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