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Tesla’s battery strategy will be key to Cybertruck and Semi’s market disruption

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

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Elon Musk has remarked that Tesla has arguably the most exciting product roadmap of any company today. With vehicles like the Semi and the Cybertruck coming in the pipeline, this statement rings true. But things will not be as easy as simply setting up production lines for the upcoming vehicles. For Tesla to properly ramp the Semi, for example, the company would have to make sure that it can get enough cells for the vehicle first. 

Producing electric cars is no easy task, and a lot of the challenges in EV making are connected in one way or another to vehicles’ batteries. This is something that is being learned by veteran carmakers like Jaguar today, as inadequate supply from battery companies like LG Chem has resulted in a halt of production for premium EVs like the I-PACE. Tesla is certainly aware of the battery supply challenges that EV makers face. This is one of the reasons why Gigafactory Nevada was constructed

Giga Nevada was built to support the company’s Model 3 ramp. Designed to manufacture the 2170 cells of the Model 3 with battery partner Panasonic, the massive facility forms the backbone of Tesla’s first foray into the mass market. But the story lies far beyond the Model 3 today. Tesla has an even higher-volume vehicle coming, the Model Y. The Cybertruck will likely sell in large volumes too, provided that the market embraces it. Just like the all-electric pickup, the Semi might see sufficient demand from the trucking market once it’s released as well, considering the cost benefits that the vehicle offers. 

Tesla CEO Elon Musk unveils futuristic Cybertruck in Los Angeles
Tesla CEO Elon Musk unveils futuristic Cybertruck in Los Angeles, Nov. 21, 2019 (Photo: Teslarati)

Tesla is in a constant state of change, and this cannot be represented better than the company’s batteries. President of Automotive Jerome Guillen has noted that Tesla’s batteries are never static since they’re always being improved. Today, it is becoming more and more evident that Tesla’s batteries are among the best in the industry, particularly when it comes to energy density. Coupled with its vertically-integrated software, Tesla’s batteries can give vehicles impressive range even if they are not too large. 

The Model 3, for example, can squeeze out over 320 miles of range from a 75 kWh battery, and the Model S Long Range Plus can get 390 miles from a 100 kWh pack. This matters a lot, and it shows just how far ahead the company is when it comes to its batteries and their energy density. And this, ultimately, will likely help the company secure enough battery cells to support the ramp of its upcoming EVs, including the Semi and the Cybertruck, both of which are large vehicles that would usually require a massive pack to hit their target range. 

Tesla lists the Semi with a range of 300 to 500 miles. The company never announced the size of the Semi’s battery pack, but considering that the vehicle is a Class 8 truck that can accelerate from 0-60 mph in 20 seconds with a full load, speculations for the vehicle’s battery from the EV community included estimates that were as high as 1 MWh. The same concept applies to the Cybertruck. The vehicle is very heavy, and it is expected to have over 500 miles of range. To get this range, a large battery pack would usually be required. 

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The Tesla Semi in Beverly Hills, CA. [Credit: mirks_idk/Instagram]

But with Tesla’s constant innovations on its batteries, this does not necessarily have to be the case. Considering that Tesla is closing in on 400 miles per charge on a 100 kWh pack with the Model S, there is a good chance that its next vehicles like the Cybertruck and Semi will be equipped with fewer, but more energy-dense cells than initially expected. Tesla has pretty much developed the skill of drawing out as much range as possible from every cell in an EV, so it’s not too farfetched to infer that the company will be very efficient with the batteries of its upcoming vehicles. 

More energy-dense batteries will be key to lowering production costs as well. Tesla may be drastically reducing its battery costs, but the packs themselves still comprise a huge portion of each of its vehicles’ prices. If Tesla can use slightly smaller packs that are still capable of providing optimum range, Tesla can make sure that its EVs like the Semi and the Cybertruck will be as competitive as possible when they enter the market.

The Tesla Semi and the Cybertruck are competing in the trucking and pickup market, two very lucrative segments in the automotive industry. Interestingly, both segments are also ripe for disruption, with most veterans such as Freightliner and the Ford F-150 sticking to tried and tested strategies to thrive today. Tesla needs a key to ensure that it can have a fighting chance when it enters the trucking and pickup segment with the Semi and Cybertruck. If challenges faced by electric car makers today are any indication, it appears that batteries and their energy density will be the difference-maker. Fortunately, these just happen to be two things that Tesla has been obsessively pursuing since the company was founded less than 17 years ago. 

