Semi, my understanding - and I may be wrong - is the 4680...

Semi, my understanding - and I may be wrong - is the 4680 currently uses a nickel cobalt manganese cathode (NCM 811; planned phase out of cobalt). It also uses a graphite anode, although I can't find any data on whether they are currently including silicone. I believe CATL supply Tesla with prismatic batteries with LFP cathodes, for use in entry level Model 3 & Y's. The 4680 is to be used in long range & US made Model Y's and probably Cybertruck.

https://insideevs.com/news/587455/batteries-tesla-using-electric-cars/

If you refer back to Tesla's 2020 Battery Day presentation https://www.youtube.com/live/l6T9xIeZTds?feature=share - around 1hr7min mark - they plan to be including silicone (stating raw metallurgical silicone, which Anteo referenced in the recent presentation). They also claim to be utilising an elastic ion-conducting polymer surface coating within a highly elastic binder. That architecture sounds very aligned to AnteoX & our silicone anode.

And apologies Big E. Would love to see you post a chart.