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Lucid CEO shares thoughts on EV batteries, range, and Tesla’s 4680 battery cells
Lucid CEO Peter Rawlinson recently shared his thoughts about the electric vehicle industry, the battle for range supremacy, and rival Tesla’s efforts to develop and produce its own 4680 cells. According to the CEO, the range of electric vehicles may see some surprising trends in the distant future, and Tesla’s 4680 cells may not be as big of a breakthrough as initially expected.
Rawlinson’s recent comments were shared in an extensive interview with IEEE Spectrum. As a company, Lucid is known to work extremely hard to maximize the range in its vehicles, with the Air sedan, its first car, becoming the first electric vehicle that received an EPA rating above 500 miles per charge. Using the same 2170 cells that are powering vehicles like the Tesla Model 3 and the Rivian R1T, Lucid’s six Air sedan variants have seized the top six spots in the EPA’s range rankings.
The Lucid CEO is not a proponent of simply using more batteries to extend range, similar to what companies like GM are doing with the 350-mile Hummer EV’s 200 kWh battery or what Rivian seems to be doing with the ~400-mile R1T’s 180 kWh pack. As per IEEE, Rawlinson calls such strategies as “dumb range.” This was definitely something that Lucid avoided with the Air sedan, as the vehicle is able to achieve its class-leading 131 MPGe with a 118 kWh battery pack.
Interestingly enough, Rawlinson believes that while there is a battle for range in the electric vehicle sector today, this would likely not be the case in the future. With electric vehicles becoming more commonplace and affordable, and with home charging becoming the norm, the Lucid CEO believes that future electric vehicles may actually have less range. “Fifty or sixty years from now, EVs may actually have less range. Psychologically, there won’t be this sort of paranoia and dependence on a public supercharging network. And home charging is healthier for the battery, anyway,” the Lucid CEO said.
Rawlinson did not seem particularly convinced that some near-term battery breakthroughs are at hand. In the case of Tesla’s 4680 cells, for example, the Lucid CEO noted that he sees potential in the technology. But the upcoming batteries seem more like a triumph of packaging, not of chemistry, with its tightly packed jelly rolls that allow more active cell material vs its surrounding casting. Ultimately, Rawlinson noted that the idea of 4680 batteries being a huge breakthrough is a “fantasy.”
“I do think there’s an upside to going to large format. That would reduce internal resistance, and that’s a valuable step forward. But people are looking at 4680 as this huge breakthrough, and that’s a fantasy,” the Lucid CEO said.
Time would likely prove or disprove Rawlinson’s recent insights on the electric vehicle battery industry. Batteries are only getting better with time, for example, so there may eventually be a point where even extremely affordable electric cars could have range that’s comparable to premium EVs today. Tesla’s 4680 cells could also prove to be a difference-maker in manufacturing, as the cells are specifically designed to lower costs.
Ultimately, the 4680 cells may not necessarily be a silver bullet in the electric vehicle transition, but when they’re coupled with incremental improvements in battery chemistries, dry electrode technologies, structural battery concepts, and the use of megacastings, they could form the backbone for the next generation of mass-market vehicles that may very well take the world by storm. The next few years of Tesla’s growth, which would be represented by the rise of vehicles like the Cybertruck and the Semi, would likely determine just how much potential the 4680 cells really have.
Peter Rawlinson’s full insights from his interview with IEEE Spectrum could be accessed here.
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Tesla expands Robotaxi in a way that was long anticipated
Instead, it has to do with the consumer base it offers Robotaxi to, because it has not offered it to everyone in the past.
Tesla has expanded Robotaxi in a way that was long anticipated, and it does not have to do with a new, larger geofence in a city where it already offered its partially autonomous ride-hailing suite, or a new city altogether.
Instead, it has to do with the consumer base it offers Robotaxi to, because it has not offered it to everyone in the past.
Tesla has taken a major step forward in its autonomous ride-hailing ambitions with the official launch of the Tesla Robotaxi app for Android users. Released on the Google Play Store on April 24. Titled simply “Tesla Robotaxi,” the app is now available to download directly from Tesla.
The @Tesla Robtoaxi App has just officially launched for Android users. Go get some rides y’all!
Download: https://t.co/D2jIONXc91 pic.twitter.com/rQ6TD14zkC
— Sawyer Merritt (@SawyerMerritt) April 24, 2026
This rollout fulfills a long-anticipated expansion that opens the service to hundreds of millions of Android smartphone users who were previously unable to access it on iOS alone.
The app delivers a streamlined, driverless ride experience powered by Tesla’s automated driving technology.
Users sign in with a Tesla Account, view the current service area map within the app, enter a destination, and receive an estimated fare and arrival time before confirming the ride. When a Model Y from the Robotaxi fleet arrives, riders confirm the license plate, enter the vehicle, fasten their seatbelt, and tap “Start Ride” on either the app or the vehicle’s touchscreen.
During the trip, passengers have access to all the same controls that iOS users do, and can adjust climate settings, seat positions, and music while tracking progress on an in-app map. The interface also allows drop-off changes or support requests if needed. After the ride, users exit, close the doors, and submit feedback.
This Android availability directly broadens the rider base for Robotaxi in its initial service areas. Unfortunately, Android users are used to being subject to delayed launches of new features available to Tesla owners.
