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Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
101–110 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#102For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
Tesla fans have no ability to learn from past lies.
Maybe "cultists" is a better word than fans, with Musk as their guru.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#103i don't understand americans, two years ago i wanted a tesla, now i want a byd, you've let down the only american company competing against the chinese, all because of trump and politics
Being a Nazi is a huge red line
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#104Earlier quoted context omitted.
They essentially gave away the market to Chinese companies, while at the same time complaining that China is "stealing" something.
Why didn’t the Europeans come out on top?
> Why didn’t the Europeans come out on top?
Fewer new entrants? America has Tesla, Rivian, Lucid, et cetera in the EV native camp, and Waymo in the autonomous-native camp.
If we limit ourselves to export variants, Europe has Polestar. (And by this metric, China has dozens of new entrants in both fields.)
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#105Earlier quoted context omitted.
> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…
Tesla is probably the only EV maker with declining sales for the last two years. Quite a feat in a booming market, and remarkable considering that the stock already has a few orders of magnitude of growth priced in.
The declining sales is a concern. Was curious though so I looked it up and Tesla is currently selling more than Volkswagen, Ford, Rivian, Mercedes, and Toyota combined. Interesting.
The big dog is BYD though. Twice as many as 2nd place Tesla.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#106For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
There is an entire Wikipedia article about Musk's (mostly) failed predictions: https://en.wikipedia.org/wiki/List_of_predictions_for_autono...
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#107Electrek’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
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#108For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
The full Robotaxi rollout is going to happen as soon as they finish fulfilling the Roadster preorders.
so like 2080 or thereabouts?
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#109For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
Tesla fans have no ability to learn from past lies.
Fool me once, shame on you, fool me 65535 times...