Every technology hits roadblocks and the story of how we solve those problems is as interesting as the technology itself. For the most part, I’ll be focusing on battery technology. Energy is the the ability to do work, and the cheaper the energy, the more work we can do. With every new energy source, we change the face of humanity – wood, coal, oil.
From The Limiting Factor. Where will Elon build his 1 TW of compute and beyound? In this video I define what type of compute he means, explore the limits of the grid, and why eventually AI compute will have to go off-grid or off-world. Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral Link: https://signaturesolar.com/?ref=TheLimitingFactor These are the…
From The Limiting Factor. After over a year of radio silence from Tesla on the 4680 ramp we finally received some tidbits of information from the Annual Shareholders meeting. Tesla has staked their new product lines on the 4680, but there are still questions around the dry coating process. Channel Sponsor: https://www.rebellionaire.com/ Signature Solar Referral…
From The Limiting Factor. In Tesla’s Q3 2025 earnings call, they provided important updates across their product portfolio. In my view, it was an under rated earnings call, despite the lack of updates on the fully dry 4680 ramp. 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…
From The Limiting Factor. In this video, I’ll take a hard look at sodium ion batteries component by component to understand at a first principles level what their strengths and weaknesses are, along with their projected cost compared to lithium ion batteries, and how fast the sodium ion battery industry will scale. Yao, et al…