Robin Zeng, the founder of the world’s largest EV battery company, says Tesla CEO Elon Musk’s big bet on 4680 cylindrical cell technology “is going to fail and never be successful.” Zeng, the chairman of China’s Contemporary Amperex Technology (CATL), tells Reuters that when Musk visited China in April, “We had a very big debate, and I showed him. He was silent. He doesn’t know how to make a battery.”

Tesla’s “tabless” 4680 cells, which are used in some of its cars,…