The Limiting Factor:    / @thelimitingfactor  

Raw material costs for electric vehicles have doubled during the pandemic: https://www.cnbc.com/2022/06/22/elect...

Tesla Battery Day Deck: https://tesla-share.thron.com/content...

Troy Teslike: https://twitter.com/TroyTeslike/statu...

Tesla quietly acquires battery production expert in push to make its own cells: https://electrek.co/2019/10/05/tesla-...

Redwood Materials: https://www.redwoodmaterials.com/solu...

2021 Tesla Impact Report: https://www.tesla.com/ns_videos/2021-...