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Solid State Battery Technology, a Tesla Gigafactory Killer?

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With 2014 coming to an end, automotive battery news has been trickling out and solid state battery technology appears, again.

In early December, Volkswagen acquired a small equity stake in Stanford-based QuantumScape and Daimler recently announced that its lithium production output will be larger in 2015 due to a new battery plant in Kamenz, Germany, said to be ready by mid-2015.

The VW news keeps the the solid state battery thread for 2014 going as scientists point to its reported improved energy density over lithium-ion technology. A solid state battery does not use a liquid electrolyte like a lithium battery does and, in theory, a solid electrolyte can hold more energy. Yes, please.

Getting rid of an electrolyte—no liquid—can also improve battery safety and reduce costs due to less cooling electronics and micro-controllers needed for pack management, thus reducing weight too, according to Harvard Business Review.

What about downsides to this technology? A solid-state battery has electrical contacts or, electrodes, that are applied to a solid electrolyte—similar to a thin-film solar panel process—and if there’s a lack of uniformity in this process, it can cause short circuits. However, this type of manufacturing application has been done in the thin-film solar area and these obstacles should be easy to overcome.

The evolution of battery technology according to Satki3. Source: Satki3

The evolution of battery technology according to Satki3. Source: Satki3

Earlier this year, Scientific American did a profile on Ann Arbor, Michigan-based Sakti3 and their push with solid-state battery technology and move closer to the “god” battery.

Ann Marie Sastry, co-founder and CEO of the company, said, “that the company’s prototype solid-state lithium battery cells have reached a record energy density of 1,143 Watt-hours per liter—more than double the energy density of today’s best lithium-ion batteries.”

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However, as Elon Musk said in the most recent Tesla earnings call,

“Talk is super cheap, the battery industry has to have more BS in it than any industry I’ve ever encountered. It’s insane.”

So is this technology an immediate challenger to Tesla Motors’ Gigafactory strategy? Will this battery technology get ahead of Tesla, due its battery equipment investment at the Gigafactory being close to complete and, thus, no turning back?

No and the reason is battery development takes a lot of time and these recent statements by Sakti3 in the Scientific American article bear this out.

Sakti3 says it’s close to the end of lab work—custom prototype manufacturing line—but then the next step is  on to small scale production and this could take a another year or two of testing before you hit mass production.

That rules out GM going with this type of battery for their mass-produced battery electric vehicle for 2016 or 2017. Plus, Sakti3 mentioned its first aim is small-scale electronics and smartphones.

More importantly, JB Straubel and Tesla Motors aren’t looking for the God battery for 2017. Everyone seems to be looking for this right chemistry to scale with at this point. Granted, these are big automakers that could scale quickly as long their company culture is rowing in the same direction.

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Tesla has their battery composition set and plan to cut 30 percent or more of costs out of their current battery price, which stands anywhere from $260 to maybe $220 kWh. Take the high end and with the cost savings, the battery pack is at $185 kWh, approximately.

That’s just over $10,000 for a battery pack for a 55kWh battery pack—assumption 30% battery cost reduction translates to battery pack. Also, my assumption above is that a Gen 3 car will be smaller and could get 220 miles with a smaller battery pack.

The rub for me is that the roadmap is in place for Tesla Motors battery chemistry and this should get them to a mass-market electric vehicle, first. Maybe other automakers are close to a new chemistry, but automotive testing and applications take time.

In the end, I’m all for the god battery sooner rather than later but Tesla Motors just isn’t waiting for it.

"Grant Gerke wears his Model S on his sleeve and has been writing about Tesla for the last five years on numerous media sites. He has a bias towards plug-in vehicles and also writes about manufacturing software for Automation World magazine in Chicago. Find him at Teslarati

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SpaceX President to gift Trump Accounts her SpaceX stock

Gwynne Shotwell’s 2 million SpaceX shares are headed to children’s Trump Accounts starting this December.

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Concept rendering of SpaceX President Gwynne Shotwell overlooks the company’s Hawthorne, California headquarters as an American flag flies over the campus at sunset.

SpaceX President Gwynne Shotwell said Friday that more than 2 million SpaceX shares belonging to her and her husband, Robert, will be distributed to children’s Trump Accounts in December, turning a pledge she made over the summer into an actual transfer. “Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!” Shotwell wrote on X, adding that the shares are “transferring to escrow as we speak.”

The first round goes to children aged 11 to 17 who live in ZIP codes where the median family income is $57,000 or less, along with kids in ZIP codes with too few residents for the Census to report that figure. Shotwell said those families should receive a notice by Monday, Reuters reported.

A second gift is expected to be finalized in the next few weeks. That round will cover eligible children in military families serving overseas, children in foster care, and more kids in Texas counties near the Shotwells’ home where median family income is $90,000 or less. Elon Musk replied to the announcement with “Cool” and a heart emoji.

Shotwell first announced the donation on July 6, less than a month after SpaceX priced its record IPO at $135 per share on the Nasdaq. IPO filings showed Shotwell owned about 12.6 million SpaceX shares, Quartz reported at the time, which makes the gift roughly one sixth of her stake. At the roughly $146 per share used to value Musk’s own pledge earlier this month, 2 million shares are worth about $290 million.

