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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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Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
