Tesla's Future Battery Strategy Explained

[@TwoBitDaVinci]

Become a Patron! ⟫ geni.us/TwoBitPatreon Buying Tesla? Use my Link ⟫ ts.la/ricky70166

[@sal6109]

Actually The Model S Plaid which is not produced or available until the end of 2021 is not the fastest 2 door or 4 door car ever around the Laguna Seca Raceway. That is certainly wrong information. Look up the lap times in Google and you will find the McLaren, a current production car you can buy now did a 1 minute 27 second lap! And that’s the truth. Cheers! 😃

[@ptviwatcher]

V2G poses several problems right now: for me, the main one is grid unreliability. Solar and wind are constantly pounded for being intermittent sources of power, and batteries ares supposed to be the answer, not another source of the problem. A car that can be randomly connected or disconnected from the grid poses another intermittency problem. I agree that if you simulate V2G for the average car user it would make sense: people would ride their cars and connect them to either charge or bid for energy, given some settings (e.g.: keep minimum 60% battery capacity, use only 5kWh for energy trading,....), but I guess at this point in time, where several battery chemistries must be sourced in order to fit demand, cycle life could become an issue. And the 4860 cells were shown in the presentation for fitment in cybertruck and semi only (production constraints, most likely). In the future maybe it will make more sense to do it.

[@ptviwatcher]

@Yula Zooter that's not a problem, its a feature 😅

[@Turbo999be]

I think you are wrong about the million miles battery... they have it but they did not say it clearly to avoid an Obsborne effect. But if you take the average range of current cars it's about 300 miles, they said 54% increase in range so... 300x1.54 = 462 miles... we know that current battery chemistry can last 2000 cycles, I'm pretty sure with the tabless and coating silicon that number of cycles will be boost to at least 2500 cycles (probably way more)... 462 x 2500 = 1115000 miles ! There you have your million mile battery that went over the head of 90% of the people. And it's higly conservative because the Plaid is already announced at 520 miles range and I'm pretty sure the 3000-4000 cycles is around the corner... that means they ALREADY have in the Plaid a 520x2500 = 1300000 miles. So next time they will actually make a presentation to present the million miles battery that everybody is expecting, they will announce the 2 million miles or 3 million miles battery and that is required for the semi. They downplayed their current achievements by a large margin in order to contain expectation to avoid Osborne effect.

[@rokadamlje5365]

The new battery is 5* bigger and 6* more powerfull. Which means about 15% more power per volume. NOT 6*.

[@gabekantor5943]

I've watched 5 different reviews on Tesla's Battery day and you def had the most detailed and concise breakdown.

[@seanbrady9978]

Couldn't agree more, fantastic explanation here.

[@MikeCasey311]

Gabe Kantor Yes, and without all the BS. 👍👍

[@grant3226]

Definitely, great concise bs free break down, subbed

[@adampaleski1896]

Agreed!

[@evthink]

Checkout "Jack Richard" EVTV - Tesla Battery Day episode on youtube. They show the internals of Tesla's old cells and compare it to the new big cell.

[@marks42]

Great review of Battery Day - What a time to live in - Thanks

[@jeffreythurnau6796]

I’m a retired Technical Designer with a background in Aviation Engineering and Manufacturing. As a hobby, with a lot of help and a kit, I converted a 1996 Honda Civic from a gasoline car into a battery electric car in 2008. We’ve owned a 2006 Honda Civic Hybrid and a 2011 Nissan Leaf , and currently own a 2016 Tesla Model S 75D and a 2019 Tesla Model 3 long range all wheel drive. We’ve had PV panels on our roof since 2014. Needless to say, as a tech geek, I really enjoyed battery day. I could really appreciate the amount of planning, trade offs and hard work the Tesla team has done. I also appreciate the summary at the end of your video. Tesla not mentioning a million mile battery and saying V2G should be through the power wall was a good observation you made and sounds like a typical engineering trade off. I try not to be a Tesla fan boy. Sometimes Elon Musk is a bit irritating and can be his own worst enemy. I think you would have to have a thick skin to work for Elon. But, there are a number of impressive things that Tesla, under Elon’s leadership, have done that sets it apart from any other company. 1) Most companies today want to be system integrators. They want all details made at subcontractors to lessen costs and liability. But they lose control of the process and flexibility to quickly make changes. 2) Older companies have too many conservative managers, entrenched in the status quo and adverse to any change or risk. 3) Tesla is always investing in improving their products and processes. As a young company Tesla is not bogged down in corporate dogma. They are agile risk takers. The question is can Tesla continue at this pace? When Elon leaves, will the drive continue?

[@debbiedon-pierrot149]

Elon is going nowhere.He works with many geniuses that understand what they are doing

[@chinogambino9375]

@@debbiedon-pierrot149 Elon could die, anything can happen. Look at Apple, no innovation and no real ambition apart from chasing revenue from fewer customers since Jobs died.

[@solosailor222]

i'm a tech-boy too; went pure solar, cell phone only, and no-TV/cut-cord(all Net) in the late '90's. Tiny House-done, The "car" is now an Ebike of my own build. Taxes have been sliced to almost zero. Why are these obvious trends slow? Because average people are Consumers, not Makers. By the time something gets to the Consumer Level, much of the "gain" has been diluted with, expensive factories, product liability, dummy-down user experience, legislature, orchestrated-ignorance, insurance requirements, etc, etc, etc. All the greedy hands-in-charge and safety-nuts, have already taken the fun out on it.

