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Tesla Model Y from Giga Texas will equip Structural Battery Pack, 4680 cells

Credit: Tesla Inc.

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Tesla’s Gigafactory Texas-built Model Y will equip the company’s Structural Battery Pack and revolutionary 4680 cells, CEO Elon Musk confirmed on the company’s Q4 2021 Earnings Call.

Musk confirmed that Tesla has been building many Model Y units at Gigafactory Texas in recent days as the factory nears production approval. Upon updating listeners that Tesla would begin deliveries of the Texas built-Model Y when the vehicle receives an approval certification, Musk confirmed that the 4680 battery cells and Structural Battery Pack system would be used in vehicles built at Gigafactory Texas.

Tesla updated the timeline for the plant in its Shareholder Deck by stating, “Builds of Model Ys started in late 2021 at Gigafactory Texas. After final certification of Austin-made Model Y, we plan to start deliveries to customers.”

4680 Cells

Interestingly, Tesla also stated in its Q4 2021 Shareholder Deck that Model Ys built at Gigafactory Berlin in Germany would not initially equip the 4680 cells. These vehicles will equip 2170 battery cells at first, which have been used in the Model 3 and Model Y since their early production days.

The 4680 cell aims to revolutionize lithium-ion batteries used in electric vehicles. It is 46 millimeters wide and 80 millimeters long and will increase energy density by five times, increase range by sixteen percent, and improve power output by six times. The cell has been in development since 2020, kept behind the doors of the Kato Road facility.

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Drew Baglino, SVP of Powertrain for Tesla, said that “4680 cells are not a constraint to our 2022 volume plans.” He added that he expects the first vehicles equipping the 4680 cells to be delivered by the end of Q1 2022.

Structural Battery Pack

Musk also confirmed the Gigafactory Texas Model Ys would equip the Structural Battery Pack, which will increase vehicle rigidity and structural integrity.

Tesla hinted that the Structural Pack was being included in cars when it released the Shareholder Deck just before the Earnings Call began.

Credit: Tesla

The Structural Battery Pack works like an aircraft wing and will improve the structural integrity of Tesla vehicles. While the casting improves manufacturing efficiency and strength, the positioning of structural batteries eliminates excess structure from the battery packs, increasing density. “The non-cell portion of the battery has negative mass,” Musk said. “We saved more mass in the rest of the vehicle than in the non-cell portion of the battery. So how do you really minimize the mass of the battery? Make it negative.”

The idea is that individual cells could be positioned more efficiently because excessive structures within the pack itself were eradicated. The new Structural Battery Pack design is completely free of any negative mass, which improves pack density along with structural integrity. It will only make the vehicles safer, already improving upon the world-class crash safety ratings that Tesla has across its product line.

Now that Model Y vehicles being manufactured at Gigafactory Texas are confirmed to have the Structural Battery Pack and 4680 cells, Tesla’s long-standing projects to revolutionize castings and EV battery tech are here.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla doubles down on Robotaxi launch date, putting a big bet on its timeline

Tesla continues to double down on its June goal to launch the Robotaxi ride-hailing platform.

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Credit: Tesla

Tesla has doubled down on its potential launch date for the Robotaxi ride-hailing platform, which will utilize the Cybercab and other vehicles in its lineup to offer driverless rides in Austin, Texas.

Tesla said earlier this year that it was in talks with the City of Austin to launch its first Robotaxi rides, and it planned to launch the platform in June.

This has been a widely discussed timeline in the community, with some confident in the company’s ability to offer it based on the progress of the Full Self-Driving suite.

However, others are skeptical of it based on Tesla’s history of meeting timelines, especially regarding its rollout of FSD.

Nevertheless, Tesla was asked when it would be able to offer Robotaxi rides and where, and it clearly is not backing down from that June date:

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It is getting to a point where Tesla is showing incredible confidence regarding the rollout of the Robotaxi in June. We have not seen this kind of reiteration regarding the rollout of something regarding autonomy from Tesla at any point in the past.

CEO Elon Musk has even been increasingly confident that Tesla will meet its target. Earlier this week, he said the vehicles will be able to roll off production lines and drive themselves straight to a customer’s house:

Elon Musk continues to push optimistic goal for Tesla Full Self-Driving

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There could be some discussion of an acceptable grace period, as the timeline for the Robotaxi rollout could still be considered a success, even if it were a month or two late. However, if it were pushed back further into 2025 or even 2026, skepticism regarding these timelines would continue to persist.

As of right now, it seems Tesla is extremely confident it will meet its goal.

