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The size of BYD's factory

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Re: The size of BYD's factory

#281
post #100

The number of construction vehicles doing something versus sitting around waiting for labor in that shot is impressive.

Yeah, I have never seen something like that in America in my life. Always plenty of machines sitting around, and every few weeks some guys will hop on them for the day, but other than that they just sit there. It almost looks AI generated how densely packed those are - though I assume that this is real footage.

They're building a large carwash facility near me and have taken over a year to get to the point of putting the roofs onto some steel framed sheds. I constantly think of the time when we were able to build the Empire State Building in 13 months.

Re: The size of BYD's factory

#282
post #100

The number of construction vehicles doing something versus sitting around waiting for labor in that shot is impressive.

Yeah, I have never seen something like that in America in my life. Always plenty of machines sitting around, and every few weeks some guys will hop on them for the day, but other than that they just sit there. It almost looks AI generated how densely packed those are - though I assume that this is real footage.

I have, happens around 6 AM. They get all the generators started up, power tools and full power. All the heavy machinery at full throttle. A cacaphonous 6AM salute to the internal combustion engine. Old Zeke fills his truckbed full of rusty nails and drives aggressively around the neighborhood dropping this way and that. Well, not old Zeke nowadays, more like Senor Ramirez Carloz Gonzalez.

Question is, if it's 6 AM at a construction site, and nobody is around to hear it, do they make any noise?

Re: The size of BYD's factory

#283
post #100

Earlier quoted context omitted.

Yeah, I have never seen something like that in America in my life. Always plenty of machines sitting around, and every few weeks some guys will hop on them for the day, but other than that they just sit there. It almost looks AI generated how densely packed those are - though I assume that this is real footage.

They're building a large carwash facility near me and have taken over a year to get to the point of putting the roofs onto some steel framed sheds. I constantly think of the time when we were able to build the Empire State Building in 13 months.

The other really impressive part is that they also treated the workers really well during the construction. Cautionary Tales did an episode on this: https://timharford.com/2024/09/cautionary-tales-steel-and-ki...

They paid good wages but also kept a high bar on quality and performance. The workers in turn were incentivized to do a good job and gave feedback like ideas on how to improve efficiency, e.g. build an internal railroad to carry bricks up as they got higher and higher in height.

Re: The size of BYD's factory

#284
post #183

Earlier quoted context omitted.

It's great news in the sense that this new energy storage and EV production capacity is (part of) our best chance to avoid catastrophic outcomes from climate change. It's terrifying because we (in the West) can't seem to motivate ourselves to do anything like this on the same timescale, and nations that suffered similar disparities in industrial capacity (not to mention energy production) haven't done well in the pas…

Of course we can motivate ourselves. But they're acting like we did in the 1800s through the mid 1900s. They just build anywhere no matter what. They have no interest in dealing with environmental concerns. The officially released pollution levels in China are mind-boggling and they still do not represent how bad it really is. You think US manufacturers wouldn't be delighted to just buy a few hundred acres land and s…

I’d argue that vested interests in oil and coal have done more to damage the US’s ability to invest like this than any regulatory red tape.

Huge parts of America hate EVs. There is endless debate about nuclear vs clean energy vs coal, which prevents any change from happening.

Re: The size of BYD's factory

#285

Earlier quoted context omitted.

No. One required component is plain old fashioned oversupply of labor. America doesn't have that because all employable people are too rich. China also has an oversupply of skilled labor like engineers, in part because the threat of poverty is a strong motivator to get rich. America also lacks that which you can see in capable young people doing arts degrees with no thought to their future income because it doesn't m…

> they'll still live comfortably even on minimum wage. You made a few good points until this one. No one in the US is living comfortably on minimum wage.

It's relative. Relative to the rest of the world (and China), you can still live comfortably on minimum wage.

Re: The size of BYD's factory

#286

Earlier quoted context omitted.

No. One required component is plain old fashioned oversupply of labor. America doesn't have that because all employable people are too rich. China also has an oversupply of skilled labor like engineers, in part because the threat of poverty is a strong motivator to get rich. America also lacks that which you can see in capable young people doing arts degrees with no thought to their future income because it doesn't m…

That’s an easy enough problem to solve if we had the appetite to solve it, why couldn’t we legitimize the roles illegal immigrants currently do right now with a Singapore style migrant worker program?

Probably because the average Chinese is far more skilled than your average illegal immigrant.

It's not just raw labor force. It's capable engineers, designers, architects, etc. How is illegal immigration going to solve this?

Re: The size of BYD's factory

#287
post #183

Earlier quoted context omitted.

Of course we can motivate ourselves. But they're acting like we did in the 1800s through the mid 1900s. They just build anywhere no matter what. They have no interest in dealing with environmental concerns. The officially released pollution levels in China are mind-boggling and they still do not represent how bad it really is. You think US manufacturers wouldn't be delighted to just buy a few hundred acres land and s…

The air quality in China is lot better now than a decade ago. The smog was so bad in 2012 and I remembered the AQI hitting 999 (the max it would go) on more than one occasions during Beijing winter. Went back again in early 2024 and it was so much better, pollution still noticeable on more days than not but at least half the time I spent had AQI below 100.

I was in Shenzhen in 2017 and again recently. The difference is huge. The air quality walking around the street is very good and you never smell gasoline.

Re: The size of BYD's factory

#288

Earlier quoted context omitted.

Western country populations seem to be willfully falling for obvious fossil fuel propaganda over and over again. Future generations will rightfully curse our names. (Including today's children.)

Sadly it comes down to "Show me the money." I vote for change, but I don't have the money to buy electric. Even running costs don't make the difference when it comes to multiple tens of thousands of dollars in purchase price. I'd love to "care for our environment by buying an electric car". I can't afford to.

Affordable EVs are a solved problem. China has solved it. The world responded by putting up tariffs.

Re: The size of BYD's factory

#289
post #75

US/German manufacturers just do assembly, they don't manufacture parts, so they only need assembly plants. BYD is a vertically integrated manufacturer. They make everything in-house which helps drive down costs. This huge footprint results in having all those different manufacturing lines under one roof. They depend on no one for finished parts, the only supply chain is raw materials.

I believe outsourcing can be a symptom of not innovating anymore. Imagine having to contract out every prototype to a metal working shop — it slows down your ability to iterate because you can’t just go downstairs and try it . But once you have a design set in stone, outsourcing is cheaper than doing it in-house. These companies specialize in producing parts with economies of scale. But if you do it for too long, you…

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