[@jacobusderottmann1000]

@@chinogambino9375 - Steve was a guy with vision, no doubt. But Apple is still essentially the same team. And they are not all running blind. When they went to Intel chips, within a couple of weeks there were viruses modified to target the new Macs. And the potential for hardware superiority was given away. What they gained was acceptability with the powers that be, because the Intel chips had a built in backdoor to spy at hardware level. The Motorola-IBM PowerPC did not. What that has to do with now, is that Apple is preparing their own CPU chips and about to release at least 3 laptops with them over the next few weeks. They are also at least a driving part of a satellite network technology that will outpace 5G without the 5G drawbacks (like, oh, slowing to a crawl in the rain, which does affect a lot of us). The innovations are there, they're just not 100% new types of products for the company like iPod, iPhone, etc. So far.

[@chinogambino9375]

​@@jacobusderottmann1000 Apple is moved to Intel because they offered much higher performance and better prices than what PowerPC could provide. Its the same reason Sony and Microsoft approached AMD for their SOCs after 360 and PS3. X86 is the dominant processor type on the market and will continue to be simply due to the scale of the data centre and enterprise market. Investment in X86 will always benefit from scale. Apple is now moving to ARM based processors because for one the margins are better and two they have no real alternative choices. Intel have been stuck on 14nm fabs for 5 years now and are set for another 2 years without a successor. Since they have to design their own silicon for mobile anyway it makes sense to homogenize their Mac line while Intel are drowning. TSMC are not going to screw up like Intel. 5G is not going to be surpassed by low earth orbit satellite, they are not in the same market. 5G is for short range unbroken communication about 5 times the radius of WIFI, it delivers the last stretch to the user. Things like Starlink need fixed receivers about the size of existing small dishes. I don't see Apple as having anymore ambition beyond selling Iphones and lowering the expectations of consumers to chasing revenue. It been coasting on the fact it has built a monopoly on its devices leaving its users stuck in their ecosystem. They are terrified of competition and are terrified legal precedent will be set against their app store/IOS monopoly, poeple who purchase an Iphone might actually be able to own it one day.

[@mr88cet]

Best summary I’ve seen of the event so far! Thanks, Ricky. Hmmm... Regarding Power Density and Specific Power (Power per unit volume and per unit mass, respectively), you cited an efficiency spec (miles per KWh). Power Density is about how much acceleration you can deliver for a given battery size, or inversely, how fast it can be recharged. One of the most amusing illustrations of this: a large candy bar holds very roughly the same amount of chemical energy as a small stick of dynamite! That, in very roughly the same volume and mass. *Candy bars and dynamite have very-roughly the same energy density.* The difference is that the stick of dynamite has ~100,000 times higher *Power Density* : it can expend it’s energy in a fraction of a second, whereas *it takes our bodies hours to digest and use a candy bar’s energy.*

[@magnamic5614]

For your title alone you deserve more respect and likes. A stark contrast to the pathetic titles I'm seeing about Battery Day from KZbinrs. Great job and breakdown.

[@TwoBitDaVinci]

I appreciate that!

[@raffibal]

One of the best video post-battery day!

[@drsathvikskumar276]

Honestly as a guy from non tech background but being a elon fanboy I was quite disappointed that no hype was fulfilled. But after watching few videos here people explaining the chemistry behind it and the advance he made I am amazed for all the changes! No wonder why their stock went down, I guess when you don't understand something, don't come to opinion too soon!

Their stocks went down because Elon said it will take at least 2 years for all this to happen at scale - and all the short sellers who had bought it expecting a quick bump, didn't get any...

[@thefish5861]

I'm with you! But I know I don’t know what went on in the presentation.

[@theknave4415]

Precisely. If you watched the presentation and thought about it, you'd know that he was talking about *total* market domination and the end of ICE manufacturers. This was a historic presentation. One to tell the great-grandkids about, when you're old and feeble. ;)

[@jesbsnrn]

i was immediately impressed by battery day . i am not a tech guy but i understood the advancement that they revealed.

[@ismailnyeyusof3520]

I think probably few could understand the breath of the many different improvements Tesla is making and the impact of their combined effect.

[@ricklent]

Nice recapture, I could follow your description much better than others! Thanks!

[@matthewclark1785]

Excellent synopsis....you clarified some things I missed during the presentation...thank you very much :)

[@willm5814]

I’m a mech eng and own a software company...and really appreciated how you broke everything down - you’re brilliant

[@TwoBitDaVinci]

Me too! I studied MechE and switched to software. We should connect

[@AfflictionAce]

I’m a technical skills instructor and I waste a lot of time watching multiple videos hunting for information because people can’t explain or deliver information in a methodical and comprehensive way. However, your video was on point! One and done and Subscribed. Thank you!

[@listenmypeople108]

Appreciate the quality of Two Bit da Vinci videos.

[@tonderaigwavava5675]

you are the very best presenter I have heard and watched.I am from South Africa so we hear and see world wide presenters - truly you have a GIFT for explaining complex topics in an extremely interesting and easy way to understand - I predict that very soon your following will be in the tens of millions!!!!!!!!!!!!

[@TwoBitDaVinci]

Wow you are so kind. I really appreciate that!

[@kaykim7647]

I like how you explain so clear, easy to understand. Go go TESLA !!

