Did you miss Tesla’s Earnings Call, or just want to see a summarized version? We’ve got you covered. Below is an outline of everything talked about during Tesla’s earnings call and Q&A session.
EV Market and Giga Factories
Strong EV adoption, despite short-term challenges.
Positive long-term outlook
Future vision for an all-electric future, including boats and planes.
Possible vehicle tariffs for Mexico means that Giga Mexico is on hold.
Giga Berlin could serve as a new export point as tariffs are placed on Chinese-built vehicles in Europe.
Production
Affordable Tesla model expected to be revealed in the first half of 2025.
Expansion of vehicle lineup, including new trims and paint options in 2024 has helped sales
Cybertruck production has tripled so far – 1,400 per week, and ramping continues.
Expected to be profitable by the end of 2024.
Model 3 and CT are still being impacted by tariffs as they scale up.
4680 cell production improvements
51% more 4680 cells in Q2 over Q1, with a COGS reduction.
1,400 CTs per week on 4680.
Tesla is reaching cost-parity with other cells by the end of 2024.
First Validation Cybertruck on dry-cathode process has been built and is being tested.
Production launch for dry-cathode process in Q4, should drive costs down by up to 50%.
Tesla Semi factory on track for large-scale production by the end of 2025.
Giga Berlin has begun producing and delivering RHD vehicles, including to the UK.
Roadster engineering is complete and expected to see production sometime in 2025.
Tesla’s guideline for production is 300mi on a single charge.
Tesla expects to expand its Supercharging network globally to meet this goal.
This seems to be the data-driven distance that Tesla has found most suitable for general driving uses.
FSD, Autonomy, AI
Tesla continues to work towards unsupervised FSD. Aiming to see unsupervised FSD by the end of 2024, if not the end of 2025.
Elon has admitted he’s been overly optimistic in the past.
This new estimate is based on current trends in miles per intervention growth.
According to an article published by The Information in early October, Tesla intends to introduce four new types of 4680 batteries in 2026. We already know that Tesla has been working hard on new batteries. The Cybercell - the upgraded 4680, is already a new design meant specifically to get the Cybertruck and future vehicles off the ground.
Tesla has also been working on Solid-State Batteries, but even with Tesla’s technological and engineering prowess, that technology is still quite far out.
The 4680 Cell
To put things in context, the 4680 cell is Tesla’s replacement for the older 2710 cells present in most Model 3s and Model Ys. Tesla has been producing these cells for a long time and has optimized them considerably, both in terms of scale of manufacturing and engineering.
But the tech behind the 2170 cell is old, and 4680 will be Tesla’s next leap forward. They previously tried with the much-maligned 4680 Model Y, but it was quickly pulled from sale. They tried again with the Cybercell—and that went much better. So much better, in fact, that Tesla is working on enhancing the Cybercell even further—using a Dry Cathode Process to make the cell easier and cheaper to manufacture.
The Trouble with 4680
According to The Information, an inside source at Tesla has said that Tesla is losing 70-80% of its anodes—one of the two parts that move electrons from the cell to the vehicle—in test production. Tesla has been working hard to solve this, and they recently demoed a Dry Cathode Process Cybertruck.
First prototype Cybertruck with in-house dry cathode 4680 cells – making it an all dry electrode vehicle pic.twitter.com/NzJxKQrRBp
The 4680 cell is the next leap in large battery packs, but it's a difficult leap to make. Tesla is having trouble moving its research and development to engineering, but it's just a matter of time. Today, the 4680 is primarily made at the Fremont factory in California, but Tesla intends to move parts of its future battery chain production to a new area outside Giga, Texas.
With that new zone, they intend to establish the 4680’s dry cathode process production facility—to produce the 4680D Cell. According to Musk, that move will cut the 4680's production costs by nearly 30%.
The New Batteries
The four cells that Tesla plans to introduce in 2026 have some interesting code names. The first is “NC05.” The NC stands for New Cell, but we’re sure Tesla will come up with a witty name once it comes out of R&D.
NC05 Battery
This cell is intended to be the easy-to-manufacture cell that will power the Cybercab and will likely also power the lower-cost $25,000 model—which we’re still expecting to see sometime next year.
NC20 Battery
The next size up, the NC20, is intended to power Tesla’s SUV lineup and the Cybertruck. This will be a larger-format cell intended for moving larger and heavier vehicles and possibly optimized for towing—a constraint the Cybertruck, on its current 4680s, can find challenging in harsh winter conditions.
NC30 & NC50 Batteries
The NC30 and NC50 are the other two cells that The Information lists, but they’ll be drastically different. They won’t be using the standard cell materials that we’ve seen used up to this point. This is where the focus of Tesla’s R&D likely lies - they intend to introduce cells using silicon carbon into the anodes. Silicon Carbon, or SiC, can hold and move electrons faster than traditional anode materials.
These cells are likely where Tesla will make significant strides in both faster charging times and improved energy output. The advanced anode design, which allows for greater energy transfer, is poised to play a crucial role in Tesla's push for ultra-fast Supercharging.
The NC30 will eventually end up in the Cybertruck and Tesla’s future SUV lineup - maybe a refreshed Model X or Model Y.
The NC50, on the other hand, will be focused on performance and a smaller cell. It’ll power the new Tesla Roadster and likely Tesla’s performance models, such as the Plaid, Performance, and Beast variants.
The Information didn’t provide any information on whether Tesla will utilize this tech on its Powerwalls or Megapacks just yet, but it's likely that both of those two products will see further cost optimization and efficiency gains as well.
We’re excited to see where Tesla takes its battery tech in the future, as charging times and vehicle range are still one thing preventing the mass adoption of electric vehicles.
We’ve been working behind the scenes on a few updates for our readers. We recently saw the unveiling of the Robotaxi and even some leaks of the Model Y refresh. This time, it's our turn for a refresh.
Let’s take a quick peek at the changes coming next week.
New Navigation
One key feature of our site refresh is an updated navigation. The new nav better organizes our content under one of three sections: News, Software Updates, or Guides. Once you tap on a category, you’ll be presented with the pages for that section.
This will also allow us to expose a lot more of our news content — letting you dig down into Robotaxi news, Project Juniper, or specific models. In a future update, we’ll also introduce a new Popular section, letting you easily catch up on news by viewing the best content on the site.
Dark Mode+
Not a Tesla App
Along with the new navigation and some tweaked site colors, we’re also happy to introduce an updated dark mode with new, smoother colors that will be easier on the eyes. It’ll keep our night owls happy and keep your eyes nice and comfy whether you’re using it during the day or night.
Auto-Updating Statistics
Not a Tesla App
We recently also launched auto-updating statistics for each of Tesla’s software updates. These stats let you view the number of installations and rollout of each Tesla update, giving you a better idea of which updates are still rolling out and which are paused.
More Features
We’re also actively working on a couple of other projects, so stay tuned for more features coming soon.
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We launched more than four years ago, in 2020. Here’s a brief look back at what our site looked like then.
A look back at how the site looked in 2020
Not a Tesla App
Feedback
If you have any feedback on the changes, whether it’s good or bad, let us know in our forums or reach out to us.
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