Musk: "Making the dry electrode process work at scale, which is a major breakthrough in lithium battery production technology, was incredibly difficult. Congratulations to the @Tes

[Tesla also commented officially](https://x.com/Tesla/status/2018155739576148406): > Dry electrode manufacturing cuts cost, energy use & factory complexity while dramatically increasing scalability

so will they lower prices?

That’s the best part! No!

Is this like Optimus working or model 3 working?

Yes, but cost prices...not selling.

You do realize that creating a manufacturing process that has a lower unit price did not get built for free right? That took substantial investment over several years to complete.

You don't know that for sure. What's logical is they'll keep some extra profit and reduce prices a bit. It's a win for everyone.

We definitely won’t see anything until it scales and is used in their entire lineup. I think they will retain the savings and reinvest it into their other cash burning lines of business

Why would they turn down money? We already buy. Reducing their costs just makes them more money. It is unlikely the per unit cost savings will be passed onto the customer at all and if it was wouldn't increase sales enough to cover the loss.

I think they will reduce pricing. It is because of Elons pay package incentive for selling FSD Subs. If they can sell more cars for cheaper, they can make it back up on subscriptions. Think pod coffee makers, they sell the coffee makers cheap to make a lot from the pods.

I load my own pods with gourmet beans. It would be nice if I could buy a 3rd party "FSD" that was actually FULL self drive.

I do that sometimes too but you and I both know, If they could, they would make that illegal/impractical.

Why does any company reduce profits when they can just keeping jacking up the prices? The answer is Supply and Demand. Other companies are always looking to take a slice of the pie and will try to undercut Tesla.

I love all the conspiracies about everything being about FSD for his pay package. That’s ONE operational milestone.

Maybe, maybe not. It’s not like it’s a $10k cost reduction. I’m totally guessing but maybe it’s a $1k cost reduction or less - which is great for their margins if they hold prices, but almost meaningless to customers.

Why would you lower prices, when you can raise prices?

“we already buy” - that’s not entirely true, as their sales are falling.

Yes, and Car sales are another so this completely lines up. This is not a conspiracy, Just basic sense.

because they are already losing customers and sales. If they want to return to growth, they have to do something

Now put these batteries in the new model s….oh wait nvm

Will this increase range

It's hard to call 2 vehicles a "lineup"

Haha right

They will increase it, lol

For the robots I believe.

You’re thinking logically. That is your problem. Tesla press release: “we must recoup our substantial r&d costs that we accrued for this amazing achievement! Model 3 prices going up $2k…”

No. It reduces the capital cost of new battery factories. That is all. It is about scaling production, not the final product. It does not materially improve the actual batteries in any way (as far as we know) and may even make some small compromises that are worth it for the cost savings.

FSD currently no. Unsupervised yes people will want it

It will increase range if they keep the same number of kWh or increase kWH and move to the new cells. It will decrease range if they reduce the number of kWh and use the new cells.

Might happen sooner than you think nvidia is catching up to Tesla.

It’s obvious they don’t really care about the customer and selling a good product. Every choice they made in the last couple years aligns with the pay package to the detriment of customer satisfaction and product quality.

Haaaaa no. Recall that they are removing basic features while increasing the cost of the subscriptions. That’s software that is already developed and costs nothing to keep as is. Chart must go up!

Congratulations Tesla team

Doesn't matter. Tesla once had the perception of being great strong EVs and people would buy them without hesitation. Now? Well Tesla still thinks they are in that position...

At this point I don’t believe anything that comes out of Musks mouth.

You do realize in automotive you have piece price for the vehicle costs and capex (tooling, factory) costs which are separate. Normally the tooling cost will be amortized over the life of the product, usually 5 years for a vehicle.

Exactly. The cost savings are not immediately passed on to the consumer when a new process is implemented, especially one that took a lot of R&D.

Another Cybertruck?

Sooo does this mean we will get 500 mile range?

You do realize to take everything said by Elon needs to be verified. He's got a credibility problem.

Only what 3-5 years behind BYD & CATL now. Nice! What's next, wipers that work?

But if you raise price you earn more per customer. Obviously that the logic. Simple math /s

Eventually FSD will be standard. I’ve used FSD and I’d rather use Autopilot or drive myself than pay Tesla $1,200/year.

Well their lineup is two cars so…

This is the innovation he already claimed was finished several years ago, wasn’t it? I will believe it when I see it on the road :)

They announced it as one of the goals for the 4680, but never claimed it was finished.

Definitely. Verify it, by all means. But there is no chance this new process cost nothing to develop.