In a striking challenge to Tesla‘s battery technology direction, CATL founder and chairman Robin Zeng has publicly criticized Elon Musk‘s commitment to 4680 cylindrical cells, predicting their ultimate failure. This bold statement comes from the leader of the world’s largest EV battery manufacturer, as reported by Reuters.

Sharp Criticism from Battery Giant

During their April meeting in China, Zeng reportedly claims he thoroughly debated the battery technology with Musk, stating, “He was silent. He doesn’t know how to make a battery.” This unusually direct criticism targets Tesla’s ambitious “tabless” 4680 cells, which are currently being used in several models, including the Cybertruck.

Tesla’s Battery Challenges

Despite Tesla’s announcement of producing 100 million 4680 cells and claims of “five times” more energy capacity, the program faces scrutiny. Recent reporting from The Information suggests Musk has set an end-of-year deadline for his team to address cost and performance issues with the batteries.

CATL’s Market Position

CATL’s influence in the EV market can’t be understated. They’re the primary battery supplier for numerous major manufacturers, providing lithium iron phosphate (LFP) batteries for Tesla’s Chinese operations and Ford‘s North American EVs, including the Mustang Mach-E and F-150 Lightning.

Beyond Batteries

While critical of Musk’s battery expertise, Zeng did acknowledge Tesla’s CEO’s strengths in other areas, particularly in chips, software, hardware, and mechanical engineering. He also pointed out Musk’s tendency to “overpromise” on timelines, revealing that Musk uses this as a deliberate strategy to “push people.”

EVXL’s Take

This clash between two EV industry titans highlights the ongoing debate about the future of battery technology. While Tesla continues pushing its proprietary 4680 cells, CATL’s success with Ford and other manufacturers suggests multiple viable paths forward in EV battery development. The outcome of this technological divergence could significantly impact the future of electric vehicles and their adoption rates.

What’s your take on this battery battle? Share your thoughts in the comments below.

Photo courtesy of Tesla.