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Tesla’s 4680 battery ramp may experience a “Death Valley” start, but it will be overcome: expert

Credit: @Gfilche/Twitter

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To state that Tesla’s future lies in the success or failure of the 4680 battery is not an understatement. Without 4680 cells, Tesla’s efforts to create an affordable car at a price point beneath the Model 3 would likely be for naught. But if the company succeeds in ramping the production of its 4680 cells, Tesla could very well pave the way for electric vehicles to become the dominant form of personal transportation in the decades to come. 

Getting there would not be easy. Tesla formally announced its 4680 battery project in September 2020, and since then, the company has been working hard to ramp the production of the next-generation cell. Tesla produced its one millionth 4680 cell in January. That’s a milestone on its own, but it does show that the company still has a long way to go before it can fully ramp its new battery. 

Industry researcher Benchmark Mineral Intelligence estimates that one million 4680 cells are enough for just about 1,200 Model Ys. Tesla intends to produce far more than that per week in Gigafactory Texas alone. 

Tesla’s 4680 cells are not designed like conventional batteries, and they are not made like traditional cells either. Tesla plans to use a new manufacturing technology called dry electrode coating, which was obtained from the company’s acquisition of Maxwell Technologies in 2019. Dry electrode manufacturing would allow Tesla to skip a conventional step in traditional battery production, which should lower costs significantly

While Tesla acquired the technology, the innovations involved in the mass-production of 4680 cells using dry electrode coating are a massive challenge. Elon Musk has noted that the factory equipment for the process alone “doesn’t exist,” so they still have to be made. 

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Shirley Meng, a University of Chicago professor who previously worked with Maxwell, noted that Tesla’s 4680 battery efforts could change the industry. She also emphasized that Tesla’s challenges in mass-producing the next-generation battery would be immense. “He (Elon Musk) is changing the way how battery manufacturing is done. It’s really, really difficult to manufacture at a speed and at scale,” she said. She also stated that Tesla may have to experience a “Death Valley” start to scaling up the dry electrode process for 4680 cells. 

She does, however, believe that Tesla would overcome these difficulties. 

Other experts and longtime followers of the company seem to agree on the difficulty involved in developing and ramping a new type of battery cell. Caspar Rawles, chief data officer at Benchmark Mineral Intelligence, noted that fine-tuning the production equipment for battery production alone is an extremely long process, and one that challenges even the industry’s veterans. “There’s a very long process of fine-tuning the equipment before you can get to volume production. Battery production is hard, even hard for experienced suppliers,” he said. 

This definitely seems to be the case with Panasonic. The Japanese tech conglomerate has been a longtime partner of Tesla, and it already operates Gigafactory Nevada with the EV maker. However, recent comments from Kazuo Tadanobu, the CEO of Panasonic’s energy division, revealed that even Panasonic had to take its time to develop its 4680 batteries. Tadanobu noted that Tesla has already deemed Panasonic’s 4680 cells viable for use, but mass production of the new batteries is still expected to start by the fiscal year ending in March 2024.  

Tesla’s 4680 cells are expected to be used in vehicles like the Tesla Semi, the Cybertruck, and the company’s flagship supercar, the new Roadster. The next-generation batteries are also expected to be utilized in Tesla’s next big project, the production of an affordable $25,000 electric car.  

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*Quotes courtesy of Reuters.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla owners show off improvements with new Full Self-Driving v14 rollout

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

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Credit: Tesla Europe & Middle East/X

Tesla owners with access to the company’s Full Self-Driving new version, v14, which rolled out on Tuesday morning, are showcasing some of the very impressive improvements that have arrived.

CEO Elon Musk called v14 “sentient” a few weeks ahead of its rollout, claiming the newest iteration of the company’s Full Self-Driving platform would be the most accurate to date.

Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here

It was obvious this narrative had Tesla owners keeping their expectations high, as there were very evidently things that needed to be improved upon that were present in v13. I wrote about several improvements I was hoping to see, and based on the release notes for v14, Tesla did have these things in the works already.

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

Tesla said it was working to increase the capabilities of Summon within parking garages, as many owners believe that is where it would be the most beneficial.

While that does not appear to be part of this initial v14 rollout, it does seem Tesla is focused on improving the suite’s ability to navigate through these garages, including stopping for a ticket to enter the facility, finding a spot, and parking in an appropriate space.

It was evident this was a huge improvement based on one example from an owner who received v14:

If you look closely, you will even see the car shift slightly to the right when it arrives at the ticketing station, making it easier for the driver to hand over their ticket and payment. It then moves back out to the right when leaving to return to the center of the lane. It’s very intuitive.

Additionally, it appears to be more accurate when parking, thanks to improvements that enable owners to select the type of parking upon arrival at a destination.

In the v14.1 release notes, Tesla said that it has added “Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.”

One owner chose to navigate home and chose a garage to park in. Full Self-Driving performed it without any issues:

These are just two evident improvements so far, and there are likely many more on the way. The changes and fixes will be tracked by anyone with access to FSD v14 in the coming weeks.

