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Tesla’s nickel future will benefit the company and the consumer
It is no secret that batteries play a massive role in Tesla’s future. Not only do the materials that are mined for the company’s electric cars need to be sustainably sourced, but they need to fit the company’s long and short-term goals.
For a long time, the talk about electric vehicle batteries has been focused on cobalt. The chemical element is controversial for several reasons: it is expensive, it is mined in immoral ways in many countries, and it is not great for the environment. However, companies can choose to source it responsibly, and Tesla has maintained that its cobalt sources are moral and proper in their obtaining of the element.
But during yesterday’s Q2 2020 Earnings Call with Tesla executives, cobalt was not mentioned even once. The focus stood on nickel and the benefits it could play for future company projects, which are based on the foundation that batteries need to be long-lasting and energy-dense. This fact is especially prevalent when it comes to the company’s commercial Semi truck, which will be responsible for transitioning the considerable commerce and trucking industry to function more sustainably.
“Please mine more nickel,” CEO Elon Musk pleaded to mining companies. “Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way.”
Nickel is included in the current EV batteries that Tesla uses. A Nickel-Cobalt-Aluminum battery has been produced at Giga Nevada, but the company continues to submit patents that could revolutionize the way its batteries function. Ultimately, the goal is to have million-mile capable cells that will not only translate to a longer lifespan for an electric car but also an extended time of use for Tesla energy storage products.
Musk was adamant during yesterday’s call that Nickel mining is crucial to the company’s fleet of future vehicles. Why? Because Nickel-based battery cells can handle what the Tesla Semi will require to function, which is high energy density. This will ultimately translate to an extended range.
The Semi will be responsible for hauling massive amounts of cargo across the country. It will have to scale steep grades and handle different weather scenarios in every area it travels in. All of these factors will inevitably affect the Semi’s range, and the way to combat that is to come up with more energy-dense cells that are capable of handling a multitude of situations.
“Obviously, those are needed for something like Semi, where every, every unit of mass that you add in a battery pack, you have to subtract in cargo,” Musk said. “So it’s very important to have a mass efficient and long-range pack for four batteries.”
But Tesla’s nickel operation goes far past the company’s Semi plans. It also translates to be beneficial for passenger vehicles that are aimed toward mass-market production, like the Model 3 and Model Y.
After Tesla scrapped plans for the Standard Range RWD Model Y earlier this month, Musk indicated that the new normal for EVs should be 300 miles of range. The Standard Range Y wouldn’t fit that description, as the CEO said it would be capable of less than 250 miles. In Tesla terms, that is unacceptable.
A question during yesterday’s call suggested that Tesla could be shifting from smaller-pack vehicles to larger ones, but that doesn’t seem to be the case. The real struggle is creating effective electric transport across the entire market, instead of for one type of vehicle.
Range is a substantial part of driving an electric vehicle, regardless of who made the car. The focus for Tesla is increasing range and longevity for the company and the consumer. Across each of its cars, the range is of utmost importance, and it begins with nickel mining.
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Tesla adds awesome new driving feature to Model Y
Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.
Tesla is adding an awesome new driving feature to Model Y vehicles, effective on Juniper-updated models considered model year 2026 or newer.
Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.
Tesla writes in the release notes for the feature:
“Your Tesla now provides a smoother feel as you come to a complete stop during routine braking.”
🚨 Tesla has added a new “Comfort Braking” update with 2026.8
“Your Tesla provides a smoother feel as you come to a complete stop during routine braking.” https://t.co/afqCpBSVeA pic.twitter.com/C6MRmzfzls
— TESLARATI (@Teslarati) March 13, 2026
Interestingly, we’re not too sure what catalyzed Tesla to try to improve braking smoothness, because it hasn’t seemed overly abrupt or rough from my perspective. Although the brake pedal in my Model Y is rarely used due to Regenerative Braking, it seems Tesla wanted to try to make the ride comfort even smoother for owners.
There is always room for improvement, though, and it seems that there is a way to make braking smoother for passengers while the vehicle is coming to a stop.
This is far from the first time Tesla has attempted to improve its ride comfort through Over-the-Air updates, as it has rolled out updates to improve regenerative braking performance, handling while using Full Self-Driving, improvements to Steer-by-Wire to Cybertruck, and even recent releases that have combatted Active Road Noise.
Tesla holds a unique ability to change the functionality of its vehicles through software updates, which have come in handy for many things, including remedying certain recalls and shipping new features to the Full Self-Driving suite.
Tesla seems to have the most seamless OTA processes, as many automakers have the ability to ship improvements through a simple software update.
We’re really excited to test the update, so when we get an opportunity to try out Comfort Braking when it makes it to our Model Y.
News
Tesla finally brings a Robotaxi update that Android users will love
The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android.
Tesla is finally bringing an update of its Robotaxi platform that Android users will love — mostly because it seems like they will finally be able to use the ride-hailing platform that the company has had active since last June.
Based on a decompile of software version 26.2.0 of the Robotaxi app, Tesla looks to be ready to roll out access to Android users.
According to the breakdown, performed by Tesla App Updates, the company is preparing to roll out an Android version of the app as it is developing several features for that operating system.
