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

Post by overfeed » Tue, Dec 30, 2025, 8:03 PM UTC

refurb wrote: post #524

overfeed wrote: post #258

Earlier quoted context omitted.

> Both SpaceX and Tesla are accomplishments if you consider where their competitors are. CATL, BYD, and other Chinese manufacturers are absolutely killing it at Tesla's expense, Because their markets have actual, sharp-elbowed competition requiring actual innovation.

The Chinese cars makers are heavily government funded, with the goal of flooding markets. It’s not hard to sell EVs when you’re losing money on each one.

Post by redwall_hp » Tue, Dec 30, 2025, 8:18 PM UTC

SR2Z wrote: post #605

mikkupikku wrote: post #521

Earlier quoted context omitted.

That's very silly. Weed doesn't turn people into habitual liars. Secondly, he was abusing drugs before that interview. Thirdly, he was telling absurd lies before that interview too. The hand wringing about him smoking a blunt is absurd, he doesn't have "reefer madness".

It's not the weed that fried his brain, it's the ketamine. That moment where he smoked up on camera seems to coincide pretty well with him losing his mind, though.

Post by moduspol » Tue, Dec 30, 2025, 8:45 PM UTC

alphager wrote: post #699

moduspol wrote: post #621

Earlier quoted context omitted.

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.

Post by TheAlchemist » Tue, Dec 30, 2025, 9:01 PM UTC

spullara wrote: post #416

TheAlchemist wrote: post #298

Earlier quoted context omitted.

Yeah, that was already almost 1 year after they were supposedly planning to have the top 5 compute ... The reality is they announced that as a pipe dream. Just like the FSD, Robotaxi, Optimus and 10 other projects that will never work - or more precisely, they will work but >10 years from now, and it won't be from Tesla but from a competitor.

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

Post by 8note » Tue, Dec 30, 2025, 9:10 PM UTC

angott wrote: post #569

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.

> 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…