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Tesla Battery Day can mean doomsday for legacy carmakers shifting to electric

A peek inside a segment of a Tesla Model 3 battery pack.

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6 years ago

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Tesla is expected to hold its Battery Day in April as Elon Musk announced during the company’s Q4 earnings call. The chief executive said the company has a “compelling story” to tell about things that can “blow people’s minds.” These statements do not only pique the interest of the electric vehicle community; they also hint of updates that can spell disaster for legacy car manufacturers trying to catch up with Tesla in the electric vehicle market.

Batteries are key to staying on top of the electric vehicle segment and Tesla is the leader of the pack when it comes to batteries and energy efficiency. This has been validated by organizations such as Consumer Reports and even by competitors who go deep into their pockets and go as far as cutting their workforces to catch Tesla in terms of hardware, software, and battery technology.

Come Tesla Battery Day, the obvious would be made more obvious. Tesla could further widen the gap and set itself apart from the rest, not just as the maker of the Model 3, Model Y, Cybertruck or other vehicles in its lineup but as an energy company.

Mass Production Of Cheaper Batteries

Batteries are among the most expensive components of an electric vehicle. This is true for Tesla and other electric vehicle manufacturers. With pricey batteries, car manufacturers cannot lower prices of their vehicles and therefore cannot encourage the mass adoption of zero-emission cars.

Tesla has reportedly been running its “Roadrunner” secret project that can lead to mass production of battery cells at $100/kWh. According to rumors, Tesla already has a pilot manufacturing line in its Fremont facility that can produce higher-density batteries using technology advancements developed in-house and gained through the Maxwell acquisition. With a $100/kWh battery, the prices of Tesla’s vehicles can be competitive even without government subsidies.

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Tesla Gigafactory 1, where Model 3 battery cells are produced. (Photo: Tesla)

Aside from the Roadrunner project, Tesla has also been setting itself up to succeed in the battery game and dominate the market with its partnerships. It has a long relationship with Panasonic that helped it manufacture batteries in Giga Nevada, but has also signed battery supply agreements with LG Chem and CATL in China.

Battery prices have been going down significantly in the last decade. According to BloombergNEF, the cost of batteries dropped by 13% last year. From $1,100/kWh in 2010, the price went down to around $156.kWh in 2019. This is predicted to come close to the target $100/kWh by 2023. If Tesla achieves the $100/kWH cost sooner than the rest, it will give the company a massive advantage over its competitors and that will eventually lead to better profit margins.

Aside from cheaper batteries, the increased battery production capacity is also key in bringing products such as the all-electric Cybertruck and Tesla Semi to life.

“The thing we’re going to be really focused on is increasing battery production capacity because that’s very fundamental because if you don’t improve battery production capacity, then you end up just shifting unit volume from one product to another and you haven’t actually produced more electric vehicles… make sure we get a very steep ramp in battery production and continue to improve the cost per kilowatt-hour of the batteries,” Musk said during the Q4 2019 earnings call.

Enhanced Tesla Batteries

Tesla already has good batteries through its years of research, experimentation, and partnerships with battery producers. It has invested a good amount of money and effort to make sure it’s leading the battery game.

This advantage is made very clear on how Tesla was able to produce the most efficient electric SUV today in the form of the soon-to-be-released Model Y crossover with an EPA rating of 315 miles per single charge versus the Porsche Taycan with a range of around 200 miles.

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The Tesla Model Y crossover. (Credit: Tesla)

With the acquired technologies from companies such as Maxwell and recently a possible purchase of a lithium-ion battery cell specialist startup in Colorado, Tesla demonstrates it’s not stopping its efforts to perfect its battery technology. Maxwell manufactures battery components and ultracapacitors and it’s just a matter of time before Tesla makes use of these technologies.

When asked about Maxwell’s ultracapacitor technology during the Q4 2019 earnings call, Musk said, “It’s an important piece of the puzzle.”

Musk also referenced the Maxwell acquisition during an extensive interview at the Third Row Podcast. “It’s kind of a big deal. Maxwell has a bunch of technologies that if they are applied in the right way I think can have a very big impact,” Musk said during a Third Row Podcast interview.

