The 4680 battery is the critical element for Tesla to grow their car manufacturing in the West. I continually say how important it is to keep our eyes on the progress for the 4680 battery. Once we know as to the rate at which Tesla can ramp up 4680 batteries, then we can get really good estimate on how many EVs Tesla can make.
The 4680 battery will be the biggest bottleneck for Tesla's growth, as of next year, and it will remain so for sometime. Or at least until Tesla have an even more mass produced battery, which will be used to take Tesla a whole other level again.
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