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Tesla celebrates key milestone for 4680 battery cell production cost

Tesla produces in-house 4680 battery cells at its Gigafactory in Texas, along with getting them from outside suppliers.

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Credit: Tesla | X

Tesla has highlighted an important 4680 battery cell milestone in recent weeks, noting that its Texas manufacturing team for the hardware has scaled production enough to outpace the cost-effectiveness of outside suppliers.

During Tesla’s first-quarter all-hands-on-deck meeting held a few weeks ago, CEO Elon Musk shared a number of recent milestones. One of them, as was also reiterated after the meeting by Michael Guilfoy, Tesla’s Giga Texas Director of Cell Manufacturing, is the fact that the company’s in-house 4680 battery cells have earned their place as the lowest-cost battery cell produced per kWh.

Musk also pointed out during the meeting that the achievement is particularly impressive, given that many of the company’s suppliers dedicate all or most of their businesses to battery cell manufacturing, while Tesla focuses on several other business sectors and still managed to surpass the milestone.

Check out Guilfoy’s full message below, as posted on LinkedIn, or watch Tesla’s Q1 all-hands meeting below that.

Been waiting to acknowledge this great achievement by Tesla’s 4680 Cell Manufacturing team since the end of last year….but as Elon announced last night, our Cell Manufacturing team in Texas reached a huge milestone at the end of 2024 with becoming the lowest cost per kWh battery cell producer for Tesla! The grit, determination, and passion of our team is unbelievable in helping deliver our mission.

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Big thank you to our entire engineering and production teams for making this happen!! It’s the greatest honor of my career to lead this team and make such an impact in our mission to accelerate the world’s transition to sustainable energy.

And we aren’t done yet! 2025 will have more big milestones with fully ramped dry battery electrode manufacturing to deliver even more cost efficiency. Exciting teams continue to be ahead. Cheers to this world-class team!

READ MORE ON TESLA’S 4680 BATTERY CELLS: Tesla working on four dry cathode 4680 battery variants: The Information

Although Tesla also sources its 4680 batteries from multiple other suppliers, including Panasonic and LG Energy Solution, the company has also been working to scale up in-house production of the cells over the past few years. In September, Tesla officially surpassed a milestone of producing 100 million 4680 battery cells, after surpassing 50 million last June, and exceeding 20 million in October 2023.

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Tesla initially unveiled the 4680 battery cell during a 2020 “Battery Day” event, during which it explained the cost and efficiency benefits of the battery size in comparison with the 2170 form factor.

Tesla loses battle to keep 4680 battery tech under wraps

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Elon Musk

Elon Musk affirms Tesla commitment and grueling work schedule: “Daddy is very much home”

The remarks came as Tesla shares crossed the $400 mark on the stock market.

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Tesla CEO Elon Musk reiterated his commitment to the electric vehicle maker and its future projects this week, responding to speculation following his $1 billion purchase of TSLA stock. 

The remarks came as Tesla shares crossed the $400 mark on the stock market, extending a rally fueled in part by Musk’s TSLA purchase.

Elon Musk’s nonstop work schedule

Amidst the reaction of TSLA stock to Musk’s $1 billion investment, Tesla owners such as @greggertruck noted that “Daddy’s home.” Musk replied, stating that “Daddy is very much home.” He then shared details of a packed weekend of work, which was definitely grueling but completely within character for a “wartime CEO.”

Musk did note, however, that he had lunch with his kids during the weekend despite his extremely busy schedule.

“Daddy is very much home. Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design. 

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“Fly to Colossus II on Monday to walk the whole datacenter floor, review transformers and power production (excellent progress), depart midnight. Then up to 12 hours of back-to-back meetings across all Tesla departments, but with a particular focus on AI/Autopilot, Optimus production plans, and vehicle production/delivery,” Musk wrote in his post

Wartime CEO

Wedbush analyst Dan Ives described Musk as operating in “wartime CEO mode,” highlighting autonomous driving and AI as a trillion-dollar market opportunity for Tesla. Musk reiterated this point late last month as well, when he outlined the several projects he is juggling among his numerous companies. At the time, Musk stated that he was busy with Starship 10, Grok 5, and Tesla V14. This was despite his notable presence on X. 

