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Tesla already receiving BYD batteries for Giga Berlin’s Model Y production: report
A recent report from China has suggested that BYD’s blade batteries will be used in Tesla’s electric vehicles within the next month. What is quite interesting is that BYD batteries will reportedly be used in Tesla’s Gigafactory Berlin in Germany, not Gigafactory Shanghai in China.
With this in mind, BYD’s batteries will reportedly be used initially for Tesla’s Germany-made Model Y units. Such a strategy would likely work for Tesla Germany and the battery supplier, as Gigafactory Berlin is still in the process of being ramped.
Citing sources familiar with the matter, China-based news outlet Sina Tech noted that deliveries of BYD blade batteries are already starting in Gigafactory Berlin. The publication also noted that the first batch of Model Ys that will be equipped with BYD batteries are expected to roll off Giga Berlin’s assembly lines from late August to early September 2022.
Sina Tech, however, noted that Tesla’s Gigafactory Berlin is the only one that will reportedly be using BYD’s blade batteries. Tesla Gigafactory Shanghai reportedly has no plans to use BYD batteries in its operations.
For context, Gigafactory Shanghai currently sources its batteries from CATL and LG Energy Solution. CATL provides about 70% of the batteries that are used in the China-based electric vehicle factory, while LG Energy Solution provides the remaining 30%.
The recent updates from China are the latest in a long line of reports alleging that Tesla will be using BYD batteries for its vehicles soon. While Tesla’s alleged supply deal with the battery maker has been considered a rumor for some time, a statement from BYD Executive Vice President and Director of the Automotive Engineering Research Institute Lian Yubo in early June suggested that BYD will soon supply batteries to the EV maker.
Later in June, a source reportedly familiar with the company’s plans told Chinese motoring publication Auto Time that BYD’s battery manufacturing unit, FinDreams Battery, believes that a Tesla deal is all but secured. The publication’s source also claimed that BYD’s batteries would be used in the Model Y, and the widespread use of the batteries will be implemented next year.
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Tesla rapidly progresses on Model Y Performance production
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
Tesla has rapidly progressed in the production of its most anticipated Model Y trim level: the Model Y Performance.
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
The vehicle is being spotted more frequently at the factory located just outside of Austin, with what appears to be the first units rolling out to outbound lots:
In case you missed the news, Giga Texas has begun Model Y Performance production. Now all variants of the Model Y (except the China-only YL) are built in Texas. pic.twitter.com/AOOB9jtLwN
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 6, 2025
In the United States, Tesla unveiled the Model Y Performance on September 30, the newest iteration of the fastest trim level of the best-selling car in the world for the past two years. It was launched on the very last day of the $7,500 electric vehicle tax credit in the United States.
It featured a handful of performance improvements, including a 0-60 MPH acceleration rate of 3.3 seconds, a trim from the 3.5 seconds the 2025 version offered.
Additionally, the range has gone from 277 miles to 308 miles, a notable improvement in terms of how far it can travel on a charge.
There are also a handful of hardware changes that Tesla made to improve its aerodynamic performance, which all likely can be attributed to the boost in speed and acceleration, as well as range.
The vehicle was initially launched in Europe, which was not surprising, especially as Tesla was testing the new Performance trim at the famed Nurburgring in Germany.
Deliveries are currently slated for late November, but some orders are getting projections of mid-December for their Model Y Performance, which would help Tesla bolster its end-of-year delivery figures and follow up on an extremely bullish finish to Q3, which was the company’s strongest performance in history.
Elon Musk
Twitter co-founder Jack Dorsey endorses Elon Musk Tesla pay package
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Twitter co-founder and Square CEO Jack Dorsey has publicly backed Elon Musk’s leadership ahead of Tesla’s pivotal shareholder vote, which is expected to be decided later today at the company’s 2025 annual meeting.
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Dorsey’s public nod framed as an engineering defense of Musk
In a post on X, Dorsey weighed in on Tesla’s post about being in a “critical inflection point.” As per the Twitter-co-founder, the vote on Musk’s 2025 performance award is not about compensation. Instead, it’s about ensuring the path for the company’s engineering in the coming years.
“This is not about compensation. it’s about ensuring a principled (and exciting!) engineering approach to the company’s future,” Dorsey wrote on his post, later stating that users of Cash app with TSLA shares would be able to vote for the CEO’s proposed 2025 performance award.
Elon Musk appreciated Dorsey’s endorsement, responding to the Twitter co-founder’s post with a heart emoji. Musk has been pretty thankful for the support for is fellow tech executives, also thanking Michael Dell recently, who also advocated for its proposed 2025 performance award.
Musk’s support
While Elon Musk’s 2025 performance award has received opposition from proxy advisors such as Glass Lewis and ISS, it has received quite a lot of support from longtime bulls such as ARK Invest, and, more recently, Schwab Asset Management following calls from TSLA retail shareholders.
“Schwab Asset Management’s approach to voting on proxy matters is thorough and deliberate. We utilize a structured process that focuses on protecting and promoting shareholder value. We apply our own internal guidelines and do not rely on recommendations from Glass Lewis or ISS. In accordance with this process, Schwab Asset Management intends to vote in favor of the 2025 CEO performance award proposal. We firmly believe that supporting this proposal aligns both management and shareholder interests, ensuring the best outcome for all parties involved,” Charles Schwab told Teslarati.
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Here’s what changed in the Tesla Cybercab since last year’s unveiling
The latest sightings suggest that the fully autonomous two-seater is now moving closer to production.
An apparent production-ready prototype of the Tesla Cybercab has been spotted testing in public, and it revealed several subtle but notable design updates compared to its 2024 prototype.
The latest sightings suggest that the fully autonomous two-seater is now moving closer to production.
Subtle design refinements
The new photo of the Cybercab prototype was initially posted on the r/TeslaLounge subreddit, where it proceeded to receive numerous responses. As per the user who posted the image, the photo was taken in California, and the vehicle was reportedly fitted with a steering wheel.
Based on the image, the Cybercab appears to have received a revised tail design, which now rises slightly, likely to improve aerodynamics. Tesla also appears to have shortened the rear body panel below the lighting section. Other updates include a slightly redesigned rear bumper, red reflectors repositioned farther from the wheel arches, and unpainted side repeater cameras that seemed to have been moved slightly forward, likely for better visibility.
The Cybercab’s B-pillar has also been shifted forward and now sits slightly lower, accompanied by larger door panels that likely make entry and exit easier. The vehicle’s tires are no longer painted either, nor do they have an extended wheel cover. Interestingly enough, the prototype was also fitted with side mirrors, though these are likely just for regulatory testing purposes and would be removed in the vehicle’s final production version.
An In-and-Out tease
At the end of October, the Tesla AI team teased some of the Cybercab’s progress with a lighthearted “Animal Style” Halloween post featuring the autonomous two-seater being driven through an In-N-Out drive-through by employees in costume. Longtime Tesla watchers noted that the In-and-Out photos continue a long-standing tradition of Tesla driving its prototypes through the fast food chain’s drive-throughs.
The In-and-Out photos of the Cybercab also revealed some updates that have been implemented on the vehicle’s front end. These included what appears to be segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Some noted that the vehicle looks sharper than the prototypes from last year’s We, Robot event, but this also resulted in the Cybercab looking a bit less “Cyber” now.
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