Tesla’s Battery Day will have the attention of many electric vehicle enthusiasts on September 22nd when it unveils unknown details regarding its cell strategy. However, more than just fans of the biggest electric automaker in the world will be watching what Tesla does that day because the company’s competitors will also be watching closely.
Xpeng, a China-based car company, will be paying close attention to Tesla’s event, Vice Chairman and President Brian Gu said. Not only is Xpeng interested in Tesla’s possible unveiling of a million-mile battery pack, but it also could be looking to prepare for a partnership.
“We’re all waiting to see what Tesla is going to come out with in the battery,” Gu said to The First Trade. “So for us, obviously, we love to work with the best-in-class technology by the manufacturers. If there is a technology that provides safer, cost-efficient, and better cells, we would love to work with them.”
The anticipation behind Battery Day has been evident for members of the electric vehicle community, and Tesla supporters in general. CEO Elon Musk is expected to reveal Tesla’s battery strategy, and he could unveil some other surprises that would revolutionize the way the company utilizes cells to power its vehicles.
The developments could lead to more than just an advantage for Tesla in terms of technology and the price of its vehicles. If the company can manage to solve the riddle that is large-scale battery cell production, there is a possibility that Tesla could become a distributor or supplier of cells for other electric carmakers.
Xpeng sees this is an opportunity to work with the industry leader, which could revolutionize the way its products function. Gu, however, sees Battery Day as an opportunity to drive industry growth.
“I think we would look forward to seeing the rapid development which will drive the growth of the overall industry,” he said.
Battery Day’s anticipation has been a factor in Tesla’s stock surge over the past few months. Analysts who are responsible for breaking down the company’s potential in the future and placing price targets on the company’s stock note that Battery Day is a potential catalyst for more growth for Tesla.
Dan Ives of Wedbush stated in a note to investors that the anticipated releases at Battery Day “will be very advanced, potentially last for decades, withstand all types of weather/terrain, and be another major milestone for the Tesla ecosystem.”
But the longevity of the cell that Tesla could unveil will revolutionize the way the company operates as a whole. “In theory, this battery will support an electric vehicle for 1 million miles and be a major step forward when competing vs. traditional gasoline-powered automotive competitors from both an ROI and environmental perspective,” Ives said, according to Yahoo Finance.
Xpeng is officially a public stock as of Thursday, August 27th. The company’s IPO managed to raise $1.5 billion, and the company plans to unveil a third model, which will follow its already released P7 sedan and G3 SUV, in 2021.
SpaceX plans to attempt what will be a defining moment in rocket reusability on Starship Flight 15.
As Elon Musk announced in a recent X post, SpaceX will attempt to catch both the Super Heavy Booster and the Starship upper stage during the upcoming orbital flight. If successful, it will mark the first time that all parts of an orbital rocket return to Earth intact, a breakthrough Musk has called essential to making life multiplanetary.
SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
— Elon Musk (@elonmusk) November 6, 2026
Previous flights have demonstrated the tower-catch technique with Super Heavy. SpaceX has successfully caught V1 boosters three times (on Flights 5, 7, and 8), with some even reflown. The Ship upper stage has never been caught.
Returning from orbital velocity after deploying payload makes it a significantly harder challenge due to higher energy, heat loads, and the need for precise belly-flop reentry, a flip maneuver, and a final landing burn to settle between the Mechazilla tower’s chopstick arms.
Flight 15, using Booster 22 and Ship 42 (both Block 3 vehicles), is targeted for no earlier than Friday, November 13, 2026, from Orbital Launch Pad 2 at Starbase, Texas. The 75-minute window opens at 4:45 p.m. CT, pending regulatory approval. After hot staging and separation, the booster is planned to return for a catch roughly 6 minutes and 35 seconds after liftoff.
The Ship will insert into a roughly 275 km orbit, deploy 26 advanced Starlink V3 satellites, complete about 14 orbits over more than 22 hours, and—if systems check out—perform a deorbit burn, reentry, flip, and landing burn for a tower catch at approximately T+22 hours 32 minutes.
SpaceX confirms Starship 15 launch window with massive ambitions
A simulation shown during SpaceX’s October earnings call depicted the Ship descending in a belly-flop attitude, flipping upright with a short engine burn, and being captured by the arms:
From simulation to reality
SpaceX is just ONE WEEK away from attempting its most ambitious Starship catch yet https://t.co/nHrxSX6DSz
— X Freeze (@XFreeze) November 6, 2026
Contingency splashdown zones exist in the Gulf of Mexico (booster) and Pacific (Ship) if a catch is not viable. SpaceX has stressed rigorous health checks before committing the Ship to a return-to-launch-site trajectory.
Musk has described the odds of success on this first dual-catch attempt as “more likely than not,” noting a steady stream of additional flights is already scheduled if needed. Full recovery would enable rapid inspection, refurbishment, and reflight—slashing costs and supporting the high launch cadence required for Starlink expansion, lunar missions, and eventual Mars settlement.
As Musk put it, this is “the critical breakthrough needed to make life multiplanetary.”
Tesla Cybercab is going to get some pretty substantial updates, including improvements to efficiency and a new color.
CEO Elon Musk said in a post on X on Saturday that Tesla would be working to refine the Cybercab even more, following the announcement during the week that the company would eliminate the Cybertruck lines within Giga Texas for more Cybercab manufacturing capacity.
“There are efficiency improvements coming that will allow for a 40kWh Cybercab pack,” Musk posted on X. “We will make this in liquid silver, so the colors are not too monotonous.”
There are efficiency improvements coming that will allow for a 40kWh Cybercab pack. We will make this in liquid silver, so the colors are not too monotonous.
The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people! They can only do so many things.
If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport!
— Elon Musk (@elonmusk) November 7, 2026
A new, more efficient model of the Cybercab will be engineered, which will only help Tesla’s profitability and margins, and it also boosts the argument for why the Cybertruck should be discontinued, at least from a business perspective.
The current Cybercab that operates in the Robotaxi platform in Austin, Texas, has a 48 kWh pack, and it sounds like Musk believes Tesla is on its way to introducing a version that has fewer cells but can manage the same workload thanks to engineering efficiencies.
Credit: Tesla
Musk also doubled down on the decision to prioritize Cybercab production over Cybertruck, which is a decision that has been extremely polarizing within the community, and many fans have made it abundantly clear that they are not particularly pleased with the plans.
“If we have to maintain a complex production line, supply chain, and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport,” Musk said.
A good look at Tesla’s new Liquid Silver Cybercab, planned with a 40 kWh battery pack following new improvements
😍 https://t.co/IUYsUcCBMs
— TESLARATI (@Teslarati) November 8, 2026
Cybercab is obviously Tesla’s path forward in an automotive sense. It seems that Tesla is less concerned about catering to the passenger vehicle market and is more prone to focus on transforming passenger transportation in a way that prioritizes autonomy. However, this requires some sacrifice on Tesla’s end, and the Cybertruck is unfortunately a victim of this.
Cybercab holds an extremely crucial part of Tesla’s future. With the company already revolutionizing passenger transportation once, this is the next phase, and Cybercab is the path forward.
News
Tesla Robotaxi app update now tells riders if Cybercab is the better choice
Tesla’s Robotaxi app now shows ETAs, wait times and availability for Cybercab and Model Y.
Tesla has rolled out a new vehicle selection screen in its Robotaxi app, and it puts the numbers riders care about most in front of them before they book.
Version 26.11.0 of the app shows the estimated arrival time, the expected wait and current availability for each vehicle option on a single screen, according to a video shared by @gheeunit on X on November 7. Riders deciding between a Cybercab and a Model Y Robotaxi can now compare those figures side by side instead of picking a car first and learning how long it will take afterward.
Tesla first gave riders that choice on September 3, the day paid Cybercab rides began in Austin. The original version of the screen listed the Cybercab, which seats two, next to the Model Y, which seats four. A later build, 26.8.2, added a seating capacity indicator so groups knew which car would fit them. What it did not show was whether choosing the Cybercab meant standing on the curb a few extra minutes.
Newest version of @robotaxi app has a new vehicle selector UI for choosing between Cybercab and Model Y and shows you the fare for both simultaneously! https://t.co/7qoDQ0vACX — mantequilla 🧈 (@gheeunit) November 7, 2026
That question matters more now than it did two months ago. Tesla had 45 Cybercabs on the Texas DMV roster when rides started. By late October the state listed 573, alongside 631 Model Ys, and community trackers logged a record 1,576 Cybercab sightings across Austin on Halloween alone. With two large fleets sharing one service area, the closest car and the quickest pickup are not always the same vehicle.
Inline availability also changes what happens when demand spikes. If no Cybercab is free nearby, the rider sees that on the selection screen rather than after trying to book one.
For now the comparison is mostly an Austin feature. Riders in Dallas, Houston, Fort Worth and the Florida markets are still matched with Model Y vehicles, though Tesla said on its third quarter earnings call that Cybercab rides would launch in Dallas this month.
The update follows a steady run of smaller changes to the rider experience. Late last month Tesla brought a quiet mode that blacks out the cabin screen to Model Y Robotaxis after first testing it in the Cybercab, and it has stretched Austin service to run from 6 a.m. to 2 a.m.
The Cybercab side of that selection screen is about to get much busier. Elon Musk said this week that Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for more Cybercab output, and Tesla has said it is aiming to get Cybercabs to customers by the end of this year.
Tesla has not published official release notes for version 26.11.0.
SpaceX will perform Starship double catch attempt with Flight 15
Tesla Cybercab is set to get some massive improvements
