News
Tesla Model S Plaid battery pack shows that 18650 cell innovations are not over yet
A picture of the Tesla Model S Plaid’s 18650 battery pack with its modules visible was recently shared online. The image hinted that Tesla is still in the process of optimizing and innovating its 18650 battery technology, despite the cells being quite a bit long in the tooth.
Tesla is constantly trying to improve its battery technology, which has led to the development of the company’s highly-anticipated 4680 cells. The 4680 cells are expected to be used in vehicles that require a lot of power such as the Semi, Cybertruck, and new Roadster. Amidst the ongoing supply chain challenges and delays in the mass production of 4680 cells from Tesla’s Kato Road facility, however, the company noted that the Model S Plaid, its current flagship sedan, will maintain its use of 18650 batteries.
According to Redditor u/punx, who posted the picture, the Model S Plaid’s battery pack features five large modules, packed to the brim with Panasonic’s 18650 cells. The Reddit user confirmed the cells were 18650 with measurements proving they were 18mm in diameter and 65mm in length. Previous iterations of the Model S have battery packs with as many as 16 individual modules.
A decrease in the number of modules in the Model S Plaid’s battery means fewer parts for the vehicle’s pack, resulting in lower production costs for Tesla. Lowering production costs for its vehicles is a key priority for the company. At the 2021 Annual Shareholders Meeting, Elon Musk mentioned that Tesla has been making a lot of progress in cost reduction, despite the average selling price going down due to the lower prices of vehicles like the Model 3 and Model Y.
“We managed to still do decently well on a gross margin. So, you know, getting the average price down and gross margin up is very difficult,” Musk pointed out. “But we’ve managed to do that. Our goal is really to make the cars as affordable as possible.”
The Model S Plaid (and perhaps the Model X Plaid) might be the last vehicles in Tesla’s lineup that would use 18650 cells. With Tesla focusing its efforts to master the mass production of its 4680 cells — which are more powerful and cheaper to produce — it would not be a surprise if future iterations of the flagship sedan and SUV are fitted with 4680 structural batteries. The 18650 cells are showing their age, after all, as Tesla has been using them since the days of the original Roadster.
If Tesla does utilize its 4680 cells for the Model S and Model X, the vehicles would likely be equipped with nickel-based batteries. The Tesla CEO has previously explained that the supply chain goes all the way back to raw materials like lithium and nickel, which are used to develop the company’s battery cells. During the last earnings call, Elon Musk mulled over the idea of Tesla consolidating its battery offerings down to 2 or 3 form factors, one nickel-based for high-powered vehicles like the Semi and the other iron-based for mass-produced cars like the Model 3.
“So right now, we kind of have the Baskin Robbins of batteries situation, where there’s so many formats and so many chemistries, that it’s like we’ve got like 36 flavors of battery at this point,” Musk said.
“This results in an engineering drag coefficient where each variants of cell chemistry and format requires as certain amount of engineering to maintain it and troubleshoot. And this inhibits our forward progress. So it is going to be important to consolidate to maybe—ideally two form factors, maybe three, but ideally two. And then just one nickel chemistry and one iron chemistry, so we don’t have to troubleshoot so many different variants,” he said.
With Tesla likely retiring its 18650 cells in the future, the Model S Plaid’s five-module battery pack could be seen as one of the final iterations of the technology that the company quite literally used to build its empire. And considering that the 18650 cells are being used in the Model S Plaid, there is no better swan song for the humble batteries.
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Elon Musk
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
It sounds as if Tesla could be considering a new vehicle to fit the mold of what a larger family would need, and as fans have been demanding it for several years and the company is phasing out the Model X, its only family-geared vehicle, it sounds as if it could be the perfect time.
Tesla CEO Elon Musk said the company is developing a new vehicle, and it will be “way cooler than a minivan.”
It sounds as if Tesla could be considering a new vehicle to fit the mold of what a larger family would need, and as fans have been demanding it for several years and the company is phasing out the Model X, its only family-geared vehicle, it sounds as if it could be the perfect time.
There are a handful of things Musk could be talking about, and as many Tesla owners have wanted a vehicle along the lines of a minivan for hauling around their family, speculation has persisted about what the company would do in terms of developing something for that exact use case.
There were several options, and some of them seemed to be already available. Musk posted on X yesterday that the Cybertruck has three sets of isofix attachments and could fit three child seats or three adults, and it seemed to be a way to deflect plans for a new, larger vehicle as a Model Y L appeared to be present at Giga Texas.
There is also the Robovan, the large people mover that Tesla unveiled at the “We, Robot” back in 2024.
Something way cooler than a minivan is coming
— Elon Musk (@elonmusk) March 25, 2026
However, it seems Tesla could be developing something like a CyberSUV, something that is going to be large enough to haul around a car full of kids, but could be developed with the company’s aesthetic of the company’s most recent releases: this would likely include a light bar and a more sleek, futuristic look.
We’ve mocked up some potential looks for Tesla’s speculative vehicle in the past:
Tesla has teased the potential of a CyberSUV in the past, showing off clay models that it developed back in September in a teaser video called “Sustainable Abundance.”
Fans and owners have been calling for this development for a very long time, and it seems like Tesla might be ready to finally answer the call on a large SUV. With the segment being dominated by combustion engine vehicles, Tesla could truly disrupt the large SUVs that have been mainstays.
The Chevrolet Tahoe and GMC Yukon would feel some additional pressure, and it would be possible for Tesla to infiltrate some of those sales and pull consumers to electric powertrains.
