Live data from Hacker News

Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

electrek.co

11–20 of 836 posts

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#11
I actually did want a lighter, 2 Wheel Drive Cybertruck (for $40,000). The "Long Range" trim was close. But it was actually $70k not the $60k they were saying.

Get rid of the touchscreen and the four-wheel-drive steering and the electrical flush door handles, the hatch thing in the back, smaller wheels, any other electronic features like 120v inverters, etc. solid rear axel would be nice but that would be a major redesign.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#12
post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

Tesla's stock is a tulip future at this point.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#13
post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

I don't think Tesla stock has traded on fundamentals for a while.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#15

what would it look like to directly sell EV batteries to consumers? what would have to happen? this sort of happened. the people who sold these battery materials for the 4680 thought they were making a B2B sale, and they still wound up making a B2C sale - that ended in disaster - in disguise.

> what would it look like to directly sell EV batteries to consumers? what would have to happen?

It looks like this: https://www.amazon.com/JESSY-3-7-Volt-Rechargeable-Battery/d...

These cells aren't special, they're all off the shelf designs. The 4680 got some marketing spin, but really it was just a bigger form factor with a tweaked chemistry that apparently just didn't work out. And of course that means you can meta-spin the failure as "supply chain collapse", etc...

Obviously, no, you can't just buy a bunch of 21700 cells and stuff them in the car yourself, the balancing and calibration needs to happen in an integrated way and that repair (digging into a 400V DC battery!) is just way too dangerous for amateurs. But the batteries themselves are mature technology and kinda boring.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#17

Electrek’s ‘reporting’ has proven so one-sided that I take all their stories with a bucket of salt. Even if the truck has been a flop I doubt their whole battery program has been. Perhaps they’re rejigging suppliers and pausing whilst they get ready to ramp up cyber cab production lines

Let's stay positive folks! /s

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#18
post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

TSLA exposure is a call option on Musk succeeding (with success criteria being "TSLA price go up") regardless of reality. SpaceX is buying up Cybertrucks; is it illegal? Will anyone do anything about it? That sort of success (quasi fraud). The product is the stock and the hope there is a greater fool who will buy it eventually. SpaceX Buys over 1000 Cybertrucks - https://news.ycombinator.com/item?id=46405984 - Decemb…

The "new economy" is full of self-dealing. That's the result of loose (or non-existing) regulations on monopolies. It all starts with Wall Street controlling stocks on thousands of large companies that are ultimately owned by small groups of the same shareholders. Now it's evolving to large sectors owned by fewer and fewer people.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#19
post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

The future looks Chinese.

Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

#20

Electrek’s ‘reporting’ has proven so one-sided that I take all their stories with a bucket of salt. Even if the truck has been a flop I doubt their whole battery program has been. Perhaps they’re rejigging suppliers and pausing whilst they get ready to ramp up cyber cab production lines

And what evidence do you base those assumptions on? According to the journalists at electrek despite Tesla having capacity to manufacture 250k cybertrucks per year, they're only selling 20-25k per year
Post reply on HN