Speculating On Tesla & Maxwell Technologies Battery Investor Day | HyperChange

Speculating On Tesla & Maxwell Technologies Battery Investor Day | HyperChange

I’m very confident Elon Musk and
Tesla would not have a battery investor day if they do not have a game-changing
strategy to announce. Maxwell Technologies. Let’s read the breadcrumbs. I’m getting a little sidetracked here but this is, trust me, this is gonna get good. The
breadcrumbs here is – Maxwell Technologies is this crazy little super capacitor
company based in San Diego. They figured out a way, in the way that they’re making
their super capacitors like “wait we can figure out how to make dry electrode batteries. Dry battery electrodes” This is a huge market because batteries are way bigger market things to ultra capacitors and we just stumbled in this way to produce them with a way, way, way more
efficient method. The point is that you need to know – dry battery
electrode – Tesla & every other car company has wet? I guess wet electrodes. But the dry electrode doesn’t need this massive
drying oven and so it’s a much simpler product. You don’t need this massive
drying oven. You need way less space. Way less time. Way simpler to build a battery. What
does that mean? Cost. It’s all about the cost of the battery. With a Tesla it
was like a $100,00 for the Roadster. $50,000 for the Model S. You know $7,000 or $8,000 now to replace a Tesla battery. $8,000. That could get even
cheaper with Maxwell. So Tesla’s about to have a way to make batteries even
cheaper and potentially even better and they’re gonna last longer. A million-mile
battery which changes the whole economics of what it would be to
purchase a car. So my point is here, Tesla’s has the best battery technology in
the industry and that is their crappy technology. Like that’s a crappy way to
build batteries. It’s a crappy way to make batteries. It’s crappy performance
of batteries compared to what they have already in the bag. So when you’re
hearing people like Sandy Munro, who are the foremost auto industry consultants,
talk about how Tesla has a five year lead in batteries.. They are looking in
the rearview mirror, they don’t even know the disruption that’s coming and they’re
talking about Tess having a five year lead. So it’s hard to really process that
but my point here is and I don’t know what Tesla’s gonna announce I’m
just speculating but I’m I’m very confident Elon Musk and Tesla would not
have a battery investor day if they do not have a game-changing strategy to announce. And they’re gonna announce a terawatt. I’m sorry. A
roadmap to a terawatt of energy production. That is about you know 30 x
of where they are today. So Tesla out here is a 25 billion
company mainly with their batteries as their biggest supply constraint input
into their sales of products. If they do a 30x increase on that unit, I mean we’re
looking at a 30 times increase in revenue. I mean, that could be a trillion
in revenue right there. So Tesla could unveil the roadmap to produce enough
batteries to hit a trillion dollars in revenue at this battery investor day. I
mean, this is game-changing. I just don’t think, you know, I’m
not a car investor I’m not an electric vehicle investor. I’m like a technology
investor. Like that’s what gets me excited, that’s why I love investing and
like learning about these companies. It’s about how do we take disruptive,
innovation, technologies from breakthrough inventors and commercialize
them? That’s where value gets created. That’s how industries change. That’s how
the world changes and that is what Tesla’s about to do. They’re taking this
tiny little science project that Maxwell technology was working on for years but
if you go read the conference calls of this company they’re talking about how
this is the most game-changing technology in the electric field
industry. They’ve partnered with this top-secret auto company they can’t talk
about. It’s gonna totally transform their business. It’s a tier 1 global company.
They’re not allowed to talk about what they’re doing with them or you know
anything. Tesla buys them. To me it seems pretty clear Tesla was working with this
on Maxwell for years. Scaled it. Perfected it. Figured out that this technology was
not vaporware. It could work. They bought them and they bought them to start
building a ton of those batteries and so there’s a paper put out by Shirley Mang
who’s a researcher or not Shirley Mang she’s one of the researchers who’s been
working on this with Maxwell but I think she wasn’t on the original dry battery
electrode paper. But anyway, I could put a link to that in the comments after I get
off livestream. The dry battery electrode paper, I think it’s worth reading for
everybody because that’s like the best clue we have about what Tesla will
announce after battery investor day. Anyway so I guess my point is to wrap it
up here I think Tesla’s an amazing company. The
markets starting to understand the story that we see today. But the story that
we’re about to see tomorrow in 2020 with the battery investor day is like… it’s gonna be a totally new story that is gonna, yeah so anyway.

Danny Hutson

47 thoughts on “Speculating On Tesla & Maxwell Technologies Battery Investor Day | HyperChange

  1. Hey Gali we all love you. At the ones of us who love Tesla and our cars and our stock. However the batteries Tesla is producing is not crappy but quickly becoming outdated. No one else can produce cars with such range. We know what you mean tho. Cheaper and longer lasting and longer range seems to define older batteries as "Crappy" maybe to the Tesla family but to the rest of the world their context is what!? Tesla is making Crappy batteries and Gali said so! So perspective Gali. We all can be caught up into this mindset because we are yearning for better Great Job on defining what the future will be.

  2. The dry electrode may nit translate to lower costs but it may only be higher volumes. Which mean a slightly more exspensive battery with slightly better performance but a greatly increased production

  3. It's not going to be a road map. Remember the autonomous driving day? They announced a technology that was already being built into their cars.

