Cliff’s Notes for Investor Day // Context, Insights, Implications
There was so much packed into investor day that it needs Cliff's Notes. This video re-frame's investor in terms of themes and provides context, insights, and discusses the implications.
Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/paypalme/limitingfactor42069
Teespring: https://teespring.com/stores/the-limiting-factor
Reddit: https://www.reddit.com/r/TLFBatteries/
Twitter: https://twitter.com/LimitingThe
*Timeline*
00:00 Intro
00:59 Investor Day Themes
02:49 Why Hope Matters
04:22 It's All About Raw Materials
07:33 The Spice Must Flow
11:05 The End of Legacy Auto
13:50 Technical Domination
15:16 Tesla Culture
16:45 Summary
Intro Music by Dyalla: Homer Said
Видео Cliff’s Notes for Investor Day // Context, Insights, Implications канала The Limiting Factor
Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/paypalme/limitingfactor42069
Teespring: https://teespring.com/stores/the-limiting-factor
Reddit: https://www.reddit.com/r/TLFBatteries/
Twitter: https://twitter.com/LimitingThe
*Timeline*
00:00 Intro
00:59 Investor Day Themes
02:49 Why Hope Matters
04:22 It's All About Raw Materials
07:33 The Spice Must Flow
11:05 The End of Legacy Auto
13:50 Technical Domination
15:16 Tesla Culture
16:45 Summary
Intro Music by Dyalla: Homer Said
Видео Cliff’s Notes for Investor Day // Context, Insights, Implications канала The Limiting Factor
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
#13 How Salt + Clay Lithium Extraction fits with Tesla's Lithium StrategyThe Limiting Factor - One Year AnniversaryTesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium CostDry Electrode Lithium Doping Process // 'New' Tesla PatentShirley Meng Responds - 2 CORRECTIONS - Why this is a success!#15 The Engineering of Tesla's Structural Battery Pack#9 Tesla's Polycrystal Cathode Choice and Why I got it Wrong!The 4680 Current Collectors Explained // A Temporary Crutch?Tesla Q2 Earnings // 4680 Updates & Emerging Revenue Streams#12 Tesla's Cathode Production Process // Breaking the Price FloorCATL M3P // Is the Hype Legit & Will Tesla Use it?Global Battery Supply Forecast to 2030 // Lithium & Sodium Ion // Part 4Tesla's Q2 2021 Earnings Call // Just the BatteriesCorrection: Electrode LayersThe 100% Graphite Silicon-Free 4680 Anode // What are the Implications?Novonix DPMG - Dry Particle Microgranulation (Deep Dive)The Novonix Battery Materials OpportunityGigacasting // Super Vacuum, Argon Injection, Die Coatings, Thermal RegulationTesla Master Plan 3 + Investor Day // What to Expect ⛏🔋CATL M3P Deep Dive // The Manganese DemonsTesla Q4 Battery Updates // Production Dip and Rumors