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Tesla could be using a “4416” battery cell in Model 3 and next-gen S, X fleet

Photo credit: YouYouXue

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Just days before Tesla releases official details for Model 3, including battery pack sizes and their respective driving range, a new rumor has emerged pointing to a new “4416” lithium ion battery cell being produced by the Silicon Valley-based electric car maker.

The news comes to us from Ben Sullins at Teslanomics who received an insider tip that Tesla has produced a significantly larger cylindrical battery cell that’s roughly 44mm in diameter and 160mm in height, also known as a 44160 cell, and currently being used in the Model 3 battery pack. The new information goes against previous speculation that Tesla will be using it’s newest high energy density 2170 cell in the Model 3. Tesla’s Gigafactory is currently producing 2170 cells for use in its commercial Powerwall and Powerpack battery storage systems.

We had previously reported that Model 3 will be available in a 60 kWh and 75 kWh battery pack option. Unlike Tesla’s flagship Model S and X which currently utilizes its traditional 18650 battery cell, packaged within 16 individual battery modules, Model 3 will utilize only 4 modules containing the much larger and higher energy density 44160 cell.

Though the new insider tip is highly speculative, a new cell design with higher energy density would validate Musk’s previous reveal that Model 3’s shorter wheelbase can only support up to a 75 kWh pack if used with Tesla’s current cell type. Musk also recently confirmed that their are no plans to use the 2170 cells in Model S and Model X vehicles.

A larger and more energy dense 44160 lithium ion cell would allow Tesla to presumably use less cells, lower battery pack weight, while achieving the same energy output. This would also explain why recent spy shots showing the battery meter on the Model 3 center display revealed that it was capable of over 300 miles of range from a 75 kWh pack. A lighter vehicle with a more energy dense battery pack means greater range.

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Model 3’s assumed 310 mile driving range represents nearly a 20% increase over a Model S 75 which achieves 259 miles of range with a 75 kWh battery. Incidentally, Tesla confirmed that Model S 75 in rear wheel drive will be discontinued, fueling even more speculation that Tesla could be bringing 44160 cells to future Model S and Model X vehicles that are due for a refresh.

What do you think? Leave us your thoughts in our forum.

Updated: Tesla has confirmed the use of 2170 form factor cells in the Model 3

Check out today’s Monday Teslanomics Live News where Ben discusses his thoughts around the topic.

Gene has been obsessed with cars since before he could legally sit in the front seat. Writer, researcher, unofficial CS support, accountant, native suit guy when needed, and overall stick poker. He approaches every story the way he approaches a road trip: with too much enthusiasm, not enough planning, and a surprisingly good outcome. gene@teslarati.com

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Tesla’s AI lead doubles down on FSD’s speed strategy, and owners are confused

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Credit: Tesla

Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.

Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.

Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.

With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.

The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.

Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:

These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.

It is the driver’s responsibility to take over or adjust based on this.

Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.

Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:

From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.

I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.

The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.

However, Tesla is not willing to bring back this one level of input because it would technically be a regression.

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Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.

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Tesla qualifies for awesome new first-time EV buyer incentive in California

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White Tesla Model X rear bumper showing California license plate

Tesla is one of several automakers whose vehicles qualify for an awesome new first-time EV buyer incentive program in California.

The Golden State launched the MyFirstEV incentive program, which helps those buying an electric vehicle for the first time with a $3,500 incentive on new-inventory purchases of a Model 3 or Model Y.

The incentive requires an order on or after August 3, and delivery must be taken while the program is still being funded. California has set aside $135.5 million to help strengthen its SEV market and support automotive innovation.

Incentives are offered at the point of sale, and used EVs are also available for a partial incentive of $1,750. Half of the $3,500 and $1,750 incentive amounts are covered by California, with the other half being covered by participating OEMs.

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Additionally, rules apply for MSRP and how the vehicle will qualify for the incentive. Any vehicle from a non-California headquartered OEM must have an MSRP of $50,000 or less. Used vehicles must be priced at $25,000 or less and must be at least two model years older than the year of purchase.

The cars must also be purchased from manufacturers as certified pre-owned vehicles. Private dealerships are not eligible.

In total, California expects to incentivize over 73,000 ZEVs.

Participating Manufacturers

Fourteen total automakers are participating in California’s MyFirstEV program:

  • Chevrolet – Launching August 2026
  • Ford – Launching August 2026
  • Honda – Launching September 2026
  • Hyundai – Launching August 2026
  • Kia – Launching August 2026
  • Lexus – Launching September 2026
  • Lucid – Launching August 2026
  • Mitsubishi – Launching November 2026
  • Nissan – Coming Soon
  • Rivian – Coming Soon
  • Subaru – Launching September 2026
  • Tesla – Launching August 2026
  • Toyota – Launching September 2026
  • Volvo – Coming Soon

 

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Investor's Corner

SpaceX to report first-ever earnings today: here’s what to expect

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Credit: SpaceX

Elon Musk’s space exploration company, SpaceX (NASDAQ: SPCX), is set to report its earnings for the second quarter today in what will be its first-ever earnings call since going public in July.

SpaceX is trading down roughly 25 percent from its IPO. These early stock signals are usually a bit tumultuous, and considering this is the first company actively launching rockets that is available on the stock exchange, investors might have a tendency to be a bit skittish.

However, there are going to be some details that investors will hear for the first time today on the earnings call. Here’s what to look for:

Wall Street Expectations

Revenue is expected to fall somewhere around $6.8 billion, and will be heavily driven by Starlink, which is SpaceX’s widely popular satellite internet platform that has been adopted by numerous airlines, cruise ships, and other maritime operations. It is also available for consumers at home or in their cars.

Earnings Per Share (EPS) expectations fall at a net loss of $0.23 per share. Wall Street sees this as a total net loss of roughly $1.9 billion.

EBITDA is expected to come in between $2 billion and $2.1 billion.

What Investors Want to Know

Tesla uses the Say platform to help work with both retail and institutional investors to answer relevant and quality questions that address concerns or questions that they might have.

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However, SpaceX is doing things differently, as the company launched its own Investor Relations website where these questions are being fielded. Just like the Tesla questions, they seem to be less focused on the operational tasks and overall progress of the company, and more novelty.

Here are the top five:

  • Has the team thought about what possibilities there are with your mascot Asteroid? Whether it’s starting additional foundations for kids in its name, helping kids learn about space, etc. Kids are our future, and Asteroid would be a fun and easy way to help.
  • Baby Asteroid is already making a difference through charity around the world. Could SpaceX take it even further with programs that inspire kids to explore space?
  • SpaceX has some legendary vehicle names. Would you ever allow the public to name a Starship, even knowing there is a 99% chance it becomes Shipy McShipface?
  • When can we expect to see more footage of the Human Landing System?
  • Will Asteroid (your mascot) go to Mars?

SpaceX will report its earnings today, August 4, at 4:30 P.M. EDT.

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