[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  The Limiting Factor [@LimitingThe](/creator/twitter/LimitingThe) on x 53.8K followers Created: 2025-03-16 19:30:10 UTC That article is from X years ago. It's likely that the one extra line of 3-4 GWh was already installed an the supply is spoke for. I covered that in my Q1 earnings call video. Next, as for the other 2170 cell supply in that article in Kansas: It's currently producing exactly X GWh of cells per year. It has a nameplate capacity of XX GWh, but it will never actually reach that do to yield losses, part of the supply is expected to go to other auto manufacturers, and usually it take 2-3 years to ramp these facilities. Meanwhile, Tesla needs XX GWh of additional capacity in XX months, at minimum. That is, your initial assertion that they have a large supply of 2170s that they can just pull from somewhere, like Mary Poppins purse, is hollow. They will get the cell supply, as I covered in my Q1 video, but your handwaving isn't helpful. XXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [Post Link](https://x.com/LimitingThe/status/1901355328194666511)
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The Limiting Factor @LimitingThe on x 53.8K followers
Created: 2025-03-16 19:30:10 UTC
That article is from X years ago.
It's likely that the one extra line of 3-4 GWh was already installed an the supply is spoke for. I covered that in my Q1 earnings call video.
Next, as for the other 2170 cell supply in that article in Kansas:
It's currently producing exactly X GWh of cells per year. It has a nameplate capacity of XX GWh, but it will never actually reach that do to yield losses, part of the supply is expected to go to other auto manufacturers, and usually it take 2-3 years to ramp these facilities.
Meanwhile, Tesla needs XX GWh of additional capacity in XX months, at minimum.
That is, your initial assertion that they have a large supply of 2170s that they can just pull from somewhere, like Mary Poppins purse, is hollow.
They will get the cell supply, as I covered in my Q1 video, but your handwaving isn't helpful.
XXX engagements
Related Topics quarterly earnings