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Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory

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Tesla Semis showcased at Frito-Lay plant in Modesto, CA
Frito-Lay transformed its Modesto, Calif., site by replacing diesel fleet assets with ZE and NZE alternatives and installing fueling and charging infrastructure for the new fleet as well as on-site renewable energy generation and storage.

Among the several companies that have had the opportunity to add Tesla Semi all-electric Class 8 trucks to their fleets earlier than others, the most notable is arguably Frito-Lay, which has utilized the vehicle for a couple of years now.

However, as their fleet is making more local runs and there are undoubtedly plans to expand to more Semi units, the company has recognized it needs additional Megachargers to give juice to their trucks.

As a result, Frit-Lay decided to build more chargers at their Bakersfield, California facility, according to new permits filed by Tesla:

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There are already chargers at the company’s Modesto, California, factory, but Bakersfield is roughly three hours south of Modesto.

Interestingly, Tesla is calling the chargers “Semi Chargers” in the filing, potentially hinting that it is no longer referring to them as “Megachargers,” as they have been in the past. This is a relatively minor detail, but it is worth taking note of.

In 2022, Frito-Lay began installing these chargers in preparation for the Semi to become one of the company’s main logistics tools for deliveries in California and surrounding states.

Frito-Lay is not the only company that has chosen to utilize the Tesla Semi for these early “pilot” runs. PepsiCo has also been a company that has used the Semi very publicly over the past two years.

Additionally, the Tesla Semi participated in the Run on Less EV trucking study back in late 2023, where it managed to complete a 1,000-mile run in a single day:

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Tesla Semi logs 1,000-mile day in Run on Less EV trucking study

Tesla is planning to ramp production of the Semi late this year. On the Q4 2024 Earnings Call, VP of Vehicle Engineering Lars Moravy said the company would be focusing on the first builds of the Semi’s high-volume design late this year before ramping production in the early portion of 2026:

“We just closed out the Semi factory roof and walls last week in Reno, a schedule which is great with the weather. In Reno, you never know what’s going to happen. But we’re prepping for mechanical installation of all the equipment in the coming months. The first builds of the high-volume Semi design will come late this year in 2025 and begin ramping early in 2026.”

Tesla will build these units at a new Semi production facility located in Reno near its Gigafactory. The company is getting closer to finishing construction, as a drone video from this morning showed the facility is coming along at a good pace:

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Tesla Cybercab no longer using chase vehicles in Giga Texas

Elon Musk expects Tesla to produce about 2 million Cybercab units per year.

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Credit: Joe Tegtmeyer/X

The Tesla Cybercab is the company’s first vehicle that is designed solely for autonomous driving. And while the spacious two-seater is expected to start volume production in 2026, the vehicle’s development seems to be moving at a steady pace.

This was hinted at in recent images taken by a longtime Tesla watcher at the Giga Texas complex.

Tesla Cybercab Production

The Cybercab will likely be Tesla’s highest volume vehicle, with CEO Elon Musk stating during the company’s Q1 2025 All-Hands meeting that the robotaxi’s production line will resemble a high-speed consumer electronics line. Part of this is due to Tesla’s unboxed process, which should make the Cybercab easy to produce.

Elon Musk expects Tesla to produce about 2 million Cybercabs per year. And while the vehicle is expected to see volume production at Giga Texas next year, the CEO noted that the vehicle will be manufactured in more than one facility when it is fully ramped.

No More Chase Cars

While the Cybercab is not yet being produced, Tesla is evidently busy testing the vehicle’s fully autonomous driving system. This could be hinted at by the Cybercabs that have been spotted around the Giga Texas complex over the past months. Following last year’s We, Robot event, drone operators such as longtime Tesla watcher Joe Tegtmeyer have spotted Cybercabs being tested around the Giga Texas complex.

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At the time, videos from Giga Texas showed that the driverless Cybercabs were always accompanied by a manually driven Model 3 validation chase car. This was understandable considering that the Giga Texas complex features pedestrians, other cars, and construction areas. As per the drone operator in a recent post on social media platform X, however, Tesla seems to have stopped using chase cars for its Cybercab tests a few weeks ago.

Aggressive Tints

The reasons behind this alleged update are up for speculation, though it would not be surprising if the Cybercab’s autonomous driving system could now safely navigate the Gigafactory Texas complex on its own. Interestingly enough, the Cybercabs that were recently photographed by the drone operator featured very aggressive tint, making it almost impossible to make out the interior of the robotaxi.

This is quite interesting as other Cybercabs that have been spotted around Giga Texas were only equipped with semi-dark tints. One such vehicle that was spotted in February was even speculated to be fitted with an apparent steering wheel.

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