4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 31 August 2022
⏱️ 12 minutes
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Summary
➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM
➤ Tesla files for battery-related building permit in Fremont
➤ More thoughts on the new advanced manufacturing production credits
➤ Tesla challenges dealership laws in Louisiana
➤ FSD Beta 10.61.1 begins rolling out
➤ J.D. Power releases innovation survey results
➤ Elon Musk adds to list of reasons for Twitter termination
➤ Lucid files to potentially raise up to $8B
➤ Royal Caribbean cruise business announces SpaceX partnership
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody Rob now we're here and today we are going to be talking a little bit about |
| 0:11.1 | batteries. |
| 0:12.1 | We've got some rumors on 4680 battery production, some news on batteries at three months, |
| 0:16.0 | also got news on Tesla pushing back on dealership regulations, some news on FSD beta, couple |
| 0:20.9 | of their items as well. |
| 0:22.4 | Quick look at the stock, not a whole lot to say on it today, the NASDAQ continuing to |
| 0:25.6 | fall 1.1% Tesla underperforming today, down 2.5% to close at $277.70, so kind of all |
| 0:33.1 | of the sudden here, over the last two weeks the NASDAQ has dropped 10% Tesla even with |
| 0:37.3 | the underperformance today, varying about the same. |
| 0:39.8 | Alright, we're going to start off here with a rumor on 4680 battery production, this |
| 0:43.2 | came out late last week from a YouTube channel by the name of CleanerWat. |
| 0:46.7 | Normally I don't dabble too much in YouTube type of rumors but this one did seem relatively |
| 0:50.6 | credible and I think worth discussing. |
| 0:52.8 | I think CleanerWat did a nice job presenting this information which appears to come from |
| 0:56.2 | a source within Tesla and I think the level of detail that is discussed here adds a lot |
| 1:01.1 | to the credibility. |
| 1:02.1 | So of course I'll link this in the description, I would recommend the whole video, it's |
| 1:05.0 | only about 10 minutes and as I said it well presented, but we will cover the gist of |
| 1:08.8 | it here which is a couple of items, so first off CleanerWat is saying that Tesla is working |
| 1:12.6 | on a new 4680 production process which combines what are currently three machines into one, |
| 1:18.0 | those three machines right now are being used for notching, so making laser cuts into |
| 1:21.7 | the copper foil which is eventually wound by a second machine with a separator and then |
... |
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