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Tesla battery supplier CATL execs no ICE vehicle sales by 2035 at the latest

Credit: @model3yokohama//Twitter

Published

3 years ago

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CATL, one of Tesla’s key battery suppliers, recently shared some bold estimates on the auto industry’s adoption of electric vehicles. According to a CATL executive, there will likely be no new internal combustion-powered cars on the market by 2030 or 2035 at the latest.

The comments were made by Ni Jun, CATL’s chief manufacturing officer, at the World Economic Forum’s annual meeting in Switzerland. “The trend is already happening,” the executive said.

The CATL executive’s comments are not to be disregarded. CATL, after all, has a front-row seat in the ongoing electric vehicle transition. Its supply deal with Tesla also gives the company a good view of the latest innovations happening in the EV industry. China plays a rather large part in this, as the country is the world’s largest electric car market.

China sold 3.5 million new energy vehicles in 2021, and the industry continued to grow in Q1 2022. The CATL executive noted that while car sales fell from January to April 2022 year-over-year, the production capacity of new energy vehicles has more than doubled. And so far, the demand for good electric vehicles definitely seems to be there.

Ni noted that from first quarter sales, China’s NEV penetration rate has effectively reached 20%. This will likely grow even more as China accelerates its aggressive adoption of electric vehicles.

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It’s not just China, either. The European Commission proposed legislation last July that would ban the sale of ICE cars in the EU by 2023. In response to this initiative, Volkswagen has noted that it would stop producing vehicles with combustion engines by 2035. The European Parliament’s environment committee also expressed their support for the plan.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla begins wide rollout of Full Self-Driving v14 to Cybertruck

Published

14 hours ago

on

November 3, 2025

By

Credit: Weibo (via YYDS on X)

Tesla has officially begun the wide rollout of Full Self-Driving (Supervised) v14 to the Cybertruck about a month after the company started rolling it out to other vehicles in the fleet.

On Monday, Tesla officially started rolling out v14.1.5 to Cybertruck owners, the first FSD v14 rollout for owners of the all-electric pickup.

Owners have been anxiously waiting for Tesla to begin the wide release of v14 to Cybertruck, as the company said it would refine the suite for the vehicle.

Tesla has finally started rolling out to many owners, who are reporting that their Cybertrucks are downloading Software Update 2025.38.8.5, which contains FSD v14.1.5:

Tesla has to be more cautious with rolling out FSD on the Cybertruck than on other vehicles for a few reasons. Initially, the Cybertruck utilizes an all-wheel steering system that turns differently than the S3XY lineup. This creates a challenge for the Tesla AI team as they have to cater to this specific maneuvering change.

Additionally, the Cybertruck is much larger, and the exterior cameras responsible for seeing the vehicle’s surroundings are placed differently than those of the other vehicles.

This requires additional calibration to ensure safety.

The full release notes for Full Self-Driving v14.1.5 are as follows:

  • 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.
  • Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).
  • Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.
  • Added additional Speed Profile to further customize driving style preference.
  • Improved handling for static and dynamic gates.
  • Improved offsetting for road debris (e.g. tires, tree branches, boxes).
  • Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.
  • Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.
  • Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!

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Elon Musk shuts down Tesla ‘AMG’ division speculation: ‘Focus is autonomy’

“I think it’s best to leave that to the custom shops. Tesla’s focus is autonomous cars, building futuristic autonomous cars. We want the future to look like the future.”

Published

16 hours ago

on

November 3, 2025

By

Credit: Unplugged Performance

Tesla CEO Elon Musk was asked by Joe Rogan late last week whether the company would ever consider establishing an “AMG division” like Mercedes-Benz has established for powerful, race-inspired vehicles.

However, Musk turned down any talk of that, highlighting that the company is laser-focused on autonomous vehicles, seemingly hinting that any distraction from autonomy would be a detriment to the future.

Rogan drives a Tesla Model S himself, but it is not your run-of-the-mill all-electric sedan. Already outfitted with the Plaid powertrain that Tesla developed, Rogan took his vehicle to Unplugged Performance for a true performance outfitting.

The vehicle is completely overhauled with performance parts and seats. Known as the Model S-APEX, Rogan took delivery of it from Unplugged in January.

Rogan asked Musk on Friday during his most recent appearance on the Joe Rogan Experience podcast whether Tesla would ever establish an “AMG division” that would focus on catering Teslas to performance-based standards.

Musk said:

“I think it’s best to leave that to the custom shops. Tesla’s focus is autonomous cars, building futuristic autonomous cars. We want the future to look like the future.”

Tesla fans have said for years that the company should consider acquiring Unplugged Performance and its Upfit Tesla division, which recently outfitted the Las Vegas Metropolitan Police Department’s fleet of Cybertruck cruisers.

However, it seems Tesla will keep things separate. Musk is primarily focused on autonomy, which will drive the technology forward and drive shareholder growth. Something like an outfitter for performance would be a cool thing for the owners who have the interest and the money.

It’s not a tremendous revenue driver or anything that would contribute to the financial state of the company. Mercedes-Benz, for example, is more accessible for consumers as it sold over 140,000 units from its AMG brand in 2024.

Tesla Model Y driver starts race in reverse, still wins against AMG SUV

It helps with driving revenue higher by as much as 15 percent compared to similar models that are not AMGs. However, would Tesla see this much of a benefit? Likely not, because the Performance trim already caters to many owners.

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Cybertruck

Tesla Cybertruck fleet takes over at SpaceX’s Starbase

Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

Published

17 hours ago

on

November 3, 2025

By

Credit: @derek1ee | X

Tesla Cybertrucks have taken over at SpaceX’s Starbase facility in Texas, as hundreds of the all-electric pickup trucks were spotted late last week rounding out a massive fleet of vehicles.

The Cybertruck fleet is geared toward replacing gas vehicles that are used at Starbase for everyday operations. The only surprise about this is that it was not done sooner:

Deliveries have been going on for a few weeks, as Cybertrucks have made their way across the state of Texas from Austin to Starbase so they could be included in SpaceX’s fleet of vehicles at the facility.

Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

However, there are some other perspectives to consider as SpaceX is utilizing such a massive fleet of Cybertrucks. Some media outlets (unsurprisingly) are seeing this as a move of weakness by both Tesla and SpaceX, as the aerospace company is, in a sense, “bailing out” lagging sales for the all-electric pickup.

It’s no secret that Tesla has struggled with the Cybertruck this year, and deliveries have been underwhelming in the sense that the company was anticipating between 1 million and 2 million orders for the vehicle before it was widely produced.

A lot of things changed with the Cybertruck between its 2019 unveiling and 2023 initial deliveries, most notably, price.

The price of the Cybertruck swelled significantly and priced out many of those who had pre-ordered it. Some have weighed the option of whether this purchase was a way to get rid of sitting inventory.

However, it seems more logical to consider the fact that SpaceX was likely always going to transition to Teslas for its fleet, especially at Starship, at some point.

It doesn’t seem out of the question that one Musk company would utilize another Musk company’s products, especially considering the Cybertruck has been teased as the vehicle that would be present on Mars.

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