[@Ironcammandoo]

Best Electic vehicle is are as follows:- 1300 kg 1300 watts 130 kms in 1:1 ratio of rpm 😎 Meaning Tesla range have to be over 13,000 kms in single charge in 1:1 rpm and 24,000 kms and above in single charge with a transmission system with 1:13 rpm ratio mean 1 rpm of motor 13 rpm of wheels in middle level 1:1 in Torque mode 13:1 mean motor 13 rpm wheels 1 😇 Elon musk cars have over 500 to 600 miles range 😏 Change rpm to 1:1 can give us over 9x higher range which is over 4500 to 5400 miles per charge and I m not talking about using and transmission system which easily boosts the range of any Tesla cars over 13,000 to 24,000 miles in single charge 😏 But they r not going to do it cuz it’s very low profitable business and elon musk wants only money money money 😂 That’s y he is not supporting hydrogen cuz it’s even less money money money 🤣

[@Ironcammandoo]

Elon musk is Ironmonger (Obadiah stain) 🤣🤣🤣🤣🤣

[@Ironcammandoo]

Humans 0 Saiya-jin 1 to 6 Angels 7 😇 Kalki Ironman 5th matriya buddha 8th arc Angel 11th satguru 13th imam and 24th avatar after 2026 😎 Almighty God 9 😇 Humans type 2.5+ after 2026 by Kalki Ironman (christ in the white horse)(son of man on clouds) type 7 and 8 😎 Jarvis the world’s first artificial intelligence (parrot) 😎 Cuz Kalki is ironman batman super saiya-jin superman ben10 saitama Narutoo optimus prime and every super heroes combined after 2026 😎 Jarvis world’s first artificial living being (just like vision in marvel universe)😎 Made of Quantum and sub quantum particles 😎 Power source quantum energy arc reactor (type 7) level technology 😎 Kalki Ironman going to have every kind of arc reactor like:- type 1 Nuclear fission, nuclear waste, hydrogen fusion, type 2 3 4 5 antimatter arc reactor (solid liquid gas), type 6 electro quantum arc reactor, and type 7 Quantum arc reactor, type 8 limitless quantum energy arc reactor without quantum particles 😎 Kalki Ironman going to have sun in a box million billion tons of hydrogen nuclear fusion reactor type 2 3 4 5 just like sun and stars in the palm of his hand 😎 This all going to happened by self replicating quantum nanobots knowledge energy and techniques at type 7 7 7- respectively 😎:

[@johnwarren6110]

A good analysis. Calm and clear. Very refreshing.

[@shepherdsknoll8]

The implications of BD are significant. Tesla has built a superior battery that will lower costs by over 50%. This will allow Tesla to continue to mass produce smart cars. There is a full line of vehicles to sell , the first 4 are all winners with a anxious market of buyers. There is no reason to believe the second 4 will be less desirable. The Model 2 economy car, yet to be unveiled , will have incredible demand. The only questions are: what percentage of overall market share will Tesla have and where will the competition get their batteries and who will buy their cars.

[@moozooh]

Re: market share, for the foreseeable future they will have the exact share their production capabilities will allow them to supply, like they do right now. What they make, they sell very quickly; there's no stagnant inventory. I don't think this will change in any way until they are at least a year or two into the production of the planned economy model(s), and even then it will not _necessarily_ cannibalize the 3/Y sales-at least not immediately so considering the limited supply. And let's keep in mind that pretty much the entire developed world's car fleet is subject to change in the next 20-30 years, and we're only at the very beginning of this process with Tesla still being the single biggest EV manufacturer by volume. So realistically we're still very far away from having any sort of reliable estimates as to where they will end up, like at least a decade away from actually seeing their limits. They're like Ford and GM in the early 20th century, just taking everything that's there to take.

[@mrspeigle1]

@@moozooh yeah, factorys are under construction and ramping. I think it's going to be a year or 3 before we can begin moving the market share needle forward. I also tend to agree that the people who are going to be in the market for a model 2 are not going to be model 3 buyers unless there is a massive cut to price in the model 3. I mean we are talking about a $10,000 Gap in starting price. I will say that Nissan General Motors and Hyundai are going to need to make serious improvements in their current offerings because that's right in the price range of a base model Nissan Leaf or ionic Electric and that it's launch has the potential to seriously disrupt the compact hatch Market. It's going to sell like gangbusters in places like Japan Korea and Europe. Of course at the same time Tesla has showed its hand and we are talking about 2 to 3 years worth of Market development and there are a lot of battery electric vehicles in the pipeline.

[@koismiah30]

battery that will lower costs by over 50%? yes if you steal the lithium from bolivia

[@shepherdsknoll8]

Kay Mah - Nevada

[@henrysteigerwaldt6784]

I saw another video from someone else who just showed highlights of Tesla's presentation. You showed some highlights too. However, YOU IMHO included a much needed explanation that made this more understandable to people who are not engineers like me. Thanks very much for doing this!

[@TwoBitDaVinci]

You bet Henry!

[@IbadassI]

500 mile range X 2,000 recharge cycles = 1 Million mile battery, how is everyone missing this?

[@saucejunkies]

but no one's gonna use up all 500 mile range before charge, realistic number should be half to 2/3 of that.

[@eriktamlin]

@@saucejunkies if you don't charge from 0-100% then the number of charges you can do actually increases massively. 20-80% charge cycle is a lot less harmful for the battery. But yes, the bigger "packs" will definitely last a million miles doing 20-80% charges.

[@wietzepost]

These battery packs can cycle 4000 times. Perhaps even more. It will actually be a 2 Million Mile battery. Anyway, an X million-mile battery is a misnomer. It's a function of the battery capacity in the vehicle and the number of cycles the battery can do. Put a 100 kWh battery in a Model 3 and cycle it 2500X. There you have a Million Mile battery!

