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Tesla’s New Batteries Mean More Control of Cell Supply Chain

The first Model Ys with the 4680 cell could be available by the end of March.

The new Tesla South Austin showroom.

The new Tesla South Austin showroom.

Photographer: Mark Felix/Bloomberg

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Whenever Tesla reports earnings, it’s a bit of a mad scramble for me and my colleagues here at Bloomberg. But once the dust settles, I like to go back and read over the transcript of the earnings call for nuanced points that I may have not fully appreciated.