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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 has officially shown that it is eyeing two new states for Robotaxi operation in the U.S., as it hopes to add the new areas to its ever-growing list of places where the suite is either active or in the testing phase.
Tesla first launched its Robotaxi suite in Austin, Texas, in late June. It expanded the suite to the San Francisco Bay Area just a month later. Since then, it has not launched any public rides in any other states, but it has gained several approvals for early testing.
In preparation for operation in new states, Tesla routinely lists job postings on its Careers website, which helps align potential employees with opportunities ahead of regulatory approvals. This is a strategy that allows Tesla to start operations immediately upon licensing for testing.
Tesla started hiring Vehicle Operators for Autopilot in Arizona and Nevada months before the company gained any sort of approvals from state governments for Robotaxi. However, those approvals eventually came in the form of testing licenses, which allow the company to perform validation ahead of its public launch.
Tesla begins validating Robotaxi in a new area, hinting at expansion
Now, Tesla has posted job listings for Vehicle Operators for Autopilot in two new states: Colorado and Illinois. The Colorado job listing is located in Aurora, a suburb of Denver. Tesla is looking for Robotaxi operators in Chicago as well.
These postings hint toward Tesla’s continuing efforts to expand Robotaxi to new places. Earlier this year, CEO Elon Musk said the company would like to have Robotaxi available to at least half of the U.S. population.
It has expanded significantly since its initial launch in late June, but it is still a far way off from where Tesla would like it to be by year’s end.
So far, Tesla has job listings for Autopilot Vehicle Operators in Arizona, California, Texas, Florida, Colorado, Nevada, and Illinois.
Tesla’s advertising strategy has taken a drastic turn as the company’s upcoming Shareholder Meeting will feature perhaps the most crucial vote in its history: the approval of CEO Elon Musk’s new pay package.
For years, the issue of Tesla’s advertising and marketing strategy has been a major point of conversation for investors in fans. It seems to be split right down the middle, with half wanting Tesla to set aside some money for advertising. The other half, just the opposite.
Tesla has been transparent that the money it would spend on advertising, marketing, and public relations is better set aside for the development of future products.
However, it has recently adopted a different tone in advertising, pushing some commercials on social media platforms like X and Instagram.
For the first time, an ad was seen on streaming services like Paramount+, but it wasn’t promoting Tesla’s products directly. Instead, it was more of a message for shareholders to vote on Musk’s pay package, something Tesla feels is a necessity:
Well this is a first. Tesla is running paid ads on Paramount+ encouraging people to vote their $TSLA shares ahead of the annual shareholder meeting on November 6th.
“Tesla is on the precipice of its next wave of transformations growth, and we need your support; We urge you to… pic.twitter.com/FTo5eFQJRZ
— Sawyer Merritt (@SawyerMerritt) October 14, 2025
“The future of Tesla is in your hands,” the ad reads at the end. It seems as if Tesla is taking whatever steps it needs to accomplish the task of getting Musk a new pay package and retaining him as its CEO.
On September 5, Tesla officially outlined its plans for a CEO Performance Award for Musk. It would require him to lift Tesla’s market capitalization to about $8.5 trillion, up from the $1.36 trillion it sits at today.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
It is obvious that Tesla is really hoping to get the pay package passed and is willing to shift some of its budget to encourage shareholders to vote.
However, there are some interesting perspectives on the move, and it’s sort of strange to see Tesla not advertising its vehicles or products, but only its pay package that would get its CEO paid.
Some of those who saw the ad are questioning the strategy:
Definitely a sign of desperation for $TSLA. They wouldn’t need to beg for votes if the BOD just did their job and held Elon accountable for his actions in the past. His blatant disregard for Tesla’s brand and the actions he takes in the public eye are exactly why I voted NO.
— squawksquare (@squawksquare) October 14, 2025
Doesn’t this taste wrong to anyone else?
No ads for the business? Only for the CEOs pay package?
— Schrodinger’s Wealth (@BosCybertruck) October 14, 2025
Tesla is validating Robotaxi in a new area, and as the company has continued to gain some additional permissions to begin testing in new states, it seems its Full Self-Driving-based ride-hailing project is moving toward a larger footprint.
Two Robotaxi units with LiDAR validation equipment were spotted in Gilbert, Arizona, recently, showing that Tesla is aiming to launch its ride-hailing service in the state soon:
TESLA ROBOTAXI SPOTTED VALIDATING IN GILBERT, AZ! :0 pic.twitter.com/kqtQEBwl8Y
— Greggertruck (@greggertruck) October 11, 2025
Another unit was spotted in Tempe, Arizona:
Spotted this one and another one behind it in Tempe, AZ. I also saw a pair driving from Mesa to Tempe. Looks like they’re validating the entire east valley. I haven’t seen any in the west valley yet. pic.twitter.com/gFWTHhmBLT
— TechCat (@elviswjr) October 12, 2025
These types of validation vehicles have been spotted in several areas ahead of their launch as a public ride-hailing service for passengers. Tesla first launched Robotaxi in Austin, Texas, back in late June, and since then, it has expanded to the Bay Area of California.
However, Tesla has continued to attempt to expand Robotaxi to other areas as well, including Nevada and Arizona. It has also been working toward approvals in other states based on job postings, as Tesla is hiring for Autopilot Vehicle Operators in New York and Florida, as well.
The expansion of the Robotaxi ride-hailing service has been an effort that Tesla has been spending a lot of time on over the past few months. CEO Elon Musk said the expansion aims to bring Robotaxi to at least half of the U.S. population by the end of the year, but there is still plenty of work to be done.
Tesla Robotaxi heads to a new major Texas city for the first time
Tesla did make its Robotaxi app public in recent months, allowing more members of the public to experience the suite for themselves, as long as they could get to Austin or the Bay Area.
In the coming months, it seems more apparent that Tesla will take a broader focus on expanding Robotaxi, especially with the fact that these validation vehicles are being spotted throughout different parts of the United States.
Tesla eyes two new states for Robotaxi
Tesla launched an ad for Elon Musk’s pay package on Paramount+
Tesla Robotaxi testing in Arizona is ramping up quickly
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