As the Model S and Model X sunset process is truly hitting full swing, it might be time to consider Tesla’s next option in terms of vehicle development.
Elon Musk
Elon Musk’s $10 Trillion robot: Inside Tesla’s push to mass produce Optimus
Tesla’s surging Optimus job listings reveal a company sprinting from prototype to one million robot production.
Tesla is accelerating its push to bring the Optimus humanoid robot to high volume production, and its recent job listings tells the story as clearly as any earnings call.
With well over 100 Optimus related job openings now posted across its U.S. facilities, Tesla is signaling a critical pivot for the program, moving it from a captivating tech demo to a serious manufacturing endeavor. Roles span the full spectrum of the product lifecycle, from Robotics Software Engineers and Manufacturing Engineers to Mechanical Integration Engineers and AI Engineers focused on world modeling and video generation. One active listing for a Software Engineer on the Optimus team asks candidates to build scalable and reliable data pipelines for Optimus manufacturing lines and develop automation tools that accelerate analysis and visualization for mass manufacturing.
Tesla is racing toward a one million unit annual production target. The clearest signal yet that Tesla is treating Optimus as its primary business came on January 28, 2026, during the company’s Q4 2025 earnings call. Musk announced that Tesla is ending production of the Model S and Model X, and will repurpose those lines at its Fremont, California factory to build Optimus humanoid robots.
A production intent prototype of Optimus Version 3 is planned to be ready in early 2026, after which Tesla intends to build a one million unit production line with a targeted production start by the end of 2026. To support that ramp, Tesla broke ground on a massive new Optimus manufacturing facility at Gigafactory Texas in late 2025, with ambitions to eventually reach 10 million units per year.
Tesla Giga Texas to feature massive Optimus V4 production line
The business case for scaling this aggressively is rooted in labor economics. Musk has stated that “Optimus has the potential to be the biggest product of all time,” reasoning that if Tesla can produce capable humanoid robots at scale and reasonable cost, every task currently performed by human labor becomes a potential application. In a separate statement, Musk framed Optimus’s long term importance even more bluntly, saying it could surpass Tesla’s vehicle business in scale with the potential to generate $10 trillion in revenue.
The industries Tesla is targeting first are those most burdened by repetitive physical labor. Early applications include manufacturing assembly, material handling and quality inspection, as well as logistics tasks like loading, unloading, sorting, and transporting goods in warehouses and distribution centers. Longer term, Tesla’s vision is for Optimus to penetrate household, medical, and logistics scenarios at the scale of a smartphone rollout.
News
Tesla officially begins sunset of Model S and Model X
In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.
Tesla has officially started its process of sunsetting the Model S and Model X just months after the company confirmed it would stop producing the two flagship vehicles in 2026.
This step marks the end of an era for the vehicles that helped establish not only Tesla’s prowess as an automaker but also its status as a disruptor in the entire car industry. While these two cars have done a tremendous amount for Tesla, the signal that it is time to wind down their production has evidently arrived.
In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.
This is the first time Tesla has announced a hard global deadline for the Model S and X, as after that date, only existing inventory will be available in South Korea.
The move to bring closure to the Model S and Model X aligns with CEO Elon Musk’s plans for Tesla moving forward. During the Q4 2025 Earnings Call in January, Musk said the two cars deserved an “honorable discharge” for what they have done for the company.
The long-running programs are primarily being removed so that manufacturing lines can be repurposed for high-volume manufacturing of the Optimus humanoid robot. Tesla is targeting a production rate of up to one million units each year.
The Model S and Model X being removed from Tesla’s plans is a tough choice, but it was one that was written on the wall. Sales of these premium models have declined sharply in recent years, and even with Plaid configurations that are performance-forward, the company still has had trouble getting them sold.
In 2025, the Model S and Model X together accounted for roughly 3 percent of Tesla’s global deliveries, down significantly from prior periods as competition intensified in the luxury EV segment and buyers shifted toward more affordable options like the Model 3 and Model Y.
The Model S saw sales drop over 50 percent year-over-year in some quarters, while the Model X faced similar pressures from rivals, including the Rivian R1S and BMW iX.
Despite their dwindling volume, the Model S and Model X remain technological showcases. The Plaid variants deliver blistering acceleration, advanced Full Self-Driving capability, and luxurious interiors.
The phase-out paves the way for Tesla’s strategic pivot toward autonomy, robotics, and higher-volume vehicles.
Tesla brings closure to flagship ‘sentimental’ models, Musk confirms
Fremont will continue producing the refreshed Model 3 and Model Y, ensuring the factory remains a key automotive hub while expanding into robotics. Tesla has stated that the shift is not expected to result in job losses and could increase headcount as Optimus production ramps up.
For Tesla fans, the sunset represents a bittersweet moment. The Model S, introduced in 2012, proved EVs could compete with luxury sedans, while the Falcon-wing-door Model X set new standards for family haulers. Owners can expect continued software support and service for years to come.
Many fans have pushed for the Model X to hang around due to its appeal for families.
With the two cars heading out, Tesla’s priority now becomes its future products, especially that of the Optimus robot, which is the main reason for the S/X platform’s conclusion.
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk’s $10 Trillion robot: Inside Tesla’s push to mass produce Optimus
Tesla officially begins sunset of Model S and Model X
What is Digital Optimus? The new Tesla and xAI project explained
Elon Musk’s Boring Co. Tunnel Vision Challenge ends with a surprise for Louisiana, Maryland and Dallas
