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Tesla’s 4680 battery updates and $25K car development gets nod from analyst
Tesla’s efforts to bring its 4680 battery cells to its upcoming products received a nod of approval from Mizuho Securities analyst Vijay Rakesh, who recently reiterated a “Buy” rating for the EV maker and an $820 per share price target. According to the analyst, the progress of Tesla’s 4680 battery program could very well be the key for the $25,000 EV, a project that’s far more ambitious than anything Tesla has attempted in the past.
“A key to realizing the $25,000 EV, TSLA noted (that) its new 4680 battery is on track to achieve volume production in ’12-18 months’ in Berlin, with a 100 GWh 2022 target from its Battery Day announcement. TSLA also noted it expects capacity supply from partners LG/Panasonic to double next year,” the analyst noted.
The Mizuho Securities analyst has a good point, considering that Tesla’s 4680 is poised to power the company’s next generation of vehicles. Far more powerful and cheaper to produce, the 4680 cells could play a significant part in closing the gap between electric cars like Teslas and their internal combustion-powered counterparts in raw cost. This is particularly important in the affordable sector, where vehicles are judged not as much on performance, but on cost and practicality instead.
Tesla is already in the process of developing a $25,000 car, the first of which is expected to be unveiled in China in the near future. To ensure that such a vehicle could compete with equally formidable and affordable cars in the market, Tesla would have to use the best innovations that it has in its arsenal. On the battery front, these would be the 4680 cells. For its part, Tesla has highlighted that the rollout of the 4680 cells will be a collaborative effort on the part of the EV maker and its battery suppliers.
“This is just a guess because we don’t know for sure, but it appears as though we’re about 12, probably not more than 18 months away from volume production of the 4680. Now at the same time, we are actually trying to have our cell supply of partners ramp up their supply as much as possible. So this is not something that is to the exclusion of suppliers.
“It is in conjunction with suppliers. So we want to be super clear about that. This is not about replacing suppliers. It is about supplementing the suppliers. So — and we have a very strong partnership with CATL, with Panasonic and LG — our request to our strategic partners for cell supply is, please supply us with as much as you possibly can. Provided the price is affordable, we will buy everything that they can make,” Tesla CEO Elon Musk said.
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Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
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Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
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Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
Starlink achieves major milestones in 2025 progress report
Tesla Giga Nevada celebrates production of 6 millionth drive unit
