Everything Tesla Batteries with Jordan Giesige of The Limiting Factor

1

Introduction

00:00 • 2min

2

Is This Going to Be a Hit Show?

01:36 • 2min

3

How Much of Your Content Has Influenced the Inflation Reduction Act?

03:29 • 2min

4

What's Going on in the Tesla Space?

05:50 • 2min

5

Tesla

07:31 • 2min

6

Should We Give the Biden Government Just a Little Credit?

09:41 • 2min

7

The Cost Benefit Impacts of the Bill

11:29 • 3min

8

Tesla's Got a Huge Head Start

14:19 • 2min

9

Tesla's Done Everything Right, but It's Throwing Gas on the Fire?

15:58 • 3min

10

Is the US Manufacturing for Batteries Going to Change the Market?

19:00 • 2min

11

Is There a Divide Between Mining and Refining?

20:42 • 2min

12

Mining Reform in the US

22:40 • 2min

13

Mansion's Motivation for Getting the IRA Through the Door

24:25 • 3min

14

Is the Inflation Reduction Act Creating a Catalyst for Change?

27:01 • 2min

15

Is There Space for Disruption?

29:00 • 2min

16

Are Batteries a Resource for Energy Generation and Storage?

31:01 • 2min

17

Are We No Longer Resources Constrained?

32:54 • 2min

18

Is There a Bottleneck to Tesla's Supply of Battery Cells?

35:18 • 3min

19

What Chemistries Will Supplement Tesla's Needs Over the Next 10 Years?

38:27 • 4min

20

Lithium vs. Sodium - Is That a Good Idea?

42:00 • 2min

21

Sodium Ion Batteries Have Lower Volumetric Energy Density Than Copper and Aluminum Electrode Foils

43:31 • 2min

22

Getting on With Volumetric Energy Density

45:05 • 1min

23

Lithium Ion Batteries - What's the Future of Batteries?

46:33 • 2min

24

Tesla and Cobalt - What's Going on in the Market?

48:39 • 2min

25

Battery Prices Will Continue to Go Up, but How Much Cobalt Do We Need?

51:03 • 2min

26

Is Tesla Just Having It Figured Out?

53:04 • 2min

27

Is the Inflation Reduction Act Built Enough to Rescue Legacy Automakers?

55:27 • 2min

28

Is Tesla Taking These Credits?

57:48 • 2min

29

UC San Diego Battery Cell - What's the Difference?

59:47 • 2min

30

Is It DBE, BDE, DBE?

01:01:22 • 2min

31

Is It Just the Cathode?

01:02:56 • 2min

32

Is There a Coating Technique?

01:04:54 • 2min

33

Exactly Ron, You're Articulated at Better Than I Did.

01:06:46 • 2min

34

Is DBE on the Anode First?

01:08:16 • 2min

35

Tesla - Is the Anode the Limiting Factor?

01:09:53 • 2min

36

The Dry Battery Electrode Is Not Working, but It May Take Time

01:11:33 • 2min

37

What's Going on in Tesla?

01:13:10 • 4min

38

Is This a Precursor to the Next Five, 10 Years of Manufacturing?

01:17:08 • 2min

39

Ford's Big Earnings Warning Is Really Good News

01:19:06 • 1min

40

Is the Tesla LFP a Good Idea?

01:20:36 • 2min

41

Is There Even a Standard Range Model Y Available in the US?

01:22:42 • 2min

42

Is the Battery Supply Chain Freed Up?

01:24:34 • 2min

43

Tesla's Model Y in China Is an LFP, Right?

01:26:51 • 2min

44

Tesla Takeover

01:28:35 • 2min

45

Is There a Market for Luxury Cars in China?

01:30:31 • 2min

46

Robo Taxi - What's the Next Step?

01:32:43 • 2min

47

AI Day Two

01:34:21 • 3min

48

Is Tesla Going to Be the Next Big Thing?

01:37:04 • 3min

49

Is Tesla Going to Have to Raise Cash?

01:39:54 • 2min

50

Is There a Pig in the Python?

01:41:37 • 3min

51

What's the Most Exciting Thing About Tesla?

01:44:09 • 2min

52

Thermal Management

01:46:03 • 2min

53

How to Choose the Right Battery Cell for Your Model SNX?

01:47:51 • 2min

54

When Will Recycling Be Significant in the Supply Chain?

01:49:34 • 3min

55

Is Tesla's Structured Pack Designed for Recycling?

01:52:43 • 2min

56

Is the Saba a Medium Duty or Heavy Duty Truck?

01:54:45 • 2min

57

Are We Going Down a Rabbit Hole?

01:56:15 • 2min

58

Is Solid State a Cost Decline Curve for Medium Range EVTAR Applications?

01:58:06 • 2min

59

The Limiting Factor - Ishaan Hans Rodman

01:59:42 • 2min