A chairman from China-based battery giant Contemporary Amperex Technology Co. Limited (CATL) recently cast doubt on Tesla’s 4680 battery cell, saying that he didn’t think it would be successful in the long run.
In a conversation earlier this year, CATL Chairman Robin Zeng told Elon Musk that the cylindrical 4680 battery “is going to fail and never be successful,” according to a report from Reuters this week. Zeng made the statements to Musk in a meeting with the Tesla CEO on his Beijing visit in April, and the chairman also said that the Tesla CEO was better equipped to handle other technologies than battery cells.
“We had a very big debate, and I showed him,” Zeng said. “He was silent. He doesn’t know how to make a battery. It’s about electrochemistry. He’s good for the chips, the software, the hardware, the mechanical things.”
Tesla working on four dry cathode 4680 battery variants: The Information
Tesla’s 4680 battery cell and CATL licensing
In September, Tesla announced that it had produced its 100 millionth 4680 battery cell at Gigafactory Texas, after reaching 50 million units in June. The company is also in the process of expanding its Gigafactory Nevada to add a dedicated 4680 cell production facility, expected to ramp up to 500 GWh in the long term.
The report also highlights a licensing deal Tesla has with CATL for technology related to producing batteries in Nevada, expected to officially launch in 2025, according to a person with knowledge of the matter who spoke to Reuters under the condition of anonymity.
Zeng on FSD Supervised and Musk’s promise timelines
In addition to discussing battery technology, the chairman said that he and Musk talked about the company’s focus on autonomy, adding that he agrees with Tesla’s overall approach to the topic. Unlike other companies that are developing self-driving systems, Tesla’s Supervised Full Self-Driving (FSD) only utilizes cameras as sensors, rather than using multiple layers of different redundant technologies.
“He’s all in,” Zeng told Reuters regarding Musk and Tesla’s FSD strategy in a statement earlier this month. “I think it’s a good direction.”
Despite his support for the company’s approach to FSD Supervised, Zeng also noted that he thinks Musk tends to set unrealistic timelines for new vehicle technologies, and he even asked the Tesla CEO during the April conversation, saying two-year timelines may as well be “infinity.”
“His problem is overpromising. I talked to him,” the chairman added. “Maybe something needs five years. But he says two years. I definitely asked him why. He told me he wanted to push people.”
Musk has addressed criticisms of his timelines before, pointing to his optimism as a necessary part of his accomplishments.
While certainly not perfect, my batting average for most predictions is quite good.
My schedule optimism, without which I probably wouldn’t even have tried to do many endeavors, gets the best of me sometimes, but I always deliver in the end.— Elon Musk (@elonmusk) December 30, 2023
“Now, admittedly I’m a little optimistic sometimes,” Musk said during this year’s Annual Shareholders Meeting. “You know, I don’t have a complete lack of self awareness. But if I wasn’t optimistic, this wouldn’t exist this factory wouldn’t exist.”
The CEO later went on to add that he believes he’s been “pathologically optimistic from birth.”
CATL hopes for U.S. factory under Trump
CATL also told Reuters that it would build a U.S. production facility if President-elect Donald Trump would allow it.
“Originally, when we wanted to invest in the U.S., the U.S. government said no,” Zeng said. “For me, I’m really open-minded.”
“I do hope that in the future they are open to investments,” the chairman added.
In August, Trump expressed that he would be open to Chinese companies building factories in the U.S., despite the country’s recent passage of a 100-percent tariff on electric vehicle (EV) imports.
“We’re going to give incentives, and if China and other countries want to come here and sell the cars, they’re going to build plants here, and they’re going to hire our workers,” Trump said in a statement to the publication in August.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
CATL’s new LFP cell has 620+ miles of range and ultra-fast charging
News
Tesla shows off mysterious vehicle at Giga Texas
The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.
Tesla seemingly showed off a mysterious vehicle at Giga Texas, one that seems to be completely different than anything the company currently makes for the U.S. market.
The vehicle, which was spotted on the plant’s property, appears to be similar to the Model Y L that has not yet launched in North America, and is currently built at Gigafactory Shanghai in China.
Drone pilot Joe Tegtmeyer captured intriguing footage at Tesla’s Giga Texas on March 23, 2026, revealing what appears to be a large, blue plastic-wrapped vehicle body resting inside a wooden shipping crate outdoors.
Well this is interesting at Giga Texas today … what do YOU think this is? 🤔😎 pic.twitter.com/U9pLvqbf7L
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) March 23, 2026
The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.
The images show an elongated silhouette that stands out from standard Model Y bodies. Side-by-side comparisons shared in replies to Tegtmeyer’s post highlight key differences: the rear door extends farther over the wheel arch than on a regular Model Y, and the rear glass appears to run all the way to the spoiler lip without the metal trim seen on shorter versions.
One overlay analysis noted that the visible proportions align precisely with the Chinese-market Model Y L, which measures approximately 4.98 meters long with a 3.04-meter wheelbase, which is about seven inches longer overall than the standard Model Y sold in the U.S.
Model Y L, with a support structure on top, likely for shipping. pic.twitter.com/ET3w46DjpJ
— Owen Sparks (@OwenSparks) March 23, 2026
The vehicle is a bare “body-in-white” shell, typical of prototypes sent abroad for tooling validation and local manufacturing ramp-up. Tesla has already launched the six- and seven-seat Model Y L in China and other markets, where it offers roughly 10% more cargo space and greater family-friendly versatility.
This sighting fits Tesla’s broader strategy. Industry observers expect the company to localize Model Y L production at Giga Texas by mid-2026 to serve American families seeking extra room without stepping up to the larger Cybertruck or a future full-size SUV.
