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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%

#591

Post by soared »

crishoj wrote: post #536
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.

It’s been “here” or “almost here” for a decade according to Elon. The world and media are sleeping the hype because they ate up the hype for so long and never saw results.

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

#592

Post by simondotau »

malfist wrote: post #574
simondotau wrote: post #531

Earlier quoted context omitted.

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

> booo hoooo If your employer said they'd pay you half a million if you worked for them, and then you did and they didn't pay you, I doubt you'd be dismissing it so frivolously

Okay but that’s not remotely analogous. Leveraging an existing monetised readership for referral credits isn’t “work”.

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

#593

Post by jfoster »

rootusrootus wrote: post #297
csa wrote: post #205

Earlier quoted context omitted.

> Aside from all that, there are other American car manufacturers with great EVs: Mustang Mach-E, Chevy Equinox/Bolt/Blazer, etc. Teslas aren’t perfect, and they are definitely starting to get a bit dated, but the list you made has precisely zero “great EVs” imho.

They are as good as any Tesla, however, and in some areas better. Source: I own a Tesla Model 3 (my second) and I have owned a Bolt in the past, and currently own a Lightning. Aside from towing range, I prefer the Lightning the majority of the time. Tesla does some things better, while Ford excels in other ways. Both definitely have glaring faults.

Can you provide an example of something that the Tesla doesn't do well that the others do better?

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

#594

Post by joshribakoff »

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.

This is purely anecdotal but at the local mall (Stonetown in SF) they are giving out free rides.

To me, it looks desperate, and poorly executed. I was even waiting outside shake shack for my order, and the sales person approached me to offer me a test drive unsolicited. While I was waiting, I saw groups of people flicking them off and trolling them.

The irony to me - they have paid me $250,000 back for vehicles under lemon law instead of acknowledging and fixing a safety issue in the software, instead labeling it from “bug” to “characteristic”.

Now, they’re approaching me outside a shake shack begging me to accept a test drive, and i bet the issue is still not fixed. BMW driver assistance pro may be more limited but it is boring in the ways you want.

I was really intent on supporting Tesla, but they refused to work with me when I repeatedly raised the safety issue. They just repeatedly returned the car and said it was an expected characteristic for the car to turn left when I’m turning the wheel right.

I suspect they don’t wanna fix the false positive lane departure avoidance because they probably know they would be even more cases of accidental FSD engagement that do result in a collision where it needs to kick in. At the time I was reporting the issue they did not disclose the hidden disabled lane departure state, either.

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

#595

Post by simondotau »

NewLogic wrote: post #560
simondotau wrote: post #531

Earlier quoted context omitted.

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..

Is it fraud if he paid $0 for non-existent roadsters? Referral credits are legal fictions, much like how Tesla Roadsters are physical fictions. Trading one fiction for another isn’t fraud, it’s cosplay.

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

#596

Post by malfist »

simondotau wrote: post #592
malfist wrote: post #574

Earlier quoted context omitted.

> booo hoooo If your employer said they'd pay you half a million if you worked for them, and then you did and they didn't pay you, I doubt you'd be dismissing it so frivolously

Okay but that’s not remotely analogous. Leveraging an existing monetised readership for referral credits isn’t “work”.

Then what is it?

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

#597

Post by doublerabbit »

refurb wrote: post #577
NewLogic wrote: post #561

Earlier quoted context omitted.

I'm for startups that don't defraud their customers with a proven track record of lying.

Over promising is fraud. The hyperbole doesn’t help your argument at all.

What part is hyperbole?

Too many to quote but https://elonmusk.today hosts an intensive list of his lies.

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

#598

Post by damnitbuilds »

mysecretaccount wrote: post #382
DustinBrett wrote: post #364

Earlier quoted context omitted.

The entire article is speculative.

The poster to which I responded and the article are each speculating on the "why" for this contract. That said, we do not need to speculate about Cybertruck sales - Business Insider reported that Tesla sold only 5,400 of them in 2025Q3. We know from this that they do not need the same level of third-party 4680 capacity, and (call it speculative if you so desire) this is the most parsimonious explanation for the L&F w…

Citing Business Insider means nothing - you need to cite Business Insider's source.

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

#599

Post by andreygrehov »

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 looking for a new car. Not a single manufacturer achieved anything similar to what Tesla has achieved. Tesla’s software is so good, that I can’t drive anything else.

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

#600

Post by [deleted] »

terminalshort wrote: post #516
donohoe wrote: post #507

Earlier 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.

[deleted]
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