Earlier quoted context omitted.
> get ready to ramp up cyber cab production lines The word on the street is this is only 2 weeks out. Right after fulfilling the roadster orders. And right before the Dyson sphere that will power Grok AI is deployed.
If we build a Dyson sphere just to power chat bots, I'm turning into an eco-terrorist.
Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
761–770 of 836 posts
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#762Earlier quoted context omitted.
I absolutely prefer my Ioniq 5 over a Tesla, not merely 'tolerate it'. Tesla has everyone else beat on charging infrastructure, that is true, but I don't need that except for about 0.5% of the miles I drive (and even there, Tesla's competitors exist and are fine on the routes I'd take).
Is there any part in particular with the Ioniq 5 that you find is better than a Tesla?
I like that by default it is set to two-pedal drive, especially in case I end up having to use an ICE or hybrid car (or have other drivers use my Ioniq). I like that I have a key fob and there's a physical interaction I need to make to turn the car on. I like that it supports Android Auto.
I think the styling is much better. I haven't sat in a Tesla long enough to give a direct comparison but the Ioniq interior is in the top quarter of cars I've driven.
It's not all roses, there's been Ioniq drivers run into ICCU issues that you don't really see the equivalent of with Tesla, but if I run into that then I'll just take it as a warranty item.
Edit: I forgot about the turn signal stalks but that was a primary thing for me as well, I literally thought it was some kind of anti-Tesla meme at first that they didn't have normal turn signals, until I verified it for myself.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#763Earlier quoted context omitted.
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%
#764Earlier quoted context omitted.
Spacex is a private company; this means "we" know nothing about actual costs. Fundraising documents dont show this either, as they are a washed-down version for, well, fundraising purposes. As an investor, it is common practice to sign an NDA just to get access to actual somewhat relevant numbers, so any actual relevant info isnt public. Also it seems you conflate "making money" with being profitable - its not the sa…
> Spacex is a private company; this means "we" know nothing about actual costs. Fundraising documents dont show this either, as they are a washed-down version for, well, fundraising purposes. As an investor, it is common practice to sign an NDA just to get access to actual somewhat relevant numbers, so any actual relevant info isnt public. None of this is correct. You don’t get fidelity as an investor repeatedly publ…
Did I say they were fraudulent? I'm merely stating that tag price means nothing, as they probably are "selling" it at a loss (btw the initial projected falcon price was 10 mil per launch, and the current tag price is ~60 mil, with no strong stats nor costs on reusability). The only way to know for sure is to have access to privileged info behind an NDA. Do you even know what you're talking about? Have you ever reviewed this kind of documents?
> They are a joke. Completely different leagues of access. Coverage of the South Pole (not McMurdo) got effective continuous bandwidth around the throughput of dialup and periodic passes from a polar sat to upload scientific data.
South pole coverage is relevant for like, 3 people. None of the data collected from/to there requires urgency; there is zero scientific advantage other than quality-of-life. Consider this, we receive scientific data from mars.
> GEO is absolutely terrible in terms of latency and cost. Starlink is currently the only good option for the entire ocean and any remote place on earth not reachable by fiber infra.
Remote places tend to have no coverage, because they have no subscribers. Not sure what you think a profitable business is, but you come off as really asinine. There is nothing inherently unique to starlink - except the fact that they're polluting LEO with their garbage. If its sustainable or not, time will tell.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#765Earlier quoted context omitted.
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 g…
And regarding Elon's claims? Is he a toddler or a grown man? If I claim to control the tides and fail, is it not a failure or a lie on my part when I can't control them?
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#766Earlier 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…
Can you imagine an ICE vehicle having "Location-based fill-up limits" or "3D visualizations of gas station locations, synced with active availability / occupancy per stall" ? And of course, such useful features as a spacex docking simulator, which every vehicle needs (I guess). And you wonder why Tesla is heading the way of the dodo? Wasting the SW talent to deliver drek.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#767Earlier quoted context omitted.
Yeah, Falcon rockets are a regular workhorse kinda rockets. Nothing special about them. NASA could have made their own but someone decided it needs to be outsourced. I mean they did a fine job there, but nothing to write home about IMHO. And on the topic of reusability I can't really find much info besides that it is just partially reusable. Not sure what the point of it actually is. I guess what matters is the launc…
> I guess what matters is the launch price? It’s a commercial launch company. Of course the price matters and it being so much cheaper than the trash from ULA, Russia, etc is why there has been an explosion in new space endeavors (see the bandwagon launches). > Nothing special about them. NASA could have made their own but someone decided it needs to be outsourced. “Anyone could have done it bro,” is such an ignorant…
Its a private startup. It may operate on a loss, leveraged by private equity and government contracts.
Everything else you mention becomes irrelevant. Until we know the costs and operational margins, there is no certainty if they are delivering what they promised.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#768Earlier quoted context omitted.
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.
That result comes from a combination of competition, product flops, and self-inflicted brand damage. Swasticars aren't good for sales.
Re: Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%
#769Earlier quoted context omitted.
> 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 arguin…
There is no strawman. These are Tesla's own claims and Telsa's own timelines. No one forced them into making these false claims.
> Of course Elon doesn't meet his timelines, everyone knows that.
The reality is he has lied to you constantly but you're still willing to make excuses for him.
If there's always a new excuse ready for Dear Leader then that's cult thinking.