2/ $TSLA acquired Maxwell Technologies for its dry battery electrode (DBE) tech. This process is why battery experts have been skeptical of Tesla's ability to produce the 4680 cells with the claimed specs. EnPower, a company specializing in battery electrode tech, said of 4680: pic.twitter.com/ZdiymDCpEb

— Jack Shea (@Real_Jack_Shea) March 11, 2021

4/ Drew introduced electrode coating as, "...one of the most important processes...where it all begins," and showed impressive specs a dry coating process could enable for improvements in cell costs, energy density, discharge rates, cyclability, factory footprint, etc. pic.twitter.com/yNJAap8qxH

— Jack Shea (@Real_Jack_Shea) March 11, 2021

6/ The roles Tesla has yet to fill seem critical to the electrode process, and suggest Tesla cannot find the talent (after all, there is a shortage of these engineers in the U.S.), and/or the technology is still in early lab testing.

See: "invent" in job description pic.twitter.com/XM4lNmqoF3

— Jack Shea (@Real_Jack_Shea) March 11, 2021

8/ And here's more confirmation that just came out. https://t.co/0RgZTzMZql

— Jack Shea (@Real_Jack_Shea) March 11, 2021