There's a surprising amount of material that actually starts into the production process that doesn't make it through to a finished car, to a customer. Some of this is structural; others are just overflow. We're also going all the way through to finish cathod material, anod copper foils and really a becoming manufacturing company for these corp battery materials. And that supply chan jus doesn't exist in north america right now.
In a short news segment, Jason talks about a company that tried to sell "fantasy startup investing" NFTs and why they had to pivot (1:44). Jason gives a brief tribute to Steve Jobs (15:48). Then, he's joined by JB Straubel, Tesla's longtime CTO who stepped down in 2019 to found a new lithium-ion battery recycling company, Redwood Materials(22:08). JB and Jason discuss the early launches and setbacks at Tesla, overcoming challenges, and the possibilities created by battery recycling. To close out the show, we play a clip of Steve Job's 2005 Stanford Commencement Address (1:20:15).