With Tesla Master Plan Part IV being partly released, the company is entering what could very well be its most ambitious stage to date. To usher in an era of sustainable abundance, Tesla would definitely require a “wartime CEO,” someone who could remain locked in and determined to push through any obstacles to ensure that the company achieves its goals.

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Elon Musk confirms cryptic X post was related to SpaceX, not TSLA stock

Musk shared his update in a post on social media platform X.

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Joel Kowsky, Public domain, via Wikimedia Commons

Elon Musk has confirmed that a cryptic post he shared earlier this month was related to his private sale enterprise, SpaceX, not electric vehicle maker Tesla. 

Musk shared his update in a post on social media platform X. 

Musk’s cryptic post

Earlier this month, the CEO posted the cryptic words “You’ll Thank Me Later” on X. The post quickly gained attention on social media, as Tesla watchers and Elon Musk fans speculated on what the words could mean. With the announcement that Musk has purchased $1 billion of TSLA stock in the open market, some speculated that the cryptic post was a teaser of sorts to shareholders.

Musk’s massive TSLA purchase was the biggest in history, and it also stood as a notable vote of confidence for the company as it attempts to enter a new era led by robots, AI, and autonomous driving. This was likely one of the reasons why Tesla stock saw a notable rise on Monday’s trading. In another post, however, Musk confirmed that his cryptic post was not in any way related to his stock purchase.

All SpaceX

Considering that all the words in Musk’s post started with an uppercase letter, some space fans immediately speculated that the CEO was teasing something related to SpaceX. The company’s three drone ships, Just Read the Instructions (JRTI), Of Course I Still Love You (OCISLY), and A Shortfall of Gravitas (ASOG), after all, follow similar naming styles. 

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This was one of the reasons why some TSLA shareholders noted on X that Musk’s post was likely SpaceX-related. In response to one of these comments, Musk stated that these speculations are “Correct.”

The only question now is what exactly Musk was referring to in his post. Perhaps the CEO really was hinting at the name of the drone ship that will be tasked to retrieve Starship in the middle of the ocean.

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Tesla Model Y leads as weekly registrations in China hit Q3 high

Out of Tesla China’s 15,350 registrations, the Model Y once again accounted for the majority.

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Credit: Tesla China

Tesla recorded 15,350 insurance registrations in China during the week of September 8–14, marking a 7.3% increase compared to the prior week. The figure also represents the highest weekly result so far in the third quarter of 2025.

Model Y still leads demand

Out of the 15,350 registrations, the Model Y once again accounted for the majority. Data shows 9,460 registrations for the standard Model Y, complemented by 1,030 units of the newly launched extended wheelbase, six-seat Model Y L. Tesla also logged 4,860 Model 3 sedans for the week as well, as noted in a CNEV Post report.

The Model Y L, which debuted in late August, registered a modest uptick from the 900 registrations it saw the week before. Volumes remain relatively low, suggesting that the variant will not meaningfully change Tesla’s third-quarter sales trajectory. That being said, Tesla China’s previous comments about the Model Y L’s demand suggest that an uptick in registrations may be coming in the next weeks.

The ramp of the Model Y L will likely be a notable topic among Tesla watchers, as its ramp will still be quite a task despite the vehicle being just a new variant of the all-electric crossover. With this in mind, meaningful numbers of Model Y L registrations may hit their pace in the next quarter instead.

Tesla China’s momentum

As per data from the China Passenger Car Association (CPCA), Tesla’s retail sales in August 2025 totaled 57,152 units. That figure marked a 9.9% decline from August 2024’s 63,456 units, but a significant 40.7% increase from July’s 40,617 deliveries.

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Quarter-to-date, Tesla China’s results show a 34.4% gain compared to the previous quarter but remain down 11% year-over-year. Year-to-date, Tesla is down about 7% in China versus the same period in 2024. With only a couple more weeks before the end of the third quarter, Tesla China’s registrations may help determine whether the company could catch up to its 2024 numbers this year. 

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