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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%

#601

Post by t1234s »

fencepost wrote: post #88

Doing a quick bit of searching based on the 4680 makes me think that there has been or will be a change from NMC811 to LFP chemistry in the 4680, including one article talking about changing to US and European-based in-house manufacturing and reducing dependence on China. I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no…

Does having larger LFP cells, like the 4680 format, allow this chemistry to be used in higher-performance models? Right now it looks like only the RWD basic models use LFP cells everything else uses NMC.

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

#602

Post by gwbas1c »

reissbaker wrote: post #430
gwbas1c wrote: post #92

Earlier quoted context omitted.

The technology is fine, it's the leadership. Plenty of other countries are rolling out EVs fine, we (the US) just can't seem to build out the charging infrastructure or standardize on a charging port. (And don't forget that Laserdisk was quite successful for what it tried to do, and that when you buy physical videos today, they're in optical disk format.)

The U.S. already standardized on a charging port: Tesla's. https://en.wikipedia.org/wiki/North_American_Charging_Standa...

There is no legal mandate for NACS.

Cars are still sold with J1772/CCS ports, there are still CCS chargers being deployed, there are still J1772 home chargers being sold, almost every level 2 charger is J1772, and my NACS EV came with two dongles.

(FWIW, the new Leaf has a NACS port that's only used for level 3 charging, and separate J1772 port for level 1/2 charging.)

If there was a legal mandate for a changeover, it would be a very different story.

---

We pretty much need to force NACS: Force all public chargers (level 2 and 3) to be NACS, force all cars sold to be NACS, and make it super-easy for people with older cars to get dongles.

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

#603

Post by arghandugh »

reissbaker wrote: post #427
arghandugh wrote: post #419

Earlier quoted context omitted.

[flagged]

One of the greatest mass murderers in history...? I uh, am morbidly curious to hear your thought process here.

If you are unfamiliar with the shuttering of USAID this year, you “uh” be in an information bubble that is not serving you.

Search terms that will help you on your journey include “DOGE”, “Kenya”, and “cholera”.

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

#604

Post by SR2Z »

martin8412 wrote: post #372
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…

Gigapress has almost nothing to do with Tesla. It is just the name given by Tesla to a process they purchase from a third party vendor(Idra Group). Tesla was the first to use this product for large scale automotive production though.

You say that like they bought something off the shelf which just worked the first time they used it. They did not - it was a collaboration and Tesla spent a lot of money and time to get it to work.

I'm not gonna link the articles, but there are photos of the mountains of defective parts and plenty of people complaining about how terrible the first cars produced that way were. Tesla persevered and now other car manufacturers are trying to duplicate their results.

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

#605

Post by SR2Z »

mikkupikku wrote: post #521
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.

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".

It's not the weed that fried his brain, it's the ketamine. That moment where he smoked up on camera seems to coincide pretty well with him losing his mind, though.

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

#606

Post by arghandugh »

IshKebab wrote: post #428
arghandugh wrote: post #419

Earlier quoted context omitted.

[flagged]

[flagged]

Search terms that will help you on your journey include “DOGE”, “Kenya”, and “cholera”.

I’m sorry that the death of hundreds of thousands of people did not register in your world, but I feel like charges of “lunacy” are a bit rich coming from someone living in a soft bubble of ignorance.

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

#607

Post by SR2Z »

pavlov wrote: post #423
tw04 wrote: post #396

Earlier quoted context omitted.

> all paid for by global satellite internet revenue. Huh? You think starlink is funding space-x? If they lost all government and private launch business tomorrow and had to rely on Stalink revenues to stay in business they wouldn’t last through next month. > His electric crossover/SUV was the best selling car in America. It was, and then he fried his brain and decided to support fascists across the globe and can’t un…

He didn’t need to watch Handmaid’s Tale. He grew up in 1970s South Africa and has never accepted that this model of society lost. He and Thiel claim South Africa’s current government is engaged in genocide against whites, but they have never criticized apartheid.

Supposedly the South African side of his family is actually pretty reasonable - it's the Canadian side that had the virulent racists.

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

#608

Post by claytongulick »

cjbgkagh wrote: post #573
DustinBrett wrote: post #369

Earlier quoted context omitted.

[flagged]

Elon has done sufficiently impressive things which is why it’s sad that he has to make up a whole bunch of new things to try to impress people. Being the richest man alive is not enough he also has to be the best gamer as well. If he lies about small things that don’t matter then how could I trust him to tell the truth on important things that do matter.

Because people can be more than one thing, and aren't perfect?

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

#609

Post by SR2Z »

idiotsecant wrote: post #533
Aarostotle wrote: post #370

Earlier quoted context omitted.

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.

Dude, nobody with a brain thinks he would have succeeded without the subsidies and support, but that still doesn't invalidate his achievements.

It's really annoying that I'm defending him because I find him reprehensible, but the truth is that he's accomplished some crazy things.

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

#610

Post by mikkupikku »

SR2Z wrote: post #605
mikkupikku wrote: post #521

Earlier quoted context omitted.

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".

It's not the weed that fried his brain, it's the ketamine. That moment where he smoked up on camera seems to coincide pretty well with him losing his mind, though.

He was also combining ambien and wine. I don't know what that does to somebody's brain, but probably nothing good..
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