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

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451–460 of 836 posts

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

#451
post #445

Earlier quoted context omitted.

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

I guess when people stop believing them. Until then, they're words from a visionary that's building the future, who can get some things wrong / be over zealous etc. When people stop believing him, they become lies.

A statement is a lie if the person saying it knows it to be false. Not if the person hearing it disbelieves it.

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

#452

Earlier quoted context omitted.

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.

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

#453
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.

> he did manage to predict/make into reality electric vehicles I miss the morning delivery of milk to the doorstep. And the milk carts that used to deliver it https://en.wikipedia.org/wiki/Milk_float

Likewise, but those were famously slow. Might have been expandable into other delivery vehicles, but neither the batteries nor the motors were up to being commuter vehicles… well, possibly electric bicycles back then, the European Blue Banana* was better positioned than much of the world to commute by bike, but not much more than that in performance or geography until much more recently.

* https://en.wikipedia.org/wiki/Blue_Banana

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

#454
Tesla had a ridiculous lead over everyone and they spaffed it.

No new features, no HUD, no dashboard. They want 60k for cars which have nothing in them. Other companies have now ripped the software and the iPad, so they have nothing unique.

All they had to do was continue to improve the product. They didn’t even try.

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

#455
post #268

I know there’s a lot of Tesla/Elon hate here. I’m not denying any of it. I’m just sharing a genuinely strange experience I wasn’t expecting. We needed a car again. Sold ours a year ago and got by with Uber, rentals, taxis. Life changed a bit and we needed something more predictable. I was planning to buy something used and boring and didn’t really care what. My wife asked, “What about an EV?” We can’t charge in our r…

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

#456
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.

Reusable rockets are a rehash of old tech that was considered - at the time - not economically feasible; Given how subject to interpretation spacex commercial numbers are, there is nothing indicating a clear cost or efficiency advantage compared with traditional launch systems so far. What we clearly know is that using software development methodologies to building critical hardware is as a bad idea as it sounds.

tbh, it still isn't economically feasible. spacex 'cheated' to achieving reuse by just making the the entire plumbing and engine assembly bolt-on to the lower stage on F9 and they just replace that every time one is 'reused'. to my knowledge, they still haven't reused an engine without either replacing the nozzle, turbopumps or both, which are so expensive that reuse might actually cost them more money in the end for the benefit of faster turnaround times in years where launches are booked heavily.

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

#457

Earlier quoted context omitted.

That’s underselling the Leaf quite a lot. The original 2011 model had 107 HP and 207 ft-lb of torque (later bumped to 147 and 236, respectively), which puts it handily above several gas models of gas cars that don’t get labeled as golf carts. It was a perfectly fine car, it just had a poor battery.

The issue is it had the range of a golf cart. So it basically ruled out 98% of the population that needs a car that can go on road trips. Tesla was the first to take range seriously.

Sure, but the original Tesla car received exactly 0 Musk input. That was pretty much a done design when he bought the company. And ofc he ousted the original designers and tried to erase them from history. And the model 3 is pretty much building upon that.

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

#458
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.

It's not the usual type of 'dump', but he will probably again request massive bonus or threaten to leave. And his statements are the key for pumping part.

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

#459

Earlier quoted context omitted.

Reusable rockets are a rehash of old tech that was considered - at the time - not economically feasible; Given how subject to interpretation spacex commercial numbers are, there is nothing indicating a clear cost or efficiency advantage compared with traditional launch systems so far. What we clearly know is that using software development methodologies to building critical hardware is as a bad idea as it sounds.

There is no “subject to interpretation”. The costs they charge for launches are lower than any other provider by a significant margin. And fundraising docs have shown many times that the Falcon launches make money and Starlink was just starting to make money about 1.5 years ago. > What we clearly know is that using software development methodologies to building critical hardware is as a bad idea as it sounds. This me…

Yeah, Falcon rockets are a regular workhorse kinda rockets. Nothing special about them. NASA could have made their own but someone decided it needs to be outsourced.

I mean they did a fine job there, but nothing to write home about IMHO.

And on the topic of reusability I can't really find much info besides that it is just partially reusable. Not sure what the point of it actually is. I guess what matters is the launch price?

The question I still have it, wasn't SpaceX supposed to get USA back on the moon? And I heard they got billions in subsidies but have nothing to show for it.

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

#460

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-...

It's incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…

Well, he cashed in 2 billion of govt money for the moon mission and that doesn't look like it will fly.
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