Tesla 4680s have had slower ramping because of problems with the Cathode needing a wet process and cathodes made by other companies. Auto experts Munro Associates have taken apart a cybertruck and they think a dry process was used for both the cathode and the anode. This may not be for all 4680 batteries and Tesla has deals with LG and some Chinese battery makers for 4680 cathodes. However, this could mean the scaling and ramping of 4680 will accelerate as a complete solution to the Tesla 4680s could be unfolding.
There is silicon in the anode and this will increase the energy density.
There is no manganese in these new 4680s. Munro thinks eliminating the manganese was needed to make the dry electrode process work for the cathode.



*breaking* @Tesla's new patent on 4680 cells (Dry energy storage device electrode and methods of making the same) is published today Jan 16th, 2024.
the patent shows how Tesla is using dry cathodes and/or anodes for the 4680 Cyber cells!!
this is a very material patent for… pic.twitter.com/95u15ShjHT
— Chansoo Byeon (@ByeonChansoo) January 16, 2024

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If I read this correctly, and posters also zeroed in on the same issue, there are “too many cooks in the kitchen” and while they’re all working off the same menu, they’re all turning out different dishes for dinner with different ingredients, tastes and quantities.
Are these entirely dry now? Or is there still a wet electrolyte?
Do they catch fire in contact with air moisture, or when soaked?
it is still a wet electrolyte.
So are we saying there are multiples and inconsistent manufacturing methods across the entire new line of batteries because of multiple supply vendors and partners?
RC: That seems pretty much it. (Sorry to be so blunt, but RC seems to have hit it on the head.) If your getting information, or material, you need to verify that by having multiple sources, and multiple methods. It’s all about: “Do you KNOW what your getting, and HOW your getting it”?” At the end of the day, both information and supply chain audit trails have a lot in common. Both require people who ask questions about legitimacy.
Can you PROVE what someone else claims to be “true”, is? Lets look at this from a scientific POV. It’s impossible in science to prove a negative, Prove to me, Santa Claus DOES NOT exist. Impossible. One can only claim something is, not that it ain’t. What does this have to do w/vendors and partner’s? Actually, quite a lot. Do you want to believe what someone says, at face value? Sure, if what they say is just another opinion. But if “that opinion” affects others that also, effect you? Well, then, it’s personal.
I’ll post details on my POV in this subject, latter. This is (in my POV) an appropriate format, but not an appropriate place/time to post.