1/ Elon sez a cell shortage will constrain $tsla Semi production. More fraud? Another SEC Consent & Final Judgment violation? Let's explore... 
2/ To even come close to its promised specifications, the $tsla Semi will need to use the 4680 battery. Not just any 4680 battery, which several other cell manufacturers are already making. But the 4680 battery Tubby Hairplugs boasted about on Battery Day.
3/ $TSLA began pumping the dry electrode coating process when it acquired Maxwell Technologies two years ago. Naturally, its army of cultist followers swallowed the story whole. Example here:
4/ The problem is, the technology is unproven. "[LG Chem] has made samples for the so-called 4680 large-format cylindrical cells... It faces technological hurdles and the challenge of scaling up production..."
reuters.com/article/us-tes…
reuters.com/article/us-tes…
5/ Even Musk was careful at last September's Battery Day to issue cautions about whether the technology can be made commercially feasible.
6/ So now, Elon is promising that by next year, the 4680 cell, with $TSLA's novel dry electrode coating technology, will be commercially feasible, will be ready by next year? If not, what else does he mean by "less onerous"?
7/ This is another Elon promise. It is material. It is unqualified. The clear implication is that Tesla will be capable of using the dry electrode technology in a commercially feasible manner. Was this statement approved by the Twitter Sitter? Is there an 8-K?
8/ Will any of the lickspittles who are allowed to ask questions about this at the next earnings call dare to probe, just a bit, and ask about something important? And if that happens, will Elon & Co. do other than evade & prevaricate? TBD.
9/ Good thread here. Thank you, @TaylorOgan, for calling it to my attention:
https://twitter.com/Real_Jack_Shea/status/1370088049250611210
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