you are talking about this one?
https://youtu.be/4D9erJtiwuU
Intersting -> Gigafab slide has indeed a seperator supply chain in their organigram. And when Straubel talks about "Powerwall" he mentions that they put their learnings from the car battery development into the new pack. As far as I recall Musk in the last Q-call confimred that they are changing chemistries at the Powerwall to NMC and will have also pouch cells... Lets see were the journey ends - I am prepared ;)