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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%

#351

Post by sidibe »

moogly wrote: post #170
malshe wrote: post #52

Earlier quoted context omitted.

If you want to understand how Tesla bulls pump the stock, check out any of the numerous videos of Dan Ives you will find on YouTube. He is regularly invited on CNBC and other financial new media as well as on financial blogs/vlogs. Here is one recent video: https://www.youtube.com/watch?v=ecLsZ4bkW6Q

Wow, that is the least confidence-inspiring person I've ever listened to (and perhaps laid eyes upon).

I think somehow the goofiness and untrustworthiness of the pumpers is a way to select their audience, just like how spammers intentionally misspell to not waste their time on people with discernment

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

#352

Post by mannykannot »

eru wrote: post #345
mmmm2 wrote: post #201

Earlier quoted context omitted.

Pump and dump scheme?

What evidence is there for the 'dump' part? Mr Musk is a strange fellow indeed, but he's not guilty of all the vices and sins. Just plenty enough of them.

That’s a fair point, but a combination of “fake it ‘til you make it” together with extracting massive “compensation” before you actually make it amounts to pretty much the same thing.

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

#354

Post by throw-12-16 »

nemomarx wrote: post #2

Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.

Teslas CEO bought the presidency of the USA.

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

#355

Post by terminalshort »

mapontosevenths wrote: post #295
iknowstuff wrote: post #286

Earlier quoted context omitted.

Remember how everyone kept saying tesla is doomed because any minute now the old OEMs were going to storm in and kill their EV business? In actuality, those OEMs are getting killed by Tesla and Chinese startups. You are making the same argument for autonomy. Old OEMS cannot compete in this space at all. Waymo cannot compete on price with Tesla.

Sure, they're a bit ahead but Mercedes has level 3 self driving and they didnt celebrate killing a bunch of people (and not lowering the deficit) by prancing around with a chainsaw.[0] I feel like people will be willing to wait until next year for the Alphabet or Mercedes version, but maybe I'm overestimating the average person's attention span or underestimating how far behind the competition is. [0] https://www.new…

When I looked for videos of the Mercedes L3 in action a while ago all I could find were videos showing it doing stuff the Tesla FSD could do easily 5 years ago. Has it improved a lot recently?

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

#356

Post by mullingitover »

wisty wrote: post #327
qoez wrote: post #203

Earlier quoted context omitted.

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.

[flagged]

The Lancet[1] forecasted Musk's 'bit of a jerk' elimination of USAID[1] will cause a death toll that puts him around 10x that of Pol Pot.

> Projections suggest that ongoing deep funding cuts—combined with the potential dismantling of the agency—could result in more than 14 million additional deaths by 2030, including 4·5 million deaths among children younger than 5 years.

[1] https://www.thelancet.com/journals/lancet/article/PIIS0140-6...

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

#357

Post by jbm »

abirch wrote: post #30
coliveira wrote: post #7

Earlier quoted context omitted.

Just wait another 6 months /s

Tesla isn't a car company it's a robotics company (2025) Tesla isn't a robotics company it's a meme company (2027)

The one that intrigued me more was circa the 2017 era when Tesla was supposedly an energy company. That might have justified their valuation at the time, but it turned out to be dishonest spin.

Yet again, there are no adults and the shallow fabric of society fails to conceal the greed boner under the sheets.

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

#358

Post by _ea1k »

jack_riminton wrote: post #8

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

Yeah, I'm getting the same feeling. They've announced that semi will use 4680 and Cyber Cab as well, right? If that's the case, this would point to a specific supplier issue rather than something more general.

It isn't something that I've looked into in depth, but it feels like a lot of the discussion isn't hitting the mark here.

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

#359

Post by SR2Z »

LunaSea wrote: post #209
qoez wrote: post #203

Earlier quoted context omitted.

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.

Nobody with any knowledge at all is claiming that Elon Musk invented electric cars.

The simple truth is that he made electric cars viable competitors to gas-powered cars. His genius is not that he invented them, it's that he profitably manufactured decently reliable cars for a price that lots of people found attractive.

You can try and dismiss it as "marketing," but things like the Gigapress and FSD/Autopilot are impressive technical achievements in their own right. Even more impressive is that he built up a new car company that didn't fold and has had the best selling car in the US for significant chunks of time.

I don't like the guy, I think that FSD is dangerous, and I will never buy a Tesla for as long as he's in charge, but it's crazy that so many people feel the need to discredit his achievements. Sure, he benefited from selling carbon credits and EV subsidies, but if it were such an easy thing to do why did it take so long for anyone else to sell a good EV?

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

#360

Post by azinman2 »

monero-xmr wrote: post #335
mxschumacher wrote: post #51

Earlier quoted context omitted.

there was a rush to buy electric cars in the US for as long as the $7500 incentive was in place, so the Q3 2025 number if inflated; it's a pull forward effect. Sales have been flat for 3 years and the delivery numbers in Europe are catastrophic on a fully diluted basis, the market cap is above $1.6tn, so at a PE of 20, they'd have to generate something like $80bn in profit per year - hard to do in an industry that is…

It’s also Americans realized how inconvenient electric cars are. I take a fair amount of road trips. I don’t have the time to wait 30 minutes minimum to charge. And if there’s a line it’s even worse. And in the winter the heater reduces the distance a ton. It just isn’t practical

I’ve found the charging to be a non issue. It’s basically timed with bathroom / food breaks.
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