[@johnirby493]

@@eriktamlin Has any of them ever lasted 1 million miles?

[@onekerri1]

@@saucejunkies Hence the reason they didn't even say the words, 'million mile battery'.

[@GoWokeGoBroke1]

Wow! First time I watch your videos. I loved it. Here's a comment for youtube's algorithm. Awesome video! Thanks

[@TwoBitDaVinci]

Thank you!

[@Lanatus]

Battery Day is not made for investors. Its made for engineer if anything.

[@camielkotte]

I learned that the hard way. But, it was hyped by Tesla as a big thing without mentioning until the very last that it was no marketing event. That should have been made clearer to avoid all this consternation we are in now. Costs so much energy and emotion. Not very efficient.

[@yourcrazybear]

I disagree. I think it was very interesting as a stock owner. Once all short term investors and gamblers have sold their stocks life goes back to normal again.

[@ProgressiveVegan]

Best explanation of Battery Day that I've seen, Ricky. Nice job. You explained why these items are significant, and explained how they organized the material that they covered very well.

[@Bill-Rink]

Battery 🔋 day was way more than I expected.

[@mrspeigle1]

Yeah, i was expecting a 20% improvement not a 58% So happy to be wrong!

[@patches8291]

Agreed 🤓

[@radicalradzik]

Great coverage. Having been there in person, this was a serious holistic system improvement that should render incredible gains for future energy density, electric vehicles, as well as improvements on more sustainable practices.

[@TwoBitDaVinci]

Couldn't agree more!

[@tomkarren2473]

Excellent summary. I think you are my favorite Tesla retail analyst.

[@TwoBitDaVinci]

Very high praise Tom, I’ll try to getting letter at this!

[@andrewc662]

I think they actually left out and downplayed some of the performance metrics of the battery such as lifespan because they don't want to cannibalize sales. If you say million mile battery, everyone is going to wait until the new batteries are available to buy a car.

[@camielkotte]

Kind of what Apple did. Their 'old' iMac is already on sale while it's brand new (not the design btw) I didn't think of that. You may be right. Thx.

[@Zuuby]

I completely agree. There is a lot less internal resistance in these batteries, thus less heat produced and less degradation. Add the fact that they will offer much more range than the current batteries, overall they won't go through as many charge cycles. More resilience. More range. Less charge cycles required. Seems very plausible that a new battery pack could go a million plus.

[@ppatil3655]

@@Zuuby listen to what this man has posted, as a Mech E, the million mile battery was implied in the tabless advance and dry electrode. Less electrons smashing into atoms, lower path length, lower temperature for cell and no caustic solvents on your thin metals = million mile battery.

[@danlewis243]

@@ppatil3655 BINGO

[@whiteandnerdytuba]

Tesla reliability is poor, a higher life span would sell current cars

[@mikecarter4990]

Bet there are some lithium mining companies around the world that freaked out when Tesla said they were going to get their lithium from their own domestic mining operations.

[@mikecarter4990]

Just checked pre market trading for Albemarle (ALB). They are the biggest lithium producer in the world (21% of the world supply). Down 8.8 % pre market. This is a company in trouble. Short term, Tesla will mine their own. Long term, recycling will kill demand for mined lithium.

[@computerfan1079]

@@mikecarter4990 Recycling and nodule ming is the future IMO. It is so much less harmful for the environment

[@loungelizard836]

ALB, LAC, LIT, Novonix all down significantly this morning. The implication of battery day is that Tesla will NOT be acquiring a supplier and will be starting literally "from ground up" with it's own lithium-extraction process based on first principles to improve all aspects of the process. Novonix got slammed probably based on Tesla using it's own dry coating. I'm not sure if they can still use Novonix DPMG graphite, but the market appears doubtful!

[@OffTheHookVideos]

@@loungelizard836 well he said silicon so not sure they are planning to use much graphite as it is more expensive, however graphite may be used in longer life batteries and Novonix is working on 1000000 mile battery materials, the share price seems high already though given they barely generate revenue so far, but they’re are other customers not just Tesla. Lit is more interested in lithium iron phosphate which is also usefull and cheap for stationary long life batteries, not sure why they would be effected by battery day, they also have battery recycling tech. Magnis energy battery tech and graphite sounds promising and they are trading below there forecast NPV for either projects.

[@Thurrak]

If anything they would be excited that the demand for lithium is going to go up dramatically.

[@davidbayliss3789]

8th KZbin channel's video about Battery Day (other than Battery Day broadcast itself) I've seen so far. And by far the best in terms of clear comprehensive summary - and loved the insight about vehicle-grid. I'm not sure why I'm not already subscribed. Rectifying that (no pun intended) immediately. :)

[@charlesstevensEnki]

You're recap is "just the facts " just the way I like it 👌. See you on Twitter.

[@stevekarr4613]

Great vid! Also, as an audio geek I really appreciate the care you put into your audio production.

[@ExarchiasGhost]

I was confused in a few parts. Thank you for explaining everything that well :)

[@KevinLBerry]

Well done on the edit, script, and delivery! Earned another sub, looking forward to the next video

[@camielkotte]

Stock went down because 'some' investors want huge profit now. They were not satisfied with 'future promises' and even made comparisons with Nikola. That quite significantly distinguishes them from other investors. Their anger over lesser profits the next morning than they hoped for. What becomes arguably more difficult is the question wether the stock price matches the current operating business of Tesla. I highly anticipated a move to the energy market. Let's say off-grid living and driving with Tesla integrated house and transport. Its hard to grasp all the news and value it. And when can customers expect new products? NOT US only but globally. Where is the model 3 station wagon? Personally what moved me the most is the more circular local economy Tesla is creating. That is huge! Single continent production....

