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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%

#391

Post by modeless »

bdcravens wrote: post #84
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

Elon's personality has been known before he ever came out in support of Trump. Think back to when he called someone trying to rescue kids a "pedo" because they ignored his idea of building a submarine. Moreover, his inability to deliver on promises has been a well-known fact for years.

He regularly delivers on promises. What he consistently fails to deliver on is timelines.

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

#392

Post by tw04 »

SR2Z wrote: post #359
LunaSea wrote: post #209

Earlier quoted context omitted.

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 imp…

> it's that he profitably manufactured decently reliable cars for a price that lots of people found attractive.

Huh? Nearly all of his profit was government subsidies designed to push EV adoption. And now he’s trying to pull the ladder up behind him.

Tesla has not been profitable for the vast majority of its existence when it comes to selling a car for more money than it takes to produce.

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

#393

Post by mikestew »

Workaccount2 wrote: post #371
mikestew wrote: post #274

Earlier quoted context omitted.

he did manage to predict/make into reality electric vehicles (when going into that industry was crazy) Nissan might like a word about that.

Nissan made a golf cart with an ecobox car cabin.

Yes, early Tesla cabins just oozed luxury, for twice or more what the Leaf cost. :eyeroll: Regardless, Nissan put out production EVs before Tesla did, accouterments aside.

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

#394

Post by DustinBrett »

mysecretaccount wrote: post #382
DustinBrett wrote: post #364

Earlier quoted context omitted.

The entire article is speculative.

The poster to which I responded and the article are each speculating on the "why" for this contract. That said, we do not need to speculate about Cybertruck sales - Business Insider reported that Tesla sold only 5,400 of them in 2025Q3. We know from this that they do not need the same level of third-party 4680 capacity, and (call it speculative if you so desire) this is the most parsimonious explanation for the L&F w…

I agree about those facts that the companies themselves posted. But for journalism to occur my hope would be the author needs to find out what that means for Tesla instead of speculating. Perhaps if it was posted as an opinion piece.

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

#395

Post by sidcool »

The picture of Tesla across internet is so polarizing. X and YouTube is full of Tesla is the future vibe. Electrek and HN is calling it a complete scam. I am sure it's in the middle, but I can't find a balanced opinion anywhere.

But I have seen Electrek being too negative about Tesla always. And never reporting anything positive as such.

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

#396

Post by tw04 »

Aarostotle wrote: post #370
Animats wrote: post #362

Earlier quoted context omitted.

Musk's behaviors should be separated into before drugs and after drugs. Since the day he smoked pot on camera, it's been all downhill.

Well reasoned. Before he smoked that reefer, his space company was catching the largest booster ever made with metal chopsticks, all paid for by global satellite internet revenue. His electric crossover/SUV was the best selling car in America. Now that he’s gotten distracted by politics I dislike, he’s not doing any of that. Definitely no longer the world’s greatest builder. /s

> all paid for by global satellite internet revenue.

Huh? You think starlink is funding space-x? If they lost all government and private launch business tomorrow and had to rely on Stalink revenues to stay in business they wouldn’t last through next month.

> His electric crossover/SUV was the best selling car in America.

It was, and then he fried his brain and decided to support fascists across the globe and can’t understand why people no longer want to support him or his businesses.

He apparently watched handmaid’s tale and thought “man those Gilead guys are really onto something”.

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

#397

Post by rswail »

jbm wrote: post #357
abirch wrote: post #30

Earlier quoted context omitted.

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.

That's when he was bailing out the solar roof company owned by his cousins.

https://en.wikipedia.org/wiki/SolarCity

Being in Australia, we have the benefit of getting US, EU, CN, and other vehicle brands, as well as solar and battery suppliers.

Tesla sells a lot of home batteries, but there are numerous other brands.

Tesla's cars are old now, the difference is the Hyundai, Kia, Geely, ZeekR, BYD, Polestar, Mini, Lexus, Porsche, BMW, Mercedes and other brands are cars that happen to be powered by batteries, not some magic carpet of future ideas.

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

#398

Post by hvb2 »

overfeed wrote: post #258
hvb2 wrote: post #161

Earlier quoted context omitted.

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.

It takes a lot more effort to be first. When they were making the roadster, who else was interesting in BEV?

For SpaceX, who is landing rockets for reuse?

With all due respect, China at this point does seem to only get in when the early adoption is done. Then they just throw state money at the problem to catch up. They might be innovating now but they left the hard work to someone else

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

#399

Post by nurettin »

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.

https://www.forbes.com/sites/antoniopequenoiv/2024/05/31/tes...

> Musk sold 19.5 million Tesla shares worth about $3.95 billion in November 2022

I mean sure it is his to sell, but how is that different?

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