Tesla's SECRET NEXT GEN 4680 Battery & Machines

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In my last video about the specific issues that Tesla was encountering in their 4680 manufacturing processes, I left off by mentioning a NEW machine that Tesla is currently developing which will combine 3 separate battery manufacturing machines into a single, more efficient unit. In this video I would like to discuss some of the details that were shared with me about this new machine, and also a few details about the next generation 4680 battery cells that Tesla is currently developing.

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DISCLAIMER: The information shared in this video comes from more than one source which will remain nameless. While the information from these sources appears to be credible, I have not been able to personally verify everything that I am going to share. Please use your own discretion and verify the information for yourself before you take any actions based on this information. This video should NOT be regarded as financial advice. I am not a financial advisor, and this is NOT in any way a recommendation or offer to buy or sell securities.

As of the recording of this video, I am NOT invested in Tesla stock or securities, nor any other company mentioned in this video.
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GREAT PRESENTATION : Unlike the legacy OEMs that are squeezing the last life out of obsolete equipment, it is fascinating seeing how every new facility is an improvement on the previous, and its out with the old, if there is a long-term advantage .

edwardmorpeth
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When Tesla achieves higher energy density, they are more likely to reduce the number of cells and keep range constant. This will allow lower cost per vehicle and reduce vehicle weight.

surferdude
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Jon, you’ll probably have a spike in views today since Rob of Tesla daily mentions your video. Great work btw

thestocksource
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Super important topic, hopefully gen 2 design / machines will incorporate lessons learned and improve yield and reduce down time.

brucec
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Now *_that_* was _informative_ about where *Tesla* _is_ now and where it's aiming to be in *_two_** cell generations.* Great _reportage._

charlesrovira
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This seems like quite the scoop. Haven't seen this 2nd generation 4680 mentioned anywhere else on youtube. Very cool. Thanks for sharing.

NoCrispin
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While increased energy density would be great, they are more likely focusing on optimizing manufacturing yields and rates at the moment. If density is improved, that's probably just a fortunate byproduct. Once they get yields and manufacturing rates at target levels, they are probably going to next optimize for manufacturing cost. Again, density may improve but mostly as a byproduct.

OweEyeSea
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Fascinating developments. Really gets our heads imagining all kinds of design tweaks. Thanks 🙏

dksculpture
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Munro also mentioned how the outside layer on the battery is thinner. So they probably have a little bit more Jelly roll in each cell than before. Add that to the increased height of the Jelly roll too

TheZackrambo
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It is just so satisfying to see this gigantic rate of cell development and start to think about the increased applications for these ever-improved cells.

davidgillman
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Love fact that they’re already working on Gen 3 4680. Others talk continuous improvement, Tesla lives it!

caz
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Note the steady march of innovation towards that magical energy density of 400 Wh/kg someday...wherein electric battery commercial flights start to make economic sense. Can't wait to see what happens!

cathyk
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That exciting video I found, you explained it very well, great job sir❤

VizayashriReddi
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Great vlog love your attention to details, with your firm undertaking to bring us the information, this is with the other U tube reporting has galvanised Tesla investors to hold there commitments, 👏👏👏👏👏👍

markoverton
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It won't save time because the total process is governed by the slowest machine. You can't weld it until it's wound, so that must be added on. I think the main reason for this new machine is it simplifies the whole process for a tiny increase in cycle time. You already have the part under control in the machine, so if you can simply add another process then it eliminates whole additional machines. The big saving here is in floor area, part handling, and hence cost and reliability. Many processes don't easily fall into the capability of one machine, so you can't do this. If each process has to be completed before the other starts, that's a problem. Winding something and doing two processes at the same time, and then doing a quick weld on the end is possible in one machine.

rogerfroud
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Tesla is far far far ahead of the competition, the rapid pace of innovation is absolutely unparalleled!!!

oneproductivemuskpm
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Q:
What about cutting the tabs leaving a tapered shape to fold, reducing bulk? The overlaps ought be enough contact.

JorgeLausell
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That machine is probably being developed in Canada where they make the battery machines.

leorock
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Nice display-home background Jon. I like to think 4680 delays are due to constant ‘stop the press’ (pun intended) improvements and retooling.

herbertnosworthy
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Nice presentation. Thanks for making this video. Comments below:

- Anode flaps are good ways to collect current and heat from electrolyte towards cylinder base.
- the anode flaps should be ‘soldered onto’ the cylinder base for superior current and heat transfer vertically which is not possible in a structural pack that has no thermal ground plane beneath.
- adding a conduction bridge wafer followed by laser melt bonding address electrical performance is a plus.
- the advantage for heat sink vertically is wasted because of a conventional heat sink scheme is used, through cylinder wall but cylinder base.
- going from 18650 to 46800 improves kWh/$/cell, the down side is heat sink area reduction by 2.55x that is to say 46800 will temperature rise by 2.56x that pack thermal management must accounted for, before mass production. ie needs further heat slinking innovation? Where present thermal management scheme in model3/Y is adequate for 18650/21700 but 46800.

philoso