Tesla's Dry Cathode 4680 Battery Cells Will Mean Cheaper, Better EVs

By Karan Singh
Not a Tesla App

During the 2024 Shareholder Meeting, Elon Musk announced that Tesla has made new innovations on the 4680 cell standard. Tesla has been working hard for several years to get a functional 4680 cell in production that either matches or beats the performance of the existing 2170 cell. The official Cybertruck account also shared an image (below) of the first 4680 dry-cathode process Cybertruck with its production crew on X.

We’re going to take a bit of a dive into the 4680, what exactly this new process and cell is, and then some of its possible advantages. So, grab your charging cable!

What is the Dry Process?

Dry Battery Electrode (DBE) is a different process overall from the current Wet Battery Electrode (WBE) that is common today. This dry process removes the highly toxic solvents and furnace baking processes from the equation, saving both time and space, while also being environmentally friendly.

The Dry Cathode we’re talking about specifically means that the electrode – the conducting terminal at the edges of the battery – is produced in a dry process. In the previous process, it was produced with a wet process.

Tesla’s 4680 cell suppliers – LG and Panasonic – have both been working hard to cut down on costs and ramp up their own 4680 cell production while Tesla works on their own internal improvements as well. If Tesla has found a means to easily scale the Dry Cathode method, it’ll make 4680 cells and the batteries that they are a part of - cheaper to produce.

The 4680 Cell

The 4680 cell - 46mm wide, 80mm tall
The 4680 cell - 46mm wide, 80mm tall
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Tesla has used the 4680 cells to make structural battery packs for the Model Y. However, these vehicles had poor charging performance and lower energy density, and they were quickly removed from sales. The sheer size of the 4680 cell made it difficult to cool, limiting its performance.

The updated 4680 cell was announced at the November 2023 Earnings Call as Cybercell, making a comeback for the Cybertruck. This new version was going to have better energy density, as well as improved charging performance.

Sandy Munro of Teardown Titan fame showed that this improved version has about a 12% energy density increase, a pretty significant improvement. You can watch his teardown of the Cybertruck below.

Tabless Design

The tabless design of the 4680 cell also has an impact on its production, and how easy it is to manufacture. Think of the tabs as the little nubs on the top of a regular small battery. The lack of tabs means that production of the cell body doesn’t have to pause to add the tabs, reducing the chance for defects with the elimination of a process, and making it faster to boot.

Removing the tab also helps in cutting down the distance that electrons have to travel to get in and out of the cell – this means less resistance, and less energy lost in the process, increasing overall vehicle efficiency.

Advantages

This new 4680 cell process has a few advantages – including an overall cost reduction of up to 50% compared to the current wet process. That’s in addition to the dry process being more environmentally friendly, which will also allow for manufacturing of the cell to scale quicker.

Tesla wants to move from the standard 2170 cell to the 4680 cell for several reasons. The biggest, by far, is cost savings. The 4680 cell is physically a bigger cell and can be used to structurally support the vehicle, meaning cost savings on both, the production of the 4680 cell and the structure of the vehicle.

Easy and Cheap

There’s more too – the 4680 cell will be easier to manufacture because of its bigger size. The 2170 cell is tall and thin, while the 4680 cell is wide and stout. In addition, its unique tab-less design is supposed to generate less resistance, improving charging speeds and cell performance.

Essentially, Tesla can fill the space taken up by 4,400 2170 cells with only 960 4680 cells. This results in a significant reduction in the material used to encase each individual cell, thereby saving space and maximizing energy density for the space the battery pack takes up.

All in all, that could mean a future price drop for the Cybertruck as well as increase the rate of production. Tesla has envisioned producing approximately 250,000 Cybertrucks per year, and they’ll need a lot of 4680 battery packs to do so.

In the future, we can see Tesla bringing the 4680 cell with all these improvements - and more - to the rest of its vehicle lineup, as they will eventually surpass the 2170 cell technology.

Tesla Provides Update on FSD: Region-specific Training, Europe, Future Price Hike, FSD Unsupervised for Customers

By Karan Singh
Not a Tesla App

Tesla’s autonomy stack has been one of the primary focuses of Tesla’s earnings calls for quite some time. It is also crucial to achieving Tesla’s larger ambitions, such as its robotaxi network and humanoid robots like Optimus.

Now, with FSD Unsupervised being prepared for the robotaxi launch in June, there’s a lot of new information being shared by Tesla on what to expect.

