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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%

#691

Post by dalyons »

TheAceOfHearts wrote: post #411
edgineer wrote: post #374

Earlier quoted context omitted.

What car exceeds a Tesla in all these categories that I can get used for the same price as a used Tesla? I'm asking this as a challenge; in a Tesla the biggest complaint I have actually is the half-baked music software. You can't set it to start playing USB music when you get in, and there's no button to resume it either. You have to use the voice command "switch to USB" to get it playing where it left off. The car's…

I've watched multiple car reviewer videos where they talk up BYD's software as top-notch, however the price is artificially inflated in the US due to tariffs.

You can’t actually buy BYDs in the US at all?

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

#692

Post by cyberax »

rent0pat wrote: post #576
cyberax wrote: post #341

Earlier quoted context omitted.

Yep. Prismatic cells have poorer packaging-to-material ratio (circles are optimal). They offer better thermal properties, but thermals are not the main limiting factor anymore. And the US automakers tried prismatic cells before. Chevy Volt used them in 2012!

How are circles optimal??? Circle packing = 90% Blade battery packing = 100%

It's more complicated. You can't pack the battery at 100% anyway, because you need cooling. Cylindrical cells are also more rigid, so they need less supporting material, or they can even be a part of the support structure itself.

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

#693

Post by reissbaker »

arghandugh wrote: post #603
reissbaker wrote: post #427

Earlier quoted context omitted.

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”.

...Curiosity satisfied, I suppose. While I disagree with some of the USAID cuts, I don't think that "not giving charity" is the same thing as "mass murder."

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

#694

Post by daveguy »

myvoiceismypass wrote: post #662
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…

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?

> Why do cars need weekly software updates?

Because musk has been over promising and under delivering for years. What do you want to bet those updates still haven't put the "self driving" in FSD? Classic bait and switch. They give you a little thread of hope that one day your car will be better, and give you goofy infotainment features instead of autonomous driving.

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

#695

Post by reissbaker »

gwbas1c wrote: post #602
reissbaker wrote: post #430

Earlier quoted context omitted.

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, i…

AFAIK every major car manufacturer has announced they're switching to NACS for the American market (or has already switched). I think you're underselling how standard it is. And it's already easy to get dongles for old cars! You can get them on Amazon with two day shipping.

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

#696

Post by yunnpp »

spullara wrote: post #414

I think the amount of vitriol in this thread directed at one of the most successful tech entrepreneurs of all time is sad. He may be too optimistic in his predictions but at least he has goals worth achieving and doesn't stop just because it doesn't work the first time.

You frame it as if the "vitriol" were entirely based on his success in business or lack thereof. Surely it has nothing to do with his behaviour and adventures in politics? Yes, people must be entirely misguided in their judgement of a complete lack of moral character.

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

#697

Post by xboxnolifes »

CursedSilicon wrote: post #649
tutus wrote: post #637

Earlier quoted context omitted.

Is there something you disagree with in the article or you just don’t like the author?

Whenever I see people decry it as "anti Tesla" or "anti Elon" I just wonder "what have they done they can be covered positively?" While I'm an out and proud "Tesla hater" and freely admit my own bias. The defenders never actually seem to have any "look here's something good that [site] overlooked!" It's just whining about the site being anti-Tesla

Its not about complementing the bad with some good. Its about how much the bad is exxagerated.

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

#698

Post by gwbas1c »

reissbaker wrote: post #695
gwbas1c wrote: post #602

Earlier quoted context omitted.

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, i…

AFAIK every major car manufacturer has announced they're switching to NACS for the American market (or has already switched). I think you're underselling how standard it is. And it's already easy to get dongles for old cars! You can get them on Amazon with two day shipping.

The manufacturers all want you to use their dongle. It's not CYA, either. A lot of the Amazon ones aren't safe.

> I think you're underselling how standard it is.

It's about availability:

There's still way more CCS / J1772 than NACS when I use public chargers, or when I look to purchase home chargers. The dealer that I bought my Ioniq 9 had a CCS charger, and the other dealer that I took it to for service had a CCS charger. When I park it near work, it's a J1772. (I wouldn't have bought the Ionic 9 if it was CCS/J1772.)

Searching Google for "What percentage of EVs for sale in the US are NACS" says:

> Transition Period for New Sales: While nearly all major automakers have committed to the NACS standard, many 2025 model year vehicles are still a mix of CCS ports with available NACS adapters, or new models coming with a native NACS port.

> 2026 Model Year: Virtually all new models from every major automaker are expected to come standard with the NACS port

Searching Google for "What percentage of EV chargers in the US are NACS" says:

> As of late 2025, NACS (Tesla's standard, now SAE J3400) dominates in available ports, especially DC fast charging, due to Tesla's massive Supercharger network (over 57% of ports) and rapid adoption by other automakers, with NACS already representing a significant portion of all installed ports, though CCS1 still sees new deployments, creating a dynamic transition where NACS is the majority in Tesla vehicles and rapidly growing across the infrastructure.

---

What distorts the issue is that so many EVs are Teslas, and that so many chargers are Supercharger. Once you exclude Tesla / Supercharger from the comparison, there's still too much CCS/J1772.

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

#699

Post by alphager »

moduspol wrote: post #621
andreygrehov wrote: post #599

Earlier quoted context omitted.

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'…

They cancelled that effort. They tried to create their own software company but shuttled that effort and are back on the "integrate the different vendors" bandwagon.

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

#700

Post by onethought »

vel0city wrote: post #349
ggreer wrote: post #309

Earlier quoted context omitted.

Since this is a discussion about electric vehicles, I thought it could go without saying that I was talking about batteries in such vehicles, not batteries in consumer electronics that are 1,000 times smaller. To use an analogy: If someone stores a gallon of gasoline in a single-walled plastic container, that's probably OK. But storing 1,000 gallons of gasoline without certain safety measures is unsafe. So it goes wi…

But it still is untrue even in the discussion of electric vehicles. Tons of EVs have been made safely with chemistries other than LFP with prismatic cells. In fact most non-LFP EV batteries are pouch or prismatic, not cylinder.

This isn’t true: “most” non-lfp batteries in EV context are Tesla. Which means they are cylindrical.

Or are you counting OEMs rather than actual vehicles?

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