Connect with us

News

How Tesla Battery Day can silence critics once and for all

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

Published

on

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.

Advertisement

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.

Advertisement

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.

Advertisement

A big thanks to our long-time supporters and new subscribers! Thank you.

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

Advertisement
Comments

News

Tesla just tipped its hand on a major Cybercab feature as production hits Plaid Mode

Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear. On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 freshly built Cybercabs parked in the outbound lot—each one conspicuously lacking a steering wheel.

Published

on

Credit: Joe Tegtmeyer | X

Tesla just tipped its hand on a major Cybercab feature as it is putting production into Plaid Mode, but a clear indication of what the company plans to do with the vehicle is now apparent.

Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear, and it’s doing it with full autonomy in mind.

On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 newly built Cybercabs parked in the outbound lot, each conspicuously lacking a steering wheel, and potentially pedals.

Tegtmeyer’s post highlighted the significance of this development: The images and video reveal sleek, two-seat Cybercabs in their final production form: no driver controls, no side mirrors, and the minimalist interior first unveiled at Tesla’s “We Robot” event in October 2024.

Advertisement

Advertisement

These units contrast with earlier test vehicles spotted at the factory’s crash-test area, which carried temporary steering wheels and pedals to meet current federal regulations during data-collection phases.

The outbound-lot vehicles appear complete, with production wheels, tire stickers, and the signature Cybercab styling ready for deployment.

This sighting represents a pivotal transition. Tesla designed the Cybercab from the ground up as a purpose-built robotaxi, engineered for unsupervised Full Self-Driving (FSD) operation. Removing manual controls eliminates cost, complexity, and weight while maximizing interior space and range.

The move also signals that Tesla has cleared initial validation hurdles and is now building vehicles to the exact specification intended for commercial robotaxi service.

Advertisement

Industry watchers note the timing aligns with Tesla’s broader rollout plans. Production of early Cybercabs began in late 2025 and early 2026, primarily for internal testing and regulatory compliance.

Federal Motor Vehicle Safety Standards currently limit vehicles without steering wheels to 2,500 units per year without exemption, a cap that Tesla is navigating through ongoing filings.

Tesla Cybercab spotted next to Model Y shows size comparison

The appearance of steering-wheel-free units in the outbound lot suggests the company is preparing a small initial fleet—likely for Austin pilot operations or further validation—while pushing for regulatory relief to scale output.

Advertisement

The development comes as Tesla ramps its dedicated Cybercab line at Gigafactory Texas. If the Monday surge materializes as predicted, observers expect dozens more units to accumulate rapidly.

With unsupervised FSD advancing and regulatory conversations ongoing, these wheel-less Cybercabs parked under the Texas sun represent more than hardware—they embody Tesla’s bet that autonomous mobility is no longer a prototype dream but an imminent reality.

Continue Reading

News

Tesla preps new Model Y trim for India, a once-elusive market

Tesla’s journey into India began with significant hurdles. For years, the electric vehicle giant faced steep import tariffs ranging from 70 percent to 110 percent on fully built vehicles, which dramatically inflated prices and stalled entry plans.

Published

on

Tesla is preparing to bring its newest Model Y trim to India, a once-elusive market that was hesitant to allow any vehicles built outside the market into its automotive sector.

Now, it is preparing to allow China-built Model Y vehicles to come into the country, in an effort to expand sales and offer what is a widely-requested variant to Indian customers.

Tesla’s journey into India began with significant hurdles. For years, the electric vehicle giant faced steep import tariffs ranging from 70 percent to 110 percent on fully built vehicles, which dramatically inflated prices and stalled entry plans.

Elon Musk repeatedly criticized these duties as among the world’s highest, making premium EVs like the Model Y prohibitively expensive for most buyers in the price-sensitive market.

Advertisement

After prolonged negotiations and multiple delays, Tesla finally debuted in July 2025 with a quiet rollout focused on luxury segments. It opened showrooms in Mumbai and New Delhi, importing standard Model Y SUVs from its Shanghai Gigafactory.

