| This is directly related to their set of battery day announcements [1]. Some of the key points from their battery day are: - focus on simplifying process from ore to EV in order to maintain cost declines per unit energy while enabling scale up - key to that is simplifying the lithium extraction process (noted patent for this thread), they spoke about the core of this patent before - getting enough factories constructed and dealing with expected limitations in raw material - reducing costs by simplifying manufacturing process / reducing parts - reduce parts by having bigger batteries (also more energy dense) and single casted sections of the vehicles - also interesting work on incorporating Si (which increases energy density) while solving the issue of cycle life when increasing Si ratio. Overall, for anyone even remotely interested in this space and this topic, I think it is an essential watch. [1] keynote starts at 33 mins https://m.youtube.com/watch?v=l6T9xIeZTds |