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Ford supplier gets rights to localize BYD LFP blade battery production 

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BYD licenses LFP blade battery cells to BorgWarner, a supplier for Ford, General Motors, and Stellantis. BorgWarner is a tier-1 automotive supplier based in the United States. 

BorgWarner signed a strategic agreement with FinDreams Battery, a subsidiary of BYD Company Limited. Under the agreement, the US-based automotive supplier gets the rights to manufacture lithium-iron-phosphate (LFP) battery packs for commercial vehicles, using BYD’s blade cells.

BYD has agreed to give BorgWarner the right to localize production of LFP battery packs with blade cells in Europe, the Americas, and select regions in the Asia Pacific for eight years. BorWarner’s LFP battery packs with BYD blade cells will be sold specifically for commercial vehicles in class 3 or above. 

“The lithium iron phosphate battery chemistry is an exciting technology that is becoming increasingly important globally due to its cost competitiveness. We have seen increased demand from our customers for packs with LFP cells. 

“We believe FinDreams Battery is right for BorgWarner in this area, with its 20-plus years of experience and success in LFP batteries for the mobility sector across China and Europe. We are excited to work together to develop cutting-edge cell and battery pack technology to further electrify this market segment,” said Frédéric Lissalde, President and CEO of BorgWarner.

In 2021, rumors spread that Tesla would use BYD’s bad battery cell for its $25,000 next-generation car. According to Chinese sources at the time, Tesla already entered the C-sample test phase using vehicles with blade batteries installed.

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In 2023, a video from China compared a Tesla Model 3’s 2170 battery pack with the BDY Han’s Blade battery. The comparison was interesting but would have been better if the BYD Blade Battery was compared with Tesla’s 4680 battery cell.

At the beginning of 2024, news broke that BYD was reportedly planning to phase out pouch-type batteries. BYD was allegedly planning to switch to prismatic batteries called “Short Blade,” which are similar to BYD’s Blade battery, but shorter in length.

If you have any tips, contact me at maria@teslarati.com or via X @Writer_01001101.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Elon Musk

Elon Musk says xAI has a chance to reach AGI with Grok 5

The comment came after Grok 4 posted strong results on the ARC-AGI benchmark.

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(Credit: xAI)

Elon Musk suggested this week that his artificial intelligence startup xAI has the potential to reach artificial general intelligence (AGI) with the next version of its large language model, Grok 5. 

The comment came after Grok 4 posted strong results on the ARC-AGI benchmark, which tests reasoning and problem-solving ability.

Musk sees Grok 5 as AGI candidate

In a post on X, user @amXFreeze shared the latest results of the ARC-AGI leaderboard, which showed Grok 4 outpacing rival systems such as OpenAI’s ChatGPT in problem-solving and open program synthesis tasks. 

Musk reacted to the performance by stating that “I now think xAI has a chance of reaching AGI with Grok 5. Never thought that before.” 

Artificial General Intelligence (AGI) refers to an AI system that is capable of matching or surpassing human-level intelligence across tasks such as thinking, reasoning, and other domains by a notable margin, as noted in a report from Benzinga. AI companies today are actively pursuing AGI.

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xAI’s speed 

While xAI was only established in March 2023, the startup has grown aggressively. Since its founding, it has rapidly risen in the AI segment and its Grok large language model has become a mainstream option for everyday users, especially on social media platform X. The company is still growing aggressively, and it is currently expanding its Colossus supercomputer cluster in Memphis. 

During xAI’s Engineering Open House event in San Francisco in its early days, Elon Musk highlighted that speed would be the company’s primary competitive edge. To highlight this, Musk stated that “No SR-71 Blackbird was ever shot down and it only had one strategy: to accelerate.” So far, xAI is definitely playing this role very well. 

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Tesla lands new partnership with Uber as Semi takes center stage

Tesla and Uber will work together, using the company’s all-electric Semi, to make sustainable Class 8 electric trucks more affordable with three main strategies: Subsidized Pricing, Predictable Growth, and Optimization of Utilization.

