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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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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.

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 Cybertruck gets Full Self-Driving v14 release date, sort of

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Tesla Cybertruck owners are wondering when they will get access to the company’s Full Self-Driving version 14.1 that rolled out to other owners today for the first time.

Cybertruck owners typically receive Full Self-Driving updates slightly later than other drivers, as the process for the all-electric pickup is different. It is a larger vehicle that requires some additional attention from Tesla before FSD versions are rolled out, so they will be slightly delayed. CEO Elon Musk said the all-wheel steering technically requires a bit more attention before rollout as well.

After some owners got access to the v14.1 Full Self-Driving suite this morning, Cybertruck owners sought out a potential timeframe for when they would be able to experience things for themselves.

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Tesla owners show off improvements with new Full Self-Driving v14 rollout

They were able to get an answer from Ashok Elluswamy, Tesla’s Head of AI, who said:

“We got you. Coming soon.”

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The release of FSD v14.1 for Cybertruck will not be tempered, either. Elluswamy then confirmed that Tesla would be rolling out the full-featured FSD v14 for the pickup, meaning it would be able to reverse and park itself, among other features.

Elluswamy said it would be capable of these features, which were void in other FSD releases for Cybertruck in the past.

Tesla’s rollout of FSD v14.1 brings several extremely notable changes and improvements to the suite, including more refined operation in parking garages, a new ability to choose parking preferences upon arriving at your destination, a new driving mode called “Sloth,” which is even more reserved than “Chill,” and general operational improvements.

Those who were lucky enough to receive the suite have already started showing off the improvements, and they definitely seem to be a step up from what v13’s more recent versions were capable of.

CEO Elon Musk called v14 “sentient” a few weeks back, and it seems that it is moving toward that. However, he did state that additional releases with more capabilities would be available in the coming weeks, but many owners are still waiting for this first version.

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Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings

It is the first time Tesla has revealed any details about what it planned to launch in terms of its new, lower-cost vehicles, which are mainly aimed at countering the loss of the $7,500 EV tax credit.

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Credit: Tesla

Tesla has officially launched its affordable models with the new Model 3 and Model Y ‘Standard’ versions hitting the company’s Online Design Studio on Tuesday.

It is the first time Tesla has revealed any details about what it planned to launch in terms of its new, lower-cost vehicles, which are mainly aimed at countering the loss of the $7,500 EV tax credit.

Here’s what Tesla went with for its release of the new affordable models.

Tesla Model Y ‘Standard’

The Model Y Standard is a stripped-down version of the all-electric crossover and starts at $39,990.

Deliveries are slated for November and December, the company says if you plan to order one, and it comes with a few major changes to improve efficiency and bring down cost for owners.

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  • New athletically tuned exterior and new alloy wheels to improve aerodynamics
  • 15.4″ touchscreen in the front, the same as the other trims
  • Available in three colors: Stealth Grey (free), White ($1,oo0 extra), Diamond Black ($1,500 extra)
  • Textile and vegan leather interior
  • Range sits at 321 miles
  • New front fascia
  • Covered glass roof (textile on inside)
  • Windows are not acoustically laminated for a quieter cabin
  • Manual mirrors and seats
  • Smaller frunk
  • No rear infotainment screen
  • No basic Autopilot
  • 69 kWh battery
  • New 19″ Aperture wheels
  • 0-60 MPH in 6.8 seconds
  • 7 speaker stereo, down from 15 speakers in premium models

Tesla Model 3 ‘Standard’

The Model 3 Standard was a surprise offering from Tesla, as many had only anticipated the company to refine and offer a more affordable version of the Model Y.

Coming in at $36,990, it features many of the same changes Tesla made with the Model Y “Standard,” all ways to improve price and make it less flashy than the more premium offerings.

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Deliveries are also slated for November for this vehicle, and it features relatively the same stripped-down offerings as the Model Y Standard.

  • Available in three colors: Stealth Grey (free), White ($1,oo0 extra), Diamond Black ($1,500 extra)
  • Textile and vegan leather interior
  • Range sits at 321 miles
  • Covered glass roof (textile on inside)
  • Manual mirrors and seats
  • No rear infotainment screen
  • No basic Autopilot
  • 69 kWh battery
  • New 19″ Aperture wheels
  • 0-60 MPH in 6.8 seconds
  • 7 speaker stereo, down from 15 speakers in premium models
@teslarati 🚨 Tesla’s Affordable Models are here! Let’s talk about them! #tesla #fyp #viral #teslaev #elonmusk ♬ Natural Emotions – Muspace Lofi

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Tesla owners show off improvements with new Full Self-Driving v14 rollout

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

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Credit: Tesla Europe & Middle East/X

Tesla owners with access to the company’s Full Self-Driving new version, v14, which rolled out on Tuesday morning, are showcasing some of the very impressive improvements that have arrived.

CEO Elon Musk called v14 “sentient” a few weeks ahead of its rollout, claiming the newest iteration of the company’s Full Self-Driving platform would be the most accurate to date.

Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here

It was obvious this narrative had Tesla owners keeping their expectations high, as there were very evidently things that needed to be improved upon that were present in v13. I wrote about several improvements I was hoping to see, and based on the release notes for v14, Tesla did have these things in the works already.

Some of the big things that Tesla faced head-on with the development and release of v14 were navigating in parking garages and handling parking after arriving at a destination.

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Tesla said it was working to increase the capabilities of Summon within parking garages, as many owners believe that is where it would be the most beneficial.

While that does not appear to be part of this initial v14 rollout, it does seem Tesla is focused on improving the suite’s ability to navigate through these garages, including stopping for a ticket to enter the facility, finding a spot, and parking in an appropriate space.

It was evident this was a huge improvement based on one example from an owner who received v14:

If you look closely, you will even see the car shift slightly to the right when it arrives at the ticketing station, making it easier for the driver to hand over their ticket and payment. It then moves back out to the right when leaving to return to the center of the lane. It’s very intuitive.

Additionally, it appears to be more accurate when parking, thanks to improvements that enable owners to select the type of parking upon arrival at a destination.

In the v14.1 release notes, Tesla said that it has added “Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.”

One owner chose to navigate home and chose a garage to park in. Full Self-Driving performed it without any issues:

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These are just two evident improvements so far, and there are likely many more on the way. The changes and fixes will be tracked by anyone with access to FSD v14 in the coming weeks.

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