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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 teases new market entrance with confusing and cryptic message
Tesla teased its entrance into a new market with a confusing and what appeared to be cryptic message on the social media platform X.
The company has been teasing its entrance into several markets, including Africa, which would be a first, and South America, where it only operates in Chile.
In September, Tesla started creating active job postings for the Colombian market, hinting it would expand its presence in South America and launch in a new country for the first time in two years.
The jobs were related to various roles, including Associate Sales Manager, Advisors in Sales and Delivery, and Service Technicians. These are all roles that would indicate Tesla is planning to launch a wide-scale effort to sell, manage, and repair vehicles in the market.
Last night, Tesla posted its latest hint, a cryptic video that seems to show the outline of Colombia, teasing its closer than ever to market entry:
— Tesla North America (@tesla_na) November 12, 2025
This would be the next expansion into a continent where it does not have much of a presence for Tesla. Currently, there are only two Supercharger locations on the entire continent, and they’re both in Chile.
Tesla will obviously need to expand upon this crucial part of the ownership experience to enable a more confident consumer base in South America as a whole. However, it is not impossible, as many other EV charging infrastructures are available, and home charging is always a suitable option for those who have access to it.
Surprisingly, Tesla seems to be more concerned about these middle-market countries as opposed to the larger markets in South America, but that could be by design.
If Tesla were to launch in Brazil initially, it may not be able to handle the uptick in demand, and infrastructure expansion could be more difficult. Brazil may be on its list in the upcoming years, but not as of right now.
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Tesla expands crucial Supercharging feature for easier access
It is a useful tool, especially during hours of congestion. However, it has not been super effective for those who drive non-Tesla EVs, as other OEMs use UI platforms like Google’s Android Auto or Apple’s iOS.
Tesla has expanded a crucial Supercharging feature that helps owners identify stall availability at nearby locations.
Tesla said on Tuesday night that its “Live Availability” feature, which shows EV owners how many stalls are available at a Supercharger station, to Google Maps, a third-party app:
Live availability of Superchargers now in Google Maps pic.twitter.com/DJvS83wVxm
— Tesla Charging (@TeslaCharging) November 11, 2025
Already offering it in its own vehicles, the Live Availability feature that Teslas have is a helpful feature that helps you choose an appropriate station with plugs that are immediately available.
A number on an icon where the Supercharger is located lets EV drivers know how many stalls are available.
It is a useful tool, especially during hours of congestion. However, it has not been super effective for those who drive non-Tesla EVs, as other OEMs use UI platforms like Google’s Android Auto or Apple’s iOS.
Essentially, when those drivers needed to charge at a Supercharger that enables non-Tesla EVs to plug in, there was a bit more of a gamble. There was no guarantee that a plug would be available, and with no way to see how many are open, it was a risk.
Tesla adding this feature allows people to have a more convenient and easier-to-use experience if they are in a non-Tesla EV. With the already expansive Supercharger Network being available to so many EV owners, there is more congestion than ever.
This new feature makes the entire experience better for all owners, especially as there is more transparency regarding the availability of plugs at Supercharger stalls.
It will be interesting to see if Tesla is able to expand on this new move, as Apple Maps compatibility is an obvious goal of the company’s in the future, we could imagine. In fact, this is one of the first times an Android Auto feature is available to those owners before it became an option for iOS users.
Apple owners tend to get priority with new features within the Tesla App itself.
Elon Musk
Elon Musk’s Boring Co goes extra hard in Nashville with first rock-crushing TBM
The Boring Company’s machine for the project is now in final testing.
The Boring Company is gearing up to tackle one of its toughest projects yet, a new tunnel system beneath Nashville’s notoriously tough limestone terrain. Unlike the soft-soil conditions of Las Vegas and Austin, the Music City Loop will require a “hard-rock” boring machine capable of drilling through dense, erosion-resistant bedrock.
The Boring Company’s machine for the project is now in final testing.
A boring hard-rock tunneling machine
The Boring Company revealed on X that its new hard-rock TBM can generate up to 4 million pounds of grip force and 1.5 million pounds of maximum thrust load. It also features a 15-filter dust removal system designed to keep operations clean and efficient during excavation even in places where hard rock is present.
Previous Boring Co. projects, including its Loop tunnels in Las Vegas, Austin, and Bastrop, were dug primarily through soft soils. Nashville’s geology, however, poses a different challenge. Boring Company CEO and President Steve Davis mentioned this challenge during the project’s announcement in late July.
“It’s a tough place to tunnel, Nashville. If we were optimizing for the easiest places to tunnel, it would not be here. You have extremely hard rock, like way harder than it should be. It’s an engineering problem that’s fairly easy and straightforward to solve,” Davis said.
Nashville’s limestone terrain
Experts have stated that the city’s subsurface conditions make it one of the more complex tunneling environments in the U.S. The Outer Nashville Basin is composed of cherty Mississippian-age limestone, a strong yet soluble rock that can dissolve over time, creating underground voids and caves, as noted in a report from The Tennessean.
Jakob Walter, the founder and principal engineer of Haushepherd, shared his thoughts on these challenges. “Limestone is generally a stable sedimentary bedrock material with strength parameters that are favorable for tunneling. Limestone is however fairly soluble when compared to other rack materials, and can dissolve over long periods of time when exposed to water.
“Unexpected encounters with these features while tunneling can result in significant construction delays and potential instability of the excavation. In urban locations, structures at the ground surface should also be constantly monitored with robotic total stations or similar surveying equipment to identify any early signs of movement or distress,” he said.
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