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How EmBARRAssing: GM Self-Immolates, Abandons Ultium Pouch Cells, Copies Tesla 2 Years After Elon’s Warning. (Patreon)

Published:
2023-01-31 00:28:02
Imported:
2026-06
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Content

You cannot make this stuff up 🤦‍♂️

Source: https://cleantechnica.com/2023/01/28/gm-switching-to-cylindrical-battery-cells/

I love you all,
Steven

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How EmBARRAssing GM Self Immolates, Abandons Ultium Pouch Cells, Copies Tesla 2 Years After Elon’s W

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Comments

Mick N

Another great video Stephen. You definitely zero in on the main issues!! Love the ending--poor Mary (NO not really, she keeps selling her stock options yearly). Wonder who will be unlucky enough to get the pouch batteries and how GM will explain that. I would think it is virtually impossible to shift production in their new plants from pouch to 4680. Totally different manufacturing process. Wait till they start having thermal overload issues-VOLT 3 here we come--"park cars away from homes/buildings". AGAIN!!

Mark Packard

Curious to know your thoughts on the FSD pricing model at maturity; it seems to make sense that at or shortly after live FSD (L5 release) the subscription will jump to at least ~$500 / mo and the option to purchase lifetime all at once will be removed. I did notice the sub-model jumping in your valuation models as well and figured this might be your expectation as well.