There are rumors out of China claiming that Tesla may come up with a battery that combines the best traits of Maxwell’s supercapacitors and dry electrode technologies. This could mean batteries that could charge faster, pack more energy density, and last longer.

Controlling Battery Supply

Knowing what works and what doesn’t for electric car batteries puts Tesla on top of the game. Of course, add to that what could be the best battery management system that makes Tesla vehicles among the most efficient if not the best in utilizing their batteries. With the advantage on hardware and software fronts, the thought of Tesla becoming a battery supplier is far from being a crazy idea.

Its competitors such as Audi and Jaguar have recently expressed concerns about their battery supplies as they both depend on LG Chem. Tesla– aside from its partnerships with Panasonic, LG Chem, and CATL — pushes the limit to develop its new battery cells in-house and that opens up a lot of possibilities for Tesla as a business.

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“It would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it’s something we’re open to. We’re definitely open to supplying batteries and powertrains and perhaps other things to other car companies,” Musk was quoted as saying.

Recent job postings for a cell development engineer and equipment development engineers suggest that Tesla might actually be considering the idea of introducing a battery line of its own. But of course, the next-generation batteries would be first used for its vehicle lineup. Once it meets that demand and hits economies of scale, one can only imagine how Tesla could play the important role of supplying batteries to other carmakers.

Whether Tesla would announce cheaper batteries, enhanced electric car batteries, or give updates about its efforts, Battery Day in April will most definitely be worth the wait. For other car manufacturers, time would pause during that day as they listen to what Elon Musk and his team will say. And most likely, after the company talk, other car manufacturers will have to go back to their drawing boards once more in an attempt to catch up.

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A curious soul who keeps wondering how Elon Musk, Tesla, electric cars, and clean energy technologies will shape the future, or do we really need to escape to Mars.

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Tesla says it is working on rides for the handicapped and disabled with Robotaxi

Tesla CEO Elon Musk confirmed that this was a focus by responding, “Absolutely,” to the embedded post on X above. Tesla said it is developing its own “wheelchair-accessible vehicle,” also known as a WAV. 

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16 hours ago

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September 20, 2025

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Credit: Teslarati

Tesla says on its Robotaxi app that it is working on enabling “accessibility rides” that would give the handicapped and disabled the ability to hail a Robotaxi to get to an appointment.

While Robotaxi will obviously revolutionize the way we travel for our work commutes, daily activities, and other things, but there is true potential to enable serious change for those who cannot drive.

Autonomous transportation would make life easier for those who are unable to obtain a driver’s license. Of course, with today’s ride-sharing platforms, things are much easier than they once were.

However, rides from Uber and Lyft, while plentiful, always have an opportunity to be unavailable in some regions, especially rural ones, due to a lack of drivers.

Robotaxi aims to solve this problem through autonomous transportation, a technology that Tesla has been developing for years.

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However, new language in the Robotaxi app shows that Tesla is working on a solution for people who need rides for medical reasons, and it uses a picture of the Robovan to hammer this point home:

Tesla CEO Elon Musk confirmed that this was a focus by responding, “Absolutely,” to the embedded post on X above. Tesla said it is developing its own “wheelchair-accessible vehicle,” also known as a WAV.

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This is likely the Robovan, which was unveiled on October 10 at the Robotaxi event last year:

Tesla unveils the Robovan at ‘We, Robot’ event

It is pretty interesting to see two Musk ventures working on solutions for those who are physically impaired or have other disabilities. With Tesla, Robotaxi will unlock immense potential for those who are unable to drive themselves, addressing a genuine need in today’s world.

Additionally, Neuralink is continuing its development of technology to fight against various physical and mental disabilities. A great question to ask is, “Which will be more beneficial for humans?”

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Cybertruck

Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck

“Those are definitely things we’ve considered. Wait & see is probably the best way I can answer that. We’re working on so many innovative & fun things.”

Published

22 hours ago

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September 20, 2025

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Credit: @ApexRedPanda

Tesla appears to have given a significant hint that it plans to build two highly anticipated and requested vehicles: the Cyber SUV and a smaller Cybertruck. This potentially indicates that two new cars could be added to the lineup soon.