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Tesla Optimus steals the show during TRON: ARES premiere

Now that kung-fu Optimus demonstration makes sense.

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Credit: Tesla Optimus/X

Just a few days ago, Elon Musk shared a video of Tesla Optimus demonstrating some kung fu moves with a human partner. The video was impressive, though some were confused about why the Optimus team was busying itself with what appeared to be a cool but frivolous demonstration. 

With the premiere of TRON: ARES, we now know that Optimus’ kung fu demonstration was part of the robot’s preparations for the red carpet. 

Optimus “starts a fight”

As noted by X Business on its official account on the social media platform, the TRON: ARES red carpet world premiere was a showcase of today’s AI-powered technologies. With this in mind, xAI, X, Walt Disney, and Tesla collaborated to provide attendees with an immersive experience on real-world AI. This included Optimus engaging with attendees, and even distributing theater concessions. 

But one black and red painted Optimus unit definitely stole the show. The humanoid robot, in front of several attendees, attempted to “pick a fight” with Jared Leto, who starts in the movie alongside Greta Lee, Evan Peters, and Jeff Bridges. As could be seen in the video of Optimus, the robot’s moves in the red carpet were similar to the kung fu demonstration that Elon Musk showcased last week. 

TRON: ARES

Monique Pintarelli, Head of Americas at X, shared some insights about the event, which ended up being a collaboration of sorts between several Elon Musk-led companies. 

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“This partnership with Disney lets fans and stars experience the world of TRON like never before – turning the red carpet event into a collision between the real world and AI. By leveraging X’s unparalleled real-time engagement and xAI’s cutting-edge technology alongside Tesla’s Optimus robots, we’re creating shared, immersive experiences that redefine storytelling,” the X executive noted.

TRON: ARES releases on U.S. theaters on October 10, 2025. 

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Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here

This represents FSD’s most significant update in nearly a year.

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Credit: Sawyer Merritt/X

Tesla has started the rollout of Full Self-Driving (Supervised) V14.1, the advanced driver-assist system’s most significant update in nearly a year. The release introduces vision-based navigation for real-time detour handling and a new “Arrival Options” feature that simulates Robotaxi-style drop-offs.

New Tesla Vision-based features

With Version 14.1, Tesla has integrated navigation and routing directly into its vision-based neural network, enabling the system to respond to scenarios such as blocked roads or closures in real time. The update also enhances emergency vehicle detection, allowing the car to pull over or yield when police, fire, or ambulances are nearby.

Other improvements include refined responses to debris, school buses, and lane cut-ins, as well as smoother handling of unprotected turns and gated entries. The update also adds a Robotaxi-style automatic camera-cleaning system. Tesla also promises improved fault recovery for greater reliability during degraded system operation.

New Speed Profiles and other features

Drivers can now personalize FSD’s behavior more precisely through new Speed Profiles. A new “Sloth” mode has joined the lineup, offering a more conservative lane and speed selection than “Chill.” Preferences for parking and arrival positions are saved per destination, while the system’s reasoning model automatically recommends several options for each route.

Users can start FSD from a single tap, adjust settings from the central visualization, and expect fewer driver “nags,” according to Elon Musk. The CEO noted that Version 14 features a 10x higher parameter count and said it “feels sentient” compared to earlier builds. While it’s still a supervised system, unlike the Austin Robotaxi pilot, FSD 14.1 seems to be a key milestone toward the refinement of Tesla’s autonomous driving efforts.

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FSD (Supervised) V14.1 release notes

Following are the release notes for FSD (Supervised) V14.1:

FSD(Supervised) v14.1 includes:

• Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.

• Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).

• Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.

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• Added additional Speed Profile to further customize driving style preference.

• Improved handling for static and dynamic gates.

• Improved offsetting for road debris (e.g. tires, tree branches, boxes).

• Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.

Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.

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• Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.

• Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!

Upcoming Improvements:

• Overall smoothness and sentience

• Parking spot selection and parking quality

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• You can now select an arrival option such as Parking Lot, Street, Driveway, Parking Garage and Curbside for Robotaxi-style drop offs.

• Your preferences for arrival options and preferred parking positions are persisted for each destination.

• Our reasoning model will assess the suitable options for your destination and pick an intuitive default.

Speed Profiles:

FSD (Supervised) will now determine the appropriate speed based on a mix of driver profile, speed limit, and surrounding traffic:

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• Introduced new Speed Profile SLOTH, which comes with lower speeds & more conservative lane selection than CHILL.

• Driver profile now has a stronger impact on behavior. The more assertive the profile, the higher the max speed.

• Right scroll-wheel up/down now adjusts Speed Profile setting rather than your precise max speed offset selection in mph/kph.

UI Improvements:

• Start Self-Driving with a tap of the touchscreen from Park, or any time during your drive.

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• Adjust settings like the Speed Profile and Arrival Options directly from the Autopilot visualization on the center display.

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