Watched the presentation here:...

Watched the presentation here: https://youtu.be/spwgOSphIU0?t=2977

Go watch it, its well worth it. A good overview of the current situation. Mark clearly feels the pressure of shareholders. Good. But I also have the impression he is doing a very good job at getting the deals done.

There are many points in the talk and presentation worth mentioning, but my lunch break is only so long so I stick to one points that stood out to me and might be missed by many:

When answering the Silicon question at the end, he made an interesting remark that when you dope your anode with silicon, the dough becomes very hard and tends to break equipment. Over at Tesla, a few months ago, they said they had problems with their big roller equipment. The dough tends to break the big rollers in their 4680 facility.. something that was unexpected because the smaller rollers in the lab setup didnt break. Isn't that interesting?