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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%

#221

Post by lossolo »

hvb2 wrote: post #150
lossolo wrote: post #102

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…

> I can't think of an automaker with better software.

Xiaomi? Huawei? Avatar? Or do you mean only the ones available in the US?

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

#222

Post by iknowstuff »

mapontosevenths wrote: post #90
paxys wrote: 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...

TSLA investors:

* don't believe the 67% will follow through with that after experiencing FSD

* don't need 67% of Americans to purchase the car. Robotaxi use is plenty.

* look beyond the American market and its pathetic 5% EV share.

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

#223

Post by marze »

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...

"Tesla, where we make the impossible late"

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

#224

Post by hvb2 »

lossolo wrote: post #221
hvb2 wrote: 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…

> I can't think of an automaker with better software. Xiaomi? Huawei? Avatar? Or do you mean only the ones available in the US?

If they're not available, then I can't consider them an option?

I've obviously not tested every car out there. But for years Tesla has been the only car that came close to the convenience of a gas powered car. Their charging infrastructure really allowed it to be a normal car when you live in populated areas.

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

#225

Post by dzhiurgis »

lossolo wrote: post #221
hvb2 wrote: 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…

> I can't think of an automaker with better software. Xiaomi? Huawei? Avatar? Or do you mean only the ones available in the US?

Gotta be joking.

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

#226

Post by apexalpha »

iknowstuff wrote: post #219
Tiktaalik wrote: post #174

Earlier quoted context omitted.

The EV market is booming outside of NA. EV growth share in Europe is remarkable and Tesla is flatlining there while everyone else advances.

Lack of FSD in Europe. If they manage to get it approved in 2026 expect that to reverse.

Probably also the no lack of Nazi salutes on TV and his political ‘escapades’.

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

#227

Post by array_key_first »

iknowstuff wrote: post #219
Tiktaalik wrote: post #174

Earlier quoted context omitted.

The EV market is booming outside of NA. EV growth share in Europe is remarkable and Tesla is flatlining there while everyone else advances.

Lack of FSD in Europe. If they manage to get it approved in 2026 expect that to reverse.

I really, really doubt FSD is the limiter of European sales. It's pricing and competition. The US car market is laughably uncompetitive, with most manufacturers opting to make luxury landboats. It's easy to compete when all your competitors refuse to introduce an EV under, like, 50 grand.

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

#228

Post by lossolo »

dzhiurgis wrote: post #225
lossolo wrote: post #221

Earlier quoted context omitted.

> I can't think of an automaker with better software. Xiaomi? Huawei? Avatar? Or do you mean only the ones available in the US?

Gotta be joking.

And you've gotta have some outdated knowledge.

https://www.youtube.com/watch?v=VuDSz06BT2g

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

#229

Post by stocksinsmocks »

coliveira wrote: post #18
toomuchtodo wrote: post #4

Earlier quoted context omitted.

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…

The "new economy" is full of self-dealing. That's the result of loose (or non-existing) regulations on monopolies. It all starts with Wall Street controlling stocks on thousands of large companies that are ultimately owned by small groups of the same shareholders. Now it's evolving to large sectors owned by fewer and fewer people.

I don’t think self-dealing is new. Although it was eye-opening, when I learned that BlackRock, Vanguard, and Fidelity all own 5-10% of every company and competition between the companies they hold is not meaningful. Everyone just has to have nice steady predictable returns and nobody is allowed to innovate too far ahead of anyone else for fear of devaluing the real bosses’ other assets.

I don’t even know what to call the kind of system we have.

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

#230

Post by tolciho »

nobleach wrote: post #94
mocmoc wrote: post #58

[flagged]

I don't want to pile on you as I see you've already taken a hit - so I'll leave the voting out of this. But consider how many people you knew in the 80s/90s with a Laser Disc player. It was very niche. You likely had one techy nerd friend, or you had a friend that had a dad that was always buying "the next big thing". I think I knew ONE GUY that bought a laser disc player. Contrast that with just Tesla (not even EVs)…

Electric cars were a failure, their market share tanked back in the 1910s. So a vague "electric cars failed in the market" is technically true. However, that past failure is quite distinct from the current electric car thing.
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