In this video we discuss Tesla's comments around 800V architecture on the last earnings call, a potential new chemistry for 4680s, and the pros and cons of 92S vs 138S.


Chapters:
0:00 - Intro
0:35 - Tesla's comments on 800V from Earnings call
3:07 - Summary of earnings call
3:53 - Why are other automakers adopting 800V architecture?
5:13 - Why Tesla hasn't needed to transition to higher voltage
5:40 - What does this mean for the 138S6P pack from the last video?
6:47 - Tesla's is partially prepared for 800V already
8:58 - Interim summary
9:59 - What does this mean for Texas Model Y?
11:03 - Potential for higher voltage cells & 92S
13:22 - Summary of supporting evidence for 92S & 138S
15:27 - Outro

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