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Tesla ‘Roadrunner’ cell leak hints that Battery Day will be more insane than expected

Tesla Gigafactory Nevada battery cell production line (Credit: Super Factories)

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Tesla’s Battery Day has been hyped so much that the event will have to include something truly amazing to live up to its expectations. In the lead up to the highly-anticipated event, a leaked image featuring what is supposedly a cell from Tesla’s “Roadrunner” line has emerged. And if the leak proves legitimate, it would appear that Battery Day will not only meet expectations — it will be even more insane than expected. 

The leaked image, which was initially published in a report on Electrek, featured a massive battery cell that was supposedly a product of the Roadrunner line. The publication noted that the image was sent through an anonymous source and confirmed by another independent source. From the get-go, it is evident that the cell is massive, closer in size to a supercapacitor than a traditional battery cell. Initial observations by battery enthusiasts online also point to some radical improvements that such a cell design would bring. 

While Electrek’s sources have mentioned that the Roadrunner cell will feature roughly double the diameter of the 2170 cells that the electric car maker currently uses in the Model 3 and Model Y, Tesla enthusiast @_BRCooper, who is familiar with battery tech, has observed that one of the leaked images had the number “054” printed on its side. If this number represents the cell’s diameter, it would point to Tesla’s Roadrunner cells adopting a 54×98 form factor, which has 10x the volume of a 2170 cell.

As noted by Jordan Giesige of The Limiting Factor channel on YouTube, adopting a 54×98 form factor for its next-generation cells has numerous implications for the entire battery manufacturing process and the performance of Tesla’s vehicles as a whole. With the larger cells, Tesla could produce battery packs that have an order of magnitude fewer cells than before. This would result in the company only using 1/10 the number of rolls, cans, electrolyte fills, and welds compared to its current operations. Such a strategy opens the doors to massive cost reductions that could help bring down the prices of electric cars to a notable degree. 

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But regardless of its actual size, the design of the Roadrunner cell appears to be optimized and designed for a cell-to-pack drop-in setup. Interestingly enough, the leaked image of the Roadrunner cell seems to have a tabless electrode design, which Elon Musk has dubbed is “way more important than it sounds” last year. Provided that the Roadrunner cells are indeed inspired by Tesla’s tabless electrode patent, the new form factor could pave the way to more performance and further reductions in production costs. 

What’s even more notable is that these improvements become possible with just the Roadrunner cell’s new form factor and design. Giesige, for his part, has noted that with the Roadrunner cell’s design and potential 54×98 form factor alone, Tesla may be able to close in on 300 wh/kg before making any significant changes to its battery chemistry. Elon Musk actually mentioned a 30-40% improvement from 250 wh/kg back in 2018, which translates to an improvement to 325-350 wh/kg. Musk’s prediction was considered fantastical by critics then, but as Battery Day approaches and leaks start to emerge about the event, it is starting to look more and more likely that 325-350 wh/kg is feasible. 

Watch a feature on the Roadrunner battery cell leak in the video below. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Model S and X customization options begin to thin as their closure nears

Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.

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Credit: Tesla

Tesla Model S and Model X customization options are beginning to thin for the first time as the closure of the two “sentimental” vehicles nears.

We are officially seeing the first options disappear as Tesla begins to work toward ending production of the two cars and the options that are available to those vehicles specifically.

Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.

Tesla is making way for the Optimus humanoid robot project at the Fremont Factory, where the Model S and Model X are produced. The two cars are low-volume models and do not contribute more than a few percent to Tesla’s yearly delivery figures.

With CEO Elon Musk confirming that the Model S and Model X would officially be phased out at the end of the quarter, some of the options are being thinned out.

This is an expected move considering Tesla’s plans for the two vehicles, as it will make for an easier process of transitioning that portion of the Fremont plant to cater to Optimus manufacturing. Additionally, this is likely one of the least popular colors, and Tesla is choosing to only keep around what it is seeing routine demand for.

During the Q4 Earnings Call in January, Musk confirmed the end of the Model S and Model X:

“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”

Fremont will now build one million Optimus units per year as production is ramped.

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Tesla Cybertruck Dual Motor AWD estimated delivery slips to early fall 2026

Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.

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Credit: Grok Imagine

Tesla’s estimated delivery window for new Cybertruck Dual Motor All-Wheel Drive (AWD) orders in the United States has shifted to September–October 2026. This suggests that the vehicle’s sub-$60,000 variant is now effectively sold out until then.

The updated timeline was highlighted in a post on X by Tesla watcher Sawyer Merritt, who noted that the estimated delivery window had moved from June 2026 to September-October 2026, “presumably due to strong demand.”

The Dual Motor AWD currently starts at $59,990 before incentives. Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.

If demand remains steady, the combination of a later delivery window and a pending price increase suggests Tesla is seeing sustained interest in the newly-introduced Cybertruck configuration. This was highlighted by Elon Musk on X, when he noted that the Cybertruck Dual Motor AWD’s introductory price will only be available for a limited time.

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When the Cybertruck was first unveiled in November 2019, Tesla listed the Dual Motor AWD variant at $49,990. Adjusted for inflation, that figure equates to roughly $63,000 in 2026 dollars, based on cumulative U.S. inflation since 2019.

That context makes a potential post-February price in the $64,000 to $65,000 range less surprising, especially as material, labor, and manufacturing costs have shifted significantly over the past several years.

While Tesla has not announced a specific new MSRP, the updated delivery timeline and pricing note together suggest that the Cybertruck Dual Motor AWD could very well be the variant that takes the all-electric full-sized pickup truck to more widespread adoption.

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SpaceX targets 150Mbps per user for upgraded Starlink Direct-to-Cell

If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.

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Credit: SpaceX/X

SpaceX is targeting peak download speeds of 150Mbps per user for its next-generation Direct-to-Cell Starlink service. The update was shared by SpaceX Spectrum & Regulatory Affairs Lead Udrivolf Pica during the International Telecommunication Union’s Space Connect conference.

“We are aiming at peak speeds of 150Mbps per user,” Pica said during the conference. “So something incredible if you think about the link budgets from space to the mobile phone.”

If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.

Today, SpaceX’s cellular Starlink service, offered in partnership with T-Mobile under the T-Satellite brand, provides speeds of roughly 4Mbps per user. The service is designed primarily for texts, low-resolution video calls, and select apps in locations that traditionally have no cellular service.

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By comparison, Ookla data shows median 5G download speeds of approximately 309Mbps for T-Mobile and 172Mbps for AT&T in the United States, as noted in a PCMag report. While 150Mbps would still trail the fastest terrestrial 5G networks, it would place satellite-to-phone broadband much closer to conventional carrier performance, even in remote areas. 

Pica indicated that the upgraded system would support “video, voice, and data services, clearly,” moving beyond emergency connectivity and basic messaging use cases.

To reach that target, SpaceX plans to upgrade its existing Starlink Direct-to-Cell satellites and add significant new capacity. The company recently acquired access to radio spectrum from EchoStar, which Pica described as key to expanding throughput. 

“More spectrum means a bigger pipeline, and this means that we can expand what we can do with partners. We can expand the quality of service. And again, we can do cellular broadband basically, cellular broadband use cases, like AI or daily connectivity needs,” he stated.

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SpaceX has also requested regulatory approval to deploy 15,000 additional Direct-to-Cell satellites, beyond the roughly 650 currently supporting the system. The upgraded architecture is expected to begin rolling out in late 2027.

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