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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%

#751

Post by Dylan16807 »

simondotau wrote: post #745
Dylan16807 wrote: post #737

Earlier quoted context omitted.

> 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

Referrals usually have a contract. I don't know what went wrong in this situation, but in general those systems are just as legally binding.

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

#752

Post by _heimdall »

_heimdall wrote: post #542
bilekas wrote: post #482

Earlier quoted context omitted.

This one was from a couple years back. The list could probably double with DOGE alone. https://www.rollingstone.com/culture/culture-lists/elon-musk...

Its hard to hold his DOGE claims against him. He ultimately didn't have control there and it sure seems like he was either lied to about what he was going to be allowed to do or had the rug pulled out from under him.

For the silent down votes, I'd be curious how you can hold claims Elon made regarding what DOGE would get done against him.

I don't agree with how they went about trying to cut government spending, but that's beside the point. When he wasn't in control and ultimately got stonewalled and removed as soon as he ran through the initial hype of the project, how is it his fault the claims failed? Do you disagree that the government has a similar amount of waste and spending that could be cut?

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

#753

Post by Dylan16807 »

fragmede wrote: post #750
Dylan16807 wrote: post #748

Earlier quoted context omitted.

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?

Level 3 lets you ignore the road until the car beeps at you, at which point you have a few seconds to get ready to take over.

FSD is level 2. You have to be constantly on the lookout.

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

#754

Post by nutjob2 »

dzhiurgis wrote: post #237
iknowstuff wrote: post #222

Earlier quoted context omitted.

TSLA investors: * don't believe the 67% will follow through with that after experiencing FSD * don't need 67% of Americans to purchase the car. Robotaxi use is plenty. * look beyond the American market and its pathetic 5% EV share.

FSD is going to wipe everything off. I’ve tried v13 few weeks ago, knowing it works so well. Still got shocked how good it is. They’ll have to drop the price of it tho, but even then 10M cars * $100 per month is $12b of revenue per year.

> I’ve tried v13 few weeks ago, knowing it works so well. Still got shocked how good it is.

You're not in a position to makes those claims. People think that if it works for them, it's great, which is nonsense of course.

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

#755

Post by CursedSilicon »

xboxnolifes wrote: post #697
CursedSilicon wrote: post #649

Earlier quoted context omitted.

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.

Is it 'exaggeration' when it's all that's there to report on?

Would it be less 'exaggeration' if the site only talked about Tesla "half" the time? (that is to say, just ignored Tesla rather than reported on issues)

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

#756

Post by cjbgkagh »

claytongulick wrote: post #747
cjbgkagh wrote: post #619

Earlier quoted context omitted.

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?

Yes

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

#757

Post by simondotau »

miltonlost wrote: post #625
simondotau wrote: post #590

Earlier quoted context omitted.

It’s affordable relative to the definition of affordable given at the time. The entry level Model 3 currently sells for $38,630. That's $28,600 in 2016 dollars.

Backwards in time affordability to bend over backwards for a nazi saluter.

If you have a good argument, it will withstand the bare minimum of logical analysis, such as the factoring the consequences of inflation.

On a personal note I don’t find the CEO of most companies to be particularly interesting or important, and I include Tesla in that. Obsessing over personalities is the furthest from interesting as it gets for me.

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

#758

Post by fartfeatures »

Tepix wrote: post #664
TheAlchemist wrote: post #125

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.

Fred has been going at Tesla far longer than Elon has been political.

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

#759

Post by simondotau »

breve wrote: post #742
simondotau wrote: post #534

Earlier quoted context omitted.

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…

I can’t control the stock price or the hype cycle. I’m only interested in past and present outcomes.

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

#760

Post by ggreer »

onethought wrote: post #703
vel0city wrote: post #350

Earlier quoted context omitted.

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.

Also GM had to replace batteries in 142,000 Chevy Bolts & Volts due to fire risk, so I'm not sure that should count as an example of a successful use of non-cylindrical, non-LFP batteries.
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