https://www.youtube.com/watch?v=dQaH5Quv4Sg
Timeline
00:00 Intro
00:36 Cell Production Tripled
02:33 “Significant Portion” of Packs to be 4680
03:16 2nd Gen: DBE Cathode?
04:35 Unlimited Demand
05:47 $4 Trillion Market Cap
06:41 Breaking China's Grip // 1000 GWh Made in USA Production
09:09 IRA Credits
13:40 Cybertruck (No Update)
14:21 Tesla Semi 500 Mi Range
16:47 No More Runaway Trucks?
17:24 Semi 50k Units/Year
18:51 Semi Using the 2170?
21:42 4680 Chemistries
24:45 Robotaxi Cost Halving
27:20 Tesla Mining
29:02 U.S. Permitting
30:35 Battery Day 2026 Target
33:24 4680 Competitiveness
34:21 Lithium Mine to Battery Line
37:09 Production Scaling Thoughts
38:09 $70kWh Cost Target & Thoughts
40:50 Closing Fluff and Next Videos