Tesla has been working on the 4680 cell since 2023, with its initial deployment of the structural battery pack Model Y. This was quickly pulled from sales due to lackluster charging performance, but the latest generation of the 4680 cells can now achieve charging speeds of up to 500kW, which is a huge improvement.
However, Tesla has invested in a 4680 new cell design that will help drive down costs to make these vehicles more affordable.
Lowest Price Per kWh
Michael Guilfoy, Tesla’s Director of Cell Manufacturing Operations, mentioned on LinkedIn that Tesla has finally achieved a major milestone with the 4680 cell. One of the goals for 4680 was to bring down the cost per kWh to the lowest of all Tesla’s cells - and as of the end of 2024, they’ve done just that.
The Cybercell - the 2nd generation of the 4680 cell- is now Tesla’s lowest cost per kWh cell, meaning that it is the cheapest to produce for Tesla in terms of assembling the parts that go into a vehicle battery pack.
While the Cybertruck is the only Tesla that using the 4680 right now, the 4680 cell is primed to be Tesla’s primary cell going forward due to cost savings, manufacturing optimizations, and usefulness as part of the vehicle structure.
The 4680 cell also offers significant weight savings while also being more rigid, which allows Tesla to build vehicles in a unique fashion that are far safer than others on the road today.
Of course, 4680 isn’t the only cell Tesla is developing - they’ve got a whole host of other things they’re working on. Tesla is developing four new cell types, with some potentially launching in 2026.
Dry Cathode on the Horizon
Guilfoy also mentioned that this isn’t Tesla Energy’s only achievement this year - there’s more upcoming. One of these is the Dry Cathode tech that will help drive that cost down even further.
Dry Cathode manufacturing removes the toxic solvents and furnace baking processes from the battery manufacturing process, saving time and being more environmentally friendly, but it is a new technology. Tesla has been working on this for quite some time - in fact, since the initial introduction of the 1st generation of 4680 cells back in 2023.
We’re quite excited to see what Tesla will do next with the 4680 and their other future cells. Perhaps it is time for the good old 2170 cell to be laid to rest? That’s something we’ll find out in the near future - as the Model S and Model X Plaid rely upon the 2170 to be able to produce the instantaneous power required to make them so fast - but the 4680 cell in the Cyberbeast can do much the same.
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Tesla has begun rolling out some map updates, including a brand new geographic area. These updates include two regional map updates, with one confirming Tesla’s entry into India and the other improving the maps in Europe.
Indian Launch
The biggest addition is a new map region for India, which was discovered by Tesla hacker Greentheonly. This move, while seemingly minor, is a prerequisite for Tesla launching vehicles in the region.
For years, discussions about Tesla’s arrival in India have focused on manufacturing plans, import duties, and retail store plans. However, the vehicles themselves must all be technically ready for the region.
This is more than just data entry; it involves integrating local points of interest, Tesla’s internal routing logic, and displaying regional road information correctly. In past market entries, Tesla has activated the necessary navigation regions in its software shortly before officially launching in a country, and just this morning, news broke that Tesla will open its first showroom in India.
On July 15th, Tesla will open its first showroom in Mumbai, marking its entry into the Indian market.
For those who have imported Tesla vehicles in advance of the official market entry, this means they will finally receive official maps and navigation support, and will likely begin receiving official software updates in the near future.
European Maps Update
In addition to the India map update, Tesla has also starting roll out a map update for Europe. The new map update for Europe is version EU-2025.14, bringing users up from EU-2025.2.
You’ll need to connect to WiFi in order to download map updates and similar to software updats, Tesla will roll them out gradually. If you want to learn more about map updates, be sure to check out our Tesla maps and navigaiton guide.
This map update will likely be fairly minor, but it should include newer roads, speed limits and more details. It could also include additional information that’s required for launching FSD in Europe.
While map updates aren’t as exciting as FSD updates or major software updates like the upcoming Grok AI update, they’re especially useful for Tesla owners who travel on new roads that may not be in Tesla’s current map version.
Tesla has officially scheduled its 2025 Annual Shareholder Meeting for Thursday, November 6, 2025. The date was confirmed in an 8-K form filed with the US Securities and Exchange Commission this week. Shareholders can expect to begin receiving official notifications by email or letter this week.
While we don’t know what, if anything, is up for vote this year, shareholders should ensure their investment accounts are linked up at ir.tesla.com if they plan to vote on upcoming proposals.
While these meetings cover standard corporate governance, they’ve also become a key venue for Tesla to share updates on its future projects.
Let’s take a look back at Tesla’s 2024 shareholder meeting to see what we can expect for 2025.
A Look Back: Shareholder Meeting 2024
The 2024 Shareholder Meeting was packed with news and updates. Some of the highlights included details on Cybercab, the first mentions of AI5, and the move of Tesla’s incorporation to Texas following the re-ratification of Elon’s 2018 compensation plan.
The 2025 meeting may provide progress updates on several key items.
First up is the final status of Elon Musk’s pay package. While it was successfully re-ratified following the 2024 Meeting, the Court of Delaware ruled against it, creating a legal situation that resulted in Tesla amending its letter of incorporation and moving to Texas.
While the messy legal situation hasn’t been completely sorted out yet, there’s a chance we could see more on this at the 2025 Meeting.
Next up is a status update on the Robotaxi Network pilot, as well as progress for Tesla’s Cybercab program. We’ve seen early prototype castings for the Cybercab outside Giga Texas, and they recently provided an updated timeline in their 2024 Impact Report. This is going to be the next big step for Tesla’s growth as it starts its Robotaxi service business.
The Tesla Semi and Tesla Energy are also two massive programs undergoing upgrades and revamps. The volume production of Semi is supposed to begin by the end of 2025, and Tesla is constantly working on expanding Tesla Energy’s manufacturing footprint to meet the never-ending demand for Megapack and Powerwall. We’re anticipating some major updates here, along with some updates on Tesla’s next-generation battery tech, including the Gen 3 Cybercell that includes dry-cathode manufacturing.
There’s a lot to be excited about - and November 6th is the day we may find out a lot about Tesla’s future products. The meeting will be a big event that we’ll cover in detail, so don’t worry, even if you miss it. We’ll have a full set of recap notes and longer in-depth articles following the event, as usual.
