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How Tesla Battery Day can silence critics once and for all

Tesla Gigafactory Nevada battery cell production line (Credit: Super Factories)

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The hype surrounding Tesla’s Battery Day is very real. Enthusiasts and unknowns are talking about the potential findings that Elon Musk and his crew could unveil on September 22nd, and the event could make way for Tesla to become much larger than it already is. However, there is a good chance that the critics of the electric automaker will have little to say after the event, and if Tesla plays it right, it could be the beginning of the end of the Tesla FUD (Fear, Uncertainty, Doubt) movement.

It is understandable to assume that Tesla doubters will always exist. Some companies that have the best intentions still have their haters, and that’s just human nature. While Tesla will always have people who will doubt its intentions as a company, Battery Day could be the proverbial duct tape over the lips of the most vocal skeptics.

Tesla still has work to do, and Battery Day’s total appeal comes down to whether the company can manage to live up to the hype. Many rumors are circulating around what Elon Musk could unveil at the event, some related to batteries, and some aren’t. But whatever happens, it really comes down to the “Wow” factor, and whether Tesla can manage to attain that with their findings and unveilings.

To me, the most significant thing Tesla could announce is price parity, and something that is relatively an extra is the possibility that Musk could unveil the Plaid Powertrain. But if the company really wants to make a mark, several things, in my opinion, have to be confronted during the event.

Million-Mile Battery

Tesla’s Million-Mile Battery is almost certainly the most confirmed element of Battery Day. Developments from Jeff Dahn and his team of researchers have come up big for Tesla recently with electrolyte solutions and new studies that show revolutionary energy density measures. Reports across the globe have essentially confirmed that Tesla will unveil this development at the event, and it will be a big win for the electric automaker.

Having a battery that will last as long as two or three vehicle chassis means that when the increased longevity is combined with increasing production, Tesla will have a relatively large-scale supply of batteries available at their disposal. This opens the doors for many things, including price parity and the possibility of becoming a supplier for other electric car companies.

Price Parity…or close to it

Price parity with gas cars wouldn’t only be monumental for Tesla, but for EVs in general. It would prove that gas cars are not always going to be the most economical option for drivers, and the price of battery-powered cars would drop. Having Tesla announce price parity or something close would mean the premium EV brand would have the most affordable vehicles in terms of EV tech and range. It could mean the company’s growth may accelerate much quicker than initially anticipated. If the cars are cheaper, a lot of people will buy them, obviously. While $35,000 is reasonable for the Model 3 Standard Range, many people still are unwilling to spend that much on any car.

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Getting the price of batteries down would literally begin the destruction of legacy automakers as if it hasn’t already started. Tesla being the best EV brand and having the best prices per kWh would be so massive, I don’t think many people can begin to fathom the possibilities.


This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.


Status as a cell supplier for other companies

If Tesla can figure out price parity and long lifespan battery cells, the company will be well on its way to becoming a battery supplier. Long term battery life, combined with affordability, will be a big plus for Tesla’s plans to become a supplier for other EV brands. Having cheap batteries that are high-quality and offer an extended lifespan will be a no brainer. Tesla’s most notable competitors will be forced to source their cells from the Silicon Valley-based company.

Plaid Powertrain for the Model S

The Plaid Powertrain has been highly-anticipated for about a year, and there is a good chance Tesla unveils it at Battery Day. It seems that the issue with putting it into production last year was along the same lines as putting the Semi into production too early: battery shortages. The Plaid Powertrain will have a larger pack, meaning more cells, and putting it on Tesla’s menu too early would have spoiled their plans for the cars that are more crucial to the future of the company. The Model 3 is an excellent example of this. It’s a mass-market car, and the batteries should go toward these efforts instead of a sedan that has increased performance.

The Semi was not put into production because battery cells were not plentiful enough. Creating the Semi and fulfilling the preorders that the company had would have been troublesome for Tesla’s mass-market vehicle push, and it certainly wouldn’t have been the smartest strategy. However, Musk said that a “volume production” push of the Semi needed to occur soon, which basically confirms that the shortage is no longer an issue. The Plaid Powertrain will likely be the next piece of Tesla’s puzzle to be announced.

Is there the possibility that Tesla will shock us with something completely unexpected?

Of course, we’re talking about Elon Musk. The guy that unveiled the next-Gen Roadster as a surprise and the guy that rolled off a Cyberquad after the Cybertruck unveiling. While those are just a vehicle and a four-wheeler, we’re talking about Tesla’s most anticipated event, perhaps ever. There is a lot of potential for groundbreaking announcements next Tuesday, and there is no shortage of things that Musk could announce.

He has said on numerous occasions that Battery Day is going to be insanity and that it will likely blow a lot of minds. But what will transpire exactly, only a few people really know, and there is little sense in trying to guess what Musk will have for us on September 22nd.

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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”

The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.

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The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”

The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.

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Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.

Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.

The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.

The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.

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Elon Musk will give ‘every kid in America’ a SpaceX share in 2027

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Credit: Grok Imagine

Elon Musk said he is planning to give “every one of his SpaceX shares to every kid in America” in 2027, stating that “this will be the first of many.”

SpaceX went public earlier this year, and its stock price has been relatively stable since leveling off shortly after its IPO. Based on its current price, it’s a gift of just over $10 billion to children across the United States.

It appears to be closely related to President Donald Trump’s bank accounts for children, which were set up earlier this year as Trump Accounts.

Just hours earlier, Anthropic had announced the establishment of its Anthropic Public Benefit Fund, “a new wholly-owned entity dedicated entirely to public benefit.” Musk responded by stating he recommended “giving the shares directly to the public,” and that he would be doing it that way.

Just a little bit later, Musk said children across the U.S. would be getting a share from him:

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There are roughly 70 million children, meaning someone under the age of 18, in the United States, according to the Federal Interagency Forum on Child and Family Statistics. Musk’s ownership of SpaceX stock shows he has around 849 million Class A shares of SpaceX stock, according to filings with the SEC.

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Elon Musk reveals why Boring Co’s biggest East Coast project never happened

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(Credit: The Boring Company)

Elon Musk revealed in a post on X that “Permits were impossible to get,” explaining the fate of The Boring Company’s most ambitious East Coast proposal.

The comment responded to a query about what became of his July 20, 2017 announcement that he had “just received verbal govt approval” for an underground Hyperloop connecting New York City, Philadelphia, Baltimore, and Washington, D.C., capable of carrying passengers from the Big Apple to the Nation’s Capital in just 29 minutes.

The Boring Company receives verbal ‘approval’ to build NY to DC Hyperloop tunnel

The 2017 post, which envisioned city-center stations and multiple elevators in each city, sparked immediate scrutiny. Local and state officials in New York, Philadelphia, Baltimore, and D.C. said they had no knowledge of any approval. A White House spokesperson confirmed only “promising conversations” about the transformative infrastructure.

Musk clarified shortly after that there was “still a lot of work” to do for formal approvals.

Limited progress followed, as Maryland Governor Larry Hogan’s administration issued a conditional utility permit and supported work near Fort Meade. In 2018, Washington, D.C., granted a preliminary permit for site preparation and excavation on a vacant lot at 53 New York Ave. NE in the NoMa neighborhood, which The Boring Company said could become a station.

A draft environmental assessment for a D.C.-Baltimore segment was released in 2019. Yet, by April 2021, the company had removed the project from its website, and the Federal Highway Administration reported receiving no indication of further interest. Communication with Maryland officials had ceased.

The full corridor would have required coordination among the District of Columbia, Maryland, Pennsylvania, New York, the Federal Highway Administration, the Army Corps of Engineers, the National Park Service, and other agencies.

Environmental reviews under the National Environmental Policy Act, utility clearances, and approvals for novel infrastructure added to the overall complexity of the project and its approval.

Speculation on the permitting barriers centers around a few factors, but a multi-state, multi-level route involving unproven high-speed vacuum-tube technology inherently triggers exhaustive safety, environmental, and engineering reviews that can stretch for years, even for conventional projects.

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There are also other elements, of course, like officials who may face political exposure if a privately funded, untested system encountered anything such as cost overruns, delays, or safety issues. On the outset of this project, there were limited things such as engineering plans or demonstrated technology maturity, which also added to the potential skepticism.

The East Coast vision for Boring Co., once framed as a privately funded revolution that could reshape Northeast travel, quietly ended without construction of the promised network. Musk’s recent statement frames the outcome as a regulatory impasse, unfortunate but not unexpected.

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