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

electrek.co

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

#131

Post by cmrdporcupine »

nxm wrote: post #36
coliveira wrote: post #24

Earlier 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?

All the established brands (except for maybe Nissan and some parts of GM) wanted their cake and eat it, too. They wanted electrification while still holding onto high margins. So they made almost their EVs all sit in the luxury segment.

And in North America they failed to bring dealers to heal.

It's ok, it's only our children's future at risk.

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

#132

Post by epistasis »

jack_riminton wrote: post #8

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

When somebody is siding with reality, especially a media source, that's a reason to listen to them more not less.

And when it's straight up facts easily verifiable from others sources, pretending that it's not based in reality is just sticking your fingers in your ears and screaming "la la la la" which is something that even very few 12 year olds do.

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

#134

Post by zdragnar »

fsh wrote: post #37
andsoitis wrote: post #21

Earlier 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.

This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.

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

#135

Post by dylan604 »

nxm wrote: post #36
coliveira wrote: post #24

Earlier 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 any car manufacturer would be my question. This just sort of shows how tied Big Auto and Big Oil are

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

#136

Post by Maken »

TheOtherHobbes wrote: post #118
abirch wrote: post #30

Earlier quoted context omitted.

Tesla isn't a car company it's a robotics company (2025) Tesla isn't a robotics company it's a meme company (2027)

Tesla isn't a company (2029)

Tesla is acquired by xAI (2026)

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

#137

Post by mindslight »

tartuffe78 wrote: post #19
manoDev wrote: 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.

Trump is going to be lauded in the history books for sure. The Chinese history books, that is. Before this massive self-own, we at least had a chance.

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

#138

Post by awesome_dude »

knuppar wrote: post #89
andsoitis wrote: post #62

Earlier quoted context omitted.

> It has delivered a better ROI in the same way a ponzi scheme can deliver higher ROI. It sounds like you're arguing that high valuation compared to fundamentals means buyers expect gains from future buyers paying more sounds like a Ponzi, but it isn't, it is speculation. The comparison doesn't make sense. Some surface features of speculative markets can look Ponzi-like, but the underlying mechanics are very differen…

> collapse suddenly If BYD was in the US I think we could check this box reeeeaaally quickly. It would make Tesla irrelevant.

We have BYD here, it's a stiff competitor for Tesla, but it's not end game for Tesla material.

I personally prefer a BYD, Musk has damaged his brand by being so political, but the BYD product is (IMO) superior.

Having said that BYD isnt without its issues (eg. over reporting of range)

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

#139

Post by toss1 »

whynotmaybe wrote: post #113
jqpabc123 wrote: post #5

For 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-...

I'm still sour of how easily I was deceived while being so happy when envisioning a future that won't come. First with autopilot, then with boring's tunnels, then a $39k cybertruck, then ... What's that saying about "fool me so many times I can't keep count" ? Whatever angry feeling we may have towards Elon Musk, he's not the richest man on earth for nothing. Lesson learned, till next time !

>>he's not the richest man on earth for nothing.

He engineers perceptions, finance, and govt funds, not technology. Every report and available evidence shows he is barely technologically astute, nevermind genius; the accomplishments of his teams are despite him not because of him.

Which is why a better description would be: The Greediest Man On Earth.

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

#140

Post by 1121redblackgo »

mr_mitm wrote: post #106
jqpabc123 wrote: post #5

For 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...

At what point is it fair to call the list something other than ‘predictions’
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