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Tesla China dismisses rumor of 4680 cells in Shanghai-built vehicles

Credit: @bentv_sh/Twitter

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Tesla China cleared the air regarding rumors of 4680 battery cells being used in vehicles built at the company’s Gigafactory Shanghai facility. According to the post, rumors have indicated that China-built Tesla vehicles are equipping the company’s 4680 cell chemistry, which was unveiled two years ago at Battery Day.

“In order to protect the interests of consumers, and in response to the special action of relevant departments to rectify rumors on the Internet, the following explanations are made in response to several recent rumors about Tesla China on the Internet,” Tesla’s Customer Support account wrote on Weibo yesterday.

It makes two points, the first being that no Tesla vehicles built in China use 4680 cells. “No matter what kind of battery is used, the products we provide to customers can meet Tesla’s strict product requirements and well meet vehicle performance indicators such as safety, battery life, and acceleration,” the account then wrote.

Additionally, the company clarified that “recent hype by some individuals…about Tesla ‘is about to change its model’” is a rumor that “deliberately misleads consumers.” Tesla then said that it would encourage people to point them in the direction of those who are starting these rumors so they can be held responsible.

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“At the same time, prospective car owners are requested to pay attention to the changes in the delivery cycle and arrange the pick-up time reasonably,” the company also said. “Vehicles produced at Tesla’s Shanghai Gigafactory are usually exported to overseas markets in the first half of each quarter and supplied to the domestic market in the second half.”

The second part of that quote was revealed by CEO Elon Musk over a year ago as Gigafactory Shanghai was supplying Europe with cars as Gigafactory Berlin completed construction.

Elon Musk explains Tesla’s local and export strategy for factories like Giga Shanghai

Tesla has dealt with major misinformation campaigns against it in China for several years. After dealing with numerous fabricated stories, including several that put into question the effectiveness of Tesla’s braking systems, the company started suing those who made up stories about their vehicles failing.

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For now, 4680 battery cells are being utilized for Model Y builds at Gigafactory Texas. Suppliers such as Panasonic have already started sending test samples of the cell to Tesla as they will eventually begin producing the battery for the electric automaker. Tesla produces the batteries in-house in California, but plans to begin manufacturing the cells at Gigafactory Texas by the end of this quarter.

Tesla China’s Weibo post was written as follows:

“In order to protect the interests of consumers, and in response to the special action of relevant departments to rectify rumors on the Internet, the following explanations are made in response to several recent rumors about Tesla China on the Internet:

1. Tesla models made in China currently do not use 4680 batteries in Plans for any new model batteries within. No matter what kind of battery is used, the products we provide to customers can meet Tesla’s strict product requirements and well meet vehicle performance indicators such as safety, battery life, and acceleration.

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2. The recent hype by some individuals and self-media about “Tesla is about to change its model” is completely a rumor that deliberately misleads consumers. I hope everyone can provide us with clues, and we will hold the rumour-mongers accountable.

At the same time, prospective car owners are requested to pay attention to the changes in the delivery cycle and arrange the pick-up time reasonably. Vehicles produced at Tesla’s Shanghai Gigafactory are usually exported to overseas markets in the first half of each quarter and supplied to the domestic market in the second half.

We are very grateful that so many users choose Tesla because of their trust and love. We will continue to strive to provide customers with excellent products and user experience! Thanks again for your attention!”

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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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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Tesla expands Unsupervised Robotaxi service to two new cities

This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.

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Credit: Tesla

Tesla has taken a major step forward in its autonomous ride-hailing ambitions.

On April 18, the company’s official Robotaxi account announced that Robotaxi service is now rolling out in Dallas and Houston, Texas. The update signals the rapid scaling of unsupervised autonomous operations in the Lone Star State.

The announcement includes a compelling 14-second video captured from inside a Model Y. Shot from the passenger perspective, the footage shows the vehicle navigating suburban roads in both cities with zero driver intervention, with no Safety Monitor to be seen.

Tesla also shared geofence maps highlighting the initial service areas: a compact zone in Houston covering parts of Willowbrook and Jersey Village, and a similarly defined area in Dallas near Highland Park and central neighborhoods.

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This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.

With Dallas and Houston now live, Texas hosts three active hubs—an impressive concentration that triples the company’s Lone Star footprint in just weeks. The move aligns with Tesla’s Q4 2025 earnings guidance, which outlined a broader H1 2026 rollout across seven U.S. cities, including Phoenix, Miami, Orlando, Tampa, and Las Vegas.

Texas offers favorable regulations, high ride-share demand, and relatively straightforward suburban-to-urban driving patterns ideal for early autonomous scaling. While initial geofences appear modest—roughly 25 square miles per city—Tesla has historically expanded these zones quickly as it gathers real-world data.

Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

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Unsupervised operation marks a critical milestone: passengers can summon, ride, and exit without safety drivers, a leap beyond many competitors still requiring human oversight.

