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

electrek.co

191–200 of 836 posts

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

#191
post #177
post #73

Earlier quoted context omitted.

Not to mention China heavily subsidizing BYD.

It's a myth that China heavily subsidises its EV industry. See e.g. this Bloomberg article titled "China Can't Cut EV Subsidies It Isn't Paying": https://archive.ph/5olix

Lately I've realized that "Chinese subsidies" are psychologically useful for people outside China to believe in, as cope to handwave away their own failing industries. Solar panels aren't really subsidized in China either.

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

#192
post #161
post #139

Earlier 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.

Just stating that he does seem to inspire and build teams/orgs that do great things. Both SpaceX and Tesla are accomplishments if you consider where their competitors are.

How many massive, bloated rockets that nobody really needs have the competitors been blowing up time after time after time?

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

#193
post #91

If you see electrek news , these are just plain sour haters. Cyberteack is a flop. This battery has a parallel track and is used elsewhere so conclusions are just basesless .

Where else are the batteries used?

It says in the article other manufacturers are using 4680 tech in their cars, BMW, Rivian ...

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

#194
post #28

Earlier quoted context omitted.

There's nothing to understand really. Tesla is a meme stock, and will keep rising as long as Elon and others keep hyping it up.

I don't understand why this keeps working. The dude doing the hyping is widely hated. 67% of Americans have said they'll never consider buying a Tesla. 56% cite Musk as either the entire reason or part of the reason. [0] Tesla IS Elon Musk. Without him they're nothing, with him they can't access 2/3rds of the market. Why would anyone invest in that? [0] https://www.yahoo.com/news/two-thirds-of-americans-now-say-t...

Stock valuations are not a democracy of public opinion, they are the product of investors putting their money into the stock.

Musk is a shit human, but to an investor, everything he touches turns to gold. Whether his companies make anything useful doesn't matter, what matters is that the stock price in his companies goes up, so people give him more money. This works until it doesn't.

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

#195
post #177
post #73

Earlier quoted context omitted.

Not to mention China heavily subsidizing BYD.

It's a myth that China heavily subsidises its EV industry. See e.g. this Bloomberg article titled "China Can't Cut EV Subsidies It Isn't Paying": https://archive.ph/5olix

From the article that you added in addition to the statements below, I don't think BYD is succeeding only by subsidies. I'm solely stating that they're heavily subsidized. China has a strategy where most western nations don't appear to have one.

----

It might be tempting when one has been asleep at the wheel to chalk up the rise of Chinese carmakers led by BYD to unfair subsidies, especially since leaders in Washington and Brussels have done so. No doubt, China is far from a free, fair and open market. The scale and pervasiveness of corporate subsidies at the federal and local level far exceed what other market-based economies offer.

https://www.bloomberg.com/news/newsletters/2024-10-17/byd-s-...

----

https://www.bloomberg.com/news/articles/2025-11-10/china-s-c...

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

#196
post #161

Earlier quoted context omitted.

Just stating that he does seem to inspire and build teams/orgs that do great things. Both SpaceX and Tesla are accomplishments if you consider where their competitors are.

How many massive, bloated rockets that nobody really needs have the competitors been blowing up time after time after time?

When they do this on their own dime and get results years ahead of competitors, is that a bad thing?

If not for crew dragon, the US would be begging Russia for seats to the ISS still. Is that your preferred outcome?

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

#197
post #177

Earlier quoted context omitted.

It's a myth that China heavily subsidises its EV industry. See e.g. this Bloomberg article titled "China Can't Cut EV Subsidies It Isn't Paying": https://archive.ph/5olix

Lately I've realized that "Chinese subsidies" are psychologically useful for people outside China to believe in, as cope to handwave away their own failing industries. Solar panels aren't really subsidized in China either.

China has a plan. It subsidizes technology that it sees as important. There's nothing wrong with that per se.

It'd like me saying that Barry Bonds only won the home run records because he used steroids. It wasn't entirely the steroids but I'm sure they certainly didn't hurt.

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

#198

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-...

Year isn't over yet, hah.

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

#199
post #150

Earlier 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…

Which maker? Because that assertion is false for Porsche Audi VW BMW and MB. What’s left?

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

#200

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-...

> Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year.

It's available! Everyone in the US can go to Austin and get a ride in a Tesla robotaxi!

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