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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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For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.
The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.
On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.
Tesla Cybercab has one important piece that AI4 cars might need for FSD
It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”
New official Cybercab documentation from Tesla:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or… https://t.co/P6ut1mZyzr pic.twitter.com/yq6skl9s2J
— Sawyer Merritt (@SawyerMerritt) June 27, 2026
This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.
It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something
There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla Phone? Not quite, but close: analyst
Tesla reveals huge Cybercab detail in new guide for First Responders