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 is preparing to take on autonomy’s final boss

India’s city streets are notorious for their complexity and congestion.

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Credit: Whole Mars Catalog/YouTube

If there is any sign that Tesla is now confident about its self-driving program, it would be this. As could be seen on Tesla’s Careers page, the company is now hiring Autopilot Vehicle Operators in Delhi and Mumbai, India. 

As far as real-world traffic is concerned, one could argue that India’s city streets are the final boss of autonomous driving systems due to their complexity and congestion.

Tesla job openings

As per Tesla in its recent job openings, Prototype Vehicle Operators will be responsible for driving an engineering vehicle for extended periods and conducting dynamic audio and camera data collection for testing and training purposes. In both its job listings for Mumbai and Delhi, Tesla noted that successful applicants will be gathering real-world data on the weekends and around the clock. 

Considering the job openings in India, Tesla seems to be intent on rolling out its advanced driver-assist systems like FSD in the country. This is quite interesting, as Tesla is not hiring Prototype Vehicle Operators in other territories that recently launched, such as the Philippines. Perhaps Tesla intends to tackle FSD’s final boss of sorts before rolling out FSD in other territories.

FSD’s rollout

Tesla’s autonomous driving program uses the company’s Full Self-Driving system, which is currently available on vehicles in North America and China. Tesla, however, has a more advanced version of FSD called Unsupervised FSD, which is currently being used in vehicles that are part of the Robotaxi pilot in Austin and the Bay Area.

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Elon Musk has also recently announced on X that Tesla will be releasing FSD V14 in the coming weeks. He also shared a number of improvements that can be expected from FSD V14. “The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less,” Musk wrote in his post. 

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Tesla Sweden finally makes IF Metall union give up 600-day strike

Tesla and the union have opened the door to resolutions that do not involve a collective agreement.

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Tesla-sweden-expansion-if-metall-strike
(Credit: NicklasNilsso14)

After nearly two years of industrial action and sympathy strikes, Swedish labor union IF Metall has stated that it is softening its stance in its dispute with Tesla. With this, Tesla and the union have opened the door to resolutions that do not involve a collective agreement. 

Union chair Marie Nilsson told Sveriges Radio’s Ekot that while the preferred outcome remains a signed agreement, “other alternative solutions” are now on the table.

Union reconsiders rigid demands

The strike, which began over 600 days ago, has been marked by a series of strategic moves from both sides. IF Metall blocked Tesla’s access to license plates by targeting mail delivery, while Tesla bypassed the restrictions by importing vehicles in bulk through German ferries to Trelleborg, among other strategies. 

Despite the high-profile tactics, the number of active strikers has been relatively small, just about 60 in total, as noted in a CarUp report. Tesla Sweden has also maintained that it does not intend to bow down to the union’s demands. Over the 600-day strike, Tesla Sweden has adapted its operations to get around the union and its allies’ strikes.

Possible paths to ultimate resolution

Nilsson, for her part, noted that IF Metall is now willing to explore alternatives, such as embedding industry-standard terms directly into Tesla’s employment contracts or shifting Tesla’s Swedish operations to a company that already has a collective agreement.

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“You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” Nilsson stated.

IF Metall, if any, has acknowledged that Tesla has already improved working conditions in Sweden since the dispute began. Tesla Sweden has argued that its working conditions are already better than union standards, which is reportedly one of the reasons why very few company employees actually participated in IF Metall’s strike.

“There have been conversations throughout the journey where we compared our conditions. Tesla has adjusted details without going into details, they want to be a good employer, it’s about wages and conditions,” Nilsson stated.

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Tesla Cybertruck is getting a big security upgrade

“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

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Credit: Tesla

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.

Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.

It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.

Tesla quietly added this extra Sentry Mode feature to deter vandals

However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.

One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:

“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”

It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.

Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla Cybertruck FSD release expected for Sept, Park Assist to come first

It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.

The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.

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