-02-24 15:00:22
• Tesla Semi: Competitive Landscape // Interview with Johnny Nijenhuis 2023-02-21 14:54:51
• The Tesla Semi: Why Now? // The Road to Commercial Viability 2023-02-19 15:01:51
• Tesla Q4 Earnings // The Path to 3 TWh // Full Battery Update 2023-02-08 15:48:41
• How the Tesla Semi “Broke the Laws of Physics” (摘要已翻译) 2023-01-23 15:54:30
• Semi Megacharger Output // + The Megapack Moat 2023-01-11 15:49:20
• Tesla V4 Supercharger // Megawatt Charging for the Masses 2022-12-28 15:59:30
• Reviewing 4680 Criticisms // + My Concerns and I Eat Crow (摘要已翻译) 2022-12-14 16:00:14
• Pack Analysis: BYD Blade vs CATL Qilin vs Tesla 4680 Structural 2022-11-30 16:00:05
• Munro 4680 Energy Density Tested // Model Y Pack Size Explained 2022-11-16 14:58:17
• Tesla Q3 Earnings Call: Breaking China's Supply Chain Grip + Updates on Almost Everything 2022-11-02 14:59:24
• The 4680 Current Collectors Explained // A Temporary Crutch? 2022-10-17 13:58:46
• 4680 Thermal Design and Management // Why Ribbon Cooling is Better (摘要已翻译) 2022-10-05 16:06:32
• The 100% Graphite Silicon-Free 4680 Anode // What are the Implications? 2022-09-21 14:47:34
• 4680 Teardown Analysis // DBE: Big Risks & Big Rewards + Patent Landscape (摘要已翻译) 2022-09-07 14:57:36
• Tesla & The Advanced Manufacturing Production Credit // $$$ (摘要已翻译) 2022-08-27 14:01:30
• The 4680 in Perspective // Battery Day Refresher + Competitors? 2022-08-17 14:59:43
• Tesla Q2 Earnings Call // 4680: Progressing through Challenges (摘要已翻译) 2022-08-02 15:04:28
• Tesla 4680 Teardown: Specs Revealed! (Part 2) 2022-07-14 14:59:21
• Part 1: Tesla 4680 Teardown // Cell Disassembly // 4 hours in 1 hour 2022-06-30 14:59:35
• Sodium Ion // CATL and Faradion // Managing Expectations 2022-06-22 14:55:10
• Tesla: Battery Material Strategies // Maintaining a 50% Growth Rate 2022-06-01 15:10:18
• Tesla Q1 Earnings Call // The 4680 Ramp & Raw Materials for Extreme Scaling 2022-05-04 14:53:52
• TeslaCon Texas Panel // With Sandy Munro and Farzad Mesbahi 2022-04-23 21:52:22
• Giga Texas // My Experience and What I Learned (摘要已翻译) 2022-04-19 14:59:12
• Gigacasting Series Finale // + Full Body Castings 2022-04-15 15:03:20
• The Battery Materials Crunch & Tesla // 4680 Variants 2022-03-30 15:52:36
• Cybertruck // Merging the Exoskeleton, Gigacastings, and Structural Battery Pack 2022-03-16 16:02:04
• Mitra Chem // Reshoring LFP Cathode Production to the U.S. 2022-03-09 17:04:09
• Two Years on YouTube! // Thoughts on Where I am and What's Next 2022-03-02 17:43:09
• Tesla Q4 Earnings Call: A Tour de Force // Battery Maturity, Embodied AI, FSD Demand, Mn Batteries 2022-02-23 16:01:08
• The LFP 4680 Battery Cell // + LFP with Tesla Silicon 2022-02-09 15:57:04
• Gigacasting // Super Vacuum, Argon Injection, Die Coatings, Thermal Regulation (摘要已翻译) 2022-01-26 15:31:40
• The BYD Blade Battery Evaluated: The Hype is Real (Mostly) (摘要已翻译) 2022-01-05 17:00:37
• How a Lithium Ion Battery Actually Works // Photorealistic // 16 Month Project (摘要已翻译) 2021-12-15 17:00:05
• Tesla's Gigacasting Alloy // Patent Application & Science 2021-12-01 17:00:52
• 2025: CATL's 1200 GWh Planned Capacity // + Tesla Cell Supply Forecast 2021-11-17 17:00:26
• Tesla Q3 - Just the Batteries // 4680 On Track, Giga Berlin, Supply Chain, and Leaks 2021-11-03 16:00:12
• #2 CATL LFP vs Tesla NCA // Full Rundown of the Science and Specs 2021-10-20 16:00:07
• #2 Tesla Gigacast Aluminum vs Advanced High Strength Steel 2021-10-06 16:00:08
• #3 The Promise of QuantumScape // First Principles Advantages (摘要已翻译) 2021-09-22 16:00:34
• #1 A Brief History of LFP, Patents, Licencing Costs, Pricing // and Tesla 2021-09-08 16:00:06
• #1 Tesla Gigacastings // Crashworthiness and Repairability 2021-08-25 16:00:31
• #2 QuantumScape // Keep the Champagne on Ice 2021-08-11 16:00:17
• Tesla's Q2 2021 Earnings Call // Just the Batteries (摘要已翻译) 2021-07-30 16:00:23
• Tesla's Lithium Clay Patent Application // Selective Extraction 2021-07-21 16:00:14
