HUGE Tesla 4680 Battery Production Update | Exponential Growth!

The Tesla 4680 battery team is on a roll and according to an official update, it looks like we witnessing the beginning of an exponential production growth curve for 4680 batteries!

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[RagnarinVa]

What is becoming clear with each effort of Tesla, they stick to their strategy and work through challenges resulting in positioning themselves in a dominant market position. Sometimes it takes them longer than originally planned - they eventually get to where they want to be. If they can manufacture their batteries internally - they will be almost entirely self sufficient.

[daveinpublic]

If you look at the information they openly gave over the last year, this all makes sense. They’re installing multiple new lines of battery production capacity, and are planning to do the same in Europe over the next year. Things are about to reach scale, Tesla did it.

[Berretotube]

Thanks Jon, always always always enlightening ❤🙏🥇

[runningman]

Exciting stuff! Thanks for the clear & concise overview.

[jrodelite]

They have been having strong growth MoM for a long time. Compound growth takes a while to show.

[braveboy]

If the cell-level energy density of the 4680 just now matches the Panasonic 2170 cell, doesn’t that mean that the pack-level energy density of the 4680 will still be worse than that of the 2170 cell? The 4680 battery cell diameter is larger, so there should be more dead space between the cells than there would be between 2170 cells, right?

[reaperofdoom]

I thought they said(earnings call Q&A) Cato road facility was no longer a production site, but more of an R&D site, therefore the vast majority of 4680 production is from Texas.

Yes the 4680 cells are not currently cheaper than suppliers 2170 cells, but that's because the price is a moving goal, the price of cells are much cheaper now than a year ago

[grahambrown]

Enough 4680 for CT AND Semi production now 😁

[JimmyOKennedy]

BYD's new battery is already 292 Wh/kg

[johnjon]

So now that the 4680 is solved do you think Tesla is going to make a trailer for his semi that will include a range extender ( for the semi ) to get it up to 1000 miles ?

[natsidruk]

Head about this 4 years ago. Tesla is way of. Is it cheaper? is it better than the other batteries?

[rohaterdogan]

Any guestimate on How does production compares with other battery cell producer?

[BK-plvy]

How many lines did they use to get to 20GWH

[rodolphedrolet]

Wow so a billion batterys in total to recycle in what time frame law needed on battery core recycling charge to keep clean green 💚 🤔 think. A billion strong and growing

[sunrisejak]

4680 now on par with 2170. How is that cause for celebration?

[モッシヒーロー-mo]

Tesla's fundamental technology has finally come to fruition. We can finally produce an unlimited number of Tesla cars✌️

[ryan]

Would it be difficult for Tesla to switch over chemistry on the 4680 line to something like the LFP that CATL has that has very little degradation and also is good in cold climates? This is the battery I want. Can charge more to higher % rates with lower degradation. Less heat risks.

[vermork]

Exciting.
Hard work and perseverance may pay off again.

[bluetoad]

Any sign of dry cathode and dry anode production?

[craighermle]

Of the 100, 000, 000 cells, how many are performing to Tesla's spec, and how many of them were rejected? I know I have a 24 Y that was supposed to have 4680s but obviously it doesn't.