The Limiting Factor

It looks like the algorithm nerfed my Q4 battery update video.

So, if it didn't come up in your feed before, hopefully this post helps 🤠

9 months ago | [YT] | 29

The Limiting Factor

I always enjoy having a chat with Tom Prucha of Munro!

https://www.youtube.com/watch?v=2B5Yk...

1 year ago | [YT] | 36

The Limiting Factor

Second Part of the V12.2 Drive with Rebellionaire 🚗

My verdict at 21:30

1 year ago | [YT] | 15

The Limiting Factor

FSD Testing in small town Ohio with Rebellionaire 🤠

1 year ago | [YT] | 22

The Limiting Factor

I haven't been doing enough interviews lately and Brian always does a good job. See below for the video.

There will also be a part two of this interview.

Additionally, I'll expect to be taking a drive with FSD V12 with Rebellionaire and interviewing Shirley Meng and David Howey in the next month 🤠

1 year ago | [YT] | 41

The Limiting Factor

Hi folks!

I'm still working on the video for the Q3 earnings call and that'll take about another week or two.

So in the interim, I thought it would be a good time to drop the full Global Lithium Supply Chain video.

This contains about another 15 minutes of content at the beginning and end of the video.

Cheers,
Jordan

2 years ago | [YT] | 16

The Limiting Factor

Great converation with Farzad as always!

The primary topic was Lithium.

2 years ago | [YT] | 21

The Limiting Factor

Hi Folks!

After a few months of grinding, I'm finally gearing up to assemble the next video:

'The Global Lithium Supply Chain and Tesla’s 50% Growth Rate'

I just finished recording the raw audio (4 hours uncut) and the roughly 600 slides are complete. All that's left is to trim the audio down to the 1 hour ~40 minute finished product and nail everything together.

I'm hoping to do all that and some final peer review before releasing sometime mid to late next week.

Here's the plan for the release:

1) Release the full video for Patreon Supporters, YouTube Members, and Twitter Subscribers when it's finished.

2) Break it down into 6 separate videos to be released every two weeks for the general public here on YT, with the 7th being the release of the full video. These will essentially be clips, but fully formed videos on their own right.

I'm taking that approach for several reasons:

1) Some people like smaller videos and other people like larger videos. This should address both preferences. This was the best compromise I could think of.

2) The YT algorithm would punish me if I did the video in 1 release and then didn't make videos for a couple months.

3) Beyond that, this will give me a much needed break. I haven't taken any real time for myself in the past 3.5 years besides moving. 🤠

That is, there won't be much new content in the next couple of months because this video was a real slog. There will be at least 1 extra video that I'll do, and that'll be the Q2 earnings call video in late July.

Thanks for all your suppport of the channel! It put me in a really unique position to engage with people across the industry: Analysts, analyst houses, lithium mining executives, and people who used to work in Tesla's lithium supply chain negotiating multi-billion dollar contracts.

I'm excited to share the video! Much like the 'How a Lithium Ion Battery Actually Works' video, it's a high effort, high risk, one off that should serve as good reference material for a while.

2 years ago (edited) | [YT] | 334

The Limiting Factor

Interview with the battery guys at Munro 🤠

2 years ago | [YT] | 53

The Limiting Factor

A lot of people are asking about "full body castings" with the 9000 tonne gigapress.

I covered this roughly 8 months ago, starting at 15:33.

Before we can talk about fully body castings, we have to define what that means.

https://youtu.be/r5frC2huNno?t=933

2 years ago | [YT] | 47