The nine people, who spoke to Reuters on condition of anonymity because of the sensitivity of the matter, said Tesla had yet to crack dry-coating at the industrial scale needed to make 4680 batteries fast enough to hit its production targets.
4680 cells having some production issues it seems.
This will turn into “bad batch” lemon versions of the trucks until they figure out a stable way to ramp up production other than screaming “do it faster!” to the employees.