@cstross with outdated technology because they failed on the 4680 cells, and with now canceled supply contracts:
Teslaβs 4680 battery supply chain collapses as partner writes down deal by 99%
A major link in Teslaβs 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced...
Electrek (electrek.co)
Apparently they are using up surplus 4680s in model ys now: