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.
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#432Earlier 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#433Earlier 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#434Earlier 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#435For 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...
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%
#436Is 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#437Is 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.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#438I 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%
#439Earlier 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.
https://www.acea.auto/files/Press_release_car_registrations_...