Comments by "tooltalk" (@tooltalk) on "BestInTESLA" channel.

  1.  @beehappy7797  it's mostly big batteries on wheel.. not every EV needs to be FSD.
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  2. China is 30% of the global auto market.
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  3. LFP is essentially patent-free.. LFP is combustible.
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  4. That's b/c Tesla's margin is still declining.
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  5.  @markplott4820  sorry, all 4680s are NCM. the whole idea behind 4680 is to lower production cost and increase density. LFP would accomplish neither.
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  6.  @markplott4820  low-end/low-performing batteries tend to last longer and more stable than high-end/performiing batteries.
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  7.  @markplott4820  LFP is less combustible in ESS; in EVs? not so much, which is why they are deployed almost exclusively in entry-level, low-range EVs.
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  8.  @psdaengr911  4680 is a package format; There is no LFP/NCA 4680, though Samsung announced they finished developing 46XX (NCA) for BMW (and Rivian - 4695).
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  9. ​ @markplott4820  >> TESLA in TX is Developing 4680 LFP Cathodes , as well as NCA/NCM << developing high-nickel batteries are actually pretty hard; scaling up and mass-producing them even harder. Remeber Panasonic burned through close to $1B and spent over 2 years to reach 80% yield when they switched over to 2180 back in 2019.
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