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

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

#741

Post by culi »

nate wrote: 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…

What percent of your driving is on highways vs urban? Almost all car brands today have incredible ADAS systems for highway driving. When Consumer Reports compared ADAS systems in 2023 Tesla was ranked 8th

https://www.consumerreports.org/-a2103632203/

If almost all of your driving is on highways then you could probably rely on ADAS for 99% of your driving with almost any other car brand as well

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

#742

Post by breve »

simondotau wrote: post #534
refurb wrote: post #528

Earlier quoted context omitted.

[flagged]

I still remember when people were laughing at the Tesla Model 3 as vapourware, as a scam, and proof that Musk was operating a ponzi scheme.

I still remember when Tesla was going to sell 20 million cars per year: https://www.reuters.com/business/autos-transportation/tesla-...

Now, mysteriously, Tesla's new target is 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...

That'll be fewer cars sold in what will then be the 32 year history of the company than Toyota sold in the last two years.

And, given that Tesla is typically full of lies and hype, maybe they won't even achieve the new target.

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

#743

Post by fragmede »

Rumudiez wrote: post #653
nate wrote: 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

Other than yelling at people, how are you getting drunk drivers off the road? Even though it's not perfect this shit works better than those assholes. Don't let perfect be the enemy of the good. Unless you're volunteering to drive Uber for free for everybody everywhere, telling people to just be more responsible hasn't worked in the whole history of humanity.

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

#744

Post by Dylan16807 »

kortilla wrote: post #645
locknitpicker wrote: post #508

Earlier quoted context omitted.

> The issue is it had the range of a golf cart. So it basically ruled out 98% of the population that needs a car that can go on road trips. You're trying to use weasel words to try to hide the fact that the Nissan Leaf, which was released in 2010 and elected world car of the year, was the world's most successful electric car and top-selling electric car until 2020. That does not happen if 98% of anything doesn't like…

> That does not happen if 98% of anything doesn't like it. Actually it does. Electric car sales were so anemic during that time claiming the title made it trivial to be supported by 2% of the population. > Any claim involving "road trips" is a red herring because the Nissan Leaf was designed as a city car used in daily commutes, which means a daily driver for your 1h trips. This is by far the most popular use of a ca…

More than half of US households have multiple cars. The market that can handle a limited-range car is enormous; most of those households and many single car households too. And the existence of range anxiety doesn't change that.

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

#745

Post by simondotau »

Dylan16807 wrote: post #737
simondotau wrote: post #595

Earlier quoted context omitted.

Is it fraud if he paid $0 for non-existent roadsters? Referral credits are legal fictions, much like how Tesla Roadsters are physical fictions. Trading one fiction for another isn’t fraud, it’s cosplay.

> Leveraging an existing monetised readership for referral credits isn’t “work”. > Is it fraud if he paid $0 for non-existent roadsters? How do you think readership gets monetised in the first place? The biggest way is ads, which includes referrals. Do you dismiss paid ad placement the same way you dismiss referrals? If not, what makes it different? > Referral credits are legal fictions A promise for $100 of stuff is…

> Do you dismiss paid ad placement the same way you dismiss referrals? If not, what makes it different?

The contract

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

#746

Post by modeless »

breve wrote: post #731
modeless wrote: post #663

Earlier quoted context omitted.

FSD 14.2 is available to the public and anyone who has tried it can tell you it is an incredibly impressive system that is leaps and bounds ahead of where it was just six months ago and by far the best available to purchase worldwide. FSD robotaxis with no people in them have been seen on the streets of Austin. I expect that this one is within two years of being done. As has been pointed out, the Model 3 has been bel…

> impressive system that is leaps and bounds ahead of where it was just six months It isn't full autonomy. It isn't full self-driving. In 2016 Tesla claimed that "as of today, all Tesla vehicles produced in our factory – including Model 3 – will have the hardware needed for full self-driving capability at a safety level substantially greater than that of a human driver." The blog entry is no longer on Tesla's website…

You clearly didn't read the whole thread here. You're arguing against a strawman. Of course Elon doesn't meet his timelines, everyone knows that. He even admits it. "We specialize in converting things from impossible to late." The question is whether he achieves things late.

> It isn't full autonomy

They have a few robotaxis doing full autonomy, driving with no people in them, today in Austin. But I'm not even arguing that the promise is achieved yet, or that it happened on time. Just that it's "an incredibly impressive system" that is "by far the best available to purchase worldwide", and improving rapidly. All indisputably true.

As for the 2016 promise, Tesla has already committed to bearing any required hardware upgrade costs for people who actually purchased FSD.

> There were supposed to be 1 million robotaxis on the road by 2020

Again, there will be, but not on that timeline. Just late. As expected.

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

#747

Post by claytongulick »

cjbgkagh wrote: post #619
claytongulick wrote: post #608

Earlier quoted context omitted.

Because people can be more than one thing, and aren't perfect?

Perfect was not the bar that was set. Elon can be the richest person in the world and a lair at the same time. It's about what kind of person lies about being one of the best gamers in the world when clearly they're not. This is of course not the only thing he has lied about but it is possibly the pettiest. And possibly the stupidest because the very people it was supposed to impress were going to find out near insta…

So, do you hold yourself to the same standard?

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

#748

Post by Dylan16807 »

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.

I don't personally want to get into that kind of betting, but in theory...

If I had bet that purchasable Teslas wouldn't have level 3 or level 4 driving by 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025 I would have won every single one of those bets.

FSD is improving, but they finally put "supervised" in the name for a reason. It's a feature-packed level 2. That doesn't meet the bar.

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

#749

Post by ben_w »

SR2Z wrote: post #609
idiotsecant wrote: post #533

Earlier quoted context omitted.

The irony of the biggest welfare queen in the world being worshipped by libertarian tech bros is too much sometimes.

Dude, nobody with a brain thinks he would have succeeded without the subsidies and support, but that still doesn't invalidate his achievements. It's really annoying that I'm defending him because I find him reprehensible, but the truth is that he's accomplished some crazy things.

> the truth is that he's accomplished some crazy things.

I would argue: yes, to the extent that a leader gets to be described as having "accomplished" the work of the team.

It's not nothing, to be a visionary and charismatic leader!

But at the same time… when the reality distortion field seems to be in the process of transforming into a cult of personality, I think it's fair to ask if he'll ever again do something like a new SpaceX or a new Tesla, either as a maker or an investor.

I'm not sure when the cut-off between the two states, RDF and cult, would be. Not unreasonable to say it was when he libelled the cave diver, but there are other times it could've been.

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

#750

Post by fragmede »

Dylan16807 wrote: post #748
spullara wrote: post #416

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.

I don't personally want to get into that kind of betting, but in theory... If I had bet that purchasable Teslas wouldn't have level 3 or level 4 driving by 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025 I would have won every single one of those bets. FSD is improving, but they finally put "supervised" in the name for a reason. It's a feature-packed level 2. That doesn't meet the bar.

3, no?
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