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

electrek.co

201–210 of 836 posts

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

#201

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’

Pump and dump scheme?

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

#202
post #181

Earlier quoted context omitted.

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

s/Predictions/Ketamine-and-adderall-fueled ramblings

I think they mean grift or even fraud, since they were definitely meant to attract investment.

Now excuse me while I go check on where my 2016 full-self-driving Tesla car. It was supposed to pick me up 9 years ago, something must have happened.

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

#203

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...

The best counter argument to that is that he did manage to predict/make into reality electric vehicles (when going into that industry was crazy) and reusable rockets. If someone makes a thousand moonshot attempts but still succeeds with two that's impressive.

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

#204

A little tangential, but seeing now the name of the steering-wheel-less cabs, why'd they name it Cyber {truck,cab} anyway? Doesn't it imply we use them to drive through the internet?

Its even better with the ancient Greek definition of cyber. Then it becomes a steer-truck/cab, literally implying the opposite.

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

#205
post #33

i 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

I think you're underselling what Trump and Musk has done to the stability of Democracy in the US. Aside from all that, there are other American car manufacturers with great EVs: Mustang Mach-E, Chevy Equinox/Bolt/Blazer, etc. Not saying that BYD isn't better, but comparing to Tesla, there is plenty of US competition.

> Aside from all that, there are other American car manufacturers with great EVs: Mustang Mach-E, Chevy Equinox/Bolt/Blazer, etc.

Teslas aren’t perfect, and they are definitely starting to get a bit dated, but the list you made has precisely zero “great EVs” imho.

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

#206
post #37

Earlier quoted context omitted.

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.

EVs or vehicles generally?

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

#207
post #150

Earlier quoted context omitted.

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?

Audi Q4, and if the dealer doesn't know how their own cars work then that's the same to me.

In an EV it's a necessity.

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

#208

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...

I had no idea this existed, that's pretty damning.

The question - is Musk lying on purpose, or is this more 90-90 rule where he made (obviously wrong) assumptions based on current progress?

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

#209
post #203

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...

The best counter argument to that is that he did manage to predict/make into reality electric vehicles (when going into that industry was crazy) and reusable rockets. If someone makes a thousand moonshot attempts but still succeeds with two that's impressive.

Electric vehicles were the first types of cars invented.

Musk also bought into Tesla.

So its not like he invented some kind of alien technology.

It was always about having good enough marketing to permit 10 years of R&D to make the car actually attractive.

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

#210

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

> get ready to ramp up cyber cab production lines

The word on the street is this is only 2 weeks out.

Right after fulfilling the roadster orders.

And right before the Dyson sphere that will power Grok AI is deployed.

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