Tesla has been pretty open about the idea that its next-generation of vehicles and its 20 million EV target for 2030 would rely on its ability to scale its 4680 battery production. This task, at least according to experts, has proven to be especially challenging.
Unveiled during Battery Day nearly two years ago, 4680 cells are expected to provide Tesla with substantial manufacturing cost reductions and efficiencies. According to statements from several experts in the field, the use of larger cells and a dry-coat electrode process could enable Tesla to halve the cost of a Model Y battery.
Twelve experts who are reportedly close to Tesla, or at least familiar with the company’s new battery technology, shared their insights with Reuters. Among the 12 experts, nine reportedly have close ties to Tesla, while three have examined the company’s previous battery technology thoroughly through an extensive teardown.
According to the publication’s sources, Tesla is only halfway towards its goal of successfully rolling out its 4680 cells. While the EV maker already sees benefits from the use of larger cells, Tesla is still reportedly seeing challenges with scaling its dry-coat electrode process.
This, according to the experts, was because Tesla’s dry-coat electrode process is so new and unproven that the company is still having trouble scaling its operations to the point where savings become substantial. Still, the publication’s sources have stated that Tesla would probably still be able to fully implement its 4680 cells’ dry coat electrode process next year.
2019 Nobel laureate and lithium-ion battery pioneer Stan Whittingham believes that Tesla would ultimately solve the challenges associated with its 4680 battery production ramp, though he also noted that Elon Musk might have been too optimistic with his target timeframe for the next-generation batteries’ rollout. “I think he will solve it, but it won’t be as quick as he likes. It’s going to take some time to really test it,” Whittingham said.
Reuters‘ sources noted that if all the potential efficiencies from the use of 4680 batteries are realized, the manufacturing cost for the Model Y’s 4680 structural battery could fall to just about $5,000-$5,500 — roughly half the cost of a 2170 pack. So far, Tesla is reportedly seeing about $2,000 to $3,000 worth of cost savings, mainly due to its use of bigger cells.
With Tesla’s 2170 battery packs, the company reportedly uses about 4,400 cells for the Model Y. The 2170 packs also require 17,600 points that need to be welded — about four welds per cell — to create a battery that can be integrated into the all-electric crossover. This is reduced significantly with the use of 4680 cells. The experts noted that Tesla only needs 830 cells for its Model Y 4680 structural pack, and since there are only two weld points for each cell, the total weld points per vehicle drops to just 1,660 points.
But while Tesla has made tons of headway with its 4680 batteries, and while the company already sees savings due to its use of larger cells, the EV maker still needs to master and scale its dry electrode process. Once that’s done, Tesla could effectively attain the holy grail of its next-generation batteries. “Bulking up the battery cell helped a lot in boosting efficiency, but pushing for 50% cost savings for the cell as a whole is another matter. That will depend on whether Tesla can deploy the dry-coating process successfully in a factory,” one of Reuters‘ sources said.
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Tesla quietly doubled the size of its Cybercab fleet within the Robotaxi program in Austin, Texas, over the weekend to well over 100 units.
The move not only establishes more of the steering-wheel-less and pedal-less vehicles within the ride-sharing fleet Tesla has been operating for a year, but it also solidifies a more robust Robotaxi fleet as a whole.
Riders started receiving notifications from the Robotaxi app that stated: “Cybercab fleet has doubled: more rides available.”
I got this notification on the robotaxi app. They are saying the Cybercab fleet has doubled. Glad that they are advertising this pic.twitter.com/FFrnw4FRCF
— Abhimanyu Yadav (@WorldlyReviewer) September 26, 2026
Tesla first launched rides in the Cybercab in early September, although the Robotaxi fleet has been active for over a year, as rides began last Summer. Cybercab is truly Tesla’s most crucial vehicle release yet, as it is the first car any company has built that is geared toward full-fledged and end-to-end autonomy, never needing human intervention for anything.
Only available in Austin at the current time, Cybercab has two seats and has been spotted testing around various U.S. states and regions; Tesla plans to deploy the Cybercab in various U.S. cities in the coming months as a best-case scenario.
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
The availability of the Cybercab has doubled from just 58 units last Monday to 125 the following Friday. Marking a substantial increase in Cybercab availability, the additional ride-sharing units are more than welcome, as wait times for Cybercabs, especially, were quite high.
The dramatic increase is a sign that demand for Robotaxi is growing and Tesla is feeling more confident that its driverless ride-hailing suite, especially its Full Self-Driving software, is able to handle any traffic situation without explicit direction or supervision from a human being.
