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'The Fully Dry 4680 // Too little too late?'
In the face of solid state and sodium ion batteries that offer higher energy densities and lower costs, people are wondering if the fully dry 4680 is still relevant.
In short, it is, because it's meeting Tesla's original goals for the 4680 project.
Not all the goals have been met yet, but they're working through them in order of importance:
✅Strategic Risks Addressed
🟨Cost Cutting is Going Well
🟥Performance is Moderate
But, more importantly, sodium ion batteries and solid state batteries are chemistries, not manufacturing innovations, which is what the 4680 is at its core.
Ultimately, the fully dry process will benefit those chemistries as well, because it's fundamentally a better way to manufacture a battery cell.
*Timestamps*
00:00 Introduction
01:00 Tesla’s Goals for the 4680 Project
03:31 ‘Obsolete’ Argument #1 - Performance
05:57 ‘Obsolete’ Argument #2 - Cost
10:14 The Fully Dry 4680 is NOT a Chemistry
11:40 Summary