Why 4680 Batteries are so Important

0:00 Intro
0:52 Model 3
1:21 Chinese
2:06 LFP
2:28 CATL
3:52 Market Share
5:19 BYD
6:45 Prices
7:39 Battery Company
8:55 Summary

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This video is meant for entertainment purposes, not Tesla stock investment advice.

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[gdnasp]

4680 = building blocks of an electric future. They will be everywhere, in time. The masses do not see it, nor need to see it. But it's critical to our understanding of Tesla's potential. Great stuff TE!

[GusMoore]

Love your storytelling. Keep making content :-)

[AmishK]

Seriously underrated channel...thanks Lee!

[grahambrown]

Halving the cost of the most expensive EV component (the battery), while increasing range could be quite important!

[bpm]

you're awesome ... thanks for the sense of humor

[chrisborns]

I love these projections and nuances, thank you!

[sorinlates]

Love ur analysis, cant wait to shift focus to FSD

[bru]

Agreed.
Successful scaling of 4680 production elevates Tesla to another level.
Is Elon concerned about the scaling process? Can anyone tell?
I am extremely interested in what is disclosed on April 7, 2022 at gigafest in terms of the cell production rate. 2170's will always be a backup plan, but if they can scale Texas production to cover all of Austin's battery needs by Q3 or even Q4 this year that would be huge!

[MrAnderson]

And that’s exactly what this channel is for, so my wife doesn’t have to hear about it- LoL broo, I know that feeling

[avgjoe]

Thanks for setting me straight on BYD. I saw the rapid growth and heard their profits on BEV were lean or negative but never connected the two. Tesla by comparison has MASSIVE profits for the next few years and they can cut their prices when their capacity grows to meet demand with massive margins. By then single casting chassis and who knows what?

[harrywoods]

Just a thought, Watch your Channel every day good stuff. What we should watching for is it the production of LFP batteries in the United States and the research that goes into it, most LFP battery Patents are expiring in the near future and seems to me the future of iron base batteries will be developed in the good old USA🤔

[charlesrovira]

@5:30 *BYD* is the best hope to fill in the bottom of the EV market. That may not be much but it's still the best ... if they can negotiate a deal for FSD from Tesla, that they may be enough for a _duopoly_ (like *Apple* and *Samsung, * ) with lots of hangers-on brands, like sub-ten thousand EV producers (like *Konyigsegg, Ferrari etcetera.* )

[沈俊吉-wc]

I wonder if MIH(Foxconn) can compete with Tesla. What do you think? Thanks.

[mimmipiggast]

I love this battery needing 😀 Do you think we will finally get the numbers for 4680s when Austin opens? Only a couple of weeks away!!

[Jason-utiu]

Yes… my wife thanks you for starting this channel as well.

[GeeWit]

Yep, final analysis most ALWAYS comes down to ~ Happy wife, happy life ~ 😎

[intelligentcomputing]

More efficient to produce, more efficient to charge, more efficient to use -- what's not to like about the 4680 ?!

[Coltn]

Hit it dead on with this video thank you. I do understand that the 4680 is the future I got that on battery day. What I want to know is do you think all the other car makers are going bankrupt because they use pouch form and refuse to change?

[robitmcclain]

Please do some economic analysis on sodium batteries.

[ryannguyen]

If battery cost reduce, and battery recycling get more yield, future Tesla owners can just trade in their old battery pack and get a new one from the factory cheaper and cheaper.