Panasonic
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 23, 2025 by Drew Baglino · said 7 times in 2 episodes since 2025 · across every show →
Mentions by year
brought up most by Lara Pierpoint (3), Drew Baglino (3), Shomik Dutta (1)
tap a year for its mentions
2025 7 mentions in 2 episodes 4 per episode
Everything said about Panasonic, oldest first
Apr 23, 2025 positive
Baglino: Gigafactory Nevada was an unprecedented risk for Panasonic
“The gig factory in Reno was a huge risk taken by Panasonic to build a single factory bigger than all other factories combined in a new country where they had never done battery manufacturing before in a state with no manufacturing base, Nevada, you know, with …”
Apr 23, 2025
Baglino: Panasonic supply bottlenecks forced Tesla to cut Powerwall production in 2017-2018
“Especially as we got into the 2017 and 2018, there was a cell sort of pinch. Panasonic was having a hard time ramping, and we didn't have enough cells to go around between vehicles and energy, and so we had to kind of, like, pare back on the Powerwall build pl…”