Tesla just unveiled the New Plaid Model S Plaid. There was a lot of debate over whether Tesla would use the the 18650 vs 4680 battery cell. In this video I'll walk you though why see multiple points of evidence converging on the 18650 as the choice.

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Timeline
00:00 Introduction
01:06 Background
03:19 Battery Day and Earnings Calls
03:55 Lightbulb Moment
04:50 Hype
05:58 Arguments for the 4680
06:20 Tesla Always Sandbags
06:40 More Energy in a Smaller Space
08:00 Weight
11:45 Where are the cells going?
11:58 A Bellweather for Kato?
13:22 Best Tech in Best Vehicle
14:27 Charging Speed
16:22 Power Output
17:07 Overall Cell Strategy
17:35 Plaid + Still on the Cards?
18:54 2170
19:19 Summary

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Intro Music by Dyalla: Homer Said