Tesla FINALLY Solved the 4680 Problem — Here's Why Prices Are About to Crash

Описание: Tesla FINALLY Solved the 4680 Problem — The EV Price War Starts Now #ev #tesla #elonmusk

Tesla’s 4680 battery comeback is bigger than a tech update—it’s the end of “production hell” and the start of a real cost war. In this breakdown, we go inside Battery Day’s 56% cost-cut plan, the tabless 4680 design (46mm x 80mm), dry electrode coating from Maxwell, and the brutal dry cathode scaling nightmare that caused huge scrap rates, broken machines, and hybrid Gen 1 cells.

Now Tesla says its in-house 4680 cost per kWh is finally cheaper than buying from suppliers—unlocking structural battery packs, faster scaling for Cybertruck, and the possibility of a truly affordable EV path again (including the $25,000 Tesla question). We also cover why yield is everything, why factory footprint and energy use matter, and how vertical integration (cans, electrolyte, cathodes, lithium refining) becomes Tesla’s real moat.

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💬 Do you think the 4680 is the key to cheaper EVs—or was the timeline the real problem? Comment below.

Chapters
00:00 – Tesla FINALLY Solved the 4680 Problem
00:55 – Why the 4680 Was the Key Battery
02:05 – Battery Day’s 56% Cost Cut Plan
03:20 – What “4680” Means + Bigger Cell Advantage
04:35 – Tabless Design Explained (Heat + Power)
05:55 – Dry Electrode Coating: The Real Bet
07:10 – The Dry Cathode Nightmare (Scrap + Yield)
08:35 – Why Tesla Shipped Hybrid Gen 1 Cells
09:35 – Cybertruck Bottleneck + Structural Pack
10:45 – Supplier Shock + Demand Signals
11:40 – The Turning Point: Cheaper In-House kWh
12:35 – What Likely Fixed It (Materials + Process)
13:35 – What This Means: EV Prices + Scale
14:40 – The $25,000 Tesla Question (What’s Real)
15:40 – The Moat: Factories, Yield, Vertical Integration
16:30 – Final Take: The EV Price War Starts Now

#4680 #dravexa