Part 9/13:
Battery tech continues to be a critical factor. Bruce, a Tesla battery expert, emphasizes that Tesla's use of 4680 dry cell batteries is not the limiting factor in range for the Cybertruck. Instead, production capacity and other design choices influence realized range. Tesla’s decision to use a single-layer battery pack simplifies manufacturing and ramps better, rather than aiming for maximum range, which could be achieved if production capacity were unlimited.
Future of the Tesla Ecosystem
The volume of orders and backlog remains robust, especially for refreshed Model 3s in China. If Tesla manages to run successful marketing campaigns, the order backlog could rebound, potentially leading to price increases.