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Tesla battery supplier LGES confirms 4680 cell development, posts $3.7B revenue for Q4 2021
LGES told Teslarati that it is working to diversify its cylindrical battery lineup and is developing 4680 batteries. The battery manufacturer did not disclose any client-related matters, specifically regarding 4680 batteries. However, the Korean battery supplier is a confirmed Tesla partner.
LGES reported a quarterly revenue of KRW 4.44 trillion ($3.7 billion), up 10.2% from the previous quarter. The company’s quarterly revenue growth was attributed to robust demand for pouch and cylindrical battery cells for electric vehicles and small-sized pouch batteries for IT devices. The company also reported a full-year revenue of KRW 17.85 trillion ($14 billion) for 2021, up 42% compared to 2020.
LGES expects its revenue to reach KRW 19.2 trillion ($16 billion) in 2022, up 8% year-over-year, partly based on steady growth in the EV market. This year the battery supplier plans to steadily expand its manufacturing capacity. In preparation for partner automakers’ new lineup of electric vehicles, LGES will put KRW 6.3 trillion ($5 billion) in capital expenditures, up 58% compared to 2021.
“LG Energy Solution will excel by prioritizing the fundamentals of quality and securing profitability,” said Youngsoo Kwon, CEO of LG Energy Solution. “LGES will continue to move forward with bold investment plans needed in the long run. We are confident our business model of preparing for the future will definitely help us lead the industry.”
Tesla’s 4680 battery cell supply
At the TSLA Q4 and Full Year 2021 earnings call, Tesla stated that all its partners and suppliers were working on its 4680 form factor.
“On the 4680 as a form factor, yes, we’ve engaged with a number of our, you know, partners or suppliers on the form factor, and they’re all working on it. And, you know, they look at it the way we look at it as a way to drive fundamental cost efficiencies in production and also, ultimately, the design of the cell itself to drive the cost down of the cell,” stated Drew Baglino, Tesla’s Senior VP of Powertrain and Energy Engineering, during the last earnings call.
Baglino also shared that Tesla focused on growing its cell supply alongside its in-house 4680 effort throughout 2021. He added that sales from suppliers exceeded Tesla’s other factory-limiting constraints. Tesla’s Senior VP of Powertrain and Energy Engineering stated that 4680 cells are not a constraint to the company’s 2022 volume plans based on the information it had during the Q4 2021 earnings call.
Tesla believes the first vehicles with 4680 battery cells could be delivered this quarter. Giga Texas is already building Model Ys with Tesla’s structural battery packs and 4680 cells.
Below is LG Energy Solution’s Q4 and FY 2021 results.
LG Energy Solution Announces Q4 and FY 2021 Results by Maria Merano on Scribd
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Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
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Tesla AI team burns the Christmas midnight oil by releasing FSD v14.2.2.1
The update was released just a day after FSD v14.2.2 started rolling out to customers.
Tesla is burning the midnight oil this Christmas, with the Tesla AI team quietly rolling out Full Self-Driving (Supervised) v14.2.2.1 just a day after FSD v14.2.2 started rolling out to customers.
Tesla owner shares insights on FSD v14.2.2.1
Longtime Tesla owner and FSD tester @BLKMDL3 shared some insights following several drives with FSD v14.2.2.1 in rainy Los Angeles conditions with standing water and faded lane lines. He reported zero steering hesitation or stutter, confident lane changes, and maneuvers executed with precision that evoked the performance of Tesla’s driverless Robotaxis in Austin.
Parking performance impressed, with most spots nailed perfectly, including tight, sharp turns, in single attempts without shaky steering. One minor offset happened only due to another vehicle that was parked over the line, which FSD accommodated by a few extra inches. In rain that typically erases road markings, FSD visualized lanes and turn lines better than humans, positioning itself flawlessly when entering new streets as well.
“Took it up a dark, wet, and twisty canyon road up and down the hill tonight and it went very well as to be expected. Stayed centered in the lane, kept speed well and gives a confidence inspiring steering feel where it handles these curvy roads better than the majority of human drivers,” the Tesla owner wrote in a post on X.
Tesla’s FSD v14.2.2 update
Just a day before FSD v14.2.2.1’s release, Tesla rolled out FSD v14.2.2, which was focused on smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. According to the update’s release notes, FSD v14.2.2 upgrades the vision encoder neural network with higher resolution features, enhancing detection of emergency vehicles, road obstacles, and human gestures.
New Arrival Options also allowed users to select preferred drop-off styles, such as Parking Lot, Street, Driveway, Parking Garage, or Curbside, with the navigation pin automatically adjusting to the ideal spot. Other refinements include pulling over for emergency vehicles, real-time vision-based detours for blocked roads, improved gate and debris handling, and Speed Profiles for customized driving styles.