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.
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Tesla has quietly launched a new monthly subscription service in the United States for windshield protection. This is separate from the recently announced Extended Service Agreement, an extended warranty that is paid for monthly.
This new plan specifically targets one of the most common and costly repairs: windshield damage, which is not covered by the extended warranty.
This new plan is a nice addition for users who prefer peace of mind, but it comes with some very specific and time-sensitive eligibility windows that all new owners should be aware of.
Coverage & Cost
For a flat monthly fee that varies by model, the Windshield Protection Plan provides comprehensive coverage for the front windshield, including the use of Tesla OEM glass and any required Autopilot camera calibrations.
The benefits include:
One free windshield replacement every 12-month period with no deductible
Any additional replacements incur a $100 co-pay per replacement
Unlimited chip and minor crack repairs
Tesla varies the pricing based on your vehicle:
Model 3 / Model Y: $12 per month
Model S: $15 per month
Model X: $23 per month
Who is Eligible and When?
This is the most crucial part to take away here.
You must enroll within 30 days of taking delivery of a new or used Tesla vehicle.
This is a very tight window, so new owners interested in the plan will need to subscribe pretty quickly. However, Tesla does offer alternative ways to get into the program.
Alternative Ways to Join
If you paid for a replacement windshield at Tesla, you also have 30 days to join the program. Likewise, if your vehicle passes a complimentary vehicle inspection, Tesla will also offer you the ability to join the program.
Although the complimentary inspection isn’t available yet, Tesla expects to begin offering the program sometime around July 2025. For now, the plan is only available in the US, similar to the new Extended Service Agreement Subscription. However, Tesla has announced plans to roll it out to other regions shortly, starting with Canada and Mexico.
No Cybertruck Coverage
Just as with the ESA, the Cybertruck is left out. The new Windshield Protection Plan isn’t being offered on the Cybertruck.
This exclusion is particularly important given the high cost of replacing a windshield for the Cybertruck. Out-of-pocket replacement costs exceed $2,300 USD. For now, Cybertruck owners will have to rely on their standard auto insurance for coverage.
How to Subscribe
Enrolling in the Extended Service Agreement or the Windshield Protection plan is handled directly within the Tesla App. If your vehicle is eligible, you’ll be able to navigate to Upgrades > Service Plans > Windshield Protection to review the terms and subscribe.
Once the complimentary inspection is available, you’ll be able to subscribe in person at a Tesla service center as well.
This new plan offers an affordable way for owners to hedge against one of the most common, frustrating, and expensive repair costs, and is expected to be a popular add-on.
Tesla has introduced a new, more flexible and affordable way for owners to get peace of mind after their factory warranty ends. This new service is a monthly subscription that replaces the previous Extended Service Agreement (ESA) in the United States.
The new subscription model makes it more appealing to owners, as it avoids a large upfront payment. This new subscription also offers better coverage terms than before.
Longer Coverage, Better Flexibility
The biggest upgrade in this new format of the ESA is the length of the coverage. The old prepaid ESA was limited to just two years or 25,000 miles beyond the factory warranty, for a total of up to 75,000 miles.
The new monthly program doubles the potential coverage period, offering protection for up to four additional years beyond the factory warranty, or until the vehicle reaches 100,000 miles, whichever comes first. Coming from a basic vehicle warranty of 4 years or 50,000 miles, this is a huge jump up in customer protection.
Pricing & Deductible
The monthly price is simple, but it varies depending on the model. The Model 3 is the most affordable at just $50 per month, while the Model X is the most expensive at $150 per month.
Model 3: $50 / month
Model Y: $60 / month
Model S: $125 / month
Model X: $150 / month
However, Tesla will also charge a $100 deductible for each service visit that covers an included repair, on top of the monthly subscription fee.
Exclusions
The ESA is an exclusionary warranty, meaning it covers the repair or replacement needed to correct a failure of most parts manufactured or supplied by Tesla. However, there are some parts not covered under the ESA, which include:
Issues arising from accidents, modifications, or environmental damage
Essentially, the ESA is designed to cover the components other than the drivetrain. That includes the touchscreen, computers, heat pumps, suspension, or other non-drivetrain electronics that aren’t covered after the 4-year basic warranty.
Tesla vehicles come with an extensive battery and drivetrain warranty that covers these items for up to 8 years. The maximum mileage varies by model. RWD Model 3 and Model Ys are covered for the first 100k miles, while Long Range Model 3s and Ys are covered up to 120k miles. The Model S and Model X are covered for up to 150,000 miles or 8 years.
Eligibility and Sign-Up
Eligibility for the new ESA subscription is pretty clear-cut.
Your vehicle must be within its 4-year / 50,000-mile Basic Vehicle Limited Warranty. Tesla will send customers whose basic warranty is about to expire a notification approximately 3 months before the time-based expiry.
The subscription is not available for leased vehicles or vehicles that were purchased used. Tesla plans to offer eligibility to customers who purchase their vehicle at the end of a lease by the end of 2025, and for used vehicle customers in the near future.
The Cybertruck, due to its relatively newness to the market, doesn’t have access to the ESA quite yet - but it will be coming “in the near future.” For Canada and Mexico in particular, the ESA is not yet available, but Tesla has confirmed plans to bring this subscription to other regions soon.
Subscribing is done through the Tesla App. Tap Upgrades> Service Plans > Extended Service Agreement. Once you review the terms and the monthly fee, you can then hit Subscribe and confirm your payment information.
If the ESA is not visible, your vehicle is not eligible for the subscription.
Payments for the ESA only begin once your original warranty has expired. However, you can sign up at any time, and payments will automatically start when your factory warranty expires.
Other Service Plans
Tesla also offers a Windshield Protection Plan and a Wheel and Tire Protection Plan, if you didn’t already know. Both of these plans are subscription-based and are currently only available in the United States. However, Tesla has indicated that it plans to expand to other regions in the near future.
