https://www.youtube.com/watch?v=AUfep_yV5T4

Timeline
00:00 Introduction
00:42 Demand Problem?
02:45 3 TWh by 2030?
07:16 4680 Production Mysteries
12:36 Conservative Guidance for C/T
13:40 Cell Supply for 2023
16:23 300 GWh Production Ramps
18:12 Tax Credits for 2023
21:45 Fully Funded Cell Factories
23:43 Lithium Prices
24:48 Where Will All the Cells Go?
26:29 What I Expect from Investor Day
27:02 Increasing Energy Density
27:41 Nevada Vertical Integration
28:28 Summary