    So my money is on the fact that when they have their March Battery Day, the new batteries will have been going into all Tesla cars for at least a month.

  4. Better batteries are fantastic news for renewable energy storage, vehicles, power tools and mobile devices, the future is now!

  5. They were able to not leak anything about Cybertrek.
    I start to feel whatever speculation you had about battery tech is just scratching the surface.
    I think they will drop some bombshell like "Battery cost at cell can now be achieve at $50/kwh"

  6. Hi Galileo love your video's on this subject.

    Things are moving quickly in the battery world, especially given the huge resources (ie. money) that have poured into this area over the recent past and continue going forward.

    Is it possible that we will see a breakthrough in batteries giving us a dramatic increase in capacity whilst lowering the costs significantly?
    (I leave out longevity and degradation as Dr Dahn and the Halifax team seem to have resolved much of this issue and continue to make improvements)

    The answer to that would seem to be – well maybe –

    Perhaps you'd like to look at this paper by Australian researchers at Monash University. It's an interesting read and could have far reaching implications –


    Note also that these are not the only reputable people working toward the rapid advance in batteries and like the development of phones I think we will see something similar in the battery industry.

    I'm looking forward to the next 5 years it'll be interesting to say the least.

  7. Question: How to choose a trustworthy stockbroker? Are online broker safe, how to choose one that is for sure not gonna take my money and escape? 😀

    I'm completely new to how brokers and online brokers really work, and how do you hold stock (what proves that you own stock, to not be worried of the above example etc.)

    What is a fair price for a broker to charge, is it per buy/sell order, or is it per how many shares bought/sold in that order? I'm also not really looking to pay extra for financial education (advice) from a broker (been listening to Gali for at least 2 years, I think I got the grasp of it from him).

    Any help will be appreciated beyond comprehension, none of my in-person friends knows anything related to stocks…

    I'm trying to invest in Tesla in general, especially when (if) the price drops in Q1, so trying to figure it out 🙂 Again, any help is greatly appreciated 🙂

  8. Laughing at you trying to state all the capability’s and synergies Tesla has now and the power of their future. It’s so huge it is a catalyst to joy laughter.

  9. In the interview with Elon he was strangely evasive when Maxwell became the topic of discussion,…….. Makes me VERY interested to see the Battery Investor Day. This is going to be huge!

  10. No wonder Chinese gave Elon 100% ownership in China. Just think how many spies work in that factory. Good bye dry electrodes technology 😢

  11. Interesting watching this after watching the "Third Row Tesla" podcast with Elon, where he discussed the Maxwell acquisition and how supercapacitors will no longer be necessary. This was probably recorded after the conversation with Elon so you really had to stop yourself from saying all you knew ^_^

  12. You like the rest of us are impaciant for Tesla to just set the date and let us see what they have planed for the battery issues they currently have.

  13. Maxxwell isnt the only company which research Solid-State-Batteries. Kinda every big Car Maker has a Joint Venture with some small Startups who want to bring Dry Batteries on the market.
    Maybe Maxxwell will be the fist or the best, maybe not. I dont think that this could tell anybody today. Just not to overhype maxxwell.

  14. I don’t understand how the largest car manufacturers who produce millions of vehicles have a lower mcap than a company that produced 300k ?

  15. Can you do a video comparing hydrogen tech versus lithium batteries? Pros cons etc and which one is likely to win in the long run?

  16. Tesla has already come from no where and slammed into the OEM’s and knocked them off balance. This next wave of tech is going to take them out at the knees.

    Imagine for a second what a 700 mile range battery would do to the OEM’s, now imagine what a 1000 mile range battery would do. 328 is already enough for me but those super high range batteries would send all the anxiety people have right out the window.

  17. Your enthusiasm is contagious, but I would be more cautious. Such an improvement won't come so fast and easily. Hope Elon made the right decision with Maxwell. By the way I think you are confusing electrodes with electrolyte.

  18. I agree with the battery technology advance that you're talking about.
    I don't know if you noticed but all the he has announced recently has a way better range.
    Now all we have to do is get it down to a 10-minute charge. If he can do that nobody will want an internal combustion engine.

  19. My old friend, who has since died, told me about Plantronics. His copilot at United told him about a new headset; he bought the stock; Tesla is similar!

  20. @hyperchange tv Dear Gali. i really love your channel. HOWEVER, i'd like to stress this AGAIN. Cost is not the main part of this dry battery electrode ENERGY DENSITY is. When you make a WET electrode. You PRINT it on the substrate that is dried and rolled into the battery. WET ELECTRODE= SOLVENT + ELECTRODE. If you remove the solvent, ergo there is more space for electrode material. More material means more energy, more density. Yes, more efficiency.

  21. You may need to know the following:
    – Maxwell Technologies is a dollar stock company that almost went bankrupted before it was bought by Tesla which finds a use of its technologies.
    – Companies can work on R&D for a lot of things but until it can get to production then it has no value
    – Maxwell was almost acquired by Communist China in 2013 until the purchase was stopped by the Department of Commerce.
    I have a theory about what will be unveiled at the battery investor day but I wait for a new video on this battery subject to post, because if I post here in this old video, nobody will see it.

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