TESLA DEVELOPING NEW WORKHORSE CELLS

EV Channels Review

This video delves into Tesla's ambitious plans for new battery cell development, focusing on the "Workhorse" NC5 and other 4680 variants. The host highlights the potential cost savings and performance improvements these in-house batteries could bring, especially for the Cybertruck, RoboTaxi, and Semi. While acknowledging past production challenges and missed projections, the report suggests a significant ramp-up in 4680 production is imminent, aiming for 2-3,000 Cybertrucks per week using these cells by next year. The discussion also touches on the discontinuation of the entry-level Model 3 in Europe due to tariffs and the ongoing labor disputes in Sweden. The FSD 12.5.5 rollout to Cybertrucks and early testing on other platforms is noted, alongside a critical look at EVgo's high cost per charging stall compared to Tesla Superchargers. Overall, the video presents a bullish outlook on Tesla's battery technology scaling, despite cautious optimism due to past reporting inaccuracies.