News
Tesla can solve an annoying part of its cars’ ownership experience with Maxwell’s supercapacitors
When Tesla acquired Maxwell technologies, the electric vehicle community was appropriately excited. Maxwell, after all, works on projects such as dry battery electrode tech and supercapacitors, both of which are believed to hold a lot of potential in the emerging electric vehicle sector. But as the countdown to the highly-anticipated Battery Day draws near, speculations suggest that Tesla acquired Maxwell mainly due to the company’s dry battery electrode tech, not its supercapacitors. Yet according to Andrey Shigaev, CEO of Geyser Batteries, supercapacitors still hold some potential uses for Tesla’s electric cars.
In a brief interview with Teslarati, Shigaev, whose company is developing batteries that use aqueous (water-based) electrolytes, noted that while supercapacitors will likely not be involved in Tesla’s million-mile battery project, there are already a lot of local tasks in an electric vehicle that could benefit from the use of supercapacitors. Among these is smart air suspension, a feature that is currently used in the Model S and X and is expected for upcoming vehicles like the Cybertruck. But beyond this, the Geyser Batteries CEO mentioned that supercapacitors could also be utilized as a superior alternative to the 12V battery that Tesla uses for its vehicles today.
“The more stuff gets electrified, the more power you need to perform tasks. The most classical thing (that could benefit from supercapacitors) and the number one item for Tesla is the 12V battery. Supercapacitors can handle this task. If you have a high energy battery onboard, then this secondary circuit could be powered by a supercapacitor that is very efficient. It will even have an extremely long life cycle. Supercapacitors are lighter too, saving weight. And they tend to be smaller than a lead-acid battery,” Shigaev said.
Interestingly enough, the earliest versions of the original Tesla Roadster didn’t use a 12V battery. Instead, the company used a portion of the Roadster’s main lithium-ion battery pack to supply 12V for the vehicles’ accessories and lights. This did not prove ideal, however, and in 2010, Tesla switched to using a 12V battery for the Roadster 2.0. It should be noted that the 12V battery, which has been adopted in every vehicle since the Roadster 2.0, is used to keep systems such as emergency blinkers, airbags, seatbelt pre-tensioners, the MCU, and other functions operational even when a car’s main battery pack is compromised.
Being one of the few parts of the car that is still based on conventional automotive tech, the 12V battery in a Tesla tends to last only a few years. As noted by Tesla Tap, the 12V battery in a brand new Tesla could last about 3-4 years, but this could be reduced to as little as 1-2 years if the vehicle is driven frequently. This could cause annoyances among Tesla owners, especially since the 12V battery’s health could not be actively observed in the vehicle’s systems yet. Social media posts about 12V batteries in Teslas giving out are numerous, with some owners noting that it is the one aspect of the Tesla ownership experience that is still mildly infuriating.
With this in mind, the use of supercapacitors in place of the 12V battery could be pretty in-character for Tesla. Nevertheless, the Geyser CEO explained that using supercapacitors in place of the 12V battery would present some challenges as well. Among these is cost, since supercapacitors are notably more expensive than standard 12V lead-acid batteries. Yet despite this, the advantages they bring could justify their use, especially among flagship vehicles like the next-generation Roadster and the Plaid Model S and Model X.
“Supercapacitors have a main caveat. There are three drawbacks. First and foremost is energy density, which is ten times lower than lead-acid battery. Second is their price since currently, their price is astronomically larger. The third is discharge. If you leave it alone for almost one month, it would discharge completely. However, if you have an electric car and there’s a high energy battery in the car like a lithium-ion battery, that would be the power source for the vehicle,” Shigaev noted.
Other industry experts have suggested uses for Maxwell’s supercapacitors in Tesla’s electric cars in the past. Auto veteran and Munro & Associates Sr. Associate Mark Ellis previously noted that apart from dry electrode tech, Tesla could tap into Maxwell’s supercapacitors to improve its vehicles’ battery management systems.
“One of the issues with the battery is, when I step on the throttle hard, I’m pulling a lot of energy from the battery. And then, when I brake hard, I’m pulling a lot of energy out of the regen, but the batteries can’t take it fast enough. The batteries get really stressed when you try to pull it up too much, so if I had supercapacitors that I could use as a cushion; so when I need energy quickly, (I can) pull it from the supercapacitors and then fill the supercapacitors back up with the battery slowly; and then when I brake, I can capture more of that regen energy and do the supercapacitors faster. I think that just makes logical sense, because now all of a sudden I’ve got a sponge in front of my main energy source and I’m not stressing (the battery) so much,” Ellis said.
Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
Tesla stock tumbles after earnings, one of its sharpest single-day declines
Elon Musk is not happy about this Tesla Full Self-Driving approval delay
