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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%

#251

Post by lucianbr »

qoez wrote: post #203
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...

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.

Something is missing here. Once you get two moonshots done, you have free pass to claim anything any number of times with zero results? I cannot agree.

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

#252

Post by bgarbiak »

Moto7451 wrote: post #156

Aren’t shaped prismatic cells the current state of the art anyway? The article mentioned BMW and Rivian using this size of cylindrical cell but I believe the latest from GM, Hyundai, and VW are all prismatic after the earlier designs were either pouch cells or cylindrical.

I guess it depends on who you’d ask. BMW made a switch from prismatic cells to cylindrical design only recently, and it looks like the biggest gain was in costs and weight efficiency. The range/capacity ratio didn’t improve that much. Although, to be fair, none of these parameters depend on battery alone.

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

#253

Post by raisedbyninjas »

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…

Tesla, Rivian and a few others are tech companies that make cars. They have great software and integration between components. Traditional automakers are assemblers of modules made by dozens of suppliers. That's why Teslas navigation accounts for traffic, weather, elevation changes, charger speed & availability to plan routes. For legacy car manufactures battery preconditioning is about the most sophisticated route planning feature they'll have.

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

#254

Post by rasz »

SonOfKyuss wrote: post #75
malfist wrote: post #20

Earlier quoted context omitted.

And what evidence do you base those assumptions on? According to the journalists at electrek despite Tesla having capacity to manufacture 250k cybertrucks per year, they're only selling 20-25k per year

I actually get a kick out of Eletrek’s roasting of Elon and Tesla, but if you read a few of their articles, it’s clear they don’t like him. Lots of opinions and editorializing in the articles. I have no problem with that, you just have to realize where they are coming from and base your interpretation accordingly

Its not that they dont like him, its more of Editor was big believer until Tesla scammed him out of half a $mil worth of fake roadsters that never materialized.

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

#255

Post by cyberax »

zdragnar wrote: post #134
fsh wrote: 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.

This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.

EVs are in the Cambrian Explosion state in China right now. There are dozens of companies fiercely competing on price and features.

The two most popular EVs in China are the Wuling Mini and the Geely Xingyuan. The first one costs $4500 for the base model, and the second one is $9800. And you can get a very decent EV for $15k with plenty of options.

In 2-3 years, these $5k and $10k cars will only get better, and they'll just slaughter all the competition in markets outside the US and Europe. Especially once used cars start appearing at a fraction of the cost.

Traditional auto manufacturers are dead. Full stop. They just haven't realized it yet. Tesla had a chance to compete in this market with Model 2 but Musk decided to blow their lead on a completely stillborn and gimmick-filled robotaxi.

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

#256

Post by overfeed »

decimalenough wrote: post #218
BoiledCabbage wrote: post #172

Earlier quoted context omitted.

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…

> Tesla is crashing But the stock keeps hitting new all time highs.

To the moon

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

#257

Post by rasz »

gota wrote: post #57
manoDev wrote: post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

> The future of electrification is at risk because the market chose to bet on TSLA It really isn't. BYD is progressively becoming ubiquitous here (large South America city)

Thats why Potus is planning to liberate you guys.

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

#258

Post by overfeed »

hvb2 wrote: post #161
toss1 wrote: 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.

> Both SpaceX and Tesla are accomplishments if you consider where their competitors are.

CATL, BYD, and other Chinese manufacturers are absolutely killing it at Tesla's expense, Because their markets have actual, sharp-elbowed competition requiring actual innovation.

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

#259

Post by jqpabc123 »

cyberax wrote: post #200
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-...

> 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!

Reports say there are only about 10 Robotaxis operating in Austin at any one time.

https://electrek.co/2025/12/22/tesla-robotaxi-project-austin...

https://www.teslarobotaxitracker.com/

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

#260

Post by overfeed »

abirch wrote: post #195
_t9ow wrote: 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

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 Washingt…

> China has a strategy where most western nations don't appear to have one.

EVs were subsidised in the west, e.g. in California (#4 "country" by GDP), Norway, and US tax incentives - which have gone away after the Trump anti-renewables Bill of 2025. MRSPs for EVs were slashed after September 2025 due to the loss of this subsidy, and 2 months later Ford cancelled it's electric F-150 program.

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