Part 8/12:
Tesla's battery advancements continue to impress. The recent EPA data confirm the Sabor Truck's battery capacity at 122.4 kWh, aligning with prior rumors. Notably, Tesla has achieved high energy density without relying on silicon in the anodes, suggesting 15-20% more energy density may be attainable with further scaling.
Despite challenges in scaling 4680 batteries, Tesla has already established mass production within just three years, surpassing industry expectations. This technological headway underscores Tesla's ability to reduce costs and improve energy density faster than competitors like Panasonic.