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

electrek.co

711–720 of 836 posts

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

#711

> 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…

[deleted]

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

#712

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?

Lunar Lander was all the rage back in the day ... https://en.wikipedia.org/wiki/Lunar_Lander_(video_game_genre...

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

#713

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.

?

My Ford Mustang Mach-e has great software. It works, is reliable, supports apple and android car.

BMW software stack does even more.

Where is this coming from? What are the features you are missing?

BMW can be remote controled also Mercedes and VW btw.

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

#714

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.

Can I ask you something since you love to brag about being a VC? Do you guys have any morals? Seriously. Because from some one that was raised to believe that lying is wrong and that liars (which Elon blatantly is) are not to be respected, you all seem to have no real values other than money and power.

I don't think he is lying. He believes it when he says it.

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

#715
post #696

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.

Nothing like that was discussed in the thread as far as I saw.

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

#716

For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...

Did he always have this problem? I don't recall this from the early Tesla days. I have the totally subjective impression that the predictions have been getting worse and worse.

I think he suffers from a kind of protagonist's dilemma.

His words are literally taken as Bible by a huge part of the global audience, that he is compelled to keep the earth hopeful.

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

#717

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.

No one is within a decade of Tesla.

There are no other vehicles that can take you as easily to the grocery store as they can across the country.

Buying another brand for me at this point would be like picking up a part time job as a driver. No thank you lol. FSD is all the mote that they need.

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

#718

> 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…

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

Partially. Turns out that the cost, size, impracticality, and look turn off most people who would buy an EV.

But then there is also the active brand sabotage by the CEO, whose state of mind the Cybertruck seems to originate from and embody.

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

#719

Earlier quoted context omitted.

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."

Well, that’s between you and your worth as a human being I suppose. I do thank you for doing the legwork.

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

#720
post #664

Earlier quoted context omitted.

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.

I think Elon going full nazi also had a major influence on the changing judgement of Tesla.

Yup. Plain and simple.

I won’t purchase or use anything Elon Musk does. Bad behavior and corroding society needs to be met with social disapproval.

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