The Limiting Factor

17:15

Q1 Battery Report: Breaking China’s Battery Monopoly

19:11

Single Wall Carbon Nanotubes for Lithium Ion Batteries

16:54

What’s REALLY Ruining Your EV Battery // Stop Stressing

20:12

Solar, Wind, and Batteries: Not Quite a 100% Solution

26:16

Cybercab: A Comprehensive Case for the LFP 4680

18:58

Tesla Cathode Production Patent – LFP Cheaper than China

20:02

Tesla Battery Constraints? // Q4 Earnings Call Analysis

17:33

The Next Step in Aluminum Gigacasting // Evaporative Cooling Injectors and Squeeze Pins

19:48

Part 2: Wireless Charging for Vehicles // The Nitty Gritty Details

10:04

Five Years on YouTube!

23:25

Part 1: Wireless Charging for Vehicles // Everything You Need to Know

21:13

Nuclear Energy // Deconstructing the Bear Case

21:50

Electric Vehicle Fire Myths

25:28

CATL Shenxing Plus Technical Deep Dive // How it Fast Charges

19:02

Tesla Q3 Battery Report // The 4680 is Riding Down the Cost Curve

15:19

What happened to the Million Mile Battery?

18:33

Tesla's Unboxed Process // A Closer Look

16:36

Tony Seba’s Vision of “Super Power” // Analysis

20:31

Generation 2 4680 Tested // Results & Analysis

18:54

The 4680 Hits a New Energy Density High // But how does it stack up? 🤠

19:01

'Cybercell' Teardown // The Generation 2 4680 *Bonus Content*

18:34

Dry Cathode Finally Solved! What was the delay? // Tesla Q2 Battery Report

12:36

Making Tesla's Unboxed Process Work // Seven Key Technologies

27:13

Grid Series Video #2 // How Many Megapack Factories Will Tesla Build?

23:02

Digging Deeper on Tesla's Etherloop Wiring System

17:12

All Our Patent are Belong to You // Tesla Patents 101

20:48

Chinese Automakers are Going Global // How will Tesla Compete?

55:30

Prof. David Howey: The Charging Curve // + Does LFP 'Like' to be Charged to 100%?

19:55

Tesla Q1 Battery Report // The Death of the 4680 Has Been Greatly Exaggerated

21:39

Tesla's Next Gen Compact Vehicle // Stainless Steel vs Paint

15:51

CATL M3P Deep Dive // The Manganese Demons

40:52

Professor Shirley Meng: Sodium Ion Batteries // Deep Dive

24:25

4680 Synthetic Anode Confirmed // What are the implications?

25:03

Magnesium from Seawater // Magrathea’s Mission to go Back to the Future

20:17

Tesla 4680 Asymmetric Lamination Rumors // Two Cells in One?

17:54

Tesla Q4 Battery Updates // Production Dip and Rumors

32:30

Why Thixomolded Magnesium is better than Gigacast Aluminum

15:51

Tesla's PDO Patent // One-Upping the 'Million Mile Battery'?

21:41

Idra Enters the Thixomolded Magnesium Game // But What is It?

18:30

Part 1 I How Grid Storage Duration is Assessed and Why it Matters

22:24

Unlocking Magnesium for Lightweight Vehicle Castings

30:01

Tesla Q3 Earnings // Battery Updates // Full Breakdown and Implications

1:51:50

The Global Lithium Supply Chain and Tesla’s 50% Growth Rate I ~3 Month Project

17:55

Tesla's Coming Lithium Crunch // How Long Can Tesla Continue Growing Battery Consumption @ 50% CAGR?

37:38

How LMFP and Sodium Ion Batteries will Change the Battery Market // 2023, 2025, and 2030

17:16

Global Battery Supply Forecast to 2030 // Lithium & Sodium Ion // Part 4

20:58

CATL M3P // Is the Hype Legit & Will Tesla Use it?

38:24

Lithium Supply by Country: Where are the Opportunities? // Part 3

23:20

Tesla Q2 Earnings // 4680 Updates & Emerging Revenue Streams

20:26

Are Global Lithium Supply Forecasts Accurate? // Part 2

28:59

Will Refining be the Bottleneck for Lithium Supply? // Part 1

34:12

Nio Battery Pack Swapping // Everything You Need to Know

23:13

Dry Electrode Lithium Doping Process // 'New' Tesla Patent

27:28

Tesla's Rare Earth Free Motor // Niron Iron Nitride or Ferrite Magnets?