By removing the iOS-only barrier, Tesla instantly expands the addressable market, enabling far more people to summon and use the autonomous vehicles already operating on public roads.
The move is a foundational requirement for scaling ride volume and gathering the real-world data needed to refine the unsupervised Full Self-Driving system that powers every trip.
For the Robotaxi program itself, the launch signals steady operational progress. It prepares the service for higher utilization rates as the fleet grows and supports the transition from limited early deployments to a more robust network.
Tesla expands Unsupervised Robotaxi service to two new cities
Tesla has indicated that users outside current service areas can sign up at the company’s website for future notifications, pointing to a deliberate, phased geographic rollout.
Looking ahead, the company plans to incorporate Cybercab vehicles to increase fleet capacity and efficiency while continuing to expand service territories. With the Android app now live, Tesla has removed a key adoption hurdle and positioned Robotaxi for the next phase of growth in autonomous urban transportation.
The infrastructure is now in place to support significantly larger rider demand as production and deployment accelerate.
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UPDATE: SpaceX’s Falcon Heavy that launched a Tesla into space is back on a mission
SpaceX Falcon Heavy returns after 18 months away to deliver a satellite that only it could carry.
UPDATE: 10:29 a.m. et: SpaceX is standing down from today’s Falcon Heavy launch of the ViaSat-3 F3 mission due to unfavorable weather. A new target date will be shared once confirmed.
After an 18-month absence, SpaceX’s Falcon Heavy is returning to mission on Monday morning when it’s scheduled to lift off from Launch Complex 39A at Kennedy Space Center at 10:21 a.m. EDT.
The mission is called ViaSat-3 F3, and the heavy satellite payload needs to reach geostationary orbit, sitting 22,236 miles above Earth where its speed matches the planet’s rotation. Getting a satellite that heavy to that altitude demands more thrust than a single-core Falcon 9 can deliver.
This marks the Falcon Heavy’s 12th flight overall since its debut in February 2018, and its first since NASA’s Europa Clipper mission in October 2024.
Arguably, the most exciting element for spectators will be watching the booster recoveries in action when the two side boosters, B1072 and B1075, will attempt simultaneous landings at Landing Zone 2 and the newer Landing Zone 40 at Cape Canaveral Space Force Station, while the center core will be expended over the ocean.
SpaceX wins its first MARS contract but it comes with a catch
Following satellite deployment, expected roughly five hours after launch, ViaSat-3 F3 will spend several months traveling to its final orbital slot before undergoing in-orbit testing, with service entry expected by late summer 2026
As Teslarati reported, NASA awarded SpaceX a $175.7 million contract on April 16, 2026, to launch the ESA Rosalind Franklin Mars rover aboard a Falcon Heavy no earlier than late 2028, which would mark the first time SpaceX has ever sent a payload to Mars. That contract came on top of an already deep pipeline that includes the Roman Space Telescope, the Dragonfly Saturn mission, and multiple national security payloads.
SpaceX executed 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. With Starlink surpassing 10 million subscribers and an IPO targeting a $1.75 trillion valuation still ahead, Monday’s launch is one more data point in a company that has quietly become the backbone of both commercial and government space access worldwide.
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Tesla launches solution to end Supercharger fights once and for all
Tesla is launching its solution to end Supercharger fights once and for all, eliminating any confusion on who is to charge next at a congested location.
Last year, a notable incident at a Tesla Supercharger led to a fight, and it all stemmed from a disagreement over who arrived at the location first.
Congestion at Tesla Superchargers is a pretty infrequent occurrence for most of us, but there are more congested and popular areas where wait times can be extensive. An unfortunate growing pain of EV ownership is the plain fact that chargers are not as available as gas pumps, and there are, at times, lines to charge.
This can cause tensions to flare and people to get entitled when visiting Superchargers. Nobody wants to spend hours at a Supercharger, but now, there will be no more confusion when there is a queue, and that’s thanks to Tesla’s new Virtual Queue for Superchargers.
Tesla is finally starting to build out the Virtual Supercharger Queue, according to Not a Tesla App, but it still relies on drivers to make it work.
When a driver is near a Supercharger that is full, a message will pop up on the Tesla App, using the driver’s location to determine their eligibility to join the virtual queue.
The app states:
“While the app is closed, Tesla uses your location to notify you of accurate wait times at Superchargers when you arrive.”
Another message within the app states:
“There is a waitlist to charge. Are you sure you want to start a charging session now?”
This sounds as if it will require drivers to act appropriately and only plug in when the app prompts them to do so, by letting them know it is their turn.
The app will notify the driver of their position in the queue, as well as how many vehicles are ahead of them.
Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means
The company announced a while back that it would be working on a solution for this issue. Personally, I’ve only had to wait at a Supercharger for a charge on one occasion, and there was a line of between 3 and 10 cars during this singular occurrence.
I’m out at the Lancaster, PA Supercharger and showed up with a queue of three vehicles.
It’s now up to five and there have been several issues with order of arrival and confusion about who is first.
Any update on Supercharger queue? @elonmusk @aelluswamy @r_jegaa
— TESLARATI (@Teslarati) January 31, 2026
There were no conflicts or arguments about who had arrived first, but there was some discussion between several drivers during my time there about who was to charge first. Throw a non-Tesla EV into the mix, one that can only charge at a pull-in spot, and that causes even more of a complication.