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Credit: Uber

The Tesla Semi has led to a new partnership between the company and Uber, as the two are launching a program that aims to revolutionize logistics by making sustainable commercial vehicles more accessible.

Uber announced on Tuesday that it was planning to launch the Dedicated EV Fleet Accelerator Program in a new partnership with Tesla. Uber’s Freight division is mainly responsible for the new program, which it calls a “first-of-its-kind buyer’s program designed to make electric freight more affordable and accessible by addressing key adoption barriers.”

Tesla and Uber will work together, using the company’s all-electric Semi, to make sustainable Class 8 electric trucks more affordable with three main strategies: Subsidized Pricing, Predictable Growth, and Optimization of Utilization.

  • Subsidized Price: Fleets purchasing Tesla Semis through this program will receive a subsidy on the purchase price.   
  • Predictable Growth: Fleets will integrate their Tesla Semis into Uber Freight’s dedicated solutions for shippers for a pre-determined period. This creates an opportunity for carriers to forecast revenue with confidence, while shippers gain consistent access to reliable, zero-emission capacity. 
  • Optimize Utilization: Uber Freight taps into its extensive freight network to match carriers with consistent, high-quality freight from our strong shipper base—helping ensure the addition of these Tesla Semis stay fully utilized and carriers see dedicated, real, measurable returns from the start

Tesla will work directly with interested companies to iron out technical details about the Semi, as well as its cost of ownership based on the tailored needs of their business. Fleets can expect savings on the first day, Uber says, as they will avoid diesel fuel costs and reduced maintenance, a widely known advantage of EVs.

Uber announced that it had partnered with select carriers to pilot the Dedicated EV Fleet Accelerator Program prior to its launch:

“During the 2-month pilot program, the Tesla Semis showcased both reliability and efficiency for Uber Freight’s shipper network. Over 394 hours of drive time, carriers covered 12,377 miles. With an average net energy consumption of just 1.72 kWh per mile and only 60 hours of total charge time, these results highlight the operational viability of Tesla Semis on demanding freight lanes. “

In its press release launching the program, Uber effectively highlights how the use of the Semi can impact a company’s margins and profitability through fuel savings, reduced maintenance costs, and lower total cost of ownership.

This is something that turns so many people away from gas cars and toward EVs, so it’s no surprise that Uber wanted to emphasize this point on a larger scale with a company that utilizes a fleet of vehicles.

Tesla Semi shows strong results in ArcBest’s real-world freight trial

Tesla has been experimenting with a select group of companies, as well. It partnered with PepsiCo. several years ago, in an effort to launch a pilot program for the Semi. It had excellent results, showing higher efficiency, lower costs, and an exceptional ability to handle long runs.

Drivers have had a lot of positive things to say:

Tesla Semi earns strong reviews from veteran truckers

The Semi will enter mass production next year, but we anticipate that some companies will commit to Uber’s new platform well before then.

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Energy

Tesla recalls Powerwall 2 units in Australia

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(Credit: nathanwoodgc /Instagram)

Tesla will recall Powerwall 2 units in Australia after a handful of property owners reported fires that caused “minor property damage.” The fires were attributed to cells used by Tesla in the Powerwall 2.

Tesla Powerwall is a battery storage unit that retains energy from solar panels and is used by homeowners and businesses to maintain power in the event of an outage. It also helps alleviate the need to rely on the grid, which can help stabilize power locally.

Powerwall owners can also enroll in the Virtual Power Plant (VPP) program, which allows them to sell energy back to the grid, helping to reduce energy bills. Tesla revealed last year that over 100,000 Powerwalls were participating in the program.

Tesla announces 100k Powerwalls are participating in Virtual Power Plants

The Australia Competition and Consumer Commission said in a filing that it received several reports from owners of fires that led to minor damage. The Australian government agency did not disclose the number of units impacted by the recall.

The issue is related to the cells, which Tesla sources from a third-party company.

Anyone whose Powerwall 2 unit is impacted by the recall will be notified through the Tesla app, the company said.

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