How the stock would actually reach the accounts had been an open question since July. Treasury guidance acknowledged that stock donations could flow into Trump Accounts, but it did not explain the mechanics for a program whose contributions default into an S&P 500 index fund. Shotwell thanked the Treasury, the IRS, the Dell Foundation, Greater Horizons, Invest America and the law firms Morgan Lewis and Gibson Dunn for “working over the past few months to make this happen.”

The transfer also works as a dry run for a far larger gift. On October 19, Musk said he would give one of his SpaceX shares to every kid in America next year and called it “the first of many.” With roughly 72 million children in the country, that pledge is worth about $10.5 billion. President Donald Trump thanked Musk the same day and said the shares would go through Trump Accounts, though neither SpaceX nor the Treasury has published how or when that distribution will happen.

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Shotwell’s recipients also fill a gap in the program itself. Trump Accounts launched on July 4, and the $1,000 Treasury deposit only goes to babies born between 2025 and 2028. Teenagers aged 11 to 17 receive no government seed money, so for many of the families getting a notice on Monday, SpaceX stock will be the first asset in the account. The accounts convert into retirement accounts when the child turns 18.

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Tesla Full Self-Driving becomes main pillar of new Referral Program

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Credit: Tesla

Tesla Full Self-Driving is now the centerpiece of the company’s newly revised Referral Program, which launched on October 29.

Instead of referring people to purchase vehicles and the referrer receiving $250 in Tesla Credit, the new program now incentivizes Full Self-Driving subscriptions.

If a Tesla owner is on an FSD trial and uses a referral code to subscribe to Full Self-Driving, the person whose Referral Link was used will receive one month of FSD (Supervised). Their code can be utilized 12 times per year, with January 1 marking the reset date.

Realistically, this means that if your Referral Code is used by 12 Tesla owners on an FSD trial, you will receive a full year of FSD for free.

The previous program made it pretty difficult to get referrals; buying a vehicle is obviously a much larger financial strain than subscribing to Full Self-Driving for a month.

Of course, the previous Referral Program also offered a tangible benefit: $250 in credits you could use on Service, Supercharging, or anything in the Tesla Shop. It truly could pay for someone’s travel for a year. It recently bought me a new backpack and a T-shirt.

However, this new program is much more attainable for those who do not have a massive online presence of a slew of friends in the Tesla community who will use the code and max out subscriptions for vehicle purchases.

The Full Self-Driving suite will now be the keystone of the Referral Program, which makes it more inclusive and more fun for everyone with an awesome benefit.

It also gives the impression that Tesla is truly focused on FSD subscriptions, something that saw a tremendous increase in volume in Q3, as 75 percent of deliveries for the quarter came with an FSD subscription attached.

Full Self-Driving data is so instrumental to the suite’s improvement that this kind of program benefits Tesla as much as it does the consumer.

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Tesla made napping in a Robotaxi easier with its latest update

Tesla’s quiet mode reaches Model Y Robotaxis, blacking out the screen for riders wanting rest.

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Tesla’s quiet mode, the setting that blacks out the screen for riders who want to rest, has moved beyond the Cybercab. A video posted Thursday by Spencer (@scotsrule08) shows the feature running in a Model Y Robotaxi on a night ride that appears to be in Dallas.

The rider taps a small crescent moon icon in the bottom right corner of the map screen. The map, media player, app shortcuts and Grok prompt disappear, leaving a dark display with “Arriving soon,” the destination and a line reading “Tap display to exit quiet mode.” Controls a passenger may still need, including Pull Over, cabin temperature, volume and Support, stay visible. One tap anywhere brings the full map back.

Quiet mode first showed up in the Cybercab last week, which Teslarati reported alongside a new rear camera view. Tesla has been trimming cabin noise in other ways too. On October 25, Spencer reported that Robotaxi turn signals now chime for the first four blinks and then go silent. Tesla has not published release notes for either change.

Elon Musk has been pitching this use for more than a decade. In October 2014, he said that “maybe five or six years from now I think we’ll be able to achieve true autonomous driving where you could literally get in the car, go to sleep and wake up at your destination,”

By 2017 he was setting a higher bar. Speaking at TED, Musk said the hard part was not making self-driving work 99.9 percent of the time, “because, like, if a car crashes one in a thousand times, then you’re probably still not going to be comfortable falling asleep. You shouldn’t be, certainly.”

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Owners asked for something similar in their own cars. In December 2019, a Tesla owner requested a Nap Mode that would keep the climate running and wake the occupant with an alarm, and Musk answered “Ok,” as Teslarati covered at the time.

The line returned when the Cybercab was unveiled at the We, Robot event in October 2024. “We’ll move from supervised Full Self-Driving to unsupervised Full Self-Driving, where you can fall asleep and wake up at your destination,” Musk said. On Tesla’s first quarter earnings call in April 2025, he called it the deciding measure: “The acid test is, can you go to sleep in your car and wake up in your destination and I’m confident that will be available in many cities in the US by the end of this year,”

Tesla has run driverless Model Y rides in Dallas and Houston since April, so a passenger dozing off on the way home is now a realistic use of the button. Tesla is also offering new riders a free first trip in both cities, according to an in-app screen shared by tracker Ethan McKanna, and said on its third quarter call that Cybercab rides would launch in Dallas next month.

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