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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%

#141

Post by TheAlchemist »

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-...

It's really amazing. Anyone still remembers Dojo ? 2 years ago or so they stated that they start to mass produce Dojo and it was supposed to be a top 5 supercomputer in the world by the end of 2024...

https://thedriven.io/2023/06/22/tesla-to-start-building-its-...

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

#143

Post by raverbashing »

RobotToaster wrote: post #109
PunchyHamster wrote: post #93

Earlier quoted context omitted.

Tesla fans have no ability to learn from past lies.

Fool me once, shame on you, fool me 65535 times...

Hey just fool them once more and the counter goes to zero

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

#144

Post by epistasis »

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.

Only investor's share prices at risk, there's no risk to the future of electrification.

Look at solar, an industry that has continual bankruptcies, yet is eating the world. New players grow, die, and get replaced all the time, in a continual churn of new technology.

That Tesla would die a death was not inevitable, merely a choice due to recent years of extremely poor leadership and terrible mismanagment. Even now, Tesla may pull out of the slump and recover! It's doubtful it will ever justify its share price, but it's likely that if it ever gets fairly priced as a company, it could be sold to a US auto major that is regretting it's failure to produce EVs for the international market, and wants to try to catch up. Maybe. That time might have passed too...

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

#145

Post by vinyl7 »

nemomarx wrote: 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.

Stock market is all based on vibes at this point. Giant gambling system

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

#146

Post by SoftTalker »

toomuchtodo wrote: post #4
nemomarx wrote: 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…

All BEV sales, not just Tesla, are tanking, at least in the USA. Ford and and others have retreated on their plans as well. Tesla may be worse off because of Musk's extracurricular antics but BEVs are not selling well.

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

#147

Post by tclancy »

jack_riminton wrote: post #95
malfist wrote: post #20

Earlier quoted context omitted.

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

[flagged]

The second part of your post is your opinion plus a hypothesis that supports your opinion.

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

#148

Post by bgwalter »

nemomarx wrote: 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 has the government and a vast propaganda apparatus behind it:

https://fortune.com/2025/03/20/howard-lutnick-pumps-tesla-st...

“If you want to learn something on this show tonight, buy Tesla,” Lutnick told Fox News host Jesse Watters.

In this economy we have a billionaire clan selling hot air and backing each other up. The main "achievements" of this administration are in pumping Bitcoin, "AI", cannabis sales and and online gambling.

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

#149

Post by toxik »

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...

Actually a very interesting article! Didn't know he'd been selling this lie for so long.

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

#150

Post by hvb2 »

lossolo wrote: post #102
PunchyHamster wrote: post #93

Earlier quoted context omitted.

Tesla fans have no ability to learn from past lies.

Maybe "cultists" is a better word than fans, with Musk as their guru.

The model Y is a genuinely good car... I can't think of an automaker with better software.

I've recently been shopping for another electric SUV and to be told that to get charging stops on your long trip 'through an app on your phone' instead of built into the navigation is.... Wild

Edit: it needs to be said that I consider a car a solution to the A to B problem, and nothing more :) This was one of the premium German automakers by the way. On a ~$50k car....

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