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Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

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Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#51

Earlier quoted context omitted.

His big problem is over promise. Yes, he promises big but does not deliver. The press loves to play both sides. It reports the promises and the lack of delivery on his part too. The press couldn't care either way as long as it brings in readers.

He only overpromises when it comes to timelines. Most other things he actually achieves. Elontime is a real thing though...

FWIW a Martian year is 687 days.

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#52
post #29
post #26

Earlier quoted context omitted.

There seems to be a strong anti-Tesla campaign afoot. I'm not surprised given that the entire auto industry wants them to fail and a significant portion of the auto industry (and unions, etc.) want EVs to fail in general. Tesla seems to be having some severe growing pains, but I have learned not to count Elon or any of his ventures out. Self-landing reusable rockets were impossible too according to pretty much the en…

> Self-landing reusable rockets were impossible too according to pretty much the entire aerospace industry. I guess they didn't ask the people who designed and built the Apollo lunar landing modules in the 1960s?

The lunar module was neither self-landing nor reusable.

The lunar module was navigated and landed by a human pilot (with computer assistance).

The descent stage stayed on the Moon, and wasn't reused (except as a launch platform for the ascent stage). The ascent stage also wasn't reused - after the astronauts exited from the ascent stage into the command module, the ascent stage was jettisoned to crash into the lunar surface (or sent into solar orbit). Only the command module returned to Earth.

https://en.wikipedia.org/wiki/Apollo_Lunar_Module

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#54
post #26
post #11

I have no interest or involvment in Tesla. But from an outsider's perspective I can't help but notice that when you're this little company with no chance of making it, the press is very bulish about your company. As soon as you become large, they look up at you and can't wait to see you fall, overly negative. Who thought making cars was difficult? And mass production? And electrical cars, pushing the boundaries or ba…

There seems to be a strong anti-Tesla campaign afoot. I'm not surprised given that the entire auto industry wants them to fail and a significant portion of the auto industry (and unions, etc.) want EVs to fail in general. Tesla seems to be having some severe growing pains, but I have learned not to count Elon or any of his ventures out. Self-landing reusable rockets were impossible too according to pretty much the en…

[deleted]

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#55
post #4

"Can’t believe you’re even writing about this. My job as CEO is to focus on what’s most critical, which is currently Model 3 production. Doug, who I regard as one of the world’s most talented engineering execs, is focused on vehicle engineering." "About a year ago, I asked Doug to manage both engineering & production. He agreed that Tesla needed eng & prod better aligned, so we don’t design cars that are crazy hard t…

I don't really get this. "What's the story here? Everything is running exactly as planned. Now I'm sleeping at the factory because it's hell." One of those things doesn't sound much like the other.

Most people who understand how difficult it is to produce a new line of cars, or have been listening closely to what Elon has been saying pretty much expected that ramping up production would be hard and Tesla would miss their goals many times. Tesla has never delivered a car on time. But there is enormous demand for this car and they will eventually make it work. At the current run rate they are already able to produce around 100,000 Model 3 per year, and are ramping up quickly

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#56
post #11

I have no interest or involvment in Tesla. But from an outsider's perspective I can't help but notice that when you're this little company with no chance of making it, the press is very bulish about your company. As soon as you become large, they look up at you and can't wait to see you fall, overly negative. Who thought making cars was difficult? And mass production? And electrical cars, pushing the boundaries or ba…

People are so excited about Tesla that they may overlook the risks. It is responsible of the press to highlight the problems Tesla faces so people can make responsible financial decisions when buying Tesla bonds and stocks, and so Tesla is pressured to minimize these risks.

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#57
post #26
post #11

I have no interest or involvment in Tesla. But from an outsider's perspective I can't help but notice that when you're this little company with no chance of making it, the press is very bulish about your company. As soon as you become large, they look up at you and can't wait to see you fall, overly negative. Who thought making cars was difficult? And mass production? And electrical cars, pushing the boundaries or ba…

There seems to be a strong anti-Tesla campaign afoot. I'm not surprised given that the entire auto industry wants them to fail and a significant portion of the auto industry (and unions, etc.) want EVs to fail in general. Tesla seems to be having some severe growing pains, but I have learned not to count Elon or any of his ventures out. Self-landing reusable rockets were impossible too according to pretty much the en…

> Self-landing reusable rockets were impossible too according to pretty much the entire aerospace industry.

Only if they have forgotten the DC-X, which I doubt they have done.

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#58

Earlier quoted context omitted.

I don't really get this. "What's the story here? Everything is running exactly as planned. Now I'm sleeping at the factory because it's hell." One of those things doesn't sound much like the other.

Most people who understand how difficult it is to produce a new line of cars, or have been listening closely to what Elon has been saying pretty much expected that ramping up production would be hard and Tesla would miss their goals many times. Tesla has never delivered a car on time. But there is enormous demand for this car and they will eventually make it work. At the current run rate they are already able to prod…

This is why I don't think it's a very big problem for Tesla. There is a big difference between not delivering (so far Magic Leap for example) and slow delivery.

Most people who ordered a Tesla realy want one so they are just going to wait.

Maybe some shareholderd might see it as a problem because they could have sold more Teslas in the same amount of time. But it's not that they are cheap and everyone can afford one.

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#59
post #11

I have no interest or involvment in Tesla. But from an outsider's perspective I can't help but notice that when you're this little company with no chance of making it, the press is very bulish about your company. As soon as you become large, they look up at you and can't wait to see you fall, overly negative. Who thought making cars was difficult? And mass production? And electrical cars, pushing the boundaries or ba…

His big problem is over promise. Yes, he promises big but does not deliver. The press loves to play both sides. It reports the promises and the lack of delivery on his part too. The press couldn't care either way as long as it brings in readers.

I would say the big problem is financial. Tesla is not profitable and needs money. The thing which keeps the lights on is the willingness of investors to keep supporting high valuations of stock and bonds.

Re: Tesla’s Musk Takes Charge of Model 3 Production as Problems Persist

#60

Earlier quoted context omitted.

I don't really get this. "What's the story here? Everything is running exactly as planned. Now I'm sleeping at the factory because it's hell." One of those things doesn't sound much like the other.

Most people who understand how difficult it is to produce a new line of cars, or have been listening closely to what Elon has been saying pretty much expected that ramping up production would be hard and Tesla would miss their goals many times. Tesla has never delivered a car on time. But there is enormous demand for this car and they will eventually make it work. At the current run rate they are already able to prod…

This will become a problem if they run out of cash. Not delivering as many cars as planned is fine if you make a profit (or at least positive cash flow). But burning more cash than expected can be problematic. Especially if you constantly miss deadlines which means investors don't know if they should believe any of your plans.

The second issue is that of competition. Model S didn't have any meaningful EV competition. Model 3 competition is still comparably low but this will look different in 2-3 years. If they produce enough cars until then, prospective buyers will eventually switch to another brand.

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