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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%

#771
post #768

Earlier quoted context omitted.

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

The present outcome is Tesla's sales are down for the second year in a row even though the global EV market is growing. That result comes from a combination of competition, product flops, and self-inflicted brand damage. Swasticars aren't good for sales.

I guess Telsa will take care of itself then. No point hyping up its demise.

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

#772

Earlier quoted context omitted.

It's ugly, poorly built, expensive and not very good as a truck. A gas engine will not fix all these flaws.

i actually love the way it looks. i dont own it but i find it some inspiring that a company had to have audacity to create something so futuristic - what are you driving that is so beautiful ?

I suppose there's no accounting for taste.

I don't find the idea all that audacious. Several EV trucks were already in the works. The Cybertruck is unique in form, but certainly not in function. There's precedent for sloppily-made stainless steel wedge-shaped American cars [2] thought up by executives on too many drugs [1].

The execution? Whoever figured out how to get a stainless steel wedge on stilts through NHTSA testing deserves a raise. That's sorcery.

[1] https://en.wikipedia.org/wiki/John_DeLorean

[2] https://en.wikipedia.org/wiki/DMC_DeLorean

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

#773

Earlier quoted context omitted.

Every decade, global capitalism decides that 100 million people don't need to eat and they get to starve to death. In the same time period, slightly less than that die from lack of medical care the market decides they don't need. And that's just contemporary capitalism. Hundreds of millions starved in famines, and starving people got to watch as the food they themselves harvested was shipped to markets that would pay…

It's a good thing capitalism existed to create the technology needed to tell us all how bad capitalism is. Down with capitalism!

You will find me on my fainting couch

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

#774

Earlier quoted context omitted.

Every decade, global capitalism decides that 100 million people don't need to eat and they get to starve to death. In the same time period, slightly less than that die from lack of medical care the market decides they don't need. And that's just contemporary capitalism. Hundreds of millions starved in famines, and starving people got to watch as the food they themselves harvested was shipped to markets that would pay…

Yeah and the last century of capitalism created such a boom of food that it increased the population of the world by like 5 billion people

If only the market didn't decide that hundreds of millions of those people don't need to eat

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

#775

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…

> 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.

What are you talking about? The Nissan Leaf was the world's best-selling electric car until 2020, outselling all Tesla's until Tesla Model 3 surpassed it. Are you trying to claim with a straight face that electric cars weren't being used en masse until 2020?

> No it’s not. “Range anxiety” was a constant refrain for anything mentioning electric cars during the first 20 years of the century.

I don't think you are being serious. "Rage anxiety" was literally GM propaganda to throw FUD at electric cars.

https://www.jalopnik.com/how-gm-will-use-fear-to-sell-you-a-...

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

#776

Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. Typical sloppy reporting from Electrek.

> Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. The latter part of this is speculative. Tesla may have begun shipping dry cathodes but it isn't clear that they're capable of matching the former third-party volume. Tesla would absolutely need the additional 4680 volume if Cybertruck sales were meeting their original p…

I would say the article is speculative. My statement is based on information given at Tesla's shareholder meeting.

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

#777

Earlier quoted context omitted.

AFAIK every major car manufacturer has announced they're switching to NACS for the American market (or has already switched). I think you're underselling how standard it is. And it's already easy to get dongles for old cars! You can get them on Amazon with two day shipping.

The manufacturers all want you to use their dongle. It's not CYA, either. A lot of the Amazon ones aren't safe. > I think you're underselling how standard it is. It's about availability: There's still way more CCS / J1772 than NACS when I use public chargers, or when I look to purchase home chargers. The dealer that I bought my Ioniq 9 had a CCS charger, and the other dealer that I took it to for service had a CCS ch…

The fact that virtually all new models in 2026 will have NACS tells you we don't need to regulate in 2026 that all new cars must be built with NACS. That's what's happening anyway.

Once you exclude Supercharger

Why would you exclude Superchargers from the comparison of American charging networks? Most V3/V4 Superchargers support charging non-Tesla NACS cars (or non-NACS cars with a dongle), and they're much more reliable than the non-Tesla chargers e.g. EVGo. The reason NACS took off is because the Supercharger network is so good, even for non-Tesla cars.

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

#778
post #768

Earlier quoted context omitted.

The present outcome is Tesla's sales are down for the second year in a row even though the global EV market is growing. That result comes from a combination of competition, product flops, and self-inflicted brand damage. Swasticars aren't good for sales.

I guess Telsa will take care of itself then. No point hyping up its demise.

No point defending it either.

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

#779

Earlier 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.

> supports apple and android car

That’s precisely what I don’t want my car to support. Every other car’s software is essentially a CarPlay integration.

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

#780

Earlier quoted context omitted.

Yeah and the last century of capitalism created such a boom of food that it increased the population of the world by like 5 billion people

If only the market didn't decide that hundreds of millions of those people don't need to eat

What were they doing before capitalism and how did capitalism stop them?
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