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Tesla’s 4680 cell output from its pilot line is growing 35% month-over-month

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During the recently held Q2 2022 earnings call, Elon Musk and other Tesla executives discussed several aspects of the 4680 battery cell production ramp. While 4680 cells are only being used on limited vehicles for now, Tesla executives highlighted that the development of the new battery technology is ongoing.

There were quite a number of questions during the earnings call focused on Tesla’s 4680 cells. One of them asked if Giga Texas was already producing its own 4680 batteries, seeing as it is the factory producing Model Ys equipped with structural packs. Tesla Senior Vice President, Powertrain and Energy Engineering Andrew Baglino addressed the inquiry.

According to the Tesla executive, Tesla is making progress on its 4680 project. But for now, the company is still leveraging supplier cells, which are so far enough to support a ramp in Giga Texas and Gigafactory Berlin. “We expect to ramp total 4680 production to exceed 1k per week by the end of the year, hopefully before — well before,” Baglino said.

That being said, Baglino also highlighted that the Kato Road facility, which hosts Tesla’s pilot 4680 production line, has made a breakthrough of sorts. This resulted in the Kato Road facility growing its output 35% month-over-month.

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“In Q2, at Kato, we fully automated power conveyance for the dry anode-electrode tool there, unlocking major increases in production and improvements in yields. Since March because of that, Kato’s output has grown about 35% month-over-month each month since, and yields throughout the factory are already at targets in most areas and trending in that direction and a few others.

“We did feed learnings from Fremont cell and pack lines to Texas and Berlin there, a carbon copy. Cell design was revved to unlock higher performance and manufacturing simplicity. Manufacturing lines were further integrated, and we in-sourced additional content. For these reasons, there are some new ramp challenges to overcome in Texas and Berlin,” Baglino said.

The Tesla SVP of Powertrain and Energy Engineering added that for now, Tesla is aiming for Gigafactory Texas to exceed the weekly output of the Kato Road pilot line by the end of this year. If Tesla is successful in its endeavor, the company could start fully committing to the rollout of its 4680 cell-equipped vehicles like the Cybertruck and the Tesla Semi.

“Specific to Texas last quarter, cell equipment was fully installed and commissioned and we produced our first commissioning car sets of cells through the end of the line. Our target for Texas is to begin production this quarter and aim for Texas to be capable of exceeding Kato weekly output before the end of this year,” Baglino explained.

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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 preps to build its most massive Supercharger yet: 400+ V4 stalls

The project will be an expansion of the current Eddie World Supercharger in Yermo, California, and will take place in several stages.

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(Credit: Tesla)

Tesla is preparing to build its most massive Supercharger yet, as it recently submitted plans for an over 400-stall Supercharging station in California, which would dwarf its massive 168-stall location in Lost Hills, California.

The project will be an expansion of the current Eddie World Supercharger in Yermo, California, and will take place in several stages.

The expansion, adjacent to the existing Eddie World Supercharger, which is currently comprised of 22 older V2 and V3 stalls limited to 150 kW, unfolds across six phases.

Construction on Phase 1 begins later this year with 72 V4 stalls. Subsequent stages will progressively add hundreds more, culminating in over 400 next-generation chargers. Site plans label expansive parking arrays across Phases 1–5 along Calico Boulevard, with Phase 6 design still to be determined.

The project was first flagged by MarcoRP, a notable Tesla Supercharger watcher.

Strategically located midway on I-15 between Los Angeles and Las Vegas, the station targets heavy EV traffic on this high-demand corridor.

The surrounding 20-mile stretch already hosts over 200 high-power stalls (including 40 at 250 kW, 120 at 325 kW, and more), plus 96 in nearby Baker—yet bottlenecks persist during peak travel.

In scale, it eclipses all existing Tesla Superchargers. The current record holder, the solar- and Megapack-powered “Project Oasis” in Lost Hills, California, offers 164 stalls. Barstow’s former leader had 120. Eddie World 2 will be more than double that size, cementing Tesla’s dominance in ultra-high-capacity charging.

Tesla finishes its biggest Supercharger ever with 168 stalls

Development blends charging with convenience. Architectural drawings show integrated retail: a 10,100 square foot Cracker Barrel, a 4,300 square foot McDonald’s, a 3,800 square foot convenience store, additional restaurants, drive-thrus, outdoor dining, and lease space.

EV-centric features include pull-through bays for Cybertrucks and trailers, ensuring accessibility for larger vehicles and future Semi trucks.

