Earlier quoted context omitted.
At what point is it fair to call the list something other than ‘predictions’
Predicting is easy. Predicting correctly less so.
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
421–430 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#422Earlier quoted context omitted.
This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.
The EV market is booming outside of NA. EV growth share in Europe is remarkable and Tesla is flatlining there while everyone else advances.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#423Earlier quoted context omitted.
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 un…
He and Thiel claim South Africa’s current government is engaged in genocide against whites, but they have never criticized apartheid.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#424Earlier 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.
In the EU, jan-nov 2025 compared to jan-nov 2024: BEV market is +27.6% while Tesla is -38.8%.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#425Earlier quoted context omitted.
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…
You mean Trump's elimination of USAID? You really think he's worse than Hitler?
I didn’t share my thoughts, I shared a Lancet article calculating the death toll. I leave the math, the comparisons, and the moral judgments as an exercise for the reader.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#426I think the amount of vitriol in this thread directed at one of the most successful tech entrepreneurs of all time is sad. He may be too optimistic in his predictions but at least he has goals worth achieving and doesn't stop just because it doesn't work the first time.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#427I think the amount of vitriol in this thread directed at one of the most successful tech entrepreneurs of all time is sad. He may be too optimistic in his predictions but at least he has goals worth achieving and doesn't stop just because it doesn't work the first time.
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#428I think the amount of vitriol in this thread directed at one of the most successful tech entrepreneurs of all time is sad. He may be too optimistic in his predictions but at least he has goals worth achieving and doesn't stop just because it doesn't work the first time.
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#429Earlier quoted context omitted.
> 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
China started strategic planning on renewable energy in 1992. You're sorely mistaken if you think China intends to merely "catch up" - they are gunning to be the leader, and have the fundamental research to back the aspirations.
> For SpaceX, who is landing rockets for reuse?
Just Blue Origin. Commercial space is new and inherently has little competition; SpaceX is rightfully a pioneer. Traditional government space programs in Europe, the US, Russia or China were never cost sensitive on national security payloads, or prestige manned missions - maybe a bit on the science missions. China - like the US and few other countries with the research, industrial and GDP foundations - can go from zero to one in any field it chooses to prioritize[1], and has done so on a manned space station - which may be the only one in orbit come 2030.
1. Underestimating an adversary is one way to get nasty surprises. The US is currently playing catch-up on hypersonic glide weaponry.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#430[flagged]
The technology is fine, it's the leadership. Plenty of other countries are rolling out EVs fine, we (the US) just can't seem to build out the charging infrastructure or standardize on a charging port. (And don't forget that Laserdisk was quite successful for what it tried to do, and that when you buy physical videos today, they're in optical disk format.)