[@bernadettetreual]

Stock plunged because Tesla only provides hot air (plus burning cars) and no profits.

[@gig2734]

When they have had Elon for 12 years with his very active personality, they should last another 3 years.

[@markhaus]

No the stock is INSANELY overvalued. They had twice the valuation of Toyota with a 10th of its production. That’s ludicrous. Musks engineers have pulled off some pretty solid accomplishments I won’t deny that, but half of Musks ideas are what engineers call FM on the AM to FM scale. FM stands for “Fucking Magic”, as in they are machines that exist purely on marketing slide decks used to hype up politicians and investors that don’t know any better. “AM” means “Actual Machines”, less sexy ideas that are actually proven to work that get less attention from investors because they can’t get their (perceived) 10x returns on them. That doesn’t mean engineers shouldn’t literally and figuratively shoot for them moon when it’s feasible, but it also means you get a lot of idiots defending ideas like 3D tunnels filled with 1-4 person pods as a replacement to proven tech like buses and subways that do the same job better and cheaper but require socialised costs to operate

[@niffrig]

People were looking for solid state or lithium metal batteries like Daimler has started to produce. Investors are worried that they will get leapfrogged.

[@DrPeter0]

Bernadette Treual ... That is the most ignorant comment I’ve read since battery day!

[@ffter888]

You, your content and information, the only word can describe is awesome! Thank you.

[@bonghollywood1653]

Elon Musk is Tony Stark with speech impediment.

[@yehudagoldberg6400]

And you are Tommy Chong with a spelling impediment.

[@sarjakthakkar2696]

Elon Musk should learn a thing or two from Jensen Huang from Nvidia on how to do marketing.

[@calysagora3615]

The Tony Stark character us based on Elon Musk, that's a well known fact.

[@aurorithusshadowstar8303]

"Um, I think, the thing is, I am Iron man." 😄 *cue music* nothing but love for Elon.

[@larryvisgar]

Be nice man, I love that he stutters it gives him that human element. A lot of people struggle with stuttering. Do you think we enjoy people looking at us like we’re idiots? It just reveals the ugly in others. Stuttering isn’t fun.

[@timypp2894]

Great info video tbdv. Tops mister.

[@bc82870]

The best summary so far.

[@ainschuntayleuhn1147]

Your explanation of how the New Tesla Battery 🔋 actually works, was the Best I’ve heard to date!

[@anthonyc8499]

Having an engineer give a breakdown in layman's terms of all the technical information in the presentation is so helpful, thanks Ricky! Tesla is taking two years to bring the Model S Plaid to market and the Roadster is still just a dream after three years. Hopefully Tesla can get these cars out faster and not have to delay them again if more car companies come out with superior performance spec'd EVs.

[@t3hpwninat0r]

I watched it live and this is a great summary for sharing with people who missed it. Good job!

[@TwoBitDaVinci]

Much appreciated!

[@sybo10]

That was a great breakdown, great work!

[@George-ps5]

Thank you for the great video as always man. It was the best live stream ever!

[@josephscott453]

I haven’t heard anyone comment on the fact that the “small” Roadrunner Battery Pilot Plant at the Fremont Factory is designed to produce 10 GWh per year when the yields reach production quality. That’s just under 1/3 of the production of Giga Nevada, the world’s largest battery production facility! “Small” indeed!!!

[@rogerstarkey5390]

That's the *pilot* plant. I believe the eventual target is 20GWh. Another calculation. They mentioned 1 line replaces 7? I believe Nevada has 13, or 14 lines at the moment, so 2 "Kato" sized Lines should replace a "Nevada GF" In terms of quantity. Next point, is that CELL quantity? Or GWh quantity? I suspect that they calculate each 4680 is equivalent to about 5 2170 cells, then, the plant runs at 1.5× speed due to no drying? 7.5×

[@josephscott453]

I think it was Torque News that commented that at 10 GWh/year, the Roadrunner Pilot Plant would become the 10th largest battery manufacturer in the world. Since Tesla was apparently successful enough to produce 10,000s of cells already, the production line must be running, but the yield is probably too low to be commercially viable with the failed cells needing to be recycled. Fine-tuning the assembly line to increase yield seems to be a good challenge that would take a year of tweaking. I think the goal is to install production lines at Giga Texas. That makes next spring/summer the time frame for completing the production machine design and manufacture. The pilot plant would probably be able to produce cells for the first cars off the lines. I would conclude that they are closer to achieving a good yield than one might think.

[@jessicakirsh]

I really enjoy your videos!! Thanks for sharing your thoughts on Battery Day. Side note: Great audio, lighting, and studio set up -- you make it really easy for viewers to continue watching through to the end, in my opinion. Also, there is something soothing about your voice!

[@camielkotte]

People should press thumb up button more frequently over here.

[@TwoBitDaVinci]

I concur with this assessment :)

[@Dinesh-br5qd]

This is by far the best video on battery day i have seen so far.

[@calee95014]

you nailed this summary!

[@billw2126]

first vid which explained what a tabless battery is. Many thanks. Also what is nice is that your voice is not annoying.