Tesla is advancing a fully automated pipeline for the 4680 battery cells used in its all-electric Semi, spanning production from Giga Texas through shipment and direct consumption on the line at the new dedicated Semi Factory in Sparks, Nevada.
The approach was outlined by Tesla at its September 24 Semi Handover event, which launched high-volume production at its new 1.8-million-square-foot plant in Nevada, which sits adjacent to Gigafactory Nevada and is designed for an annual production rate of 50,000 trucks per year.
After years of pilot builds and what was a four-year-long redesign of the truck, Tesla moved the Semi from 2170 batteries to its in-house 4680 cells, which are made in Austin. The change cuts battery mass and total energy while holding range, a key step in making volume production a realistic possibility.
Cells will leave Giga Texas in trailers, and at the Nevada Semi plant, Tesla intends for a dedicated line to unload those trailers automatically, station the cells, and feed them straight into pack and vehicle assembly.
🚨 Tesla plans to use a completely automated unloading process for cells coming from Giga Texas arriving at the Semi factory in Nevada
A line will “consume” cells from the trailer
The goal is to have zero human touch point throughout the entire process. Insane! pic.twitter.com/wdBFM8LC3F
— TESLARATI (@Teslarati) September 25, 2026
Both Lars Moravy, Tesla’s VP of Vehicle Engineering, and Dan Priestley, the Head of Tesla’s Semi program, described the goal as a “zero human touch point” from the moment the trailer arrives in Texas until a finished Semi drives off the production line in Nevada.
The unloading system that Moravy and Priestley described is just one piece of a much broader automation push. The plant uses what Tesla calls the highest-capacity electric monorail conveyance in vehicle manufacturing, carrying frames-in-white simultaneously. Powder-coating replaces conventional paint, and many processes that would normally require operators have been designed out.
Tesla has repeatedly said that “the best part is no part,” and the cell-handling plan extends that philosophy from the cell factory floor in Texas all the way to final assembly in Nevada.
If executed as described, the closed-loop flow would reduce labor, handling damage, and inventory buffers while tightening quality control on a component that represents a large share of the truck’s cost and weight. It also shortens the physical and organizational distance between two factories separated by more than 1,200 miles. The Semi itself now shares a bar-wound stator and other components with the Cybertruck, further linking Tesla’s passenger and commercial production systems.
High-volume output is expected to ramp gradually after the first trucks left the new line in April 2026. Early customers include PepsiCo, DHL, and U.S. Foods. Whether the automated trailer-to-line process reaches the promised zero-touch standard will be visible in the coming months as production scales. For Tesla, the Semi factory is another test of how far it can push “the machine that builds the machine” across sites.
Elon Musk
Elon Musk’s AI Grok Bot can now handle banking while your Tesla FSD handles the road
Elon Musk says Grok Bot can manage your finances through linked bank and investment accounts.
Grok Bot now wants access to your wallet, with SpaceXAI rolling out a new Finance integration for its agent platform that lets users link bank, credit card and investment accounts thereby letting their Bots help manage spending, investments and more. Elon Musk amplified the announcement on X with a short endorsement, “Grok Bot can manage your finances.”
The feature builds on two earlier steps. In early September, Grok gained the ability to answer questions about spending, savings, investments and cash flow using accounts connected through Plaid, starting with users in the U.S. Before that, on August 28, SpaceXAI let Grok Bot buy things online through Link, with users approving every spend request and the Bot receiving a single use card for each payment.
Musk has already shown how far he wants users to push it. In late August, when Tesla investor account Teslaconomics said he was weighing whether to give Grok Bot access to his bank accounts, Musk replied, “Try it out. If Grok Bot messes up, we will make you whole.” That promise goes beyond SpaceXAI’s consumer terms, which make users responsible for what their agents do and generally cap the company’s liability at the greater of fees paid or $100. SpaceXAI’s own documentation recommends requiring approval for purchases and financial transfers.
For Tesla owners, the update lands five days after Tesla brought Grok Bot into its vehicles, letting drivers hand off errands by voice while FSD (Supervised) handles the road. Bot access inside the car is currently limited to SuperGrok Heavy subscribers, though Connectors are open to anyone signed into Grok. With Finance linked, a driver could ask for a spending summary or a check on upcoming bills during the commute.
Grok’s role in the car has grown quickly since Tesla’s Summer Update let it control cabin features by voice. We have been using Grok Bot in our own Tesla for several weeks, and here’s how our latest test went.
Tesla Cybercab fleet doubles to well over 100 units
Tesla has a ‘no human contact’ approach for Semi production
