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  1. The Limiting Factor - 2023-Q3 Batteries: State of Play

    Wait, what is your source they aren't putting out a 500 mile one? A bunch of source less leaks we had in the past months? While we have the Tesla sourced 500 mile version from the unveil and nothing from then indicates they changed But yeah, lets wait

  2. The Limiting Factor - 2023-Q3 Batteries: State of Play

    My point is that Tesla won't be making 600 a week anytime soon, so they have cells to spare and 4680 production will ramp faster than what Cybertruck production will require In fact, again from the OP video, they will have trouble finding where to stuff the amount of 4680s they will be making...

  3. The Limiting Factor - 2023-Q3 Batteries: State of Play

    Hope this will stop the : "They can't ship the 500 mile version because they don't have enough 4680 cell supply" They are way ahead of what Cybertruck will consume today, at a 5 GWh/year run rate, they could build 600 units per week of the 500 mile version TODAY, and the 4680s with more lines...
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