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

electrek.co

701–710 of 836 posts

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

#701

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”.

1. What is it then?

2. If it’s not hard work, then why didn’t Tesla go out and do it themselves instead of mooching off someone else to do it?

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

#702

Earlier quoted context omitted.

I'm sure there is a Polymarket for you to bet against FSD that I use to drive 99% of the time.

You understand what the word “Full” means, right? It doesn’t mean 99%.

lol

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

#703

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!

Chevy sells EVs with prismatic and pouch cells. I don't recall any they've widely sold that used cylinder cells. Most automakers use prismatic cells on their cars, even non-LFP variants.

I’m not sure id call Chevy widely sold, yet. Their full year sales don’t even match a single quarter of Tesla.

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

#704

Earlier quoted context omitted.

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 U…

Okay I was sceptical going in but those updates seem legit.

some sound good, but:

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

Really? People want that? I know that Elon Musk would think that it would be great to play a video game about Elon Musk's companies, but are Tesla owners similarly afflicted?

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

#705

Earlier quoted context omitted.

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 U…

I own a Mustang Mach-E and I do not want to have weekly updates to my car software.

If you look at your updates, the FSD one is clearly a beta thing now for so long, of course you need to update regularly if you still change that much. Btw. Musk said 2014 that FSD will allow you to sleep in your Car while driving in 2023. Soooo?

Something like Grok was also added OTA in my Ford car. So yes they can do it apparently too.

Everything else just feels like gimicks I wouldn't want to have. I drive my car i do not play with my car. My car is not a gimmick.

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

#706
> Despite a production capacity of 250,000 units per year at Giga Texas, the Cybertruck is currently selling at a run rate of roughly 20,000 to 25,000 units annually.

How can such an overcapacity be possible ? Is that a massive failure of market analysis ?

On the other hand, is the factory building the cybertruck easy to modify to build other, most successful models ? I hear there is demand for billions of autonomous robotaxis.

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

#707
post #345

Earlier quoted context omitted.

What evidence is there for the 'dump' part? Mr Musk is a strange fellow indeed, but he's not guilty of all the vices and sins. Just plenty enough of them.

He might be pumping until his potential trillion USD bonus :P

his family is going to need it, the guy is the modern genghis khan in a generation or two a good portion of humanity will be a descendant of his

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

#708
post #569

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.

> 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…

My personal bet is on nvidia. They always show advanced selfdriving capabilities based on ML.

They are also forefront of ml simulation. 3D, weather pattern etc.

Tesla also had plenty of missshapes like Dojo or cybertruck and the sitll not finished FSD.

My Car OS from Ford Mustang Mach-e works completly fine. No clue why this is some advantage Tesla should have? BMW just launched their new Gen 6 incl. their new os.

All the advantages of that fully integrated 'platform' also just works in my car?

BMW is very good in lane keeping, Mercedes can drive more km in germany autonomes than BMW and BMW can drive more km than Tesla.

I of course focus on german brands because i'm from germany. But XPeng and others working on all of that too.

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

#709

Earlier quoted context omitted.

Okay I was sceptical going in but those updates seem legit.

some sound good, but: > The SpaceX docking simulator ported as an in-vehicle game, playable on the infotainment screen Really? People want that? I know that Elon Musk would think that it would be great to play a video game about Elon Musk's companies, but are Tesla owners similarly afflicted?

Honestly, i know a few Tesla users and at least for them their Tesla is more than just a car. Its like a gimmick.

Driving to tesla meetups, adding certain accessories for led light stuff, its (sry to say) just weird.

I get the basic idea of telling the internet about some issue and getting faster feedback than from the manufacturer, but I never had the feeling i needed any of this for my non Tesla EV.

And as i mentioned in my comment: I would hate all the regular updates. As long as everything works as expected, pls do not change anything.

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

#710
post #522

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 not defending Tesla for a moment, but I disagree with your take... 1) Wasn't it always inevitable that, once tha large established car manufacturers really started to knuckle down to creating EVs, that Tesla's lead and 'moat' would mostly vanish? They still have some of the most efficient EVs available, and their UI/UX is still one of the best , but of course they'll face compeition, and of course their competit…

I would argue that Tesla didn't lose its way, it used it way to get were they are and now you see the deficits of it.

They started without all the legacy and worries. Like existing suppliers, existing things, existing image. Fresh market, modern software development etc. brought them a proper market share.

Now the olds had to update themselves, which they did and now they are stuck with tesla.

But thats it. Tesla doesn't has that much innovation. Plenty of things did not materialize at all.

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