The reports about the Tesla Battery Day are all over YouTube.
Another (below is my comment from it):
There was a lot of stuff that interested us geeks, but may have been boring for the average Joe. There were several parts that I found to be very profound. The overall message was that they have a solid grasp on what needs to be done to get to their goals. The challenges are what have to be overcome. Costs of materials, costs of development of “the machines that make the machines”, and the goals regarding minimizing the time to go from prototype to full production.
I think they mentioned something about speeding up production by reducing the number of larger cells. Also the single piece casting speeds up the building of the vehicle. I think this is a good idea. I wonder how these changes are going to affect the collision repair businesses? Time will tell. They also said something about using certain types of cells for certain vehicles for the optimum results. And overall cost savings for using the LFP cells for cars made in Shanghai.
Overall, Musk knows a lot about his business. Stockholders should see that as a sign that the company is a good investment.
This article in Mining.com seems to think Musk doesn’t know enough about mining lithium and nickel.
https://www.mining.com/mines-are-the-biggest-holes-in-teslas-25000-car-plans/