🚨 It looks like Tesla is preparing to launch the Robotaxi app for Android users at last!
A decompile of v26.2.0 of the Robotaxi app shows some progress on the Android side for Robotaxi 🤖 🚗 https://t.co/mThmoYuVLy
— TESLARATI (@Teslarati) March 13, 2026
The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android:
“Strings like notification_channel_robotaxid_trip_name and android_native_alicorn_eta_text show exactly how Tesla plans to replicate the iOS Live Activities experience. Instead of standard push alerts, Android users are getting a persistent, dynamically updating notification channel.”
This is a big step forward for several reasons. From a face-value perspective, Tesla is finally ready to offer Robotaxi to Android users.
The company has routinely prioritized Apple releases because there is a higher concentration of iPhone users in its ownership base. Additionally, the development process for Apple is simply less laborious.
Tesla is working to increase Android capabilities in its vehicles
Secondly, the Robotaxi rollout has been a typical example of “slowly then all at once.”
Tesla initially released Robotaxi access to a handful of media members and influencers. Eventually, it was expanded to more users, so that anyone using an iOS device could download the app and hail a semi-autonomous ride in Austin or the Bay Area.
Opening up the user base to Android users may show that Tesla is preparing to allow even more users to utilize its Robotaxi platform, and although it seems to be a few months away from only offering fully autonomous rides to anyone with app access, the expansion of the user base to an entirely different user base definitely seems like its a step in the right direction.
News
Lucid unveils Lunar Robotaxi in bid to challenge Tesla’s Cybercab in the autonomous ride hailing race
Lucid’s Lunar robotaxi is gunning for Tesla’s Cybercab in the autonomous ride hailing race
![Lucid Lunar robotaxi concept [Credit: Rendering by TESLARATI]](https://www.teslarati.com/wp-content/uploads/2026/03/lucid-lunar-robotaxi-concept-teslarati-rendering.jpg)
Lucid Group pulled back the curtain on its purpose-built autonomous robotaxi platform dubbed the Lunar Concept. Announced at its New York investor day event, Lunar is arguably the company’s most ambitious concept yet, and a direct line of sight toward the autonomous ride haling market that Tesla looks to control.
At Lucid Investor Day 2026, the company introduced Lunar, a purpose-built robotaxi concept based on the Midsize platform.
A comparison to Tesla’s Cybercab is unavoidable. The concept of a Tesla robotaxi was first introduced by Elon Musk back in April 2019 during an event dubbed “Autonomy Day,” where he envisioned a network of self-driving Tesla vehicles transporting passengers while not in use by their owners. That vision took another major step in October 2024 when, Musk unveiled the Cybercab at the Tesla “We, Robot” event held at Warner Bros. Studios in Burbank, California, where 20 concept Cybercabs autonomously drove around the studio lot giving rides to attendees.
Fast forward to today, and Tesla’s ambitions are finally materializing, but not without friction. As we recently reported, the Cybercab is being spotted with increasing frequency on public roads and across the grounds of Gigafactory Texas, suggesting that the company’s road testing and validation program is ramping meaningfully ahead of mass production. Tesla already operates a small scale robotaxi service in Austin using supervised Model Ys, but the Cybercab is designed from the ground up for high-volume, low-cost production, with Musk stating an eventual goal of producing one vehicle every 10 seconds.
At Lucid Investor Day 2026, the company introduced Lunar, a purpose-built robotaxi concept based on the Midsize platform.
Into this landscape steps Lucid’s Lunar. Built on the company’s all-new Midsize EV platform, which will also underpin consumer SUVs starting below $50,000. The Lunar mirrors the Cybercab’s core philosophy of having two seats, no driver controls, and a focus on fleet economics. The platform introduces Lucid’s redesigned Atlas electric drive unit, engineered to be smaller, lighter, and cheaper to manufacture at scale.
Unlike Tesla’s strategy of building its own ride hailing network from scratch, Lucid is partnering with Uber. The companies are said to be in advanced discussions to deploy Midsize platform vehicles at large scale, with Uber CEO Dara Khosrowshahi publicly backing Lucid’s engineering credentials and autonomous-ready architecture.
In the investor day event, Lucid also outlined a recurring software revenue model, with an in-vehicle AI assistant and monthly autonomous driving subscriptions priced between $69 and $199. This can be seen as a nod to the software revenue stream that Tesla has long championed with its Full Self-Driving subscription.
Tesla’s Cybercab is targeting a price point below $30k and with operating costs as low as 20 cents per mile. But with regulatory hurdles still ahead, the window for competition is open. Lucid’s Lunar may not have a launch date yet, but it arrives at a pivotal moment, and when the robotaxi race is no longer viewed as hypothetical. Rather, every serious EV player needs to come to bat on the same plate that Tesla has had countless practice swings on over the last seven years.
Tesla adds awesome new driving feature to Model Y
Tesla finally brings a Robotaxi update that Android users will love
![Lucid Lunar robotaxi concept [Credit: Rendering by TESLARATI]](https://www.teslarati.com/wp-content/uploads/2026/03/lucid-lunar-robotaxi-concept-teslarati-rendering-80x80.jpg)
