In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.

I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.

'Tesla Cybertruck deliveries hostage to battery production hell'   / 1737918494706954390  

Joe Tegtmeyer 4680 Updates:   / 1742726520303415632  

Weibo Rumor- Tesla Importing Cathode Rolls:
  / 1748012290320794068  

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Timeline
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary

Intro Music by Dyalla: Homer Said