Earlier quoted context omitted.
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I'm for startups that don't defraud their customers with a proven track record of lying.
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
561–570 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#562Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.
> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…
If revenue or profit was the deciding factor TSLA wouldn't be valued as highly as it is.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#563Earlier quoted context omitted.
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The second part of your post is your opinion plus a hypothesis that supports your opinion.
No I said
“ Even if the truck has been a flop I doubt their whole battery program has been “
The replier then went off on one about the truck actually being a flop. I already conceded it had been. The main point was that their battery program probably hasn’t been a flop
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#564Earlier quoted context omitted.
This one was from a couple years back. The list could probably double with DOGE alone. https://www.rollingstone.com/culture/culture-lists/elon-musk...
Its hard to hold his DOGE claims against him. He ultimately didn't have control there and it sure seems like he was either lied to about what he was going to be allowed to do or had the rug pulled out from under him.
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Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#565Earlier 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 only logic anyone really needs is the US's refusal to approve BYD cars for sale in the US because they would destroy US auto manufacturers. Past that the much cheaper price for the same or higher quality level of vehicle. What does a 2025 US car have over a BYD vehicle? Questionable parts availability?
Quick Google tells me Automotive manufacturing is ~3%
You would have to be crazy to crash 3% of your economy.
On a related note, health insurance companies make up ~18%(this includes care, can't find that broken out).
Good luck getting nationalized health insurance, where are all those people going to work?
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#566Earlier quoted context omitted.
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.
I re-read it. Very little is speculative and nothing I’d label as “wild”.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#567Earlier quoted context omitted.
When the weather forecast said it would rain on Friday and it didn’t was that also called a lie?
If the input to the weather forecast is mostly /dev/random, then yes, that is called a lie. There is a very big difference between modelling chaotic systems and providing random noise.
Ah yes, managing people, science, and research and development are well known to be very predictable and stable, easily modeled even by a teenager.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#568Earlier quoted context omitted.
Maybe "cultists" is a better word than fans, with Musk as their guru.
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…
> Edit: it needs to be said that I consider a car a solution to the A to B problem,
the solution to that problem is a Prius
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#569Tesla 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.
> 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
You are not wrong about Tesla's base models like the 3 and Y being light on traditional 60k car features, but the second part is much more debatable. With the exception of some Chinese car manufacturers, almost no Western car makers have managed to match Tesla's software stack.
I can't think of another car brand that makes its own silicon, ships OTA updates weekly, runs an in-house OS that isn't an outdated Android skin, and tightly integrates media, navigation, charging, and energy management all in the same platform. Most legacy automakers still rely on their old infotainment vendors, release update slowly (if at all!), and struggle with fragmented software architectures. Their driver assistance systems are improving very slowly, and they are behind Tesla even for basic features like lane-keep assist. And that's even before getting into self-driving ambitions, where no brand has been able to ship anything similar AFAIK.
Rivian and Lucid are closer philosophically and technically, but they're still quite tiny players compared to Tesla, and haven't proven they can execute at Tesla's volume and pricing.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#570I am no big fan of Tesla, but Electrek has a clear bias in their reporting.