Bringing the design stateside could add tens of thousands of annual deliveries while leveraging existing Model Y lines. People have been adamant that they want the Model Y L in the U.S., especially as Tesla plans to fade the Model X, the company’s most ideal vehicle for large families, out of production in the near future.
Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
While Tesla has made no official comment, the timing, amid Giga Texas expansion and steady Model Y output, suggests the mysterious crate is more than a random prototype.
If confirmed as the Model Y L, it marks another step in Tesla’s effort to refresh its bestselling SUV for global demand. The vehicle would perform exceptionally well in the U.S., and despite the company’s rather mute stance on bringing it to America, this might be the biggest hint to date that it could be on the way.
Cybertruck
Tesla Cybertruck just won a rare and elusive crash safety honor
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
Tesla Cybertruck landed a rare and elusive safety honor from the Insurance Institute for Highway Safety (IIHS). It was the only pickup truck in the U.S. market to do so.
The IIHS rewarded the Cybertruck with the Top Safety Pick+ honors, the highest marks a vehicle can receive from the agency.
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
🚨 Absolutely insane.
Tesla Cybertruck was the ONLY pickup on the market to be awarded a Top Safety Pick+ rating by the IIHS
The safest rating out there belongs to Cybertruck 📐 pic.twitter.com/Y8gLOqaL0d
— TESLARATI (@Teslarati) March 24, 2026
Cybertruck was the only truck to also win an NHTSA Five-Star Safety rating, making it the only pickup available on the market to be recognized with top marks from both agencies.
There are a multitude of options for pickups in the U.S. market, as it is one of the most popular vehicle types for consumers in the country. Pickups are great vehicles for anyone who does any sort of hauling or is just looking for extra space for any variety of reasons.
Pickups are also inherently safer than other body types on the road, mostly because they are larger and heavier, making them more favorable against other vehicle types in the event of a collision. However, Tesla has a significant advantage in safety with its vehicles because it engineers them to not only be safer in collisions, but also easier to repair.
The Cybertruck managed to achieve “Good” ratings, the highest marks available by the IIHS, in all three Crashworthiness categories, as well as “Good” ratings in both Crash Avoidance and Mitigation assessments.
It also received “Good” ratings across all driver and pedestrian crash-test performance metrics, except for one, where it earned an “Acceptable” rating for rear passengers in the Chest category.
The Cybertruck’s outstanding crash test performance has won it this incredible mark as the pickup still tends to be one of the more polarizing vehicle designs on the market.
It is no secret that Tesla has struggled with demand of the Cybertruck due to pricing, but the recent rollout of a trim that was temporarily priced at just $59,990 showed plenty of people want the all-electric pickup.
Elon Musk
Elon Musk’s Boring Co. Tunnel Vision Challenge ends with a surprise for Louisiana, Maryland and Dallas
The Boring Company stunned three cities today, awarding New Orleans, Baltimore, and Dallas free underground Loop tunnels.
Elon Musk’s The Boring Company (TBC) announced today that it is building free underground Loop tunnels in three American cities: New Orleans, Louisiana; Baltimore, Maryland; and Dallas, Texas. The company had promised one winner when it launched the Tunnel Vision Challenge in January. After receiving 487 submissions, it selected three, committing to fund and construct all of them pending a feasibility review, entirely at its own expense. For a company that has faced years of skepticism over the gap between its promises and its delivered projects, choosing to expand its commitment rather than narrow it is a notable shift in both scale and accountability.
All three projects will now enter a rigorous, fully funded diligence phase that includes meetings with elected officials, regulators, community and business leaders, geotechnical borings, and a complete investigation of subsurface utilities and infrastructure. TBC confirmed that all costs associated with this diligence process are 100% funded by the company. If all three projects pass feasibility, all three get built. If only one clears the bar, that one gets built. The company’s willingness to fund the due diligence regardless of outcome removes one of the most common early-stage barriers that kills promising infrastructure proposals before they leave a spreadsheet.
Beyond the three winners, TBC announced it will continue working with two additional entrants it found compelling enough to pursue independently: the Hendersonville Utility Tunnel in Hendersonville, Tennessee, and the Morgan’s Wonderland Tunnel in San Antonio, Texas, which would notably serve one of the nation’s premier theme parks built specifically for guests with special needs.
The challenge also coincides with TBC’s most active construction period to date. The company recently began drilling on the Music City Loop near the Tennessee State Capitol in Nashville, and in February it broke ground on a Loop in Dubai. Musk has long argued that the fundamental problem with urban infrastructure is cost and bureaucratic inertia, not engineering. “The key to solving traffic is making going 3D either up or down,” he said in 2018, a conviction now reflected in a company structure built to absorb the financial risk that typically stalls public projects for years.
Music City Loop could highlight The Boring Company’s real disruption
The Tunnel Vision Challenge’s most underappreciated element may be what it produced beyond three winners. Submissions came from individuals, companies, and governments across states including Alaska, Arkansas, Colorado, Kansas, Louisiana, Maryland, New York, and Texas, as well as from international entrants. Musk captured the underlying logic years ago when he said, “Traffic is driving me nuts. I’m going to build a tunnel boring machine and just start digging.” Today, three American cities are counting on exactly that.
Tunnel Vision Challenge results!
We’ve been overwhelmed with the amazing submissions…so we are announcing three winners!
The Thrilling Three are:
– NOLA Loop (New Orleans, LA)
– Ravens Loop (Baltimore, MD)
– University Hills Loop (Dallas, TX)What happens next? TBC and the… https://t.co/cY2ULftfiK
— The Boring Company (@boringcompany) March 24, 2026