• Berlin 4680 Factory Progress // The Construction Application 2021-07-14 16:00:16
• #1 QuantumScape // The Scorpion Shortseller Report - False Claims of Fraud 2021-07-07 16:00:21
• The New Plaid Model S // 18650 vs 4680 2021-06-21 16:00:11
• Sinanode: Low Cost Silicon Nanowire Coated Graphite for OEMs 2021-06-17 16:00:21
• #18 Nine Months of Research on Tesla Battery Day // + Projections! (摘要已翻译) 2021-06-07 16:00:02
• #17 Tesla's Gigacastings, Micron Precision, and Unique Alloy 2021-05-26 16:00:10
• #16 Manufacturing the Structural Battery Pack from the Cell Up 2021-05-12 16:00:33
• #15 The Engineering of Tesla's Structural Battery Pack 2021-04-28 16:00:15
• #14 Tesla's Lithium Clay Mine and Salt Extraction Process 2021-04-15 16:00:20
• #13 How Salt + Clay Lithium Extraction fits with Tesla's Lithium Strategy 2021-03-31 17:00:08
• #12 Tesla's Cathode Production Process // Breaking the Price Floor 2021-03-17 17:00:13
• Volkswagen Power Day: Summary And Thoughts 2021-03-16 00:33:27
• #11 Tesla's Three Cathode Choices // Product Impact 2021-03-03 15:00:12
• RK Equity // Mining Euphoria and Asymmetric Opportunities 2021-02-25 16:00:18
• #10 Tesla Cathode Deep Dive // Hardcore Particle Engineering 2021-02-17 15:00:01
• Investigating Tesla's Lithium Clay // Teach-In with Alex Grant 2021-02-03 15:00:20
• The Limiting Factor - One Year Anniversary 2021-01-31 07:48:52
• #9 Tesla's Polycrystal Cathode Choice and Why I got it Wrong! 2021-01-20 17:53:27
• #8 Battery Day Myths // Silicon, Graphite, and Stacking Gains 2021-01-06 19:07:59
• Apple's Toshiba SCIB Battery - Lithium Titanate 2020-12-23 22:52:30
• #7 Tesla Silicon is Disrupting Silicon Disruption // + Notes on HPQ and Graphite 2020-12-23 17:59:36
• #6 Tesla Silicon // Fast Charge is on the Way ⏩🔋 // Deep Dive 2020-12-09 17:44:59
• QuantumScape Livestream - Summary of Thoughts 2020-12-08 18:43:28
• #5 The Science Behind Tesla Silicon // Cracking the Silicon Code 2020-11-25 17:59:44
• #4 Tesla Battery Factory Deep Dive // Manufacturing Revolution 2020-11-11 17:43:58
• #3 Tesla's 4680 Tabless Electrode Cell Design // Deep Dive (摘要已翻译) 2020-10-28 17:26:23
• #2 Tesla's Secret Sauce // Maxwell Dry Battery Electrode 2020-10-14 17:25:33
• #1 Thoughts on Battery Day - Lithium Mine to Battery Line 2020-09-30 17:59:14
• Tesla's Alleged Roadrunner Cell - Comprehensive Breakdown 2020-09-20 06:43:13
• Battery Day Prep Q&A Session + Meet the TLF Correspondent 2020-09-16 02:51:22
• Tesla Battery Day Predictions // Output, Cost, Energy Density (摘要已翻译) 2020-09-10 18:59:27
• Professor Shirley Meng: The Future of the Anode (C, Si, Li) (摘要已翻译) 2020-09-04 08:02:39
• Tesla Moonshot: SiILion Batteries for SpaceX (Deep Dive) 2020-08-30 10:01:33
• Synthetic vs Natural Anode - Which is Better? (Deep Dive) 2020-08-27 08:03:50
• Talga Resources // Natural Anode Dominance in Europe (摘要已翻译) 2020-08-13 08:59:37
• The Novonix Battery Materials Opportunity 2020-07-29 09:58:27
• Novonix DPMG - Dry Particle Microgranulation (Deep Dive) 2020-07-16 18:01:00
• Commercial Graphene Production // Allotropes and Applications 2020-07-02 10:00:45
• Samsung's "Breakthrough" 900wh/l Solid State Battery (Deep Dive) (摘要已翻译) 2020-06-11 17:59:49
• Correction: Electrode Layers 2020-06-07 04:38:32
• Tabless Electrode Patent (Deep Dive) 2020-05-29 09:00:00
• Tesla Lithium Doping Patent (Deep Dive) 2020-05-15 10:21:08
• Tesla Single Crystal Cathode Patent (Deep Dive) 2020-04-30 18:00:13
• New Information 💥 Tesla Battery Investor Day 🔋 (摘要已翻译) 2020-04-19 12:35:09
• Tesla Vehicle to Grid 🚘⚡🏠 And the Million Mile Battery 🔋 2020-04-08 08:29:44
• Terawatt Scaling Machine 💥 Tesla Battery Day 2020-03-30 18:10:35
• Model Y Battery Supply 💥 Tesla Battery Day 2020-03-18 20:49:45
• Technical Deep Dive 💥 Tesla Battery Day 2020-03-04 00:11:19
• Shirley Meng Responds - 2 CORRECTIONS - Why this is a success! 2020-02-18 02:07:42
• Shirley Meng - Maxwell Research Partner and Battery Nano-Engineer 2020-02-04 19:00:05
• Jeff Dahn - Tesla Partner and Elon Musk's Secret Weapon 2020-01-26 03:27:05