Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.
what would it look like to directly sell EV batteries to consumers? what would have to happen?
this sort of happened. the people who sold these battery materials for the 4680 thought they were making a B2B sale, and they still wound up making a B2C sale - that ended in disaster - in disguise.
Did he always have this problem? I don't recall this from the early Tesla days. I have the totally subjective impression that the predictions have been getting worse and worse.
> For years, we've been told a lot of things that have never come to fruition.
Sometimes I wonder if Musk's astronomical pay package is an engineered rug pull on Tesla's investors. Imagine if they know the jig is up and intend to fleece stockholders one last time by leaving them holding the bag when the house of cards comes crumbling down.
How should we consider other claims by CEOs, like claims made about the future of AI? What about claims made by politicians? Or claims made by the Federal Reserve?
Reuters earlier this year - "The development of the 4680 battery has been facing troubles, with the company losing 70% to 80% of the cathodes in test production compared with conventional battery makers, which lose fewer than 2% of their components to manufacturing defects, the report said."
The company L&F referenced in this article were supplying said cathode material.
Electrek’s ‘reporting’ has proven so one-sided that I take all their stories with a bucket of salt. Even if the truck has been a flop I doubt their whole battery program has been. Perhaps they’re rejigging suppliers and pausing whilst they get ready to ramp up cyber cab production lines
A headline that actually undersells the article. The 2,900,000,000 $ deal to 7,400 $ is not just a 99% reduction, it is actually over a 99.999% reduction. I guess that is one way to get the "march of nines" they keep promising.
I actually did want a lighter, 2 Wheel Drive Cybertruck (for $40,000). The "Long Range" trim was close. But it was actually $70k not the $60k they were saying.
Get rid of the touchscreen and the four-wheel-drive steering and the electrical flush door handles, the hatch thing in the back, smaller wheels, any other electronic features like 120v inverters, etc. solid rear axel would be nice but that would be a major redesign.
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.
i don't understand americans, two years ago i wanted a tesla, now i want a byd, you've let down the only american company competing against the chinese, all because of trump and politics
The big lie that you've all been sold is that Tesla has any kind of battery technology at all. Outside of repackaging Panasonic (in America) and other batteries (abroad), Tesla has dabbled in a few experiments and they all failed.
Doing a quick bit of searching based on the 4680 makes me think that there has been or will be a change from NMC811 to LFP chemistry in the 4680, including one article talking about changing to US and European-based in-house manufacturing and reducing dependence on China.
I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no [more] big deal."
Does having larger LFP cells, like the 4680 format, allow this chemistry to be used in higher-performance models? Right now it looks like only the RWD basic models use LFP cells everything else uses NMC.
Musk increasingly feels like a charlatan selling snake oil. He is great at hype and storytelling, not so great at execution. Big promises, missed timelines, excuses reframed as genius.
He has been promising fully autonomous Teslas since at least 2015 and “level 5” self-driving within a couple of years, yet cars still require human oversight and true autonomy remains elusive.
He said Tesla robotaxis would be on the road by 2020 and then “next year” repeatedly, which never happened.
He promised an affordable $35,000 Model 3 and a cheap family EV, but those never materialized as advertised.
He unveiled the Cybertruck with specific features and price points that did not pan out, and several promised add-ons never appeared.
He set repeated production deadlines for the Tesla Roadster that kept slipping for years.
And his Mars colonization timelines are still nowhere near realistic.
The same cycle keeps repeating, with fans focusing on a few wins while ignoring a long list of missed commitments. At some point it stops being bold vision and starts looking like a confidence game.
Aren’t shaped prismatic cells the current state of the art anyway? The article mentioned BMW and Rivian using this size of cylindrical cell but I believe the latest from GM, Hyundai, and VW are all prismatic after the earlier designs were either pouch cells or cylindrical.
Worth noting this Branden Flasch video from a year ago talking about how the charging speed on the 4680 pack tesla Model Y was uncompetitively slow and arguably shouldn't have been sold: https://youtu.be/eQeziVkRwSA
A little tangential, but seeing now the name of the steering-wheel-less cabs, why'd they name it Cyber{truck,cab} anyway? Doesn't it imply we use them to drive through the internet?
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[ 5.7 ms ] story [ 68.9 ms ] threadthis sort of happened. the people who sold these battery materials for the 4680 thought they were making a B2B sale, and they still wound up making a B2C sale - that ended in disaster - in disguise.
For years, we've been told a lot of things that have never come to fruition.
Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year.
https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
Sometimes I wonder if Musk's astronomical pay package is an engineered rug pull on Tesla's investors. Imagine if they know the jig is up and intend to fleece stockholders one last time by leaving them holding the bag when the house of cards comes crumbling down.
The company L&F referenced in this article were supplying said cathode material.
ref https://www.reuters.com/technology/tesla-plans-four-new-batt...
> No, that is not a typo. $2.9 billion to roughly $7,400.
Ooft. That’s one hell of a write down. Imagine the person that had to do the calculation and report it back.
Get rid of the touchscreen and the four-wheel-drive steering and the electrical flush door handles, the hatch thing in the back, smaller wheels, any other electronic features like 120v inverters, etc. solid rear axel would be nice but that would be a major redesign.
I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no [more] big deal."
2023 article confirming NMC chemistry: https://iopscience.iop.org/article/10.1149/1945-7111/ad14d0
5/2025 article discussing change to LFP: https://roboticsbiz.com/teslas-4680-lfp-battery-explained-ch...
3/2025 article comparing BYD's LFP and Tesla's NMC/NCM: https://www.sciencedirect.com/science/article/pii/S266638642...
https://youtu.be/-sN2_Lp10lw?si=blBPFQ9jy2L8rCNp
Cyberteack is a flop. This battery has a parallel track and is used elsewhere so conclusions are just basesless .
He has been promising fully autonomous Teslas since at least 2015 and “level 5” self-driving within a couple of years, yet cars still require human oversight and true autonomy remains elusive.
He said Tesla robotaxis would be on the road by 2020 and then “next year” repeatedly, which never happened.
He promised an affordable $35,000 Model 3 and a cheap family EV, but those never materialized as advertised.
He unveiled the Cybertruck with specific features and price points that did not pan out, and several promised add-ons never appeared.
He set repeated production deadlines for the Tesla Roadster that kept slipping for years.
And his Mars colonization timelines are still nowhere near realistic.
The same cycle keeps repeating, with fans focusing on a few wins while ignoring a long list of missed commitments. At some point it stops being bold vision and starts looking like a confidence game.