https://www.youtube.com/watch?v=W1vB0sVNFTQ
*Timeline*
00:00 Preface
00:29 Elon at Berlin Video
01:17 Thoughts on Elon's Berlin Comments
04:29 Introduction
05:11 Theme 1: Panasonic 4680 and other Variants
08:44 StoreDot
10:08 Theme 2: Battery Raw Materials Crunch
12:33 Theme 3: Cell Price Increases
15:40 Theme 4: Tesla Supply Agreements
18:58 Theme 5: The Battle Over Mining
21:20 Summary
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