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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%

#781

Post by nebula8804 »

trollbridge wrote: post #585
mft_ wrote: post #522

Earlier quoted context omitted.

I' m not defending Tesla for a moment, but I disagree with your take... 1) Wasn't it always inevitable that, once tha large established car manufacturers really started to knuckle down to creating EVs, that Tesla's lead and 'moat' would mostly vanish? They still have some of the most efficient EVs available, and their UI/UX is still one of the best , but of course they'll face compeition, and of course their competit…

Advantage for Tesla is that the rest of the auto industry has lost their way, too. For example, the infotainment in a brand new, expensive vehicle like a new GM is atrociously bad, unreliable, and slow/clunky to use.

Have you used it? The Equinox EV/LYRIQ has a large OLED screen spanning a lot of the dash and the Android based menu is pretty decent.

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

#782

Post by nebula8804 »

sidibe wrote: post #690
anthonybsd wrote: post #611

Earlier quoted context omitted.

Elektrek was one of the biggest Tesla cheerleaders until 2023 or so. Founder promoting neonazi and fascist ideas kinda made them sour on the brand, can you blame them?

I think that's probably the main reason but also Fred Lambert "earned" a free roadster through referrals gassing up Elon and Tesla and as always with Elons promises it has not materialized.

He had numerous problems with his early edition Model 3 in the Canadian winter and when complaining about it got into a spat with Musk over it on Twitter. Afterwards all 'access' to Tesla was forever lost I guess. The roadster fiasco came later I think. Roadsters are reserved for friends of Elon only regardless of what referrals they got. THink there is some fine print to disqualify people after the fact. Rich Rebuilds lost his roadster for much more benign things. (Reverse engineering Tesla stuff)

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

#783

Post by nebula8804 »

manoDev wrote: post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

No the US is just becoming a laggard in this technology because the investments made with the push of the Biden administration have not panned out and are now having to be written down. Its not just Trump, they wrongly anticipated how much demand there would be in the US. Other regions are making great progress, the US is moving forward but much slower than expected. The US will get there eventually but its going to be on peoples own terms.

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

#784

Post by Tepix »

fartfeatures wrote: post #758
Tepix wrote: post #664

Earlier quoted context omitted.

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.

It‘s been a gradual process.

Fred selling his stock also meant he was less inclined to be only pro-Tesla.

ChatGPT sums it up pretty well I think:

https://chatgpt.com/share/69552165-238c-8008-980b-4d0ff2e1b4...

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

#785

Post by mapontosevenths »

iknowstuff wrote: post #739
mapontosevenths wrote: post #295

Earlier quoted context omitted.

Sure, they're a bit ahead but Mercedes has level 3 self driving and they didnt celebrate killing a bunch of people (and not lowering the deficit) by prancing around with a chainsaw.[0] I feel like people will be willing to wait until next year for the Alphabet or Mercedes version, but maybe I'm overestimating the average person's attention span or underestimating how far behind the competition is. [0] https://www.new…

can you show me how to order a vehicle with this drive pilot?

I'm sure you know more about it than I do. I'm certainly not an expert.

I can say though that when my brother bought his first Tesla he paid thousands of dollars for FSD, which was supposed to be released "any day now." It's been many years and as far as I can tell it's still not REALLY here (in the sense that most people would mean it).

I know that the plural of anecdote is not data, but... The Tesla that he bought originally all those years ago is actually gone now. He had one of the earlier versions of FSD enabled and passed out behind the wheel. Tesla, in their infinite wisdom, decided that if you let go of the wheel for too long they should just completely disable the self driving (at least in that version). So naturally when the driver became incapacitated it just disengaged self driving completely and let the vehicle drive straight into a tree as "punishment" for daring to let go of the wheel for too long. Nobody was hurt, but the vehicle was totaled. It could have been much worse though.

It's such an obvious design flaw. "Driverless 2000 pound missile hurtling down the highway at 55 mpg" is the one failure mode you would think they'd avoid at all costs, rather than using it as the safety fallback. When people talk about how great Tesla engineering is I just kind of shrug.

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

#786

Post by trollbridge »

nebula8804 wrote: post #781
trollbridge wrote: post #585

Earlier quoted context omitted.

Advantage for Tesla is that the rest of the auto industry has lost their way, too. For example, the infotainment in a brand new, expensive vehicle like a new GM is atrociously bad, unreliable, and slow/clunky to use.

Have you used it? The Equinox EV/LYRIQ has a large OLED screen spanning a lot of the dash and the Android based menu is pretty decent.

Yes, I have. It has the infamous Android delays, and also conked out in the middle of a trip (this was in a renal); had to stop and start the car and re-pair the phone and navigation never worked again.

2025 model year, less than 20k miles.

I can get an iPad myself and a GPS myself that don’t have these problems.

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

#787

Post by PTOB »

misiti3780 wrote: post #770
PTOB wrote: post #683

Earlier quoted context omitted.

Why is it ugly?

i find all older cars to be ugly. but it's obviously subjective. (the same way you find CT to be ugly!)

Interesting. I don't find the TC to be ugly; I find it to be dissonant. It hurts my brain like missed harmonics in a musical performance do. Here are my reasons:

First thing I noticed on reveal day: it looks like a star ship from the the 1985 game, Elite.[0] It's a 3D model of a space ship for a computer that could barely keep up.[1] This design was a great starting point for a child's imagination, but even as a kid it was always assumed that this was the best we can do for now. The future would be far less disappointing. Verdict: this design isn't futuristic; it's nostalgic.

Looking down, I saw that its beautiful, shining, crystalline, space-going shuttlecraft aesthetic sits on matte, round, rubber wheels tied to the ground. It wants to fly, but it can't, and that is sad.

A few months later, I saw the unfortunate resemblance to industrial garbage receptacles usually kept out of site behind decorative enclosures. I realized that while designing one of those enclosures. Then the memes came.

I actually prefer a version I saw that was mounted on tracks for arctic environments.[2] It says, "I am a raw shard of ice carved from a massive glacier," and it pulls it off quite well.

[0] https://www.c64-wiki.com/wiki/File:EliteShipIdentificationCh... [1] https://www.c64-wiki.com/wiki/File:Elite_Animation.gif [2] https://s1.cdn.autoevolution.com/images/news/gallery/world-s...

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

#788

Post by manoDev »

coliveira wrote: post #24
manoDev wrote: post #14

The future of electrification is at risk because the market chose to bet on TSLA. Many companies backpedaled on EV and the POTUS is making a major push towards oil (including invading Venezuela). The future looks grim.

They essentially gave away the market to Chinese companies, while at the same time complaining that China is "stealing" something.

Thank god for the CCP setting EV development a strategic goal. If we depended on western free market alone we would be fucked.

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

#789

Post by spullara »

seanhunter wrote: post #433
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.

You understand what the word “Full” means, right? It doesn’t mean 99%.

Don’t know what to call it but coast to coast seems close enough to full for me.

https://x.com/davidmoss/status/2006255297212358686

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

#790

Post by rasz »

ggreer wrote: post #760
onethought wrote: post #703

Earlier quoted context omitted.

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.

To be fair everyone had to recall those LG batteries and unauthorized SK clones [*]. Porsche Taycan, Ford F-150, its recalls all the way down.

https://www.wardsauto.com/news/ford-terminates-ev-battery-su...

https://www.autoevolution.com/news/ford-recalls-f-150-lightn...

SK settled for $2B case that revealed they stole LG battery technology https://cleantechnica.com/2021/02/15/itc-sides-with-lg-chem-...

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