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A comment on Tesla's 4680 battery supply chain collapses as partner writes down deal by 99%. Parent comment

Re:Tesla's 4680 battery supply chain collapses as partner wr... by foobarian on Monday December 29, 2025 @01:55PM (#46424006)
Figured that metric is for EV only, which is not that surprising. But even for overall sales it's #11 on the list for first 3 quarters of 2025, which is not too shabby: https://www.carpro.com/blog/2025-year-to-date-u.s-auto-sales...
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Re:Tesla's 4680 battery supply chain collapses as partner wr... by andsoitis on Monday December 29, 2025 @02:08PM (#46424168)
> Figured that metric is for EV only, which is not that surprising.

But it is stunning that legacy automakers are sticking to fossil fuels.

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Re:Tesla's 4680 battery supply chain collapses as partner wr... by LunaSea on Monday December 29, 2025 @02:42PM (#46424604)
The infrastructure just isn't there to make EVs interesting for a lot of people in the US and EU.

They also know that this means that the EU will push the target date for the end of fossi fuel cars.

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Re:Tesla's 4680 battery supply chain collapses as partner wr... by riffraff on Tuesday December 30, 2025 @12:34AM (#46429903)
The problem is Tesla's valuation is overpriced even if they owned 100% of the car market, their P/E ratio is > 300.

"But it's high margin", sure it is, but so is Ferrari, and their P/E is 30-40.

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