From The Limiting Factor. Amprius Technologies is producing battery cells that can charge from 0-80% in as quick as 6 minutes and have an energy density of up to 500 Wh/kg. What’s the catch and is there a market for these batteries? Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor…

From The Limiting Factor. One Terawatt of compute roughly equivalent to the U.S. power grid. Why does Elon want that much power? He want to usher in an era of abundance by using AI to do mental and physical work at low cost. The best way to achieve low cost and win the AI game…

From The Limiting Factor. Tesla filed a patent application for high voltage electrolytes, and after I dug into the research they done with their research partners, I found it’s useful for high manganese cathodes in ways that I didn’t expect. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00…

From The Limiting Factor. 1 GW of compute is the first major battle on the path to 1 TW of compute. xAI is in the best position to get their first, and aims to crush OpenAI, Meta, and Google to win the AI race. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe…

From The Limiting Factor. In this Tesla quarterly earnings video, I’m speaking with Iola Hughes of Rho Motion to do some analysis on the megapack. That includes the impact of Tariffs, the Big Beautiful Bill, and manufacturing cost reductions. Iola Hughes https://x.com/RhoMoIola https://rhomotion.com/ https://www.benchmarkminerals.com/ https://www.linkedin.com/in/iolahughes/ Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter:…

From The Limiting Factor. On July 4th, the One Big Beautiful Bill Act was passed and it terminated most of the Green New Deal subsidies from the IRA Act of 2022. Today, I’ll walk you through how I expect that will impact Tesla. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo:…

From The Limiting Factor. In this video, using Tesla’s Optimus robot as an example, I’ll walk you through the basics of a humanoid robot’s brain, how they’ll be trained, and what that means for humanoid robots as a product in the next few years. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe…

From The Limiting Factor. Eos claims their Z3 battery will undercut the cost of lithium ion for grid storage. Is that true? Today we’ll take a look. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 01:41 The Z3 Zinc-Bromine Battery 04:09 EOS Z3 Battery Pros 05:44 Eos…

From The Limiting Factor. Could advanced nuclear reactors, like molten salt and small modular designs, create a renaissance of advanced nuclear power? It’s becoming increasingly likely thanks to AI datacentres, deregulation, and strong investment. Today I’ll walk you through the basics of advanced nuclear, as well as the bull, bear, and base cases for the…

From The Limiting Factor. Tesla’s Optimus Robot has the potential to make life better and easier and it presents a once-in-a-lifetime opportunity for wealth creation. So why is humanoid the best form factor? Why has there been an explosion in humanoid robots? And why is Tesla best positioned to dominate the market? Channel Sponsor: https://www.rebellionaire.com/…

From The Limiting Factor. Tesla’s Q1 2025 earnings call revealed new information about how Tesla is vertically integrating to decouple from China’s battery monopoly. Today, I’ll walk you through the information along with other key points about battery constraints and Tesla’s confirmation that they’ll be using ferrite motors. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069…

From The Limiting Factor. What’s really ruining your EV battery life is calendar aging, so today I’m going to give you practical advice on electric vehicle battery care so you can stop stressing. Channel Sponsor: https://www.rebellionaire.com/ How To Ruin Your Electric Car’s Battery – LFP Edition! How To Ruin Your Electric Car’s Battery – NMC…

From The Limiting Factor. Solar, Wind, and Batteries are quickly getting cheaper, but will they be cheap enough by 2030 to replace all other forms of electricity generation? No. It’s close, but we’ll still need natural gas generation and Nuclear has a fighting chance. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe…

From The Limiting Factor. The title says it all. Today I’m going to make a comprehensive case for the 4680 for the Cybercab. Channel Sponsor: https://www.rebellionaire.com/ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 01:34 Tesla LFP Cathode Production Inbound 03:22 A History of Tesla LFP Form Factor // Comments…

From The Limiting Factor. Thanks to a new patent application by Tesla, we now have a better understanding of their cathode production processs. And, according to Drew Baglino, it should allow Tesla to produce any cathode material, and in particular LFP cathode material, cheaper than imported material from China. Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral…

From The Limiting Factor. In the Q4 earnings call Elon Musk said that Tesla faces battery constraints this year. Today, I’ll do some analysis to look at what exactly Elon may have meant. Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla. It can save you $1,000 on your…

From The Limiting Factor. Today I’m going to walk you through the next step in Aluminum Gigacasting, which is FX Jet and FX Squeeze by Fondarex, which are respectively evaporative cooling injector pins and squeeze pins. Channel Sponsor: https://www.rebellionaire.com/ Gigacasting Series: Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 01:32…

From The Limiting Factor. Wireless Charging Series Part 2: Compatibility, Positioning, Wireless Roads At the Cybercab event, Tesla showed that the vehicle would charge wirelessly. This two part series will share everything you need to konw about wireless charging for vehicles. Part 1: Cost and Efficiency Details Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral Link: https://ts.la/jordan72005…

