23 minutes to the event - hope you have your charity Battery Day Bingo cards in!
I'll be calling out things as they come in replies to this post, but you don't have to wait for me; they just need *official* confirmation in the event.
Things that happen at the shareholder meeting count, so long as they're specifically battery related! "Delayed start" will be relative to when the livestream starts, vs. the nominal start time. Stock prices relative to the price at 1:30.
Have fun!
livestream.tesla.com
Well, that's "Delayed start to the event" checked off!
"Terawatt scale" checked!
"TSLA up >=3%"✅
"Larger format" ✅
Tabless: I'll give "top / bottom of cells are the taps, not the edges" ✅
"Already operational prod. line" ✅
"Live demonstration of production" ✅
"Dry manufacturing" ✅
Okay, he's not said the word, but he's *describing* what he calls...
"Dreadnought" ✅ :)
Okay, they're clearly headed to high-silicon anodes, so let's give: "Graphite-silicon anodes" ✅
That said, raw metallurgical silicon is quite surprising, so.... "Surprise anode chemsitry (non-graphite+Si)" ✅
(So nobody can complain about me giving the other one ;) )
I think I heard: "Cobalt-free "soon" " ✅
I'm giving out $80/kWh at the cell level and $100/kWh at the pack level, they've clearly gotten there.!
We have a BINGO!
But wait, there's more! I'm going to add in an extra $50 prize for the second-place bingo player's charity :)
Close enough. I'll give: "Recycling *all* battery metals (Li, Ni, Co, Al, Mn, Cu, ...)" ✅
Just did some math: current Model 3s do 250kW on a ~75kW pack (3,3C charge rate). The new cells are 5x the energy density but 6x the power density. E.g..... 4C :)
">=4C charge rate"✅
Oh god... ""420" or "69" mysteriously worked into the event" ✅
They didn't say "small hatchback", but... it's what people are expecting, so:
"Small hatchback"✅
"Plaid"!!!! ✅
TSLA down >=3% ✅ :(
We've gotten pretty far in but still no second place, so I'm going to give away a few more that were iffy before:
>= 250Wh/kg (pack level) ✅
"Order[s] of magnitude" ✅
I'll give "Audience asks an idiotic question" :)✅
(Really, no second place yet?)
"Mildly joked about a "competitor" " ✅
"Entire supply chain needs to grow with us" -> ""Please mine more nickel!" (or similar wording)" ✅ (I'm being lenient ;) )
So.... any second place? :)
Either way, thanks for playing!!
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