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CATL Founder Criticizes Elon Musk's 4680 Battery Technology

Robin Zeng of CATL claims Tesla's ambitious battery plan is doomed to fail, citing technical and timeline challenges.

  • Elon Musk's investment in Tesla's 4680 cylindrical cell technology aims for higher energy capacity but faces criticism from CATL's Robin Zeng.
  • Zeng argues that the 4680 technology will not succeed, highlighting Musk's lack of expertise in battery manufacturing.
  • Tesla has produced 100 million 4680 cells, essential for vehicles like the Cybertruck, but struggles with meeting energy capacity promises.
  • CATL, a major supplier for Tesla, focuses on lithium iron phosphate batteries, which differ from Tesla's cylindrical cell approach.
  • Zeng also critiques Musk's habit of setting overly ambitious timelines, particularly in battery and self-driving technologies.
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