[@Nexus-6]

11:48 One of the current limitations for battery scalability is the availability of nickel required for the cathode. The implications that Tesla will be using nickel-manganese batteries for most of their sedans and some power walls are huge. Elon said that the nickel-manganese batteries will use between 50-60% of the nickel of current batteries. This means that they can make almost TWICE as many high performance batteries with the current available nickel, not including iron based batteries coming online.

[@rayturchie7038]

Executive briefing. Keep up the good work.

[@benpeters-brown5317]

The panic selling of stocks is great for ppl who actually know the imporance of the news. It means cheaper stocks to invest

[@SmajdoSVK]

One of the best summaries I have experienced. Thank you

[@TwoBitDaVinci]

Wow, thank you!

[@Porkonfork]

Unlike Boeing, the success of Tesla is being run by engineers, Well documented

[@bernadettetreual]

Unlike Boeing, Tesla was never profitable.

[@TwoBitDaVinci]

@@bernadettetreual the first like minute of the video talks about 4 straight quarters of profit... got to love the internet

[@ExcessumGaming]

@@bernadettetreual It is profitable already for the last 4 quarters.

[@Nico-lw5ol]

@@ExcessumGaming And Boeing is going to be the one the government needs to save at some point because they'll probably go bancrupt

[@ExcessumGaming]

@@Nico-lw5ol Its how it always goes. Those that stop to innovate die. Also those that only focus on their core competency bs :P Short term thinking is the scourge of old school businesses.

[@MuddyDuck...]

Thanks for a really great summary of the Tesla Battery Day event. Have only just found your channel, but have now subscribed and look forward to future updates. 👍

[@TwoBitDaVinci]

Welcome aboard!

[@sspoonless]

As a recently retired software engineer, I realized a theory early in my career, and continually saw it proven out until I retired, that software goes in 3 distinct patterns as a concept matures: #1 Your first write is only proof of concept, is difficult for users to operate, and performance efficiency is poor. #2 Starting with a clean slate using ONLY what you learned from #1, rethink and rewrite EVERYTHING for better user interface. #3 Starting with a clean slate using ONLY what you learned from #2, rethink and rewrite EVERYTHING for better performance efficiency. Most managers fool themselves into thinking they're done after #1, but ONLY after #3 do you have something to be truly proud of. Tesla's FSD is only in process of #2, so they have a long way to go.

[@UNSCPILOT]

They may have a long way to go, but from the looks of things they are still far ahead of most on actually making it work, much like how SpaceX's recoverable orbital class Falcon 9 boosters basically mock all other rockets in it's class

[@thomasaquinas157]

Our company is maintaining #1 while re-writing #2. I hope we don't have to go for #3 😬

[@htannberg]

If you are referring to the autonomous driving software then I don't think your 3 steps apply here since 99.99% of what's going on the user never sees. If you are referring to the software to run the machines for building Tesla cars then I agree.

[@andrasbiro3007]

That's exactly my experience in software engineering. And I'm pretty sure it applies to mechanical engineering too. On the first try you are exploring the problem domain. On the second, you are experimenting with solutions. On the third, you can implement a clean, elegant and efficient solution. Assuming you are good at your job. In reality most projects never get out of phase 1.

[@htannberg]

@@andrasbiro3007 It sounds like someones painting a picture. It's never really done until you put the brush down for good.

[@yeo97531]

Excellent presentation! Best of it's kind. Thank you.

[@apantelmann]

Day traders are causing issues with the share price. They do not care about the company. They are interested it the price movement only. So, if the price falls a little every one sells! And if the price rises everyone gets on board and sell before it falls. Tesla stock price should rise to 1000 or more to keep the day traders away! The fact that Tesla makes batteries is enough to make it the leader of electric vehicle production for many years to come. Tesla is a long term company that has so much to offer. Time hold your stock and watch it grow in value!

[@MatrixJockey]

We just need to continue to buy on the dips.

[@ilikelebronjames6426]

I own Tesla stock, and I love the company

[@alanyanez2426]

DataPug what do you use to trade? Like site to buy the socks?

[@2nd3rd1st]

@@alanyanez2426 I put all my money in socks. Millions of socks get lost everyday, it's a growth market!

[@2nd3rd1st]

^ This.

[@burtonnystrom4606]

I wish all media did the job like you do ! You do a great job! I love it ! Keep on keeping us informed!!!! Hand salute to ya!

[@TwoBitDaVinci]

Thank you Burton!!

[@timypp2894]

It's interesting that most research goes on for many years before and if it ever becomes commercial. It looks and feels like Tesla is going into research but it's putting into production at the same time. Like he is doing with his rocket ship SN5, 6, 7, ...9.. build it, test it, fails, do something different, build it, test it, next iteration etc..

[@noahludford3667]

This is the first video I've seen on the battery day issue. Think you nailed it it one, good job. Gotta give it to 'em they're definitely trying to get it right the first time. We needed this badly. I just wish the price point was in my range.

[@TheResistorNetwork]

Nice breakdown. Very informative. Liked + Subbed.

[@dsuprina]

Clear summary of Battery Day. Thanks.

[@jerrycash5606]

I can only dream Excited for the technology New battery is major leap

[@thedavidquaife]

A most enjoyable programme, informative, and with a professional speaker - well done

[@riznliz]

V2G or V2H requires a "Tesla Backup Gateway" to insure that energy does not flow back into the network during a power outage - this is the MAJOR complication as to why just making the Tesla cars capable of V2G does not make the process as desirable as most want it to be. Backup Gateway comes with a Tesla Powerwall and can be configured for whole house or a dedicated circuit configuration.

