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How Tesla Battery Day can silence critics once and for all
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.
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.
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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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SpaceX is preparing for the 13th integrated flight test of its Starship system, with a targeted launch as early as Thursday, July 16. The 90-minute launch window opens at 5:45 p.m. CT from Starbase in South Texas.
This comes roughly seven weeks after Flight 12 on May 22, underscoring the company’s accelerating pace in its rapid development campaign. The mission will use the latest Starship and Super Heavy V3 vehicles equipped with Raptor 3 engines. Booster 20 will attempt a controlled boostback burn, followed by a splashdown in the Gulf of Mexico, while Ship 40 will follow a suborbital trajectory.
Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx pic.twitter.com/jdpFlQUEpF
— SpaceX (@SpaceX) July 11, 2026
Key objectives for Flight 13 will include demonstrating reliable stage separation, engine performance under various conditions, and controlled reentry.
A major milestone for Flight 13 is the first deployment of 20 next-generation Starlink V3 satellites. These satellites feature advanced laser links for inter-satellite communication, deployable solar arrays, and onboard cameras, six of which will capture imagery of Starship’s heat shield during flight.
Several heat shield tiles on Ship 40 will be painted white to serve as imaging targets, while additional experiments test upgraded tiles on aft flaps, modified attachments on the aft skirt, and load-sensing tiles to measure stresses. The upper stage will also attempt a single Raptor engine relight in space before a targeted splashdown in the Indian Ocean.
These tests build directly on lessons from Flight 12, which introduced the V3 configuration but encountered issues including a booster flip anomaly during boostback and an engine-out event on the ship. Hardware and software modifications on Booster 20 and Ship 40 aim to improve engine relight reliability, startup sequencing, and overall robustness.
Next Starship launch aiming for Thursday https://t.co/SajPPd4pdb
— Elon Musk (@elonmusk) July 12, 2026
The short interval between Flights 12 and 13 highlights SpaceX’s iterative approach. Elon Musk has repeatedly emphasized that Starship launches will become “incredibly common” in the coming years.
The company envisions scaling to rates as high as one launch per hour within 4-5 years, potentially enabling thousands of flights annually. Such cadence is essential for Starship’s goals: establishing orbital refueling for lunar and Mars missions, deploying massive satellite constellations, and making life multiplanetary.
With each flight, Starship edges closer to full reusability and operational maturity. Success on July 16 would mark another step toward routine access to space and the ambitious vision of humanity becoming a spacefaring civilization.
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
SpaceX reveals Starship Flight 13 launch date
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
