

News
Volkswagen and others look to solid-state EV batteries for increased range
A number of automakers are looking to build future electric vehicles (EVs) with solid-state batteries, which are expected to unlock increased energy density, faster charging, and crucially, longer driving ranges. With Tesla as the outlier in that it hasn’t announced any plans to develop solid-state batteries, automakers including Volkswagen, Toyota, Honda, and many more have made investments in the sector, although products with the tech have yet to arrive.
As just one example, the U.S. startup company QuantumScape has landed partnerships with Volkswagen and at least five other automakers, saying its anode-less cell design can increase EV range from 350 miles to 400 or 500 miles (via Reuters). The figure represents a margin increase of 14 to 43 percent—though that’s down from prior estimates shared by the company of 50 to 80 percent.
Still, QuantumScape shared initial prototypes with Volkswagen in 2022, and the automaker said the solid-state battery samples could be used in an EV for up to 500,000 kilometers without any degradation. In addition, Volkswagen’s testing showed solid-state charging times to be consistent with Quantumscape’s performance data that said the battery could be charged to 80 percent in 15 minutes at room temperature.
Another example includes Toyota, which said last June that it reached a breakthrough in solid-state battery tech that it hoped would eventually let it make EVs with over 700 miles of range and charging times of just 10 minutes.
Despite this, the automaker said in November that it expects to produce more hydrogen-powered vehicles than solid-state EVs in 2030, highlighting the company’s continued focus on developing hydrogen fuel cell technology.
Honda is looking to add a test production line for solid-state batteries as soon as 2024, and the automaker expects to debut EVs with them by the latter part of this decade. In addition, the company invested in SES AI, with which the company hopes to jointly develop solid-state EV batteries.
Nissan also plans to debut an EV with pure solid-state batteries, which the automaker hopes to develop in-house and debut in EVs by 2028.
The list of companies investing in solid-state tech goes on, and it includes several automakers and suppliers such as Nio, BMW, CATL, U.S. startup Solid Power, LG Energy Solution, SK On, and still many more.
However, even with the many investments and support from several automakers looking to make EVs more efficient, it appears that any solid-state EVs are still years away.
Updated 1/20/24: Second and third paragraphs re-worded for accuracy.
StoreDot unveils integration of 100in5 battery cells into EVs for extreme fast charging
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Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla expands Robotaxi program in Austin to new riders
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

Tesla is expanding its Robotaxi program in Austin, Texas, as several people have received invitations to participate and take rides.
Tesla first launched the Robotaxi platform on June 22. It invited a handful of people to participate in the first-ever public rides. We were lucky enough to get an invitation, and our permissions have been expanded in the Bay Area pilot program as well.
The group was small and consisted of big names in the Tesla community. It expanded and is continuing to offer these exclusive invitations to notable members of the Tesla community.
There have been fewer than five subsequent invitations after the first group’s were sent in late June:
I’m so stoked!! LFG 🙌🏽🙌🏽 @Tesla @Tesla_AI @robotaxi @elonmusk pic.twitter.com/F4chRhMjc9
— Arash (@MinimalDuck) August 7, 2025
I finally got it, guys!! 💯🙌 @robotaxi early access invite 🤠
Wait, does it mean I have to be 65 or wait another 65 years? 😎 pic.twitter.com/yAVPHXISY6
— JeebsTX 🇺🇸 (@JeebsTX) August 7, 2025
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.
Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition
“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.
Eventually, the Robotaxi platform will not require an invite, and it will operate without geofences. Musk believes Tesla can get there within three or six months, and plans to have at least half of the U.S. population with access to a Robotaxi by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
“I think we will probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the U.S. by the end of the year.”
Tesla plans to have regulatory approval in Nevada, Arizona, and Florida sooner than in other states.
Elon Musk
Tesla makes major change at Supercharger Diner amid epic demand
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.

Tesla has made a major change at its Supercharger Diner in Los Angeles as the location is experiencing epic amounts of demand after launch.
The Supercharger Diner was an idea of CEO Elon Musk’s way back in 2018. It took some time to come to fruition, but it has finally opened, serving its first customers in July.
Tesla Supercharger Diner officially opens: menu, prices, features, and more
Upon its launch, people lined up around the block to give the restaurant a try. There were some who admitted to waiting 13 hours for the doors to open, which finally did at 4:20 p.m. local time.
If you know anything about Tesla, you know that the time fits the bill for the company.
Tesla Cybertruck leftovers are the main course at the Supercharger Diner
Nevertheless, it has basically been a non-stop operation since its grand opening. It’s already available to serve customers 24 hours a day and 7 days a week. These hours, along with the long-awaited grand opening, have brought tens of thousands of customers in the first few weeks.
As a result, the Diner’s chef, Eric Greenspan, revealed there will be some things that will no longer be on the menu as it handles “unprecedented demand.”
He told Eater the menu would be “forever evolving.” It has, as a result, now been void of the following menu items:
- Market Salad
- Club Sandwich
- Hashbrown Bites
- Biscuits and Red Gravy
- Chocolate Chip Cookies
- Vegan Patty option for Burger
- Waffles are now only served in the morning, instead of all day
- Soft serve will return this week. It’s provided by a local farm, which couldn’t handle the demand
- Reimagined fountain drinks
Tesla focused on sourcing a vast majority of the food from local sources. This is likely why it has been forced to scale back much of its menu for the time being. When restaurants source their food and beverages locally, their menus change frequently.
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.
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