Terawatt Scaling Machine 💥 Tesla Battery Day

In this video I make educated speculation on the machine that Tesla will use to scale into a multi-terawatt company. I suspect that some of what I cover in the video is what Tesla is working on with Project Roadrunner. This is the fourth video in my Tesla Battery investor Day Series.

Topics include: Why I think 2twh is a good target for 2030, a calculation for the total addressible markets of vehicles and energy storage, advise that the path forward for Tesla must be vertical integration to maximise profits, I go through a simplified version of the battery production process and how Tesla can improve it (mixing, wet slurry coating and NMP, Maxwell Dry Battery Electrode DBE, slicing, filling jelly rolls, formation cycling, testing, module assembly, and pack assembly), cell to pack technology and Advanced Cell to Pack Technology Tesla has patented, battery defect rates, George Bower from InsideEVs estimate on cost savings, Maxwell Dry Battery Electrode line speed, Shirley Meng's tweet about her technology going into things like Giga Berlin, mass producing factories, and the machine that builds the machine.

George Bower Estimate: https://insideevs.com/news/378928/tesla-new-battery-line-cost-savings/

#ProjectRoadrunner #BatteryInvestorDay #NotSellingAShareBefore10000 #Tesla #Terawatt

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Battery Investor Day Video #1: Just the Numbers
https://youtu.be/T5Y0GAVWnE4

Battery Investor Video #2: Battery Chemistry Technical Deep Dive
https://youtu.be/Vt1XO5_xHss

Battery Investor Day Video #3: Scaling the Current Line-Up
https://youtu.be/85ugCQP-ccs

Shirley Meng – Maxwell Research Partner
https://youtu.be/oD80O5Eb2Lc

Jeff Dahn - Tesla Research Partner
https://youtu.be/BX9yZAO7_HE

E-SuperVTOL
https://youtu.be/7arrsIUU1TQ

My first video
https://youtu.be/zJhxioIqBV4

Intro Music by Dyalla: Homer Said

Видео Terawatt Scaling Machine 💥 Tesla Battery Day канала The Limiting Factor