Tesla China posts strong February wholesale growth at Gigafactory Shanghai

Yet the launch proved challenging: vehicles carried sticker prices near $70,000, leading to tepid demand. Bloomberg reported only about 600 orders in the first two months, while official data showed just 227 registrations for all of 2025—far below internal targets. By early 2026, the company offered discounts of up to ₹200,000 ($2,200) to clear unsold inventory.

Now, less than a year later, Tesla is demonstrating resilience and adaptability. According to a Bloomberg report on April 17, the company is preparing to launch the Model Y L—a six-seat, long-wheelbase variant with three-row seating—as early as next week.

Advertisement

This marks Tesla’s first new product introduction in India since its initial entry. Notably, the newest Model Y configuration, which debuted in China in 2025 and features extended space tailored for families, will once again be exported directly from Tesla’s Shanghai Gigafactory.

The move highlights a shift from early struggles to a more targeted approach, leveraging an existing platform to better suit Indian preferences for multi-generational, spacious SUVs without committing to immediate local production.

Tesla launches in India with Model Y, showing pricing will be biggest challenge

The Model Y L’s arrival underscores Tesla’s incremental strategy amid global EV headwinds and India’s unique challenges, including limited charging infrastructure and competition from local manufacturers.

Advertisement

While tariffs continue to keep pricing in the premium segment, the six-seater variant aims to broaden appeal beyond early luxury adopters by addressing practical family needs.

This evolution, from battling high barriers and disappointing initial sales to exporting its latest derivative model, signals cautious optimism.

Success with the Model Y L could strengthen Tesla’s foothold in one of the world’s most populous markets and potentially pave the way for deeper investments, such as localized manufacturing, should tariff relief or policy shifts materialize.

For now, the China-to-India supply chain represents a pragmatic bridge over the very obstacles that once made entry so difficult.

Advertisement
Continue Reading

Elon Musk

Tesla’s golden era is no longer a tagline

Tesla “golden era” teaser video highlights the future of transportation and why car ownership itself may be the next thing to change.

Published

on

By

Tesla Cybercab Golden Era is Here (Credit: Tesla)
Tesla Cybercab Golden Era is Here (Credit: Tesla)

The golden age of autonomous ridesharing is arriving, and Tesla is making sure we can all picture a future that looks like the future. A recent teaser posted to X shows a Cybercab parked outside a home, and with a clear message that your everyday life may soon look like this when the driverless vehicles shows up at your door.

Tesla has begun the rollout of its Robotaxi service across US cities, and the production of its dedicated, fully-autonomous Cybercab vehicle. The first Cybercab rolled off the Giga Texas assembly line on February 17, 2026, with volume production now targeted for this month. Additionally, the Robotaxi service built around it is already running, without human drivers, in US cities.

Tesla Cybercab production ignites with 60 units spotted at Giga Texas

The Cybercab is built without a steering wheel, pedals, or side mirrors, designed from the ground up for unsupervised autonomous operation. Musk described the manufacturing approach as closer to consumer electronics than traditional car production, targeting a cycle time of one unit every ten seconds at full scale.

Advertisement

Drone footage from April 13, 2026 captured over 50 Cybercab units on the Giga Texas campus, with several clustered near the crash testing facility. Musk has noted that Tesla plans to sell the Cybercab to consumers for under $30,000, and owners will be able to add their vehicles to the Tesla robotaxi network when not in personal use, potentially generating income to offset the vehicle’s purchase cost. That model changes the math on vehicle ownership in a meaningful way, making a car something closer to a depreciating asset that can also earn by paying itself off and generate a profit.

During Tesla’s Q4 earnings call, the company confirmed plans to expand the Robotaxi program to seven new cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. The service already runs without safety drivers in Austin, and public road testing of the Cybercab has expanded to five states, including California, Texas, New York, Illinois, and Massachusetts.

Advertisement
Continue Reading