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. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: null Twitter: https://twitter.com/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