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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%

#511

Post by ben_w »

Neikius wrote: post #459
kortilla wrote: post #383

Earlier quoted context omitted.

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 launc…

> 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.

AFAICT, SpaceX are not the bottleneck holding this back. Or at least, not the only one.

And they do have something to show for it, just not a complete final version. Starship is not yet fully reusable, and I will not make any bet on if they even can make it so as this is not my domain, but if you skip the re-use it is already capable of yeeting up a massive payload to LEO, enough to do a lunar mission.

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

#512

Post by eru »

mannykannot wrote: post #352
eru wrote: post #345

Earlier quoted context omitted.

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.

That’s a fair point, but a combination of “fake it ‘til you make it” together with extracting massive “compensation” before you actually make it amounts to pretty much the same thing.

How is it the 'same thing'? Especially if he gets his comp largely in the same supposedly overvalued stock?

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

#513

Post by eru »

pastel8739 wrote: post #472
spullara wrote: post #415

Earlier quoted context omitted.

That was to buy Twitter.

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

I'm fairly sure this was not a pump-and-dump.

My evidence is that in America people sue for these things left and right all the time. It's a popular pastime for lawyers to get a class action lawsuit for securities fraud together. But as far as I can tell, Musk / Tesla weren't convicted of these things in conjunction with the sale of Tesla stock to buy Twitter.

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

#514

Post by mocmoc »

nobleach wrote: post #94
mocmoc wrote: post #58

[flagged]

I don't want to pile on you as I see you've already taken a hit - so I'll leave the voting out of this. But consider how many people you knew in the 80s/90s with a Laser Disc player. It was very niche. You likely had one techy nerd friend, or you had a friend that had a dad that was always buying "the next big thing". I think I knew ONE GUY that bought a laser disc player. Contrast that with just Tesla (not even EVs)…

We will see. I drove them for 9 years. I , sadly , saw the reality

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

#515

Post by sdoering »

ChrisGreenHeur wrote: post #451
yibg wrote: post #445

Earlier quoted context omitted.

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.

Imagine me standing next to the fence of the White House, calling the Meta Office. "I am calling from the White House", while technically true would be a lie, as my intent would be to make the other person believe something that isn't true, that I would be calling in some kind of official role.

So the statement does not necessarily be false to be a lie - if the intent is to deceive.

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

#516

Post by terminalshort »

donohoe wrote: post #507
DustinBrett wrote: post #394

Earlier quoted context omitted.

I agree about those facts that the companies themselves posted. But for journalism to occur my hope would be the author needs to find out what that means for Tesla instead of speculating. Perhaps if it was posted as an opinion piece.

There is plenty there “for journalism to occur” in terms of the write-down of the deal and Teslas current performance. It’s newsworthy in itself.

It's not journalism anymore when you take one fact and then use it as the basis for wild speculation.

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

#517

Post by ben_w »

Neikius wrote: post #460
BoiledCabbage wrote: post #172

Earlier quoted context omitted.

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.

Well, it is flying, it's the "refuel in space" and "re-entry in a manner such that it's reusable" parts which are questionable.

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

#518

Post by sdoering »

pavlov wrote: post #423
tw04 wrote: post #396

Earlier quoted context omitted.

> 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 didn’t need to watch Handmaid’s Tale. He grew up in 1970s South Africa and has never accepted that this model of society lost. He and Thiel claim South Africa’s current government is engaged in genocide against whites, but they have never criticized apartheid.

On that front an interesting read is: https://www.theguardian.com/technology/2025/jan/26/elon-musk...

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

#519

Post by taurath »

amluto wrote: post #334
Veserv wrote: post #9

A headline that actually undersells the article. The 2,900,000,000 $ deal to 7,400 $ is not just a 99% reduction, it is actually over a 99.999% reduction. I guess that is one way to get the "march of nines" they keep promising.

At some point the question isn’t “how many nines” but “why is the contract worth $7400 and not $0”.

It was on some very nice letterhead and quite tastefully bound in a bespoke leather case!

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

#520

Post by formerly_proven »

dark-star wrote: post #492
formerly_proven wrote: post #485

Earlier quoted context omitted.

Apart from Tesla very few EVs ever used cylindrical cells.

But that's usually just the packaging... if you open that up you'll find... cylindrical cells

No?
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