Tesla Will Have Abundant 4680 Batteries in a Few Years

Elon Musk told his Tesla Nevada team that the new $3.6 billion Semi truck and 4680 factory will start with a 100 GWh/year production target but in the long term will expand to 500 GWh/year. This will be part of Tesla producting 1000-3000 GWh/year of 4680 batteries in total from Austin, Berlin, Shanghai and Nevada. …

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Elon Said the New 4680 Factory Could Reach 500 GWh/Year of Batteries

Elon Musk said that Tesla plans to produce at least 100 GWH/year 4680 batteries from the new Nevada factory and this could reach 500 GWH/year. This will be part of Tesla expanding 4680 battery production to 1000-3000 GWH/year. This will be in addition to batteries from other suppliers like CATL. The 100 GWh/year is just …

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Busting Zeihan’s Peak EV Claim Made on the Joe Rogan Show

Peter Zeihan has chosen to claim that the electric car revolution will start to fail around 2030 and “disappear” in the 2030s. This is another convenient claim that will give Peter Zeihan another stream of income lasting until he retires around 2040. It is something where EVs will continue to grow and scale but where …

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Twitter Processing Payments Will Fulfill Musk Vision for Paypal

Twitter has filed with a financial regulatory agency to process payments. This is the start of Elon Musk going back to his Paypal plans. Elon Musk had visions for reinventing finance with Paypal. Elon Musk will now use Twitter to realize those previously abandoned plans. Elon wants to integrate all financial data into one database, …

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Twitter Transformation in the next 15 Months

Tesla Herbert has a list of his expected changes and features to Twitter. Elon is laying off about 3500 employees which reduce the cash burn by almost half. Adding new features like creator monetization and videos could rapidly transform the financials at Twitter. Getting the cloud infrastructure more efficient could provide stop the cash burn …

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