In this video I provide my thoughts and commentary on Tesla's Q2 2021 Earnings Call - just the the parts about batteries.

Patreon:   / thelimitingfactor  
Paypal: https://www.paypal.com/cgi-bin/webscr...
Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LH
Teespring: https://teespring.com/stores/the-limi...
Reddit:   / tlfbatteries  
Twitter:   / limitingthe  

Timeline
00:00 Introduction
01:19 Investor Slide Deck Paragraph
05:26 2170 Back-up Plan
06:13 Cell Improvements
06:30 Cell Supply
08:43 Shift to LFP
10:44 4680 Progress
14:59 Delays
18:35 Fastest Complex Production Ramp in History
19:24 DBE
21:08 Other 4680s
22:43 Summary
26:18 Thanks!

#BattChat #BatteryTwitter

Intro Music by Dyalla: Homer Said