How Tesla plans to scale BATTERY production in 2022 w/ Jordan Giesige (Ep. 493)

I’m joined by Jordan Giesige of the Limiting Factor as we discuss Tesla’s ambitious plans to ramp 4680 cells at Austin and Berlin, possible range improvements to the Model Y, raw materials shortages, competition, CATL, and more. Jordan Giesige on Twitter: https://twitter.com/LimitingThe The Limiting Factor on YouTube: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Timestamps: 00:00 - Introduction 00:45 - Jordan Giesige going full-time on YouTube 01:45 - Where is Tesla is with ambitious Battery Day plans? 04:10 - Dry electrode technology status update 05:30 - Austin 4680 cell equipment, cell ramp vs Berlin Gigafactory 08:25 - How different are the 4680 cells? 10:40 - Does Tesla increase range of Austin Model Y vehicles with 4680 cells? 15:15 - CATL Shanghai factory 18:00 - LFP vs Nickel, 4680 vs 2170 vs prismatic. 20:25 - What happens to Nevada Gigafactory? 24:30 - Tesla audacious plans from Battery Day 26:30 - JB Straubel: battery supply chain crunch 29:15 - Reach battery scale first as advantage 37:00 - Tesla created new battery startup 39:38 - Conclusion Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise