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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.

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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.

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.

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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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Cybertruck

Tesla Cybertruck’s newest trim will undergo massive change in ten days, Musk says

It appears as if the new All-Wheel-Drive trim of Cybertruck won’t be around for too long, however. Elon Musk revealed this morning that it will be around “only for the next 10 days.”

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(Credit: Tesla)

Tesla’s new Cybertruck trim has already gotten the axe from CEO Elon Musk, who said the All-Wheel-Drive configuration of the all-electric pickup will only be available “for the next ten days.”

Musk could mean the price, which is $59,990, or the availability of the trim altogether.

Last night, Tesla launched the All-Wheel-Drive configuration of the Cybertruck, a pickup that comes in at less than $60,000 and features a competitive range and features that are not far off from the offerings of the premium trim.

Tesla launches new Cybertruck trim with more features than ever for a low price

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It was a nice surprise from Tesla, considering that last year, it offered a Rear-Wheel-Drive trim of the Cybertruck that only lasted a few months. It had extremely underwhelming demand because it was only $10,000 cheaper than the next trim level up, and it was missing a significant number of premium features.

Simply put, it was not worth the money. Tesla killed the RWD Cybertruck just a few months after offering it.

With the news that Tesla was offering this All-Wheel-Drive configuration of the Cybertruck, many fans and consumers were encouraged. The Cybertruck has been an underwhelming seller, and this seemed to be a lot of truck for the price when looking at its features:

  • Dual Motor AWD w/ est. 325 mi of range
  • Powered tonneau cover
  • Bed outlets (2x 120V + 1x 240V) & Powershare capability
  • Coil springs w/ adaptive damping
  • Heated first-row seats w/ textile material that is easy to clean
  • Steer-by-wire & Four Wheel Steering
  • 6’ x 4’ composite bed
  • Towing capacity of up to 7,500 lbs
  • Powered frunk

It appears as if this trim of Cybertruck won’t be around for too long, however. Musk revealed this morning that it will be around “only for the next 10 days.”

Musk could mean the price of the truck and not necessarily the ability to order it. However, most are taking it as a cancellation.

If it is, in fact, a short-term availability decision, it is baffling, especially as Tesla fans and analysts claim that metrics like quarterly deliveries are no longer important. This seems like a way to boost sales short-term, and if so many people are encouraged about this offering, why would it be kept around for such a short period of time?

Some are even considering the potential that Tesla axes the Cybertruck program as a whole. Although Musk said during the recent Q4 Earnings Call that Cybertruck would still be produced, the end of the Model S and Model X programs indicates Tesla might be prepared to do away with any low-volume vehicles that do not contribute to the company’s future visions of autonomy.

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The decision to axe the car just ten days after making it available seems like a true head-scratcher.

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Elon Musk

Elon Musk’s Neuralink sparks BCI race in China

One of the most prominent is NeuroXess, which launched in 2021 and is already testing implants in patients.

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Credit: Neuralink

Neuralink, founded by Elon Musk, is helping spark a surge of brain-computer interface (BCI) development in China, where startups are moving quickly into human trials with strong state backing. 

One of the most prominent is NeuroXess, which launched in 2021 and is already testing implants in patients.

Neuralink’s clinical work and public demonstrations have drawn worldwide attention to invasive brain implants that allow patients to control digital devices using their minds. The company is currently running a global clinical trial and is also busy preparing for its next product, Blindsight, which would restore vision to people with visual impairments.

Neuralink’s visibility has helped accelerate similar efforts in China. Beijing last year classified brain-computer interfaces as a strategic sector and issued a roadmap calling for two or three globally competitive companies by 2030, as per the Financial Times. Since February last year, at least 10 clinical trials for invasive brain chips have launched in the country.

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NeuroXess recently reported that a paralyzed patient was able to control a computer cursor within five days of implantation. Founder Tiger Tao credited government support for helping shorten the path from research to trials.

Investment activity has followed the policy push. Industry data show dozens of financing rounds for Chinese BCI startups over the past year, reflecting rising capital interest in the field. Ultimately, while Neuralink remains one of the most closely watched players globally, its momentum has clearly energized competitors abroad.

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Tesla Supercharger vandalized with frozen cables and anti-Musk imagery amid Sweden union dispute

The incident comes amid Tesla’s ongoing labor dispute with IF Metall.

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Credit: Tesla Charging/X

Tesla’s Supercharger site in Vansbro, Sweden, was vandalized during peak winter travel weeks. Images shared to local media showed frozen charging cables and a banner reading “Go home Elon,” which was complete with a graphic of Musk’s controversial gesture. 

The incident comes amid Tesla’s ongoing labor dispute with IF Metall, which has been striking against the company for more than two years over collective bargaining agreements, as noted in a report from Expressen.

Local resident Stefan Jakobsson said he arrived at the Vansbro charging station to find a board criticizing Elon Musk and accusing Tesla of strikebreaking. He also found the charging cables frozen after someone seemingly poured water over them.

“I laughed a little and it was pretty nicely drawn. But it was a bit unnecessary,” Jakobsson said. “They don’t have to do vandalism because they’re angry at Elon Musk.”

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The site has seen heavy traffic during Sweden’s winter sports holidays, with travelers heading toward Sälen and other mountain destinations. Jakobsson said long lines formed last weekend, with roughly 50 Teslas and other EVs waiting to charge.

Tesla Superchargers in Sweden are typically open to other electric vehicle brands, making them a reliable option for all EV owners. 

Tesla installed a generator at the location after sympathy strikes from other unions disrupted power supply to some stations. The generator itself was reportedly not working on the morning of the incident, though it is unclear whether that was connected to the protest.

The dispute between Tesla and IF Metall centers on the company’s refusal to sign a collective agreement covering Swedish workers. The strike has drawn support from other unions, including Seko, which has taken steps affecting electricity supply to certain Tesla facilities. Tesla Sweden, for its part, has insisted that its workers are already fairly compensated and it does not need a collective agreement,

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Jesper Pettersson, press spokesperson for IF Metall, criticized Tesla’s use of generators to keep charging stations running. Still, IF Metall emphasized that it strongly distances itself from the vandalism incident at the Vansbro Supercharger.

“We think it is remarkable that instead of taking the easy route and signing a collective agreement for our members, they are choosing to use every possible means to get around the strike,” Pettersson said.

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