Ann: Renewed Technical Progress Update, page-121

Man the copium in here is super strong.
this reads like fluff to jack up the price to get a better vwap for a raise. Que eager sophs (degenerate rich gamblers) in t minus 14 days

sounds what they've effectively done is crank up the amps to get more current through the etch to get the cell to switch. The issue with this is the cell is now taking more current. This means shorter duty cycles.
if one thing goes up it's always at the expense of something else

still watching from the sides but this still isn't definitive and any one new don't be swayed by patiences blatant ramping. He's the one sitting there offloading telling you to do the opposite of what he is. They'll be many long term holders that have been under water for along time exiting today.