https://www.youtube.com/watch?v=V6Y-twGHHLo
The is the second video of the 4680 Teardown Series. Tesla DBE is Tesla's revolutionary Dry Battery Electrode coating technology for battery cell production. Tesla took a big risk with DBE but it has the potential for big rewards. I'll also cover the Patent landscape and bear, base, and bull cases for the technology.
Timeline
00:00 Intro 02:00 Wet Electrode Steps 04:28 How to Know if it’s DBE? 06:31 Dry Coating Methods 07:50 DBE Patent Landscape 08:36 DBE Steps // Mixing and Fibrils 09:51 PTFE Degradation Problem 10:43 Solving PTFE Degradation 12:09 The DBE Anode is More Important 13:02 What’s up with the Cathode? 14:11 DBE Steps // Roll, Calendar, Bond 15:39 DBE Challenges and an Examples 17:57 Thick Electrodes 21:40 DBE Bear Case 27:26 DBE Base Case 28:05 DBE Bull Case 29:07 Summary
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