Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

electrek.co

Post reply on HN
Print view View original

621–630 of 836 posts

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

#621

Post by moduspol »

andreygrehov wrote: post #599
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.

The comment you're replying to says other companies have taken the "software" and the "iPad". To genuinely believe that, one must have not spent much time using Tesla's software or "iPad" to compare with competitors.

It becomes more and more clear that traditional automakers see software as just another lowest-cost component of the car. I understand VW actually started putting effort into their software, but I haven't heard good things about it. Maybe it'll get better.

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

#622

Post by detritus »

TheAlchemist wrote: post #125
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

The reason for that is actually very funny. Electrek guy (Fred) was one of the main propagandist for Tesla's cult - he 'earned' 2 free Tesla Roadsters for his convincing enough people to buy a Tesla. It was only once he realized that he has been duped and those will never materialize that the coverage turned negative.

Thanks for this - I've paid much less attention to Tesla over recent years, but my memory of Electrek was that it was a distinctly-pro Tesla outlet, but this was a few years back now.

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

#623

Post by steeve »

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.

Yes but have you heard of the Somali daycare in Minnesota? Also, something something great replacement.

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

#624

Post by CyanLite2 »

audunw wrote: post #615
angott wrote: post #569

Earlier quoted context omitted.

> 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…

Some other brands rely on Mobileye for driver assistance. It’s clear from demos that Mobileye is on the same level as Tesla, the difference is that the don’t use end users as beta testers. I suspect that when actual full self driving is possible, other car companies won’t be as far behind as you’d think based on the features Tesla has in their cars now.

They mostly only work on pre-mapped highways. They're also not commercially available.

There's currently no other DA other than Tesla's FSD available in the US that will work on city streets and highways.

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

#625

Post by miltonlost »

simondotau wrote: post #590
DangitBobby wrote: post #584

Earlier quoted context omitted.

It never did become affordable.

It’s affordable relative to the definition of affordable given at the time. The entry level Model 3 currently sells for $38,630. That's $28,600 in 2016 dollars.

Backwards in time affordability to bend over backwards for a nazi saluter.

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

#626

Post by miltonlost »

sidcool wrote: post #395

The picture of Tesla across internet is so polarizing. X and YouTube is full of Tesla is the future vibe. Electrek and HN is calling it a complete scam. I am sure it's in the middle, but I can't find a balanced opinion anywhere. But I have seen Electrek being too negative about Tesla always. And never reporting anything positive as such.

> X and YouTube is full of Tesla is the future vibe.

X is owned by Musk and has their algorithm tuned to boost his posts. What makes you think he also isn't artificially boosting Tesla is the future vibe? X is a pure propaganda spigot right now.

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

#627

Post by ModernMech »

epistasis wrote: post #121
fsh wrote: post #37

Earlier quoted context omitted.

Tesla is probably the only EV maker with declining sales for the last two years. Quite a feat in a booming market, and remarkable considering that the stock already has a few orders of magnitude of growth priced in.

Ah, but you missed the pivot, Tesla is no longer an EV maker, it's now a robotics company. This fully explains the market valuation, of course! Never mind a swarm of retail investors driven by a news media that covered Musk as if he were Tony Stark for years, this market cap is fully based on solid fundamental analysis of expected future revenue.

The pivot to robotics came exactly when it became clear Tesla is a failed car company. The valuation is not based on solid fundamental analysis of expected future revenue in robotics, because the company is lead by someone who fundamentally does not understand robotics (as evidenced by his continued failure to deliver FSD and robo taxis, his wrongheaded and stubborn insistence on vision-only sensing, and his completely backwards belief that sensor fusion makes belief estimates worse). Tesla's track record on autonomy and robotics is they are responsible for the first autonomous robot death, they invented something they dub "mecha-hitler" due to how vile it is, and they promised a product capable of driving across the US 8 years ago but still can't deliver it today. So no, the valuation is not solid, it's vapor.

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

#628

Post by tencentshill »

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…

Why did you choose to run this through an LLM?

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

#630

Post by _heimdall »

nurettin wrote: post #582
_heimdall wrote: post #545

Earlier quoted context omitted.

So is your issue here that a CEO makes public claims if his company that may be predictions or aspirations for the future, then sells shares he owns in the company to buy another company?

Exactly my issue. The same way scams are "predictions and future aspirations".

Fair enough. I may just be cynical enough to assume CEOs are always talking out of their ass with regards to the future, but I do understand if people would rather things not work this way.
Post reply on HN