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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%

#471

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.

Sure you do.

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

#472

Earlier quoted context omitted.

https://www.forbes.com/sites/antoniopequenoiv/2024/05/31/tes... > Musk sold 19.5 million Tesla shares worth about $3.95 billion in November 2022 I mean sure it is his to sell, but how is that different?

That was to buy Twitter.

Does using the money from the dump to do something else make it no longer a dump?

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

#473

Earlier quoted context omitted.

I still don’t understand how they haven’t been sued for the hundreds of millions they took as a deposit for a new Roadster…8 years ago!

> I still don’t understand how they haven’t been sued for the hundreds of millions they took as a deposit for a new Roadster…8 years ago! Because you can cancel your reservation and get your deposited refunded. See terms at Tesla.com

Same site as the OP has an article stating Tesla makes it difficult, and if you put 50k in 8 years ago and obtain 50k now, I think you lost a lot of money. I have no opinion on the process itself though, I don’t know enough about Tesla as I’m only interested in the engineering, just wanted to point out the inflation losses.

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

#474

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...

The only one that actually came true out of the long list was a 'prediction' he made about something happening in the same month.

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

#475
post #413

Earlier quoted context omitted.

You mean Trump's elimination of USAID? You really think he's worse than Hitler?

Let’s not pretend that Trump knew or cared what USAID was. Musk was extremely hands-on with the dismantling of that agency specifically. 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.

[flagged]

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

#476
post #150

Earlier quoted context omitted.

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…

> I can't think of an automaker with better software. Xiaomi? Huawei? Avatar? Or do you mean only the ones available in the US?

I’m in a market where we can buy the Chinese cars.

Lots of hi-res graphics, modern looking interfaces and flashy animations do not good software make.

Function > form.

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

#477

Earlier quoted context omitted.

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

Those are borderline lies that deceived both customers and investors.

Put that on your resumé and you'll easily land a cushy job in Washington.

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

#478

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-...

Did he always have this problem? I don't recall this from the early Tesla days. I have the totally subjective impression that the predictions have been getting worse and worse.

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

#479

Earlier quoted context omitted.

Communism has killed hundreds of millions of innocent people. It's not cute or funny.

Every decade, global capitalism decides that 100 million people don't need to eat and they get to starve to death. In the same time period, slightly less than that die from lack of medical care the market decides they don't need. And that's just contemporary capitalism. Hundreds of millions starved in famines, and starving people got to watch as the food they themselves harvested was shipped to markets that would pay…

Yeah and the last century of capitalism created such a boom of food that it increased the population of the world by like 5 billion people

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

#480

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-...

Did he always have this problem? I don't recall this from the early Tesla days. I have the totally subjective impression that the predictions have been getting worse and worse.

The thing seems to be that he's made the same claims since the beginning and things are always being pushed out every year .. "fully self driving taxis in 2 years"

He's the perfect salesman for giving investors hope, and delivers some things but promises everything.

The hyperloop.. Colonizing mars by 2025 I think was one claim..

Good article here https://www.rollingstone.com/culture/culture-lists/elon-musk...

I'm happy he's pushed space access but everything else, he's coming across as a bit of a confidence man.

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