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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

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And that was when you were watching it time delayed on your DVR too! Amazing!
Philadelphia Phillies 26 - New York Metropolitans 7

Playing little league 1st base at the time. Wearing #9 of course.

First MLB player to hit 2 HRs in the 1st inning.

How's THAT for OT????!?!??

Cheers to the longs!

phillies mets.jpg
 
So why invite people onsite at all if they are just going to watch it from in the car.

Apparently each vehicle has a custom program to display the show, maybe the shareholder meeting is what to get to watch in their Tesla and then they go to the battery event location or maybe just continue streaming it on the screen. That would be a bummer for people who showed up in person but I think this drive in show thing is just for the shareholder meeting.
 
Jeff Dahn discovered that battery longevity can be measured quickly and directly without extensive testing. It is done with sensitive electrical measuring equipment that can very accurately measure the resistance of the cell as it goes through a few charge/discharge cycles. This basically allows researchers to "see" the degradation happening in real time. It turns out that the most efficient cells (those with the lowest resistance) last the longest. Resistance = heat and heat = degradation and lack of efficiency. The techniques developed by Dahn and team have greatly speeded up the development of new chemistries and additives because the fast results can quickly guide researchers down the most productive paths.
Just a technical correction of terms here.

Dahm pioneered the technique of using what's called "Coulombic Efficiency" (CE) to measure battery degradation on a cycle per cycle basis. The CE is the ratio of energy (Coulombs) used to charge and discharge a cell. So if you charge a cell with 1 kWh from 2.5 to 4.2 V, then discharge it back down to 2.5 V and only get 0.99 kWh out, then you can use this data to assume that 1% of the energy went into internal cell degradation processes that will reduce capacity. A cell with a CE of 1.0000 would last forever. A very good cell would approach that number - 0.9999 or more.

Resistance isn't the right term to use here, because at higher charge rates, you will lose some energy to heat on both the charge and discharge cycles, but this doesn't affect the rate of capacity loss the same as losing it to internal chemical reactions. It's possible to have a cell with more resistance due to other factors than chemistry, for example.

How does this apply to battery day?

The single biggest technology advancement Tesla will announce today will likely be tabless cell construction. As previously mentioned, this will reduce internal electrical resistance by effectively making the tab which is historically small, huge. Also, thermal conductivity will be increased since now you have a lot of internal foil touching the can/case instead of just the tab, making the cells easier to cool under high charge or discharge rates. BUT in terms of Coulombic Efficiency, not only will tabless cells have lower resistance thanks to better electrical conductivity between the foil and can/shell, it will also have lower electro-chemical resistance since electrons will have a much larger surface area to spread out onto across one whole side of the foil, instead of them all getting shoved into a narrow point near the tab.

Since high C-rates do accelerate the rate of capacity loss, tabless will effectively spread out the peak C-rates more evenly across the entire cell, instead of focusing them into a single, small spot. So now we have a cell with lower electrical resistance, lower electro-chemical resistance, higher C-rate charge/discharge capability and higher thermal transfer capability. All of which translates into cells which can charge faster and discharge faster for a given form factor.

And we still haven't talked about other improvements - electrolyte additives, etc, etc.

Now a larger cell does trade off some of those C-rate and heat-transfer benefits - so the fact that Tesla is looking at a 5x+ larger volume cell tells me that the tabless construction and other benefits they are introducing are indeed, as Elon says, "very insane".

10 more minutes!
 
I'm just hoping we get to see more items thrown at the Cybertruck.

All in all, given the amount of hype around this event, I'm expecting the world to be underwhelmed, and a "sell the news" reaction to happen. But these reactions always seem to last a matter of a few days at most and then everyone moves on. It would be hard to argue that any of the previous events we've seen have any bearing on the stock price today.