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Another essential topic pertains to Tesla’s battery technology, specifically the 4680 cells. Musk underscores the importance of the 4680 battery cell ramp-up, highlighting that Vehicle configurations such as the 2170 vs. 4680 cells hinge on factors like cost, performance, and production capacity. The goal is to use 4680 cells to enhance margins, reduce costs, and accelerate the deployment of structural battery packs.
Regarding the semi-truck, Musk admits it isn’t likely to be a major profit driver but remains a strategic product illustrating Tesla’s innovation leadership. Production targets for the semi are of personal interest to many investors, and updates are expected in the coming months.