This is a preamble to the 4680 Teardown Series to put the 4680 cell in perspective which will include a battery day refresher with new information + some brief notes on quoteunquote competitors like the BYD Blade Battery and CATL's Qilin Battery.

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Timeline
00:00 Intro
01:05 The Purpose of Battery Day
01:57 The Affordability vs Scalability Relationship
06:09 Achieving Affordability and Scalability
07:09 Why a Cylindrical 4680 Form Factor?
10:14 Tabless: What’s the Point?
12:56 Panasonic’s 5Tabbed 4680
15:27 Why 46mm Exactly?
17:00 The Coating Bottleneck and DBE
18:56 The Formation Bottleneck
19:33 The Pack Bottleneck
20:36 Quick Summary
20:59 ‘Competitors’ BYD Blade and CATL Qilin

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Intro Music by Dyalla: Homer Said