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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%

#241

Post by bgarbiak »

JumpCrisscross wrote: post #104
nxm wrote: post #36

Earlier quoted context omitted.

Why didn’t the Europeans come out on top?

> Why didn’t the Europeans come out on top? Fewer new entrants? America has Tesla, Rivian, Lucid, et cetera in the EV native camp, and Waymo in the autonomous-native camp. If we limit ourselves to export variants, Europe has Polestar. (And by this metric, China has dozens of new entrants in both fields.)

Europe doesn’t need new entrants. They got legacy automakers that are no worse at making EVs than Chinese and American startups.

The problem is: they can’t make them cheap enough to compete with China in developing countries. I’m not sure if they even want to do that at this point, the margins there are so low. It’s easier to just rebadge a Chinese car as your own (Renault and GM already do that in SA).

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

#242

Post by onraglanroad »

slashdave wrote: post #159
netdur wrote: 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

You had the opportunity to blame one person or an entire country. Which did you choose?

The country that chose the one person?

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

#243

Post by hvb2 »

oakesm9 wrote: post #187
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…

Pretty much every electric car has charging stops built-in to the navigation. For some the quality of the data isn’t as high, but it will be there. 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.

> Pretty much every electric car has charging stops built-in to the navigation

That's my expectation too.

> For some the quality of the data isn’t as high, but it will be there.

This is a real issue. You might be stranded with low quality suggestions. Chargers that don't work. The large number of accounts you need to have as every charger has their own etcetera

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

#244

Post by apexalpha »

iknowstuff wrote: post #236
apexalpha wrote: post #226

Earlier quoted context omitted.

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

He appeared at an AfD thing

I am well aware that clip mustve been played thousands of times. He really had no clue how politics work here.

The people voting Afd et al. are NOT people buying EVs. The venn diagram of those groups is two circles.

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

#246

Post by mapontosevenths »

dzhiurgis wrote: post #237
iknowstuff wrote: post #222

Earlier quoted context omitted.

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.

FSD is going to wipe everything off. I’ve tried v13 few weeks ago, knowing it works so well. Still got shocked how good it is. They’ll have to drop the price of it tho, but even then 10M cars * $100 per month is $12b of revenue per year.

How is that a Tesla thing though?

I'm fairly certain every auto manufacturer and many non-auto manufacturers are working on it. I doubt they'll be able to patent anything truly important to the process, since others beat them to the market with most of it. Or am I missing something essential?

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

#247

Post by HAL3000 »

hvb2 wrote: post #224
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?

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.

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

Who knows where you live and what options you have? Who knows what you considered? Maybe that's why the question was asked?

> 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.

Charging infra have nothing to do with their cars besides maybe the US. They are barely leading in anything anymore, especially in countries with heavy EV competition, like China. When I was in China this year, I saw Teslas everywhere, but most of them were a few years old. Most of the new cars were Chinese EV brands, and they seemed better on most metrics in the same segment, which included quality. They're losing market share in the EU and worldwide.

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

#248

Post by selkin »

silisili wrote: post #208
mr_mitm wrote: post #106

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...

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?

If he himself believes he can achieve his off-the-cuff deadlines or not doesn't matter for the rest of us: he already proven himself to be a fabulist, and after so many failed predictions, should know better than to air them in public, especially as he must be acutely aware that making such claims inflates his and his companies' net worth, and hence has legal implications. Only he cares not about those, as none of his past misdeeds had any serious consequences to himself.

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

#249

Post by Retric »

hvb2 wrote: post #176
Retric wrote: post #45

Earlier quoted context omitted.

Past performance is meaningless here. They lost the massive US subsidy making EV’s appealing and are getting outcomes in China. Model E and Cybertruck have anemic and shrinking sales numbers etc.

Model E?

Sorry Model X, a friend calls their’s an E as in the letter grade.

I sometimes forget that’s not the real name, which gets confusing.

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

#250

Post by culi »

toomuchtodo wrote: post #119
Analemma_ wrote: post #69

Earlier quoted context omitted.

"The car is driving itself. The human is only there for legal reasons." (Tesla, 2016)

Tesla video promoting self-driving was staged, engineer testifies - https://news.ycombinator.com/item?id=34415413 - January 2023 (342 comments)

This was also litigated in court where they admitted that when they tried to have the car drive itself it crashed into a fence
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