[@tonespeaks]

This was the most complete breakdown of Battery!!!! What a wonderful video!!! Thanks for putting in all the time that you did to make it. I think Telsa isn't telling us all the advancements that they have made.....they are holding back a lot of data. They didn't mention what voltage they will be using and wh/kg ratio. This is typical Tesla, when this is ready, it's going to surpass a Million Miles, since it will be used in the Semi, which has a Million Mile guarantee. Stay tuned.

[@mboyd549]

I think that it's a huge deal that Tesla claims they have figured out how to deal with the 4x expansion of silicon when charged. This technical hurtle has hounded the battery industry for a while now. Tesla claims they has developed a new flexible alloy to coat the silicon so that it doesn't break apart. This will result in higher power density and much lower cost. They also mentioned that they will be no longer use cobalt, the rare earth element, in their new batteries. I think it's also huge that they are doing away with the expensive wet process. There were so many huge advancements mentioned, it's hard to track them all. Wall Street just showed how little they know about all this tech. IMHO their stock price should be going much higher. They are going to be so much harded to compete against.

[@sammartinez4244]

Very well done video, I will follow. Your explanations are of great quality.

[@minhtrungle9117]

Tesla releases a very promising report on battery progress and production: stonks go down Nikola releases a render of a vehicle: stonks go up Gotta love the stock market of 2020.

[@baggszilla]

Wow dude talk about layman terms! During that whole Battery Day speech it was like they were speaking French and you were my translator. Thanks man. This is so kool.

[@AvocadoAtrocity]

Bigger battery means more amps. More amps means better regenerative braking. These big batteries are literally a MASSIVE improvement. Once the regular people understand. Their stock is going to go through the roof.

[@drosendahl]

You do realize that you will get 5x times (1 small cell) the amps from 5 smaller battery cells compared to 6x with the big cell so the improvement is not as big as they make it? (Since 1 of those bigger cells have the same capacity and will replace 5 smaller cells) The largest reason to go with bigger battery cells are cost.

[@MSTRto20K]

How can anyone give a thumbs down?? Excellent summary of battery day. Thanks.

[@martinsoos]

Forget the grid, I want a car to back up my house during power outages.

[@dolanbaker]

cheap solution would be to connect an inverter independently to the battery. May not be the easiest solution though

[@martinsoos]

@@dolanbaker I have an inverter on a tractor and it is invaluable, and I would add one more thing, a charge line to charge ant pat's car when she runs the battery too low.

[@daninraleigh]

So, here's what I don't understand. I buy a car to go places - work, shopping, etc. I plug the car in at home, at night, to charge it. Grid goes down. Now I plug the house into the car to charge it. Car battery goes dead. I can't go to work. I can't go anywhere.

[@grantfrith9589]

@@daninraleigh What is there to understand? It's simple, your options open up with that ability. It's a matter of directing the energy where you need it. If the grid goes down and you spend the night heating your spa bath, it's on you if you haven't enough energy to get to work.

[@martinsoos]

@@daninraleigh If it has quick charge cables and backup systems for the house then it would also need to shut those systems off at a certain battery level. I can run the power inverter on my farm tractor until the inverter stops and still start the tractor.

[@aconsideredmoment]

I think your conclusion is spot on. There is a massive disconnect between the superficial analysis available on the mainstream media that feeds price focus, marketing, and volatility versus long term plans, design, and value. Thanks to you and a few other high quality sites for your in depth analysis. Long term holders will win.

[@bobo7918]

I still laugh at everyone comparing Steve Jobs to Elon. Elon without a doubt has had more vision than Steve ever had within their craft respectively. There is no comparison, it's not even close.

[@thomasaquinas157]

And he got his best ideas from Xerox Park

[@sidn8946]

If you think elon is better than you are not doing proper comparison.. generation gap and time when Steve showed his talent and changed world from CD and DVD to completely digital with speed of super computers of 1993 in first decade of 21st century.. just imagine Kodak was leader and had invented 0.1 megapixel camera in early 70s and did not changed its ways ... something like GM had electric car in 90s ... KODAK=GM Apple =Tesla So both are extraordinary talented who dared to change Pioneers in their respective fields with decades old monopolies...

[@calysagora3615]

Apple/Jobs never ever invented anything. They were patent trolls that repackaged others ideas in glossy trendy gadgets, and locked them down. Steve Jobs isn't even in the same ballpark as Elon Musk. Not by a country mile.

[@stream2watch]

@@sidn8946 " CD and DVD to completely digital with speed of super computers of 1993 in first decade of 21st century." Had absolutely nothing to do with Apple.

[@willm5814]

I agree, Jobs was impressive, but Elon is definitely at another level

[@jamesmichaelcabrera9613]

I'm surprised you don't have a million subs already. You'll get there soon everyone needs to start liking your videos for the KZbin algorithm

[@TwoBitDaVinci]

Thanks so much for saying that James!

[@markjohnson7887]

You have a great voice that is very pleasant to listen to. Plus, I generally like all your videos. :D

[@robertmcdonnold3038]

I've listened to several analogies of battery day. Yours is one of the best. Thanks. Bob

[@Derpy1969]

Wall Street has no clue how this very technical information will translate into TSLA being super profitable and competitive in the near future and long term. Buy on the dip!

[@stocktalk2053]

Really appreciate your insight on Tesla. Thank you!

[@hehbol]

“Tesla didn’t cure cancer” I’m shorting all my stocks

[@rwatson2609]

I wouldn't do that. The average investor has no idea what he said.

