Just to note that the timeline for the new battery is unlikely to define the Robotaxi debut. The first deployment of Robotaxi can use any of Tesla's available cell options during the introduction and proving phase and it is only large scale volume manufacture that is likely to be tied to this new battery chemistry - in my view.
This shows the thoughtline behind Tesla's battery strategy - they first ramped up an optimized cylindrical form factor production at scale (they can be made faster than prismatic or hard rectangular cells) and then got the dry cathode and anode manufacturing nailed down (based on recent news). That increases energy density and weight. Now they are showing how they can riff different chemistries on this manufacturing model. Tesla has developed and evolved (albeit slowly) a flexible and cost effective battery manufacturing capability furthering its vertical integration.
(not disagreeing with you) - Just input for anyone reading. : "slowly" must be defined and cathegorised. In regards to ( successfully inventing a completely new mass manufacturring technique ) 5 years is not a specifically long time. Though, in investor/hype/moon terms 5 years is indeed a quite significant time scale. If it was 5 years to release a product with a specific color scheme, then yes 5 years is a significant time and also a waste. Anyways, you are spot on with the procuedure - Ramp the product - fine tune the products core elements (anode / cathode) - experiment and implement anything that decreases costs/ increases usecases. (Tho, I must admit initially I was disappointed with the 4680 until i understood that it was a process of various implementations and iterations, and not a - "we're releasing this right now".) kind of deal. They had the math, but they did not have the equipment nor expertise. They do now.
I think the hybrid cell called "workhorse" means the megapack solar storage batteries; plus the cybercab, plus the tesla varieties that are shorter range but stable battery variety.
We have been waiting for Dagn to provide SOME benefit for Tesla for a decade He keeps milking Tesla year after year with all these promises but he NEVER delivers any real world benefit
Jon, Yes, this is very exciting indeed! Tesla must push the battery forefront. For example, with these modest cell capacity improvements for the and CyberTruck, and Monroe pack teardown indicating extra space in the trucks pack... I hope we can break the 500 mi range in the AWD 2-motor version. Also, all Model 3/Y's could achieve closer to 400 mile range! 😎🙏🇺🇸 Cheers, Eric
Lipsync way off (!), professional videos are super exact with lipsync. Don't use bluetooth mics or bluetooth speakers when syncing. Use a laptop or tablet to check.
The CATL CEO told Elon Musk that the Tesla 4680 cylindrical cell will fail, and that prismatic rectangle cells are the most optimal. I agree with him and think the solid-state prismatic cell is the ultimate battery design and chemistry and the 4680 cell is a huge disappointment and failure.
Great to see you break this patent finding!
Nice to see that this info comes from a patent rather than a ‘press release’!!
However, some patents may not be used in public immediately.
Yeah no victory dance until it's in production and probably available as a retrofit for existing vehicles.
OK I'm dreaming disregard.
Just to note that the timeline for the new battery is unlikely to define the Robotaxi debut. The first deployment of Robotaxi can use any of Tesla's available cell options during the introduction and proving phase and it is only large scale volume manufacture that is likely to be tied to this new battery chemistry - in my view.
Jon, also thx for the pen discount! I've been waiting for a more reasonable price.
Cheers, Eric
This shows the thoughtline behind Tesla's battery strategy - they first ramped up an optimized cylindrical form factor production at scale (they can be made faster than prismatic or hard rectangular cells) and then got the dry cathode and anode manufacturing nailed down (based on recent news). That increases energy density and weight. Now they are showing how they can riff different chemistries on this manufacturing model. Tesla has developed and evolved (albeit slowly) a flexible and cost effective battery manufacturing capability furthering its vertical integration.
If I remember correctly, around battery day, Drew Baglino said the dry process they were developing was chemistry agnostic.
(not disagreeing with you) - Just input for anyone reading. :
"slowly" must be defined and cathegorised. In regards to ( successfully inventing a completely new mass manufacturring technique ) 5 years is not a specifically long time. Though, in investor/hype/moon terms 5 years is indeed a quite significant time scale.
If it was 5 years to release a product with a specific color scheme, then yes 5 years is a significant time and also a waste.
Anyways, you are spot on with the procuedure - Ramp the product - fine tune the products core elements (anode / cathode) - experiment and implement anything that decreases costs/ increases usecases.
(Tho, I must admit initially I was disappointed with the 4680 until i understood that it was a process of various implementations and iterations, and not a - "we're releasing this right now".) kind of deal. They had the math, but they did not have the equipment nor expertise.
They do now.
I think the hybrid cell called "workhorse" means the megapack solar storage batteries; plus the cybercab, plus the tesla varieties that are shorter range but stable battery variety.
Hoping Tesla can pull it off, but their track record including innovation and delivery is lacking.
🤗EXCITING NEWS ,THX JON 🔋🔋🔋
We have been waiting for Dagn to provide SOME benefit for Tesla for a decade
He keeps milking Tesla year after year with all these promises but he NEVER delivers any real world benefit
good work
Thanks
I’m waiting for the silicon ramp and all metal chemistry
Jon,
Yes, this is very exciting indeed! Tesla must push the battery forefront. For example, with these modest cell capacity improvements for the and CyberTruck, and Monroe pack teardown indicating extra space in the trucks pack... I hope we can break the 500 mi range in the AWD 2-motor version. Also, all Model 3/Y's could achieve closer to 400 mile range!
😎🙏🇺🇸
Cheers, Eric
That, there you go, I said it.
Great report John. Exciting stuff and constant improvement in battery technologies. Traditional OEMs must have their head in the hands by now.
Gm ulitium is superior. Fast charging at high speed uktimatley , from a battery standpoint , they will wiln
Lipsync way off (!), professional videos are super exact with lipsync. Don't use bluetooth mics or bluetooth speakers when syncing. Use a laptop or tablet to check.
:)
The CATL CEO told Elon Musk that the Tesla 4680 cylindrical cell will fail, and that prismatic rectangle cells are the most optimal. I agree with him and think the solid-state prismatic cell is the ultimate battery design and chemistry and the 4680 cell is a huge disappointment and failure.
Show the data.
Manufacturing in spools seems easier though..
Jelly roll is faster to manufacture
BOYCOTT ELON MUSK, it's all they'll understand.
Please short Tesla stock