Eletreck reported an improved battery cell by Jeff Dahn, a top battery scientist partnered with Tesla. He gave a presentation on the improved cell in March. The most important takeaway is this slide. It shows the new cell can operate between 4.4-3.0v at a C rate of 2.5. After 1200 cycles, the cell degradation is about 5%. It pushes the max voltage from 4.1 to 4.4 which yields better energy density. C rate of 2.5 means 0-100% charging in 24 minutes. Assuming supercharging from 0-80% takes about the same time as 80-100%, it indicates 12 minutes 0-80% supercharging. 1200 cycles roughly translate to 480,000 km or 300,000 mi. This is nuts. So far we know that Model 3 has spec like this: $35,000 320 km / 200 mi 6s 0-100km / 60 mi 5 seats, 2 trunks 4 cents per km for energy(California supercharger rate @5km/kWh) $~500 annual maintenance Free software update for at least 8 years. Better safety, lower insurance cost. Assuming Dahn’s improved cell makes it into the wheelbase of Model 3. That adds: 12 minutes 0-80% Supercharge 5% battery degradation after 480,000km / 300,000 mi Forget about the environment, the car design, autonomy or any other fancy features. There is no way a ICE car can achieve the same economics. And, don’t sell your shares.