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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 China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle.
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Retail sales slip amid Model Y transition
Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.
Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.
China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors.
Strong December 2025 finish
While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.
The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.
On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.
News
Tesla Robovan’s likely first real-world use teased by Boring Company President
As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events.
The Boring Company President Steve Davis has shared the most likely first real-world use for Tesla’s Robovan.
As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events.
Tesla Robovan for high-demand events
During a feature with the Las Vegas Review-Journal, Boring Company President Steve Davis stated that the Tesla Robovan will be used in Sin City once the Vegas Loop expands across the Strip and downtown and the fleet grows to about 1,200 Teslas.
At that scale, Robovans would primarily be deployed during predictable surges, such as game days and large shows, when many riders are traveling to the same destination at the same time.
“The second you have four (passengers) and you have to start stopping, the best thing you can do is put your smallest vehicle in, which is a car. But if you know people are going to the stadium because of a game, you’ll know an hour before, two hours before, that a lot of people are going to a game or a Sphere show, if you are smart about it, that’s when you put a high occupancy vehicle in, that’s when you put the Robovan in,” Davis said.
Vegas Loop expansion
Steve Davis’s Robovan comment comes amid The Boring Company’s efforts to expand the Vegas Loop’s airport service. Phase 1 of rides to Harry Reid International Airport began last month, allowing passengers to travel from existing Loop stations such as Resorts World, Encore, Westgate, and the Las Vegas Convention Center.
Phase 2 will add a 2.2-mile dual-direction tunnel from Westgate to Paradise Road. That section is expected to open within months and will allow speeds of up to 60 mph on parts of the route, while expanding the fleet to around 160 vehicles.
Future phases are expected to extend tunnels closer to airport terminals and add multiple stations along University Center Drive. At this point, the system’s fleet is expected to grow close to 300 Teslas. The final phase, an underground airport station, was described by Davis as the system’s “holy grail.” This, however, has no definite timeframe as of yet.
News
Tesla seeks engineer to make its iOS Robotaxi app feel “magical”
It appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.
Tesla is hiring an iOS Engineer for its Robotaxi app team, with the job posting emphasizing the creation of polished experiences that make the service not just functional, but “magical.”
Needless to say, it appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.
Robotaxi App features
As observed by Tesla community members, Tesla has gone live with a job listing for an iOS Engineer for its Robotaxi App. The job listing mentions the development of a “core mobile experience that enables customers to summon, track, and interact with a driverless vehicle. From requesting a ride to enabling frictionless entry, from trip planning to real-time vehicle status and media control.”
Interestingly enough, the job listing also mentioned the creation of polished experiences that make the Robotaxi more than just functional. “You will take full ownership of features—from architecture design to robust implementation—delivering delightful and polished experiences that make Robotaxi not just functional, but magical,” Tesla noted in its job listing.
Apple’s “magical” marketing
Tesla’s use of the word “magical” when referring to the Robotaxi app mirrors the marketing used by Apple for some of its key products. Apple typically uses the word when referring to products or solutions that transform complex technology into something that feels effortless, simple, and natural to daily life. Products such as the AirPods’ seamless pairing with the iPhone and FaceID’s complex yet simple-to-use security system have received Apple’s “magical” branding.
With this in mind, Tesla seems intent on developing a Robotaxi app that is sophisticated, but still very easy to use. Tesla already has extensive experience in this area, with the Tesla App consistently being hailed by users as one of the best in its segment. If Tesla succeeds in making the Robotaxi app worthy of its “magical” branding, then it wouldn’t be a surprise if the service sees rapid adoption even among mainstream consumers.
Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Tesla Robovan’s likely first real-world use teased by Boring Company President
