Tesla Q1 Battery Report // The Death of the 4680 Has Been Greatly Exaggerated

My quarterly report on the Q1 earnings call from a battery perspective. This quarter there were again false reports on the 4680 ramp, so I'll also cover why the death of the 4680 has been greatly exaggerated. Tesla Referral Link: https://ts.la/jordan72005 (Use this if you're buying a Tesla. It can save you $1,000 on your first Tesla) Patreon:   / thelimitingfactor   Paypal: https://www.paypal.com/paypalme/limit... Teespring: https://teespring.com/stores/the-limi... Twitter:   / limitingthe   Venmo: @thelimitingfactor Timeline 00:00 Introduction 01:04 The Rumor Mill 02:31 The 4680 Ramp is Progressing Slowly 06:25 Cell Prices Are Cratering 09:50 Elon Provides Context on the 4680 Project 12:10 A Note on Lithium Supply 13:00 4680 // Unexpected Benefits for Third Party Supply 13:53 Inflation Reduction Act Incentives // A Market Distortion 16:33 Summary 18:00 A Note on the Megapack Ramp Intro Music by Dyalla: Homer Said