FSD Supervised

The version currently available to customers, FSD Supervised, has been available since its rebranding with the launch of FSD V12 last year. However, it has been a while since we saw an update - in fact, over 100 days since the last public FSD update. 

Tesla has been gathering and processing data at an unprecedented rate. In the shareholder’s deck, Tesla revealed that there had been over 7.7 million miles driven per day this past quarter in North America and China. Tesla’s recently deployed Dojo units are likely running at full tilt doing automated data labelling.

FSD in Europe

The launch in China earlier this year was the first launch of FSD outside of North America. Most interestingly, Tesla conducted that launch without any region-specific training data besides videos found online. Tesla needed to find a workaround, as Chinese data cannot be uploaded outside the country's physical boundaries due to local regulations.

FSD for Europe remains in the wings - Tesla is awaiting regulatory approval and appears hopeful that it will be able to begin deploying FSD Supervised in Europe before the end of 2025. That may be an optimistic goal, especially considering Tesla is facing additional regulatory delays. With UNECE regulators not addressing autonomy in the next several meetings, Tesla will rely on per-country exemptions, starting in the Netherlands.

FSD to Feature Region-Specific Parameters

While FSD continues to expand, Tesla has acknowledged that certain conditions, like snow, are posing difficulties. They intend to increase the comfort and safety level of driving in inclement or locale-specific conditions in the future by adding parameters that are explicitly trained on those types of conditions and regions.

Tesla’s team specifically mentioned that these new parameters aren’t a legal necessity to get FSD Unsupervised or Supervised approved but will instead increase reliability and comfort for users. They also addressed concerns about sun glare, sand, dust, and fog impacting road conditions.

With sun glare in particular, as Tesla uses a photon-count analysis before processing the digital signal, its cameras are not as blinded as they may appear on-screen. FSD performs its analysis before the data is turned into an image, meaning that it can still perceive things even when a human may not be able to from the camera feed.

FSD Price Changes

Tesla’s executive team also raised an interesting point, but one we’ve heard before in 2023. As FSD’s capabilities evolve and increase, they believe that pricing will also be subject to change. The value of FSD, once it is fully Unsupervised, will rise greatly, and the current subscription option is far too inexpensive, according to Tesla.

It appears that Tesla is considering different pricing options for FSD Unsupervised in the future, but for now, the $99 monthly subscription remains in place. It’s possible we may see different prices for FSD Supervised versus FSD Unsupervised.

Ongoing Challenges

Tesla’s current challenges with working on FSD can be described as the march of nines. This is the exponentially increasing work needed as you need to take the system closer and closer to 100%.

Validation primarily remains a challenge due to the difficulty of encountering and then solving edge cases. The internal QA fleet in Austin can operate for multiple days without a single intervention, making it challenging to measure the progression and regression.

Tesla noted that, on average, an intervention is currently required every 10,000 miles. That is equivalent to the average North American driving for an entire year. Therefore, a substantial amount of data is necessary to continue improving the current issues. With 7.7 million miles driven by FSD every day, Tesla has, on average, 770 events to review each day.

Tesla is also continuing to deploy and expand its AI training centers. Cortex, Tesla’s latest, is already online at Giga Texas and crunching through immense amounts of data to train FSD.

FSD Unsupervised

The ultimate goal, of course, is FSD Unsupervised. A fully autonomous experience that can take you from Point A to Point B without needing any human supervision or intervention at all.

Tesla has already deployed FSD Unsupervised to take its Model 3, Model Y, and Cybertrucks from the production line to the outbound lot at both Giga Texas and Fremont, saving considerable man-hours. These vehicles are also autonomously interacting with traffic on their way over to the outbound lot - and it’s an expression of Tesla’s confidence in the system.

Fleet Capabilities

Tesla also mentioned that the vast majority of its fleet on the roads today will be capable of FSD Unsupervised. In particular, Elon mentioned the Model S, 3, X, and Y. Interestingly, this is the fourth event (We, Robot, Q4 Earnings 2024, All-Hands, and Q1 Earnings 2025) without mention of the Cybertruck being capable, likely meaning that FSD development for the Cybertruck is further behind as we’ve seen.

Hardware 3 Retrofit

There was no mention of the limitations of Hardware 3 or Tesla’s exact plans for a future retrofit at this time. While Tesla has already promised to replace HW3 with a future iteration of an AI computer, as we haven’t seen any FSD updates recently, so it’s hard to say whether any future FSD updates will arrive for HW3 besides bug fixes.

