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

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

#551
post #461

Earlier quoted context omitted.

He regularly delivers on promises. What he consistently fails to deliver on is timelines.

I guess that's true if you stretch timelines to infinity. I'm still waiting on: - L5 autonomous driving - $35k Teslas - Hyperloop - Lunar trips to the moon on spacex - Humans on Mars But I guess if we just consider those delayed, then all good.

The entry level Model 3 currently sells for $38,630. In 2016 dollars, that's $28,600.

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

#552

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...

"Predictions" feels like the wrong word for what a CEO is saying his company is intending to deliver.

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

#553

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-...

How should we consider other claims by CEOs, like claims made about the future of AI? What about claims made by politicians? Or claims made by the Federal Reserve?

With analysis? Like what else?

Throwing ones hands up in the air and giving up, would be valid if it was actually hard. The example you have given just mixes up CEOs, Politicians and the Fed.

Being charitable, this is a question of whether someone can understand all these domains well enough to make out good from bad. Yes - people have. It takes time, effort and a desire to learn these things, but its done regularly.

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

#554

Earlier quoted context omitted.

> The main issue with prismatic cells is that to be safe, they must be made with LFP chemistry, which hurts energy density This is obviously untrue. Tons of other chemistries have used prismatic cells with good safety as well. You think Macbooks and iPhones use LFP or cylinder cells? > Batteries with cylindrical cells were easier to repair, It can be just as easy to repair a prismatic battery as a cylinder battery. I…

> You think Macbooks and iPhones use LFP or cylinder cells? https://old.reddit.com/r/spicypillows/

And I can find tons of videos of cylindrical cells catching fire and exploding. What's your point exactly?

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

#555
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.

He has been selling a lot of Tesla stocks through the life of the company (not that it matters to him as other shareholders are giving him load of free shares all the time).

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

#556

Earlier quoted context omitted.

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.

I don't think this is universally or even widely agreed upon.

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

#557

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…

It's a good thing capitalism existed to create the technology needed to tell us all how bad capitalism is. Down with capitalism!

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

#558

Earlier quoted context omitted.

How should we consider other claims by CEOs, like claims made about the future of AI? What about claims made by politicians? Or claims made by the Federal Reserve?

With analysis? Like what else? Throwing ones hands up in the air and giving up, would be valid if it was actually hard. The example you have given just mixes up CEOs, Politicians and the Fed . Being charitable, this is a question of whether someone can understand all these domains well enough to make out good from bad. Yes - people have. It takes time, effort and a desire to learn these things, but its done regularly…

> For years, we've been told a lot of things that have never come to fruition.

This is the specific comment I was replying to.

It isn't about throwing ones hands in the air, its about realizing that CEOs are always going to embellish the present as much as possible and make claims of the future that are aspirational at best.

I raise both politicians and the Fed because they both do the exact same thing when it comes to making claims of the future that they don't know will happen but hope will push people today in a certain direction.

I wasn't claiming that all three groups are the same, only that they all fall afoul of the frustrating type of claimed the earlier comment took issue with.

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

#559

Earlier quoted context omitted.

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

And created such a boom of medicine that one can assert that the poorest among us should be entitled to it, and not have that assertion dismissed for being literally impossible.

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

#560
post #254

Earlier quoted context omitted.

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

It's called fraud, the editor was a victim of fraud. At least he clued on late I guess..
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