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
Lifestyle
Elon Musk seemingly confirms Cybertruck gift to 13-year-old cancer fighter
Diagnosed in 2018 with a rare form of brain and spine cancer with no cure, the teen has undergone 13 surgeries by the time he was 12.
Elon Musk has seemingly confirmed that he will be sending a Tesla Cybertruck to 13-year-old Devarjaye “DJ” Daniel, a 13-year-old Houston boy fighting brain cancer. The teen was recognized as an honorary Secret Service member by U.S. President Donald Trump during his address to Congress on Tuesday.
A Chance Meeting
The Tesla CEO’s Cybertruck pledge was mentioned during DJ’s short interview with CNN’s Kaitlan Collins. When Collins asked the 13-year-old what he told the Tesla CEO, DJ answered that he asked for a Cybertruck.
“I said, ‘can you do me a big favor, when you get back to Houston can you send us a Cybertruck down there?’” the cancer fighter stated.
Daniel noted that Musk responded positively to his request, which was highlighted by Collins in a post on X. Musk responded to the post with a heart emoji, suggesting that he really will be sending a Cybertruck to the 13-year-old cancer fighter.
Teen’s Cancer Battle Inspires
Diagnosed in 2018 with a rare form of brain and spine cancer with no cure, Daniel has undergone 13 surgeries by the time he was 12. During his speech, Trump highlighted the 13-year-old’s long battle with his disease.
“Joining us in the gallery tonight is a young man who truly loves our police. The doctors gave him five months at most to live. That was more than six years ago. Since that time, DJ and his dad have been on a quest to make his dream come true,” Trump stated.
Daniels officially received an honorary badge from U.S. Secret Service Director Sean Curran, to much applause during the event.
Surprisingly Partisan
While Daniels’ story has been inspiring, Trump’s focus on the 13-year-old cancer fighter has received its own fair share of criticism. MSNBC host Nicolle Wallace, while referencing Daniels’ love for law enforcement, noted that she is hoping the 13-year-old never has to defend the U.S. capitol against Trump supporters. “If he does, I hope he isn’t one of the six who loses his life to suicide,” Wallace stated.
Anti-Musk and Trump accounts on X have also thrown jokes at the cancer fighter’s honorary badge, with some dubbing the 13-year-old as a “DEI hire” that should be looked into by DOGE.
News
Arrest made after Tesla Salem site attacked with Molotov cocktails
The suspect faces a federal charge of illegally possessing an unregistered destructive device.
A 41-year-old Salem man was arrested Tuesday for allegedly throwing Molotov cocktails at a Tesla store on January 20. Court documents indicated that the man’s attack caused around $500,000 in damages.
The suspect faces a federal charge of illegally possessing an unregistered destructive device, which were described as Molotov cocktails. Seven vehicles were damaged and one was destroyed in the attack on the Tesla location.
Fires Erupt at Tesla Store
At 3:45 a.m. on January 20, Salem Police responded to reports of Molotov cocktails being thrown at the Tesla store. Officers found a fire on the sidewalk and another in a parked vehicle’s rear. An eyewitness noted that someone thew five or six objects during the incident, as noted in a report from the Statesman Journal.
Suspect Caught on Camera
Surveillance footage showed the man throwing a “Molotov Cocktail-style device” at a truck, which bounced off without igniting. He also aimed an AR-15-style rifle at a witness who was driving away. The suspect hurled a rock through the Salem Tesla store’s window as well.
A patrol car’s camera captured the suspect’s vehicle nearby, tying him to the scene. Surveillance video, fingerprints on glass bottles recovered at the scene, and a vehicle registered to the man led ultimately to his arrest.
Tesla Vandalism Trend
Tesla stores across the United States and abroad have been the target of vandalism incidents as of late, thanks in part to CEO Elon Musk’s increasing involvement in politics and his close work with U.S. President Donald Trump. Interestingly enough, previous reports have indicated that the Salem Tesla store was also the victim of an attack last month, when gunfire shattered widows at the location.
News
Tesla Model Y tops South Korea import sales in February 2025
The Tesla Model Y that performed well in South Korea last month was the Model Y classic, which is already being phased out.
The Tesla Model Y led South Korea’s imported car market in February 2025 with 2,038 units sold, as per data from the Korea Automobile Importers & Distributors Association (KAIDA).
Total imported passenger car registrations in South Korea climbed 24.4% to 21,199 units from 16,237 a year ago. Tesla ranked third at 2,222 units, behind BMW (6,274) and Mercedes-Benz (4,663).
Model Y Classic Still A Strong Seller
The Model Y that performed well in South Korea last month was the Model Y classic variant, which Tesla is already phasing out. Its strong sales highlight Tesla’s strong presence in South Korea, where BMW beat Mercedes-Benz for the top brand spot last month.
Following the Tesla Model Y classic in the country’s import segment was the Mercedes-Benz E-Class and the BMW 5 Series. Tesla’s overall 2,222 registrations for February trailed BMW and Mercedes-Benz, but they surpassed Lexus (1,337) and Volvo (1,046), as per a report from Viva100.
Import Fuel Mix
Hybrids led South Korea’s import registrations with 13,013 units (64.4%), followed by EVs at 3,757 (18.6%) and gasoline at 3,226 (16%). Diesel lagged at 203 units (1%). A look at these numbers suggests that the Tesla Model Y classic commanded the lion’s share of South Korea’s EV imports last month.
What the KAIDA Vice Chairman says
KAIDA Vice Chairman Jeong Yoon-yeong issued a comment about the results:
“In February, new registrations of imported passenger vehicles increased compared to the previous month due to the registration of electric vehicles following the confirmation of electric vehicle subsidies and the new car effect of some brands,” the KAIDA executive noted.
Elon Musk seemingly confirms Cybertruck gift to 13-year-old cancer fighter
Tesla UK sales up over 20% despite Elon Musk backlash
Arrest made after Tesla Salem site attacked with Molotov cocktails
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