We believe Tesla is planning to solve FSD first and then work backward from there. At this point, they’ll know the compute power required for FSD Unsupervised and could make a retrofit that fits into a hardware 3 vehicle with the power and space constraints it imposes.

Unsupervised for Customers

Tesla’s goal is to launch FSD Unsupervised for customers ideally by the end of 2025. The executive team specifically mentioned that their key restrictions are twofold here.

One is that they need to be sure that FSD Unsupervised is meaningfully safer (10x, as per Q4 2024) than a human driver. Tesla has a focus on safety and intends to be extremely careful with the rollout of Unsupervised to ensure there are no incidents or accidents.

The second is that regulatory approvals will continue to be a limitation. However, as more cities and states begin to approve FSD Unsupervised in their locales, Tesla will be able to roll it out faster and faster. The intent is to have FSD Unsupervised available throughout the United States by the second half of 2026, according to Tesla.

Tesla also confirmed their intent to have a Model Y deliver itself from Giga Texas or Fremont to a customer by the end of 2025. This will likely be a local customer, and we did a deep-dive into the potential advantages and disadvantages of this delivery method.

While it may be a slow period for FSD updates right now, there are a lot of changes happening this year with the launch of FSD Unsupervised, the robotaxi network and the expansion to Europe.

A Visual Look at Tesla’s 2025 Spring Update Features

By Karan Singh
@niccruzpatane on X

Tesla’s 2025 Spring Update has arrived and is now going out in larger waves. Although this update isn’t as large as last year’s Spring Update, there are several exciting features in this year’s Spring Update.

In this article, we’ll take our first look into some of the newest features.

Custom Trunk Height per Location

The trunk height for Model Ys, Model 3s with automatic trunks, and the 2021+ Model S and Model X will now be customizable by location. While you could previously apply a maximum general height, you can now also apply a height at a given location.

This is especially helpful if you don’t want the vehicle to open the trunk all the way in your garage, but would like it to open all the way elsewhere.

To set it, you can manually adjust the liftgate to your preferred height when at the location and then press and hold the trunk close button until you hear a chime. Alternatively, you can open the liftgate with the on-screen controls and then press the pause button and have it remember this height.

If you have a Cybertruck, the process is similar to save the frunk height.

B-Pillar Sentry & Dashcam

The new B-Pillar options are displayed at the bottom of the dashcam viewer.
The new B-Pillar options are displayed at the bottom of the dashcam viewer.
Not a Tesla App

For newer hardware 4 vehicles, Sentry Mode and Dashcam will now also record video from the B-pillar cameras on your vehicle. This brings the total number of cameras recorded to six, up from just four. This also means that the vehicle is now covered practically in 360 degrees. The only cameras not recorded are the alternative front camera, the front bumper camera (on the new Model Y and Cybertruck for now), and the interior camera.

While most of the other cameras wouldn’t provide much improvements in terms of security, adding the interior camera would be a really nice addition. However, we imagine there are privacy reasons why Tesla isn’t adding this one.

You can check out the new angles in the improved Dashcam viewer under “Left Pillar” and “Right Pillar”, which are located at the far right.

For AI3 vehicles and the Cybertruck, this feature isn’t available, however, we expect it to be added to the Cybertruck soon.

Dashcam Viewer

The Dashcam and Sentry Mode Viewer have received an improved interface to go along with the new B-pillar camera recording. However, like the new cameras, this feature is only currently available on HW4 vehicles. While the B-pillar camera records are unlikely to arrive on HW3 vehicles due to technical constraints, we may see this improved Dashcam Viewer arrive on other vehicles in the future.

The new viewer now displays all the cameras along the bottom, rather than having one at each corner.

Tesla has also added a jump back or forward 15-second button; however, the recent improvement to adjust the playback speed from 0.5x, 1x, and 2x appears to have been removed.

There’s also a new button at the top right corner of the video, which lets you easily jump to the next video clip.

Reverse Camera

The new angle is a little bit wider than the original.
The new angle is a little bit wider than the original.
Not a Tesla App

For HW4 vehicles, Tesla has also improved the visible angle of the rearview camera. Tesla’s cameras actually capture angles slightly wider than the ones displayed in the vehicle UI and the Tesla app - so it’s nice to see them increasing the viewing area.

These same vehicles have now also been updated to have the fender cameras displayed at the top of the Camera app instead of the bottom.

