IS TESLA'S 4680 PROGRESS GOOD? EMPLOYEE ON ROBOTAXI LICENSES, VW SHARES AUTONOMOUS PLANS

EV Channels Review

This episode of Electrified delves into Tesla's 4680 battery production progress, offering a detailed look at Gigafactory Texas's output. The host highlights that over 1,000 Cybertruck battery sets were produced weekly, translating to approximately 6.15 GWh annually. While acknowledging Tesla's progress and the potential for future vehicle programs, the review tempers expectations regarding the immediate integration of 4680 cells into Model 3 or Model Y, citing limited inventory buffers. The discussion also touches upon the recent EPA pollution standards, clarifying they are not an EV mandate, and updates on Tesla's intellectual property theft case and price adjustments in China. The episode also briefly covers GM's Ultium production challenges and VW's deepening partnership with Mobileye for autonomous driving systems. Overall, the review provides a balanced perspective on Tesla's advancements while cautioning against overly optimistic projections.