For some time, Tesla fans have been requesting two things: a true SUV and a more compact Cybertruck. The SUV has been on the minds of fans and owners for some time, as Tesla does not currently build a full-size SUV that competes with vehicles like the Chevrolet Tahoe or Ford Expedition.

Tesla’s longer Model Y did not scale back requests for this vehicle type from fans

Meanwhile, the compact and smaller Cybertruck has been teased for years, especially since the all-electric pickup seems to be a viable option for international markets; however, its size does not seem ideal for the tight roadways in other regions.

Lately, there have been more hints than ever that Tesla is finally considering these two vehicles. It’s all but confirmed, but Tesla has always left breadcrumbs for fans to find and speculate over.

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In an interview with Bloomberg, Tesla Chief Designer Franz von Holzhausen said that the company has considered these two vehicles for its lineup, but he would not give a definitive “yes” or “no” regarding their development:

“Those are definitely things we’ve considered. Wait & see is probably the best way I can answer that. We’re working on so many innovative & fun things.”

Recently, the speculation regarding the Cyber SUV has been well-fueled, as a recent promotional video Tesla released seemed to show a mock-up design hiding in plain sight:

Credit: Tesla

Interestingly, Tesla said in a regulatory filing early this year that it would not adopt the Cybertruck’s stainless steel exoskeleton for new vehicles. However, it could still launch a design inspired by the Cybertruck, but using different materials.

As far as the more compact Cybertruck design, this would enable fans in Europe and Asia to purchase the all-electric pickup.

There have been concerns from a regulatory perspective in some countries outside of North America, as the sheer size and sharp edges have caused some concern for other governments:

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Tesla Cybertruck gets pushback in Europe, increasing need for ‘international’ version

However, back in 2019, just after the Cybertruck’s unveiling, CEO Elon Musk admitted that there was a place for a smaller version.

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Tesla Robotaxi is headed to a new U.S. state following latest approval

“Only a trained employee, contractor, or other person authorized by the company can operate or monitor the vehicles.”

Published

1 day ago

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September 20, 2025

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Credit: Joe Tegtmeyer | X

Tesla Robotaxi is headed to a new U.S. state following its latest approval, which was revealed on Friday night.

Tesla has been operating its Robotaxi platform in Texas and California, with Austin being the first city where the company could test a ride-hailing platform without anyone in the driver’s seat.

First launching in Austin in late June, Tesla’s focus has been expanding its service area, its fleet of Robotaxi vehicles, and its rider population, which has grown most recently due to its public launch.

However, Tesla is also filing applications in states where these autonomous driving programs can operate, aiming to expand to all 50 states eventually. CEO Elon Musk said earlier this year that the company should be able to offer Robotaxi rides to roughly half of the U.S. population.

Alongside Texas and California, Tesla recently gained permission to test its Robotaxi in Nevada, marking the third state where it had some form of regulatory permission to perform rides using an unreleased version of the Full Self-Driving suite.

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Tesla adjusts one key detail of Robotaxi operations in Austin

Now, Tesla has gained another approval in a new state, its fourth, marking a significant step in its expansion across the U.S.

In Arizona, Tesla gained regulatory approval to begin testing autonomous vehicles on public roads.

The vehicles in Austin and the Bay Area of California both use what Tesla has been referring to as “Safety Monitors” in the cars. During city operation in Texas, the Safety Monitor sits in the passenger’s seat. When the route takes the car on the highway, the Safety Monitor jumps into the driver’s seat.

Tesla explains why Robotaxis now have safety monitors in the driver’s seat

In California, the Safety Monitor is always in the driver’s seat.

In Arizona, Tesla will also utilize what a communication said was “Safety Drivers,” insinuating that the monitor would be in the driver’s seat. However, another line in the email states:

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“Only a trained employee, contractor, or other person authorized by the company can operate or monitor the vehicles.”

It sounds as if there is the potential for the Safety Monitor to be in either seat, much like Tesla’s process in Austin. However, this is currently unconfirmed.

The new approval marks a drastic step forward for Tesla as it has received two new approvals in just two weeks. Regulatory hurdles seem to still be the biggest bottleneck for Tesla in terms of gaining permissions to operate in new states, but things seem to be moving along pretty well so far.

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