Adaptive Headlights for North America

Adaptive headlights have finally been enabled for vehicles with matrix headlights in North America with this Spring Update. You can check them out in action below. If you’re unsure whether your vehicle includes matrix headlights, our guide can help.

Model S / X Turn Signal Cameras

These optionally placed repeater turn signal camera images are a huge improvement!
These optionally placed repeater turn signal camera images are a huge improvement!
@niccruzpatane on X

The Model S and Model X have received some much-requested love from Tesla. The blind spot camera feature, which displays the fender cameras on screen when the turn signal is active, is being moved to the instrument cluster.

Until now, the feature has shown the cameras on the infotainment display, much like the Model 3 and Model Y. If you prefer to keep them on the main display, you can adjust it under Controls > Display > Automatic Blind Spot Camera.

New Navigation Options

Tesla added three new routing options to the Spring Update, which now lets you choose between faster and more frequent charging stops or longer and less frequent stops. The long-awaited avoid highways option is finally included in this update as well.

Fastest: This offers the quickest path to the destination, disregarding any attempts at efficiency or stopping more frequently to perform short charges.

Best Amenities & Fewer Stops: This routing mode minimizes your charge stops in exchange for making them longer, but also allows you to stop near highly rated restaurants, shops, and restrooms for a more relaxing trip.

Avoid Highways: This highly requested feature allows you to keep your navigation routing away from highways unless absolutely necessary to reach your destination. Hurray for the country roads and relaxed driving.

Phone Icon Update

The new contact image is displayed above the phone number and name (censored by user)
The new contact image is displayed above the phone number and name (censored by user)
@max_bracco on X

Tesla has updated the in-vehicle Phone app to display contact pictures from your phone, along with the name and phone number.

The new contact photos will also appear in the dialog window that opens when you receive an incoming call.

Search Filters for Music

The list of sources is selectable to help fine-tune your search.
The list of sources is selectable to help fine-tune your search.
Not a Tesla App

When searching for music, the results are now filtered by the music service, rather than displaying all results in a single view.

When you prefer a search, the results will be limited to the currently selected music source. Results for other services will be displayed in separate tabs organized by service. This is a really nice addition, but we’d also love to see an “All” results tab, similar to the previous experience, that lets you view results across various services.

Keep Accessory Power On

Not a Tesla App

Tesla is finally giving users the ability to charge devices with 12V sockets and USB ports when there’s no one in the vehicle. While 12V sockets and USB ports are turned off when the vehicle goes to sleep, many users work around this by enabling Sentry Mode to keep the ports powered.

The good news is that this new feature is even more efficient than before because owners no longer need to keep Sentry Mode on just to keep these ports powered.

To enable power for the USB ports and 12V sockets, navigate to Controls > Charging and scroll down to Keep Accessory Power On. Keep in mind, similar to Sentry Mode, this feature uses additional energy, even if devices aren’t being charged — so use it selectively.

Music Improvements

Tesla has made several other music-related improvements in this update besides the updated search results screen.

Amazon Music: You no longer need a premium subscription to Amazon Music to use the streaming service in the car. Your free account will work just fine.

Apple Music: Apple Music’s shuffle function has been improved so that it now shuffles the entire playlist of music, instead of just the first 100 results in the playlist.

YouTube Music: The next song in a playlist will now be displayed in the Up Next section. You view this section by tapping on the album artwork in the music player.

Other Improvements

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Tesla has made several other improvements. One nice addition, currently limited to the Cybertruck, is that the vehicle's visualization will now display the actual distance a door is open.

Tesla also improved the hotspot feature. If you typically use the hotspot on your phone to connect to the vehicle, this feature will now be automatically enabled each time the vehicle is put into drive.

While Tesla has already shown third-party chargers in Europe, Tesla is now giving users the ability to view them in other regions for the first time. The feature is off by default, but you can go to Controls > Navigation and enable third-party chargers. Tesla explains that your vehicle will not automatically navigate to these chargers, but they will show up in the list of available chargers.

When viewing a Supercharger, Tesla now provides a list of all nearby amenities as well, making it easier to see places nearby.

Not a Tesla App

While this update’s big features are the Sentry Mode and Dashcam Viewer improvements, which don’t apply to everyone, there are a lot of smaller charging and music improvements that make using and charging the vehicle better. Hopefully, we’ll see Grok come in Tesla’s next major update.

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