Based on title, expected to see the article analyze lithium mining capacity, packaging constraints, limits to manufacturing efficiencies, P&L analysis of growth capital requirements, etc.
Got "Toyota is better" instead.
Tesla will not be able to scale its manufacturing capacity
11–20 of 131 posts
Re: Tesla will not be able to scale its manufacturing capacity
#12Most silicon valley startups try to learn from the Toyota manufacturing process and improve on it. While Toyota got stuck, Tesla gets rid of the most inefficient part of manufacturing process: humans
Re: Tesla will not be able to scale its manufacturing capacity
#13It should be clarified that this is an op-ed. The author does not cite any hard facts, and the primary argument seems to be that the author believes that only Toyota's methods are the methods that work, and because Tesla isn't doing what Toyota did, but has ambitious goals, it will fail.
Yeah yeah. But does anyone here with a history of building something more complicated than a Rails app want to bet real money that Musk will put a Dragon on Mars AND ship 500,000 Teslas in 2018?
He's not exactly known for hitting his ship dates or volume targets.
Re: Tesla will not be able to scale its manufacturing capacity
#14It should be clarified that this is an op-ed. The author does not cite any hard facts, and the primary argument seems to be that the author believes that only Toyota's methods are the methods that work, and because Tesla isn't doing what Toyota did, but has ambitious goals, it will fail.
Yeah yeah. But does anyone here with a history of building something more complicated than a Rails app want to bet real money that Musk will put a Dragon on Mars AND ship 500,000 Teslas in 2018? He's not exactly known for hitting his ship dates or volume targets.
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Re: Tesla will not be able to scale its manufacturing capacity
#15First it was "electric cars are not viable technologically, they have no range, there is no charging infrastructure, etc." Then it was "electric cars are too expensive, they are rich peoples' toys, and mainstream consumers will never want them anyway." Now it is "Tesla will not be able to scale up to meet all the demand." The fact that EV naysayers have been forced to cycle through this spectrum of responses in less…
Teslas are still "rich peoples' toys" some places, model s cost 120000 USD for the cheapest model.
Re: Tesla will not be able to scale its manufacturing capacity
#16First it was "electric cars are not viable technologically, they have no range, there is no charging infrastructure, etc." Then it was "electric cars are too expensive, they are rich peoples' toys, and mainstream consumers will never want them anyway." Now it is "Tesla will not be able to scale up to meet all the demand." The fact that EV naysayers have been forced to cycle through this spectrum of responses in less…
Teslas are still "rich peoples' toys" some places, model s cost 120000 USD for the cheapest model.
Tesla's are really affordable cars in other places (Norway), due to tax incentives for electric vehicles over vehicles.
Re: Tesla will not be able to scale its manufacturing capacity
#17First it was "electric cars are not viable technologically, they have no range, there is no charging infrastructure, etc." Then it was "electric cars are too expensive, they are rich peoples' toys, and mainstream consumers will never want them anyway." Now it is "Tesla will not be able to scale up to meet all the demand." The fact that EV naysayers have been forced to cycle through this spectrum of responses in less…
There is a big difference between Electric Vehicles as a whole and Tesla. Electric Vehicles are 'probably' here to stay and will 'probably' eventually make up a significant portion of first world mainstream automobile market. Whether Tesla significantly leads the industry in volume of Electric Vehicles manufactured and sold is another matter entirely.
The main component one has to not underestimate is that in the automobile industry the technology/engineering problem of the car is less important to the technology/engineering/process of the plant itself.
Toyota is not a lumbering clumsy inefficient organization, it is a sharp nimble efficient organization... It only makes rational sense that Tesla should follow their lead
Re: Tesla will not be able to scale its manufacturing capacity
#18First it was "electric cars are not viable technologically, they have no range, there is no charging infrastructure, etc." Then it was "electric cars are too expensive, they are rich peoples' toys, and mainstream consumers will never want them anyway." Now it is "Tesla will not be able to scale up to meet all the demand." The fact that EV naysayers have been forced to cycle through this spectrum of responses in less…
Teslas are still "rich peoples' toys" some places, model s cost 120000 USD for the cheapest model.
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Re: Tesla will not be able to scale its manufacturing capacity
#19It should be clarified that this is an op-ed. The author does not cite any hard facts, and the primary argument seems to be that the author believes that only Toyota's methods are the methods that work, and because Tesla isn't doing what Toyota did, but has ambitious goals, it will fail.
Yeah yeah. But does anyone here with a history of building something more complicated than a Rails app want to bet real money that Musk will put a Dragon on Mars AND ship 500,000 Teslas in 2018? He's not exactly known for hitting his ship dates or volume targets.
What is exactly the penalty for missing ship date targets? Slight cost increases? Lower profit margins? Do they have difficulty with cash?
Re: Tesla will not be able to scale its manufacturing capacity
#20First it was "electric cars are not viable technologically, they have no range, there is no charging infrastructure, etc." Then it was "electric cars are too expensive, they are rich peoples' toys, and mainstream consumers will never want them anyway." Now it is "Tesla will not be able to scale up to meet all the demand." The fact that EV naysayers have been forced to cycle through this spectrum of responses in less…
Those statements are all still largely true, they haven't been "cycled through." There are a lot of good things happening in the world of electric cars, but right now, for most people, they're too expensive and they require sacrifices in utility and convenience that aren't seen in ICE vehicles.