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

electrek.co

431–440 of 836 posts

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

#431

I 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.

I guess Nazi salute didn't help.

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

#432

Earlier quoted context omitted.

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.

I'm sure there is a Polymarket for you to bet against FSD that I use to drive 99% of the time.

?? Tesla have never manufactured a single car. They simply don’t exist. Just like those rockets that don’t exist. It’s all just CGI.

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

#433

Earlier quoted context omitted.

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.

I'm sure there is a Polymarket for you to bet against FSD that I use to drive 99% of the time.

You understand what the word “Full” means, right? It doesn’t mean 99%.

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

#434
post #345
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.

I'd say more in Doge and Bitcoin but you could argue with his stocks even though they're announced/scheduled.

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

#435

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...

Neat.

It's a bummer though that it's limited to Telsa. Would love to see a fuller one of his all bold statements about robotics, tunnel transportation, space travel, and AI.

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

#436

Is anybody surprised by the cratering demand for the Cybertruck (directly attributable to 4680 troubles)? Tesla sold the idea of a crazy space truck to a bunch of techie dorks, who then pulled out of the deal when faced with the reality of owning a vehicle that they have to clean with Barkeeper's Friend. This was the obvious result.

I would buy a Cybertruck tomorrow if it had a gas engine. I would buy a $10,000 or $15,000 gas generator add-on if it enabled unlimited range (provided I have gasoline). There are just too many places, even in California, where I have to limit my trip because of electric range. I'm surprised no one has done the generator.

It's ugly, poorly built, expensive and not very good as a truck. A gas engine will not fix all these flaws.

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

#437

Is anybody surprised by the cratering demand for the Cybertruck (directly attributable to 4680 troubles)? Tesla sold the idea of a crazy space truck to a bunch of techie dorks, who then pulled out of the deal when faced with the reality of owning a vehicle that they have to clean with Barkeeper's Friend. This was the obvious result.

I would buy a Cybertruck tomorrow if it had a gas engine. I would buy a $10,000 or $15,000 gas generator add-on if it enabled unlimited range (provided I have gasoline). There are just too many places, even in California, where I have to limit my trip because of electric range. I'm surprised no one has done the generator.

[deleted]

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

#438

I 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.

Can I ask you something since you love to brag about being a VC? Do you guys have any morals? Seriously. Because from some one that was raised to believe that lying is wrong and that liars (which Elon blatantly is) are not to be respected, you all seem to have no real values other than money and power.

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

#439

Earlier quoted context omitted.

In the EU, jan-nov 2025 compared to jan-nov 2024: BEV market is +27.6% while Tesla is -38.8%.

That's only when you consider hybrids. If you look at pure EVs (like Tesla), the picture is different.

No, it's for pure EVs

https://www.acea.auto/files/Press_release_car_registrations_...

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

#440
post #181

Earlier quoted context omitted.

At what point is it fair to call the list something other than ‘predictions’

s/Predictions/Ketamine-and-adderall-fueled ramblings

There's a slash missing at the end.
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