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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%

#521

Post by mikkupikku »

Animats wrote: post #362
SR2Z wrote: post #359

Earlier quoted context omitted.

Nobody with any knowledge at all is claiming that Elon Musk invented electric cars. The simple truth is that he made electric cars viable competitors to gas-powered cars. His genius is not that he invented them, it's that he profitably manufactured decently reliable cars for a price that lots of people found attractive. You can try and dismiss it as "marketing," but things like the Gigapress and FSD/Autopilot are imp…

Musk's behaviors should be separated into before drugs and after drugs. Since the day he smoked pot on camera, it's been all downhill.

That's very silly. Weed doesn't turn people into habitual liars. Secondly, he was abusing drugs before that interview. Thirdly, he was telling absurd lies before that interview too. The hand wringing about him smoking a blunt is absurd, he doesn't have "reefer madness".

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

#522

Post by mft_ »

MagicMoonlight wrote: post #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.

I' m not defending Tesla for a moment, but I disagree with your take...

1) Wasn't it always inevitable that, once tha large established car manufacturers really started to knuckle down to creating EVs, that Tesla's lead and 'moat' would mostly vanish? They still have some of the most efficient EVs available, and their UI/UX is still one of the best, but of course they'll face compeition, and of course their competitors will try to differentiate in all directions, and especially those that are superficially attractive (and less expensive to deliver) like interior design.

2) Back in his earlier, pre-crazy days, Musk suggested (something along the lines of) that Tesla's goal wasn't to be a huge successful car company, so much as to prove that EVs were viable as everyday cars, and drive a revolution in the car industry. By this measure, they've mostly succeeded.

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Big picture, totally agree that Tesla seems to have lost its way over the past few years, which unsurprisingly correlates (to an outside observer) with Musk's apparent changes in judgement and behaviour, with its consequent impact on Tesla's image and desirability amongst consumers. The Cybertruck turns out to have been a huge misstep, and not having delivered a 'model 2' - i.e. a small mid-sized option - (maybe instead?) is a huge miss.

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

#523

Post by refurb »

mullingitover wrote: post #356
wisty wrote: post #327

Earlier quoted context omitted.

[flagged]

The Lancet[1] forecasted Musk's 'bit of a jerk' elimination of USAID[1] will cause a death toll that puts him around 10x that of Pol Pot. > Projections suggest that ongoing deep funding cuts—combined with the potential dismantling of the agency—could result in more than 14 million additional deaths by 2030, including 4·5 million deaths among children younger than 5 years. [1] https://www.thelancet.com/journals/lancet…

Lancet lost all credibility long ago. They had to retract several seminal papers on autism and vaccines as well as Covid.

USAID isn’t an aid organization, it’s a front for CIA efforts internationally. It funded CORDS during the Vietnam War which was a paramilitary force.

DOGE didn’t get rid of USAID, Rubio did day one (since it falls under the State Department).

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

#524

Post by refurb »

overfeed wrote: post #258
hvb2 wrote: post #161

Earlier quoted context omitted.

Just stating that he does seem to inspire and build teams/orgs that do great things. Both SpaceX and Tesla are accomplishments if you consider where their competitors are.

> Both SpaceX and Tesla are accomplishments if you consider where their competitors are. CATL, BYD, and other Chinese manufacturers are absolutely killing it at Tesla's expense, Because their markets have actual, sharp-elbowed competition requiring actual innovation.

The Chinese cars makers are heavily government funded, with the goal of flooding markets.

It’s not hard to sell EVs when you’re losing money on each one.

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

#525

Post by fedeb95 »

sidcool wrote: post #395

The picture of Tesla across internet is so polarizing. X and YouTube is full of Tesla is the future vibe. Electrek and HN is calling it a complete scam. I am sure it's in the middle, but I can't find a balanced opinion anywhere. But I have seen Electrek being too negative about Tesla always. And never reporting anything positive as such.

research what's in the product if you're interested in buying, and then take your risk as a consumer as with any new product one buys. Or research into the company if you want to buy shares.

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

#526

Post by Hamuko »

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”.

Maybe they can still invoice Tesla for some office stationary or something.

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

#527

Post by refurb »

array_key_first wrote: post #232
andsoitis wrote: post #120

Earlier quoted context omitted.

> If BYD was in the US I think we could check this box reeeeaaally quickly. It would make Tesla irrelevant. Why? What's your logic?

The cars are higher quality and, more importantly, cheaper. US manufacturers can't make a cheap car to save their lives. The average age of cars on US roads is now 13 years, nobody can afford new cars. There's a huge market opportunity here that all our manufacturers are missing, seemingly on purpose. BYD, and others, would absolutely sweep the competition.

High quality? I’ve ridden in several. It’s an all plastic deal with a flimsy feel. The ride is horrible and from the reviews I e read the handling is terrible.

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

#528

Post by refurb »

DustinBrett wrote: post #369
narrator wrote: post #180

Earlier quoted context omitted.

The haters on here are ridiculous. If everyone who ever had a product that failed in the market was called a fraud on HN then probably almost everyone would be. SpaceX failed on their first three launches. All the haters here would have voted to shut it all down. Glad Elon's able to recover from business failures without going to the HN comments section to find out what he should do next.

[flagged]

[flagged]

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

#529

Post by tecleandor »

eru wrote: post #345
mmmm2 wrote: 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.

He might be pumping until his potential trillion USD bonus :P

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

#530

Post by idiotsecant »

locknitpicker wrote: post #497
LtdJorge wrote: post #473

Earlier quoted context omitted.

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.

> if you put 50k in 8 years ago and obtain 50k now, I think you lost a lot of money. This is a textbook sunk cost fallacy.

I am curious - are you familiar with inflation?
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