Earlier quoted context omitted.
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’
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
181–190 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#182Tesla 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
Our so-called "gdp" is mostly rent and legal ponzi schemes
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#183Earlier quoted context omitted.
there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect. Sales have been flat for 3 years and the delivery numbers in Europe are catastrophic on a fully diluted basis, the market cap is above $1.6tn, so at a PE of 20, they'd have to generate something like $80bn in profit per year - hard to do in an industry that is…
Not to mention China heavily subsidizing BYD.
They are also way cheaper and at comparable quality to western cars.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#184Earlier quoted context omitted.
>>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.
> 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. In particular, nothing that comes out of his mouth regarding AI makes any sense. And still, people listen to him as if he was an expert. Go figure.
His latest bullshit was about Tesla cameras and fog/rain/snow - on an investor call, no less - "Oh, we do photon counting directly from the sensor, so it's a non-issue".
No. 1, Tesla cameras are not capable of that - you need a special sensor, that's not useful for any real visual representation. And 2, even if you did, photon counting requires a closed "box" so to speak - you can't count photons in "open air".
And no-one calls it out.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#185Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#186Tesla 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#187Earlier quoted context omitted.
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…
Many like Polestars and Renaults are built on Android Automotive (different from Android Auto) and the built-in navigation is full Google Maps with direct access to the cars battery state and control systems.
Works perfectly on my Renault Megane E-Tech.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#188For 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 incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…
The really killer part is, I can't even be 100% certain that it's not me. I'm quite sure, and justify it solidly, but then, I would.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#189So this battery pipeline can only be used for the cybertruck? Cannot be adapted to be used with the other vehicles? That seems odd.
But don't let facts get in the way of some good bullshit!
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#190Earlier quoted context omitted.
> collapse suddenly If BYD was in the US I think we could check this box reeeeaaally quickly. It would make Tesla irrelevant.
> If BYD was in the US I think we could check this box reeeeaaally quickly. It would make Tesla irrelevant. Why? What's your logic?