[@hehbol]

Just being sarcastic

[@michaeljohnson7676]

Haha. You so silly.

[@annsport4346]

Greatest Explanation so far.. damn Tesla is on the road to be one of the Power Plant of the future..

[@eclecticcyclist]

I agree with you on V2G, When you consider the number of commercial vehicles lying idle during peak grid demand period, vehicle batteries could contribute a vast amount of power.

[@michalklucz6907]

yes... but no. You can share what is obsolete for you. IF by sharing you lower your performance, it's not healthy to your reputation. What IF your car battery performance would be reduced by multiple V2G exchange while very low milage? Can you imagine this news feeds healines? 'tesla battery almost dead with 10000 milage!!!'. noone will risk that

[@isipwater]

Excellent recap, thank you Ricky 👍🏾🙏🏾

[@nathanlewis42]

Why are there so few solar panels on the Nevada giga factory?

[@stagetch]

why were there so few solar panels on the stage?

[@nathanlewis42]

stagetch they never said they would have solar panels on stage. They did say they would have them on the Nevada gig factory.

[@idlikeabetternickname]

great video! thanks :) I appreciate more in-depth overview of the topic. I feel like it's meant for enginners to watch, unlike most of the tech channels. GJ

[@TwoBitDaVinci]

Thank you!

[@unf3z4nt]

20 years ahead? If that's really the case .... game over.

[@galfisk]

Not 20 years ahead of competitors, but 20 years ahead as a civilization of where we would've been without Tesla. Musk wants to improve the world, and his businesses are the tools he use.

[@jacka7211]

galfisk Elon Musk will have as much impact as Thomas Edison, perhaps more.

[@trianglechookee]

This is the best explanation I've watched so far

[@williammillard687]

Regards battery life, is the technology able to record cycles? This may be a fairer and more realistic way to warrant the battery life..

[@tommydplayskeys]

Yep. I don't see warranty as a valid reason to avoid v2g. They could warrant enough cycles/kWh for a certain mileage, and then it's up to you whether you use that capacity for driving only or grid balancing as well.

[@williammillard687]

If you really wanted to cut out oil you’d encourage any grid-tied storage....v2g or v2x seems like a no-brainer.

[@williammillard687]

Seems much more sensible than all the extra storage you’d need....unless you had a battery-making concern..

[@bummers]

Finally a straight to the point review of Tesla Battery Day. Thanks.

[@DAM89]

If they can produce grid storage and powerwalls at less than $60 per kwh, the existing energy industry is in trouble

[@greglarry11]

Great breakdown. I think a lot of non-engineer types got excited about Battery Day. They were disappointed because they expected more basic roll-out features they could understand. What you got was a deep dive into battery engineering.

[@maggiejetson7904]

Body + Battery will be kind of expensive to repair, even more than the existing Tesla. The possibility of $25000 EV is awesome.

[@sergeyyevtukh388]

...that's why next logical answer to total ownership cost of Tesla cars is expanding Tesla's auto insurance to other/ more states than California... ..but than to much of vertical control in tesla's car ownership experience is another unbalanced problem for end user... Or what do you think?

[@maggiejetson7904]

@@sergeyyevtukh388 I know people who got way cheaper insurance from Tesla than 3rd party. Tesla themselves are subsidizing this to make the car cheaper for sure.

[@jeffk412]

your explanation (and fantastic sound quality) earned my subscription!

[@RCSVirginia]

This is a bit off-topic, but the reason that President Evo Morales could not turn Bolivia into the lithium-mining powerhouse that he wanted it to be is because the "brine" method of lithium mining does not work as efficiently in the cold Altiplano as it does at lower, hotter elevations. Furthermore, Bolivian lithium has more contaminants in it than lithium from other locales, and that requires an extra stage of processing treatment. Then, when Morales finally lured a company in to do lithium mining, he had to cancel the contract because local authorities did not feel that they were getting a large enough cut of the deal. So, mining in many countries can be a quite complicated process.

[@khut2u]

I Absolutely love the way you approach topics. Keep up the great work!

[@TwoBitDaVinci]

Thanks Kevin!!

[@HansKeesom]

It was better then the hype, no hyped marketing shit, just two guys in t-shirst that talk from the top of their head about a number of small steps that add up to big leaps forward in battery technology. If they make all this true and it looks like it, in 10 years we will have batteries everywhere, stabilising our green grid and powering our need for transport.

[@TwoBitDaVinci]

Well said!

[@dshock85]

he is single handedly driving innovation in ways no one else is and this is in large part because he has broken through the strangle hold the oil and auto industry has had on technology.

[@GET2222]

You missed the point. The battery is a 1M mile battery.

[@sergeyyevtukh388]

Thanks 4 explaining in most understandable way for none engineers... especially tabless design... You getting really close to Engeneering explained ... don't have to , but because theres at least decade in front of us for transportation industry to change into sustainable one , you could have a ways to expand your channel even beyond where EE channel reached by now... best of wishes to your channel.

[@TwoBitDaVinci]

Thanks Sergey!!

[@sergeyyevtukh388]

@@TwoBitDaVinci ...humbled, thx Just watch a few of your videos & discovered why your way of bringing content click 4 me, you weren't born here ...😉 Even I lived in US for 22 years , I grew up I western Ukraine, formally part of Soviet system, which in a fact culture wise very Influenced by Eastern & Asian mentality .... In States plenty of people who look from different prospective... You could be a version of EE for those of us who's views are tilted eastwards, I know it's "Bed English" ... but it drives point home