For Tesla, the implications are significant. Successful scaling in major metros could accelerate the transition to a fully driverless fleet, unlocking new revenue streams and validating years of Full Self-Driving investment.

Riders gain convenient, potentially lower-cost mobility, while the company edges closer to Elon Musk’s vision of Robotaxis transforming urban transport.

As Tesla pushes into more cities this year, today’s launch in Dallas and Houston underscores its momentum. Hopefully, Tesla will be able to expand unsupervised rides to another U.S. state soon, which will mark yet another chapter in this short-but-encouraging Robotaxi story.

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Tesla is pushing Robotaxi features to owner cars with Spring Update

Tesla has quietly begun rolling out one of its most forward-looking Robotaxi-inspired features to existing customer vehicles.

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Tesla is starting to push Robotaxi features to owner cars, and the first instances are coming as the Spring 2026 Update starts to roll out.

Tesla has quietly begun rolling out one of its most forward-looking Robotaxi-inspired features to existing customer vehicles.

With the 2026 Spring Update (version 2026.14+), the rear passenger display now features a fully interactive navigation map that works while the car is driving — a capability previously reserved for Tesla Robotaxi.

Until now, Tesla’s rear displays have been largely limited to media controls, climate settings, and static route overviews. The new interactive map transforms the backseat into an active navigation hub, exactly the kind of passenger-first interface Tesla has been prototyping for its driverless fleet.

In a Robotaxi, where no one sits behind the wheel, every rider will need intuitive, real-time map access. By shipping this UI into thousands of owner cars months ahead of the Cybercab’s planned unveiling, Tesla is stress-testing the software in real-world conditions and giving loyal customers an early taste of the autonomous future.

The rollout is still in its early wave. Only a small number of vehicles have received 2026.14.1 so far, but the feature is expected to expand rapidly in the coming weeks. Owners of Model S, Model X, Model 3, Model Y, and Cybertruck are all eligible.

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For buyers of the new Signature Edition Model S and X Plaid vehicles — whose deliveries begin in May — the update will likely arrive shortly after they take delivery, meaning the final chapter of Tesla’s flagship lineup will ship with cutting-edge Robotaxi preview tech baked in.

Elon Musk has long emphasized that Tesla ships supporting infrastructure well before new products launch. This rear-map rollout is a textbook example of that philosophy — quietly preparing both the software and the customer base for a world of fully driverless rides.

While the interactive map may seem like a modest convenience upgrade on the surface, its deeper purpose is unmistakable. Tesla is using its massive installed base of vehicles as a proving ground for the exact passenger experience that will define the Robotaxi era.

For current owners, it’s a free preview of tomorrow’s mobility; for the company, it’s invaluable data and real-world validation before the Cybercab hits the streets.

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Tesla Cybertruck sales bolstered by bold Musk move, report claims

If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.

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Credit: Cybertruck | X

A new report from Bloomberg claims Tesla Cybertruck sales were inflated by internal buyers, meaning companies owned by CEO Elon Musk, and most notably, SpaceX.

According to a new registration data analysis, a significant portion of the fourth quarter’s Cybertruck sales came from Musk companies.

In the fourth quarter of 2025, 7,071 Cybertrucks were registered in the United States. SpaceX, Musk’s rocket and satellite company, accounted for 1,279 of those vehicles—more than 18 percent of the total. Musk’s additional ventures, including xAI, the Boring Company, and Neuralink, acquired another 60 trucks during the same period.

Tesla Cybertruck just won a rare and elusive crash safety honor

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If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.

These internal sales supplemented the Cybertruck’s overall performance for the quarter, as without them, sales would have plunged 51 percent. The vehicle, which has repeatedly been called “the best product Tesla has ever made,” has fallen short of expectations due to pricing.

When first unveiled back in 2019, Tesla had a $39,990, $49,990, and $69,990 configuration for sale. Those prices inflated significantly as the truck was not released to customers until 2023. Those who had placed orders for affordable configurations were priced out.

Sam Fiorani, VP of Global Vehicle Forecasting at AutoForecast Solutions, said, “Tesla is running out of buyers for the Cybertruck.” In reality, there are probably a lot of buyers, but they simply cannot afford the truck at its current price point.

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The Cybertruck was supposed to broaden Tesla’s appeal beyond its core lineup of sleek sedans and SUVs. While it has done a lot for brand notoriety, it has not lived up to its monumental expectations, and it’s simply because the truck has not been as available as most had thought.

The truck is still the best-selling electric pickup in the country, outpacing rivals like the Ford F-150 Lightning and Chevrolet Silverado EV. It is also not uncommon for companies to use their own vehicles for internal operations, like Ford using its own Transit van for Mobile Service.

However, this much inventory of Cybertrucks being purchased by Musk’s companies is not what you love to see as a fan or investor.

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