From The Limiting Factor. Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla. It can save you $1,000 on your first Vehicle) Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor Intro Music by Dyalla: Homer Said

From The Limiting Factor. Wireless Charging Series Part 1: Basic Architecture, Cost, and Efficiency At the Cybercab event, Tesla showed that the vehicle would charge wirelessly. This two part series will share everything you need to konw about wireless charging for vehicles. Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying…

From The Limiting Factor. There’s extreme bearish and bullish outlooks on Nuclear Energy. So who is right? This is the first video in a new series on nuclear energy, and today I’ll be deconstructing the bear case. In future videos I’ll walk you through nuclear in the context of ultra cheap generation like solar, and…

From The Limiting Factor. Electric vehicle fires are no more dangerous to people and structures than internal combustion vehicle fires and they happen far less often. Today I’ll walk you through data, the research, and real world examples to bust the EV fire myth. Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla.…

From The Limiting Factor. CATL’s Shenxing Plus LFP battery is advertised to provide 1000km of range with a fast charge capability of 370 miles of range in 10 minutes. The question is, how did they achieve that and can companies like Tesla follow suit? Today I’ll walk you through a technical deep dive to answer…

From The Limiting Factor. Time for the Tesla Q3 Battery Report that summarizs the major news, developments, and the battery related comments from the earnings call. The theme for this quarter is that Tesla’s riding down the production cost curve for the 4680 ramp Channel Sponsor: https://www.rebellionaire.com/ My Tesla Referral Link: https://ts.la/jordan72005 (Use this if…

From The Limiting Factor. The million mile battery is an interesting case study in commercializing a new technology. Five years ago Tesla’s research partner, Jeff Dahn, showcased a battery that could last a million miles with off-the-shelf technology. However Tesla’s vehicles currently last about 3-400,000 miles. So what happened? Where is Jeff Dahn’s million mile…

From The Limiting Factor. Tesla devoted about 4 minutes to the unboxed process at Investor Day, so today I’m going to walk you through a closer look to show how grossly inefficient and awkward the traditional vehicle manufacturing process is, why the unboxed process is such an improvement, and provide more context on some of…

From The Limiting Factor. Tony Seba of RethinkX has projected that by 2030, it’ll be possible to move the existing grid to 100% solar, wind, and batteries. And, as a side benefit, that system would produce hundreds of Terawatt hours of low cost surplus power, or Super Power. In this video, I’ll do some analysis…

From The Limiting Factor. I’ve now received the test results back from the UC San Diego teardown of the Generation 2 4680 cell. Today we’ll look at the results and do some analysis. Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla. It can save you $1,000 on your first Tesla) Patreon: https://www.patreon.com/thelimitingfactor…

From The Limiting Factor. The 4680 now appears to be on par with the Panasonic 2170! That’s because the Gen 2 4680 or Cybercell has higher energy density than expected and because after some analysis of the EPA data, the 2170 make have lower energy density than was expected. Tesla Referral Link: https://ts.la/jordan72005 (Use this…

From The Limiting Factor. Raw video from the teardown of Tesla’s Generation 2 4680, aka the ‘Cybercell’ with myself and Weikang Li and Weiliang Yao of UC San Diego. The specs and full results will come in a few weeks. Thanks to Shirley Meng for organizing the funding! Tesla Referral Link: https://ts.la/jordan72005 (Use this if…

From The Limiting Factor. It looks like Tesla has finally solved the dry cathode coating process! So what happened over the past 4 years to delay it? I’ll cover that and more in my Tesla Q2 Battery report. Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla. It can save you $1,000 on…

From The Limiting Factor. Tesla’s been setting the stage for the unboxed process for over a decade. In this video I’ll walk you through seven technologies that, in my view, will make the unboxed process work. Tesla Referral Link: https://ts.la/jordan72005 (Use this if you’re buying a Tesla. It can save you $1,000 on your first…

From The Limiting Factor. In this video I’ll walk you through my estimate for how many megapack factories Tesla will need to build. In short, about 6 to 13 in the next 10 years, which may eventually double or triple Tesla’s market cap. This is Video #2 of the Grid Storage Series. Monetizing Energy Storage…

From The Limiting Factor. Time for a deep dive on Tesla’s EtherLoop, which is the final critical innovation needed for the unboxed manufacturing process. Tesla is moving from specialized hardware controllers to generalized and software defined controllers and linking them with Ethernet – and it’s over 10 years in the making. Tesla Referral Link: https://ts.la/jordan72005…

From The Limiting Factor. Elon has said patents are for the weak and that Tesla’s patents are open source, so why does Tesla still patent inventions and why does Tesla still sue companies over patent infringement. To explain this, I’ll walk you through patents 101 with a focus on Tesla, including Elon’s comments about patents…

From The Limiting Factor. Chinese automakers are gearing up to go global and inundate western markets with low cost EVs. Will they do the same in the U.S.? If so, how will Tesla and other U.S. automakers compete? And, flipping the question on its head, should companies like BYD be concerned about Tesla? Tesla Referral…