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Tesla opens the Model 3 reservation floodgates

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Re: Tesla opens the Model 3 reservation floodgates

#42
post #2

Tesla has had an extremely difficult time ramping up production of the Model 3. Hopefully they to to 700 cars a day this week. However, getting to the 10,000 cars a week (another doubling) seems impossible unless they add another factory.

I wouldn't want to make that assumption without further information. If you are right, a lot of highly trained and paid people have made a grave mistake in their throughput estimates and might still be lying about it. On the other hand there could be bottlenecks they know how to solve but are waiting for the tooling to be done.

Within last 1.5 years highly trained and paid people have made something like 5-7 large mistakes in their Model 3 throughput estimates in a row already. Few more is not that surprising.

They are constantly facing bottlenecks that take them by surprise while they are learning to mass manufacture. Tesla is small volume luxury car maker that attempts to transfer into mass manufacturer with NIH attitude.

Re: Tesla opens the Model 3 reservation floodgates

#43
post #30

Earlier quoted context omitted.

Because certain parts should not be exposed to the outside until assembled or they need to be cleaned again. You want clean welding joints and seems where you glue things together. Certain glues or compounds don't work well in certain temperatures/humidities, you want a controlled environment.

I'm sure that the guys there are not that stupid. You can weld "in the open". Just have to make sure that there are not big air flows

>are not that stupid

Then why are they producing cars in a tent in then first place? NUMMI was building 6000 cars a week at its peak,and Teslas are supposed to be simpler and the manufacturing process more advanced.

Re: Tesla opens the Model 3 reservation floodgates

#44
post #34
post #21

Earlier quoted context omitted.

The tents are very manual and not efficient: https://www.rt.com/business/431118-tesla-tent-outdated-manuf...

They may very well be, but rt.com is perhaps not the best source.

Why? Because it has "Russia" in its name?

Seriously,give it a try. Everything has bias,but RT does a better job covering global stories than most American cable networks.

Attacking the source is the weakest form of argument.

Re: Tesla opens the Model 3 reservation floodgates

#45

Earlier quoted context omitted.

Are any of these deposits protected? I assume when Tesla folds, they will all be lost?

Why would Tesla fold ?

Because they’re cash flow negative and would eventually run out of runway without either a change in financials or raising a new round.

Re: Tesla opens the Model 3 reservation floodgates

#46

Someone tweeted this video[1] of the tent production line a over a week ago. It looks a lot less clean than the picture Elon tweeted thats in the article. I don't know if I would purchase a 35K+ car that was assembled outside in the open. Also it appears quite chaotic with chassis being transported around also in the open. [1] https://twitter.com/IspyTsla/status/1009134913881190400?s=19

Do we know if that 35k car will ever be available? how many of those deposit holders are there still holding out hope to one day buy that car? Tesla cars will no longer qualify for the $7500 tax refund soon so that might put off more of them, it will be down to 3750 I think.

The danger to Tesla was from two fronts, running out of money before getting into positive cash flow or failing to execute long enough for other manufacturers to take market. Jaguar will certainly eat into higher end vehicles from Tesla as they have a storied brand and other similar brands are not far behind.

Re: Tesla opens the Model 3 reservation floodgates

#47
post #40

Someone tweeted this video[1] of the tent production line a over a week ago. It looks a lot less clean than the picture Elon tweeted thats in the article. I don't know if I would purchase a 35K+ car that was assembled outside in the open. Also it appears quite chaotic with chassis being transported around also in the open. [1] https://twitter.com/IspyTsla/status/1009134913881190400?s=19

There will be more dust, no doubt. Tesla needs desperately money from the orders, they have no choice but take a risk. Some issues may arise later. Tesla plans to fix them later and that's doable because their production volumes are still low and they manufacture only expensive cars. Tesla owners know by now that they get a car that is incredible to drive, has very high quality 'skateboard' but all the normal parts b…

Tesla need to take money from new clients to make their existing clients whole. That's kind of a bad sign...

Re: Tesla opens the Model 3 reservation floodgates

#48
post #9

Someone tweeted this video[1] of the tent production line a over a week ago. It looks a lot less clean than the picture Elon tweeted thats in the article. I don't know if I would purchase a 35K+ car that was assembled outside in the open. Also it appears quite chaotic with chassis being transported around also in the open. [1] https://twitter.com/IspyTsla/status/1009134913881190400?s=19

I'm curious as to why you would be reluctant to buy a car assembled "in the open" ? Would you be afraid to drive it outside too ?

It also implies a sort of amateurish, poorly thought-out, cowboy attitude not generally associated with an expensive item like a Tesla.

Re: Tesla opens the Model 3 reservation floodgates

#49
I know then tent is getting a lot of criticism from the public but it is a smart move. The tent gives extra space to add more individual steps to the assembly line and humans are best suited for tasks that are rapidly changing.

I think someone finally realized that you can have as many steps in the assembly line as you want so long as no single step exceeds your quota divided by the time per day. (i.e. need to make 1000 cars per day, no single step in your production process can last longer than 86.4 seconds; but you can have as many steps as you want) In order to make 5,000 cars a week you need to keep your slowest step in your manufacturing process to around 2 minutes. This should be doable.

Re: Tesla opens the Model 3 reservation floodgates

#50
post #7

Someone tweeted this video[1] of the tent production line a over a week ago. It looks a lot less clean than the picture Elon tweeted thats in the article. I don't know if I would purchase a 35K+ car that was assembled outside in the open. Also it appears quite chaotic with chassis being transported around also in the open. [1] https://twitter.com/IspyTsla/status/1009134913881190400?s=19

I have nothing to compare against, so if I was in the market for a $35k car [1] I’d probably be fine with this. [1] I’d prefer to invest most of the money and have a cheaper second hand car, and if I had enough spare that $35k was pocket change, I’d be more interested in a tiny aircraft or a small liveaboard boat.

>I'd prefer to invest most of the money

Is "I don't own a car" the new "I don't own a TV" virtue signalling?

Seriously, you are offering up your opinion on a product you admittedly have no knowledge of,and no interest in owning.

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