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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 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.
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Tesla offers awesome Free Supercharging incentive on an unexpected vehicle
In the past, Tesla has used Free Supercharging to incentivize the purchase of its expensive vehicles, like the Model S and Model X. However, those vehicles are leaving the company lineup, and Tesla saw a benefit from applying the incentive to another car.
Tesla is offering an awesome new Free Supercharging incentive on a vehicle that is sort of unexpected.
In the past, Tesla has used Free Supercharging to incentivize the purchase of its expensive vehicles, like the Model S and Model X. However, those vehicles are leaving the company lineup, and Tesla saw a benefit from applying the incentive to another car.
Tesla North America has introduced a compelling new incentive aimed at boosting Model 3 sales. Starting with orders placed on or after April 24, buyers of the Model 3 Premium (Long Range) and Performance variants in the United States will receive one full year of complimentary Supercharging.
The offer applies exclusively to new vehicle orders and does not extend to existing owners or other trims like the base Rear-Wheel Drive model.
New orders of Model 3 Premium & Performance now come with 1 year of free Supercharging 🇺🇸
Also, all Teslas pay the lowest Supercharging rates – all others pay a ~40% premium or need a subscription
— Tesla North America (@tesla_na) April 24, 2026
The announcement underscores Tesla’s continued dominance in EV charging infrastructure.
While the incentive provides 12 months of zero-cost access to the Supercharger network, Tesla also reiterated its pricing structure: all Tesla vehicles receive the lowest Supercharging rates.
Non-Tesla EVs, by contrast, pay approximately 40 percent more per kWh or must purchase a subscription to access the network at standard rates. This tiered approach highlights the strategic value of owning a Tesla, where seamless integration with the world’s largest and most reliable fast-charging network remains a key differentiator.
For prospective buyers, the savings can be substantial. Depending on driving habits, a typical Model 3 owner might log 12,000–15,000 miles annually.
With average Supercharging costs around $0.40–$0.50 per kWh, one year of free sessions could translate to $800–$1,200 in avoided expenses.
That effectively lowers the total cost of ownership and makes long-distance travel more affordable from day one. Early delivery customers have already noted similar past incentives, with one Cybertruck owner reporting over $2,400 saved in just six months under similar offers that Tesla has deployed in the past.
The timing of the offer appears strategic. Tesla faces growing competition from other automakers expanding their own charging networks and offering aggressive EV incentives.
By bundling free Supercharging rather than discounting the vehicle’s MSRP, Tesla preserves perceived value while directly addressing one of the biggest barriers for new EV adopters: charging costs and convenience.
The move also encourages higher-mileage use of the network, generating valuable real-world data for Tesla’s autonomous driving development.
Why Tesla would apply this incentive to the Model 3 is pretty interesting. It usually is a pretty good incentive to move units out the door, so there’s some speculation whether Tesla is planning to launch new upgrades to the mass-market sedan in the coming months, and the company wants to move what will be outdated units from its inventory.
However, there is also just the idea that Tesla could be attempting to stimulate some early quarter demand for the Model 3, especially as the Model Y continues to sell very well. Tesla’s loss of the $7,500 EV tax credit last year had an impact on sales, and Tesla might be testing some formidable options to see if it can add some demand once again.
News
Tesla Cybercab gets crazy change as mass production begins
Tesla has officially kicked off mass production of its groundbreaking Cybercab robotaxi at Giga Texas, and the first units rolling off the line feature a striking transformation that’s turning heads across the EV community.
Tesla Cybercab has evidently received a pretty crazy change from an aesthetic standpoint, as the company has made the decision to offer an additional finish on the vehicle as mass production is starting.
Tesla has officially kicked off mass production of its groundbreaking Cybercab robotaxi at Giga Texas, and the first units rolling off the line feature a striking transformation that’s turning heads across the EV community.
VIN Zero—the very first production Cybercab—showcases a vibrant champagne gold exterior with a high-gloss finish, a dramatic departure from the flat, matte-wrapped prototypes that debuted at the 2024 “We, Robot” event.
Presenting VIN Zero — the very first production Cybercab built at Giga Texas. pic.twitter.com/8bXo4CJAlr
— TechOperator (@TechOperator) April 23, 2026
This glossy sheen is a pretty big pivot from what was initially shown by Tesla. The company has maintained a pretty flat tone in terms of anything related to custom colors or finishes.
A specialized clear coat or process delivers the deep, reflective gloss without conventional painting. The result is a premium, mirror-like shine, and it looks pretty good, and gives the compact two-seater a more luxurious and futuristic presence than the subdued matte prototypes.
Photos shared by Tesla community members reveal VIN Zero in a showroom-like setting at Giga Texas, highlighting refined panel gaps, large aero wheel covers, and the signature no-steering-wheel, no-pedals interior optimized for full autonomy.
The open frunk in some images offers a glimpse of practical storage, while the overall build quality appears more polished than that of test mules.
This glossy evolution aligns with Tesla’s broader production ramp. After the first unit in February 2026, the company has shifted to volume manufacturing, with dozens of units already spotted in outbound lots. CEO Elon Musk and the team aim for hundreds per week, paving the way for unsupervised FSD robotaxi networks that could slash ride costs to pennies per mile.
The Cybercab holds Tesla’s grand ambitions of operating a full-service ride-hailing service without any drivers in its grasp. Tesla has yet to solve autonomy, but is well on its way, and although its timelines are usually a bit off, improvements often come through the Over-the-Air updates to the Full Self-Driving suite.
The FCC just said ‘No’ to SpaceX for now
Tesla launches solution to end Supercharger fights once and for all
