Earlier quoted context omitted.
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.
Letter grade E?
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
321–330 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#322Earlier quoted context omitted.
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?
How about the possibility that the cost of lying is less than the capital gains that can be realized by lying about it? EM was only fined $20 million when he said he had secured funding to take the company private at $420/share [0]. The stock bounce from that "news" was in the billions. As it stands, he can get a trillion dollar pay package if a something-trillion market cap target is hit. https://arstechnica.com/tec…
Yes, that's the problem. The fines for his actions should have been at least a hundred times greater, maybe a thousand times greater.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#323Earlier quoted context omitted.
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.
I absolutely prefer my Ioniq 5 over a Tesla, not merely 'tolerate it'.
Tesla has everyone else beat on charging infrastructure, that is true, but I don't need that except for about 0.5% of the miles I drive (and even there, Tesla's competitors exist and are fine on the routes I'd take).
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#324Earlier quoted context omitted.
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 hi…
Somehow his company is worth ~1.6 trillion dollars, with most of that valuation being confidence in his predictions. He is predicting humanoid useful robots soon. Tesla's valuation defies reason
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#325Earlier 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.
Sure Musk trying his hardest to blow up EU has 0 effect on sales there
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#326"In a regulatory filing today, L&F revealed that the contract’s value has been written down to just $7,386.
No, that is not a typo. $2.9 billion to roughly $7,400."
https://electrek.co/2025/12/29/tesla-4680-battery-supply-cha...
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#327Earlier 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.
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#328Earlier quoted context omitted.
The Dojo team left tesla to do their own ASIC. https://www.theverge.com/news/756706/tesla-dojo-team-shut-do...
Yeah, that was already almost 1 year after they were supposedly planning to have the top 5 compute ... The reality is they announced that as a pipe dream. Just like the FSD, Robotaxi, Optimus and 10 other projects that will never work - or more precisely, they will work but >10 years from now, and it won't be from Tesla but from a competitor.
Add HLS to the list.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#329Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. Typical sloppy reporting from Electrek.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#330Earlier quoted context omitted.
They essentially gave away the market to Chinese companies, while at the same time complaining that China is "stealing" something.
Why didn’t the Europeans come out on top?
I've been looking at the BMW Neue Klasse electric vehicles. They seem to exceed almost all other western competitors when it comes to the metrics I care about (mainly charging speed). I do think it's the most promising European brand when it comes to EVs.