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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%

#401

Post by hvb2 »

leptons wrote: post #296
hvb2 wrote: post #196

Earlier quoted context omitted.

When they do this on their own dime and get results years ahead of competitors, is that a bad thing? If not for crew dragon, the US would be begging Russia for seats to the ISS still. Is that your preferred outcome?

I wasn't talking about "dragon", I was talking about "starship". So far they have all exploded with little to show for it.

You might have said the same of falcon 1.

You're also ignoring the timeline issue. You want to talk about SLS and it's timeline? Or new Glen?

They're spending their own money, who are you to tell them not to.

As to space debris raining down, yes that is a problem.

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

#402

Post by ulfw »

mr_mitm wrote: post #106
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-...

There is an entire Wikipedia article about Musk's (mostly) failed predictions: https://en.wikipedia.org/wiki/List_of_predictions_for_autono...

'failed predictions'

I am an old man.

In my youth we called this lies. Or investor deception.

Some would even go as far as calling what he claims fraud but hey...

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

#403

Post by wombatpm »

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]

Traditionally it’s TWO minutes of hate at a selected government target after your morning exercise program. To do otherwise is wrongthink

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

#404

Post by hvb2 »

senordevnyc wrote: post #299
hvb2 wrote: post #207

Earlier quoted context omitted.

Audi Q4, and if the dealer doesn't know how their own cars work then that's the same to me. In an EV it's a necessity.

So if one guy at one Audi dealership gives you the wrong info, then Tesla makes a better car than Audi? Makes sense.

If that's the actual salesman? And the reason for asking is that it's not clear how that works

Yes...

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

#405

Post by TiredOfLife »

vel0city wrote: post #281
ggreer wrote: post #272

Earlier quoted context omitted.

Which cell technology to use depends on the application. Tesla actually uses BYD blade batteries in some of their vehicles sold in Europe. The main issue with prismatic cells is that to be safe, they must be made with LFP chemistry, which hurts energy density. LFP is also worse at charging/discharging when cold, though battery management software mostly solves that. Cylindrical cells make sense for higher performance…

> The main issue with prismatic cells is that to be safe, they must be made with LFP chemistry, which hurts energy density This is obviously untrue. Tons of other chemistries have used prismatic cells with good safety as well. You think Macbooks and iPhones use LFP or cylinder cells? > Batteries with cylindrical cells were easier to repair, It can be just as easy to repair a prismatic battery as a cylinder battery. I…

> You think Macbooks and iPhones use LFP or cylinder cells?

https://old.reddit.com/r/spicypillows/

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

#407

Post by AnIrishDuck »

monero-xmr wrote: post #379
azinman2 wrote: post #360

Earlier quoted context omitted.

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

I have found charging to be a huge issue, and so has the majority of Americans (clearly). But why let facts interrupt an HN circle jerk?

I personally have taken several road trips (1000+ miles) with an EV across the United States and have not found charging to be a "huge issue".

But I (clearly) must be wrong, sorry to disagree with the spokesman of America.

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

#408

Post by red75prime »

fencepost wrote: post #88

Doing a quick bit of searching based on the 4680 makes me think that there has been or will be a change from NMC811 to LFP chemistry in the 4680, including one article talking about changing to US and European-based in-house manufacturing and reducing dependence on China. I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no…

Yeah, it's typical of Elektrec to interpret anything Tesla-related in the worst light.

I personally fact checked articles about "Autopilot disengages milliseconds before collision" and the one related to Benavides v. Tesla case.

In the first case they jumped to conclusions. In the second case they "forgot" to mention any details that contradict their narrative: that there were two cases separated by years, that the police has received all the information they needed in the first case, that the driver was pressing the accelerator.

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

#409

Post by grim_io »

andsoitis wrote: post #269
majormajor wrote: post #87

Earlier quoted context omitted.

> In a Ponzi-scheme, there is no real product (or it is irrelevant) This part is the smell. "It's not a car company, it's a AI/Robot/whatever company." The valuation is supposedly justified by a future product that perpetually fails to materialize. It's obviously not a classical Ponzi scheme in the mechanical sense where payouts are controlled by a central party. It has major Ponzi vibes though, with new money contin…

Ponzi schemes don’t make $100B revenue, traded on the stock exchange, or make profit.

the clever ones at least avoid the stock exchange.

Generating revenue and profit at the expense of the participants is literally the ponzi scheme.

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

#410

Post by sroussey »

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…

My car does not have software. Certainly no screens. Thank god.
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