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

electrek.co

671–680 of 836 posts

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

#671

Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. Typical sloppy reporting from Electrek.

Vertical integration only makes sense if you're actually ramping output

I think the missing information here is whether there are plans to put the 4680 in vehicles that sell well.

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

#672
post #615
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.

Rivian recently moved away from mobileye in their newer models, because mobileye is are far behind and limited. The progression of their new in house driver assistance since then is already proving that was a good choice.

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

#673
post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

The US invaded Venezuela ?

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

#674
post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

The future looks Chinese.

China's future looks very grim.

China has all sorts of demographic and debt problems no one is talking about:

https://open.substack.com/pub/crosscurrents28/p/chinas-broke...

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

#675
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 reads like “ChatGPT is a better programmer than me, so I let it do all the work” You have a real obligation to learn how to drive. Your examples indicate neglect to take the safety of your family and others’ seriously

I stopped at "this reads like ChatGPT" but maybe I'm old and cynical :/

Agree with your take 100%.

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

#676
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…

It's great until it isn't and it runs over some kids or smashes into a school bus. It doesn't matter how good the software is, the hardware is inadequate to be safe.

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

#677

Earlier quoted context omitted.

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

I will stick to the Lightning since I know it best: 1. The Lightning auto-resumes lane centering after a lane switch, Tesla requires manually restarting (along with the annoyances which accompany that, like re-enabling auto wipers every single time). 2. CarPlay. (Which presumably Tesla is finally going to bring us.) Responding to text messages while driving is easier and less fussy with CarPlay (plus, if you are used…

The lightening was great Ford stopped making them!

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

#678
post #668

Earlier quoted context omitted.

i actually love the way it looks. i dont own it but i find it some inspiring that a company had to have audacity to create something so futuristic - what are you driving that is so beautiful ?

1958 Chevy Corvette. Looks way more futuristic.

maybe at the time, not anymore. that car is ugly.

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

#680
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…

Why do cars need weekly software updates? Or - more specifically, what sorts of new software-enabled features (or bug fixes) besides FSD are rolling out weekly in Teslas? Genuinely curious! Is there downtime?

A couple of recent software additions to my ‘23 MY: * Dynamic speed profiles for Autopilot/FSD

* The ability to specify individual drop-off locations for FSD arrivals (curbside, parking lot, driveway, etc)

* Grok as a voice assistant for the infotainment system

* iOS live activity viewer for the Dog Mode camera feed

* Speed/steering/control statuses being overlaid on dashcam footage

* “Santa Mode” which revamps the UI with Christmas theming for the holiday season

* Automatic HOV lane routing based on vehicle occupancy status

* Vehicle alerts/chimes when exiting, if leaving your phone within the vehicle

* Location-based individual charge limits

* 3D visualizations of supercharger locations, synced with active availability/occupancy per stall

* The SpaceX docking simulator ported as an in-vehicle game, playable on the infotainment screen

These are all additions from just the most recent update, and I can confidently say this is the only vehicle I’ve had that consistently gets better and better in terms of its software features over the course of ownership. Each update takes anywhere from 20-45 minutes during which, unfortunately, you’re not able to utilize the vehicle at all.

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