Tesla posted a new video about their secret Kato Road 4680 cell production lines a couple of days ago, and it contains a couple of technological gems I haven't seen widely mentioned elsewhere yet, so here's an attempt at listing these new disclosures.

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The first thing is that there appear to be no human workers/operators whatsoever in the main production process.

To the left is an image of line workers handling finished cells in a traditional facility. To the right is the 100% automated conveyance system Tesla has.
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Here's how their 4680 cells are transported in racks of 8x8 cells: 64 cells each.

These standardized racks likely interface into automated pack production machines, made by Tesla Grohmann, or get directly integrated into the die-cast underbody (structural battery pack).
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There's an interesting detail in one of the frames: glimpse of a facility worker observing an industrial robot moving a rack.
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What is interesting is that:

✅ Cell production facilities are Class 7 clean rooms, while the worker doesn't wear the usual "bunny suit" protective gear.
✅ There's a barrier between the worker and the robot: likely separating clean-room air from unprotected air.
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This suggests that much - maybe all - of the Kato Road production floor is in an isolated high grade clean-room with no human presence. Even finished cells are handled in what appear to be a clean-room environment.

Only maintenance would require humans to enter this space.
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The internal unit of handling finished cells appears to be a group of "4" cells in a single holder. A rack would have 16 of these.
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This large "wall" of Tesla labeled units appears to be high volume storage for 64-cell racks - possibly QA testing and initial formation (charging) of the cell.

Cell formation is usually done by third party equipment - but Tesla clearly uses their own equipment now.
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At 0:20 there appears to be rare footage of the "jelly roll" (inner roll of the cell) being carefully pressed into the "can", creating much of the final cell body.
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At 0:26 I think we see how the top of the cells get pressed to the bottom of the cell.

The famous "tab-less" picture on the right was disclosed on Battery Day. I believe Tesla is pressing the continuous metal surface of electrodes to the can surface, creating good contact.
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Tesla's goal with releasing this video was clearly recruitment - as can be seen in the final frames of the video. 🙂
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𝐓𝐋;𝐃𝐖: this video IMO demonstrates that Tesla's Kato Road facility is a full scale cell production pilot line & factory that is far more ahead in commercializing & scaling their new cell technologies than the "R&D project" impression @elonmusk gave on Battery Day. 😉

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Ok, I’ve told this story a few times, but maybe never here. Here we go. 🧵👇


I was about 6. I was in the car with my mother. We were driving a few hours from home to go to Orlando. My parents were letting me audition for a tv show. It would end up being my first job. I was very excited. But, in the meantime we drove and listened to Rush’s show.

There was some sort of trivia question they posed to the audience. I don’t remember what the riddle was, but I remember I knew the answer right away. It was phrased in this way that was somehow just simpler to see from a kid’s perspective. The answer was CAROUSEL. I was elated.

My mother was THRILLED. She insisted that we call Into the show using her “for emergencies only” giant cell phone. It was this phone:


I called in. The phone rang for a while, but someone answered. It was an impatient-sounding dude. The screener. I said I had the trivia answer. He wasn’t charmed, I could hear him rolling his eyes. He asked me what it was. I told him. “Please hold.”
What an amazing presentation! Loved how @ravidharamshi77 brilliantly started off with global macros & capital markets, and then gradually migrated to Indian equities, summing up his thesis for a bull market case!

@MadhusudanKela @VQIndia @sameervq

My key learnings: ⬇️⬇️⬇️


First, the BEAR case:

1. Bitcoin has surpassed all the bubbles of the last 45 years in extent that includes Gold, Nikkei, dotcom bubble.

2. Cyclically adjusted PE ratio for S&P 500 almost at 1929 (The Great Depression) peaks, at highest levels except the dotcom crisis in 2000.

3. World market cap to GDP ratio presently at 124% vs last 5 years average of 92% & last 10 years average of 85%.
US market cap to GDP nearing 200%.

4. Bitcoin (as an asset class) has moved to the 3rd place in terms of price gains in preceding 3 years before peak (900%); 1st was Tulip bubble in 17th century (rising 2200%).

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I think a plausible explanation is that whatever Corbyn says or does, his critics will denounce - no matter how much hypocrisy it necessitates.


Corbyn opposes the exploitation of foreign sweatshop-workers - Labour MPs complain he's like Nigel

He speaks up in defence of migrants - Labour MPs whinge that he's not listening to the public's very real concerns about immigration:

He's wrong to prioritise Labour Party members over the public:

He's wrong to prioritise the public over Labour Party