27:26

Tesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium Cost

21:37

Sodium Ion Batteries for Vehicles // Analysis

21:16

Cliff’s Notes for Investor Day // Context, Insights, Implications

14:41

Tesla Investor Day // Cheap Complaints and Valid Criticisms

4:47:38

Investor Day Livestream // The Limiting Factor

25:52

Tesla Master Plan 3 + Investor Day // What to Expect ⛏🔋

37:18

Tesla Semi: Competitive Landscape // Interview with Johnny Nijenhuis

14:45

The Tesla Semi: Why Now? // The Road to Commercial Viability

31:20

Tesla Q4 Earnings // The Path to 3 TWh // Full Battery Update

14:52

How the Tesla Semi “Broke the Laws of Physics”

16:52

Semi Megacharger Output // + The Megapack Moat

25:21

Tesla V4 Supercharger // Megawatt Charging for the Masses

25:12

Reviewing 4680 Criticisms // + My Concerns and I Eat Crow

30:32

Pack Analysis: BYD Blade vs CATL Qilin vs Tesla 4680 Structural

18:55

Munro 4680 Energy Density Tested // Model Y Pack Size Explained

42:55

Tesla Q3 Earnings Call: Breaking China's Supply Chain Grip + Updates on Almost Everything

13:04

The 4680 Current Collectors Explained // A Temporary Crutch?

21:44

4680 Thermal Design and Management // Why Ribbon Cooling is Better

16:58

The 100% Graphite Silicon-Free 4680 Anode // What are the Implications?

31:40

4680 Teardown Analysis // DBE: Big Risks & Big Rewards + Patent Landscape

22:31

Tesla & The Advanced Manufacturing Production Credit // $$$

25:11

The 4680 in Perspective // Battery Day Refresher + Competitors?

38:52

Tesla Q2 Earnings Call // 4680: Progressing through Challenges

11:09

Tesla 4680 Teardown: Specs Revealed! (Part 2)

1:15:48

Part 1: Tesla 4680 Teardown // Cell Disassembly // 4 hours in 1 hour

28:12

Sodium Ion // CATL and Faradion // Managing Expectations

50:25

Tesla: Battery Material Strategies // Maintaining a 50% Growth Rate

1:20:32

Tesla Q1 Earnings Call // The 4680 Ramp & Raw Materials for Extreme Scaling

51:11

TeslaCon Texas Panel // With Sandy Munro and Farzad Mesbahi

29:25

Giga Texas // My Experience and What I Learned

25:06

Gigacasting Series Finale // + Full Body Castings

28:56

The Battery Materials Crunch & Tesla // 4680 Variants

25:33

Cybertruck // Merging the Exoskeleton, Gigacastings, and Structural Battery Pack

57:09

Mitra Chem // Reshoring LFP Cathode Production to the U.S.

15:20

Two Years on YouTube! // Thoughts on Where I am and What's Next

45:23

Tesla Q4 Earnings Call: A Tour de Force // Battery Maturity, Embodied AI, FSD Demand, Mn Batteries

30:16

The LFP 4680 Battery Cell // + LFP with Tesla Silicon

14:52

Gigacasting // Super Vacuum, Argon Injection, Die Coatings, Thermal Regulation

22:39

The BYD Blade Battery Evaluated: The Hype is Real (Mostly)

17:27

How a Lithium Ion Battery Actually Works // Photorealistic // 16 Month Project

25:36

Tesla's Gigacasting Alloy // Patent Application & Science

18:56

2025: CATL's 1200 GWh Planned Capacity // + Tesla Cell Supply Forecast

49:58

Tesla Q3 - Just the Batteries // 4680 On Track, Giga Berlin, Supply Chain, and Leaks

31:33

#2 CATL LFP vs Tesla NCA // Full Rundown of the Science and Specs

21:22

#2 Tesla Gigacast Aluminum vs Advanced High Strength Steel

24:39

#3 The Promise of QuantumScape // First Principles Advantages