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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%

#531

Post by simondotau »

rasz wrote: post #254
SonOfKyuss wrote: post #75

Earlier quoted context omitted.

I actually get a kick out of Eletrek’s roasting of Elon and Tesla, but if you read a few of their articles, it’s clear they don’t like him. Lots of opinions and editorializing in the articles. I have no problem with that, you just have to realize where they are coming from and base your interpretation accordingly

Its not that they dont like him, its more of Editor was big believer until Tesla scammed him out of half a $mil worth of fake roadsters that never materialized.

If that's really the reason, that's the most idiotic reason possible. So he "earned" a couple of Roadsters by spamming his referral code, and it turns out his free cars might be a decade late, and maybe not as awesome as promised?

Booo hooooo

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

#532

Post by constantcrying »

In other news: https://www.electrive.com/2025/12/17/powerco-starts-unified-...

It is totally absurd how far Tesla has fallen behind legacy auto makers, who are now starting up their own battery production and are very close to actually releasing a 25.000 Euro car in Europe.

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

#533

Post by idiotsecant »

Aarostotle wrote: post #370
Animats wrote: post #362

Earlier quoted context omitted.

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.

Well reasoned. Before he smoked that reefer, his space company was catching the largest booster ever made with metal chopsticks, all paid for by global satellite internet revenue. His electric crossover/SUV was the best selling car in America. Now that he’s gotten distracted by politics I dislike, he’s not doing any of that. Definitely no longer the world’s greatest builder. /s

The irony of the biggest welfare queen in the world being worshipped by libertarian tech bros is too much sometimes.

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

#534

Post by simondotau »

refurb wrote: post #528
DustinBrett wrote: post #369

Earlier quoted context omitted.

[flagged]

[flagged]

I still remember when people were laughing at the Tesla Model 3 as vapourware, as a scam, and proof that Musk was operating a ponzi scheme.

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

#535

Post by bawolff »

tw04 wrote: post #392
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…

> it's that he profitably manufactured decently reliable cars for a price that lots of people found attractive. Huh? Nearly all of his profit was government subsidies designed to push EV adoption. And now he’s trying to pull the ladder up behind him. Tesla has not been profitable for the vast majority of its existence when it comes to selling a car for more money than it takes to produce.

> Nearly all of his profit was government subsidies designed to push EV adoption

The government subsidies were available to his competitors at the time. Its not like that gave him a competitive advantage. Everyone else was on the same playing field.

[I hate that im defending that guy]

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

#536

Post by crishoj »

nate wrote: 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…

This genuine technological breakthrough is real and should be a main topic when discussing Tesla.

Admittedly, the road to a working version of FSD has been a bumpy one, with many overly optimistic timelines, but now it's finally here, and it is almost completely ignored.

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

#537

Post by ulfw »

edgineer wrote: post #374
serf wrote: post #337

Earlier quoted context omitted.

>The model Y is a genuinely good car... I can't think of an automaker with better software. great. I love that comment because software is the one element of a vehicle that we know it (vehicles) can do without from prior art. personally I would prefer a vehicle that emphasizes safety, aesthetics, performance, handling, utility, comfort, or reliability. another opinion : the cars with the best software are the ones wh…

What car exceeds a Tesla in all these categories that I can get used for the same price as a used Tesla? I'm asking this as a challenge; in a Tesla the biggest complaint I have actually is the half-baked music software. You can't set it to start playing USB music when you get in, and there's no button to resume it either. You have to use the voice command "switch to USB" to get it playing where it left off. The car's…

Zeekr 7X. Better car in every way.

Or if not living in a free country then BMW iX3 Neue Klasse or Mercedes CLA EV

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

#538

Post by locknitpicker »

idiotsecant wrote: post #530
locknitpicker wrote: post #497

Earlier quoted context omitted.

> 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?

Are you familiar with the sunk cost fallacy?

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

#539

Post by KaiserPro »

ben_w wrote: post #453
rikroots wrote: post #444

Earlier quoted context omitted.

> 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/wi…

But they weren’t designed as a commuter car. THey were designed to deliver milk.

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

#540

Post by jacquesm »

eru wrote: post #513
pastel8739 wrote: post #472

Earlier quoted context omitted.

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.

There is a meme for this kind of move. It's pump and dump because it isn't worth what the underlying assets are worth and because there is a sale. Whether people sue for it and whether or not they were convicted is immaterial.
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