This phased approach minimizes disruption while scaling capacity. It supports Tesla’s broader vision amid rising EV adoption, Robotaxi corridors, and long-haul needs. Once complete, Eddie World 2 won’t just charge vehicles; it will redefine highway stops, turning a dusty desert exit into a futuristic EV oasis.
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Tesla makes latest move to remove Model S and Model X from its lineup

Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.

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Credit: Tesla

Tesla has made its latest move that indicates the Model S and Model X are being removed from the company’s lineup, an action that was confirmed by the company earlier this quarter, that the two flagship vehicles would no longer be produced.

Tesla has ultimately started phasing out the Model S and Model X in several ways, as it recently indicated it had sold out of a paint color for the two vehicles.

Now, the company is making even more moves that show its plans for the two vehicles are being eliminated slowly but surely.

Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.

The change eliminates the $1,000 referral discount previously available to new buyers of these vehicles. Existing Tesla owners purchasing a new Model S or Model X will now only receive a halved loyalty discount of $500, down from $1,000.

The updates extend beyond the two flagship vehicles. New Cybertruck buyers using a referral code on Premium AWD or Cyberbeast configurations will no longer get $1,000 off. Instead, both referrer and buyer receive three months of Full Self-Driving (Supervised).

The loyalty discount for Cybertruck purchases, excluding the new Dual Motor AWD trim level, has also been cut to $500.

These adjustments apply only in the United States, and reflect Tesla’s broader strategy to optimize margins while boosting adoption of its autonomous driving software.

The timing is no coincidence. Tesla confirmed earlier this year that Model S and Model X production will end in the second quarter of 2026, roughly June, as the company reallocates factory capacity toward its Optimus humanoid robot and next-generation vehicles.

With annual sales of the low-volume flagships already declining (just 53,900 units in 2025), incentives are no longer needed to drive demand. Production is winding down, and Tesla expects strong remaining interest without subsidies.

Industry observers see this as the clearest sign yet of an “end-of-life” phase for the vehicles that once defined Tesla’s luxury segment. Community reactions on X range from nostalgia, “Rest in power S and X”, to frustration among long-time owners who feel perks are eroding just as the models approach discontinuation.

Some buyers are rushing orders to lock in final discounts before they vanish entirely.

Doug DeMuro names Tesla Model S the Most Important Car of the last 30 years

For Tesla, the move prioritizes efficiency: fewer discounts on outgoing models, a stronger push for FSD subscriptions, and a focus on high-margin Cybertruck trims amid surging orders.

Loyalists still have a narrow window to purchase a refreshed Plaid or Long Range model with remaining incentives, but the message is clear: Tesla’s lineup is evolving, and the era of the original flagships is drawing to a close. 

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Tesla Australia confirms six-seat Model Y L launch in 2026

Compared with the standard five-seat Model Y, the Model Y L features a longer body and extended wheelbase to accommodate an additional row of seating.

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Credit: Tesla China

Tesla has confirmed that the larger six-seat Model Y L will launch in Australia and New Zealand in 2026. 

The confirmation was shared by techAU through a media release from Tesla Australia and New Zealand.

The Model Y L expands the Model Y lineup by offering additional seating capacity for customers seeking a larger electric SUV. Compared with the standard five-seat Model Y, the Model Y L features a longer body and extended wheelbase to accommodate an additional row of seating.

The Model Y L is already being produced at Tesla’s Gigafactory Shanghai for the Chinese market, though the vehicle will be manufactured in right-hand-drive configuration for markets such as Australia and New Zealand.

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Tesla Australia and New Zealand confirmed the vehicle will feature seating for six passengers.

“As shown in pictures from its launch in China, Model Y L will have a new seating configuration providing room for 6 occupants,” Tesla Australia and New Zealand said in comments shared with techAU.

Instead of a traditional seven-seat arrangement, the Model Y L uses a 2-2-2 layout. The middle row features two individual seats, allowing easier access to the third row while providing additional space for passengers.

Tesla Australia and New Zealand also confirmed that the Model Y L will be covered by the company’s updated warranty structure beginning in 2026.

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“As with all new Tesla Vehicles from the start of 2026, the Model Y L will come with a 5-year unlimited km vehicle warranty and 8 years for the battery,” the company said.

The updated policy increases Tesla’s vehicle warranty from the previous four-year or 80,000-kilometer coverage.

Battery and drive unit warranties remain unchanged depending on the variant. Rear-wheel-drive models carry an eight-year or 160,000-kilometer warranty, while Long Range and Performance variants are covered for eight years or 192,000 kilometers.

Tesla has not yet announced official pricing or range figures for the Model Y L in Australia.

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