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Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
151–160 of 384 posts
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#152Earlier quoted context omitted.
I would argue that the number of companies who have gone bankrupt sitting on this dollar volume of preorders is and will continue to be, 0. Worst case scenario, they can issue stock or sell a chunk of the company. Even easier is to dial back R&D.
Pre-orders are overstated. Check Twitter - people who were quoted November delivery for AWD Performance are now being told they can take delivery in July. They'll burn through supposed 450K before the end of Q3, and then the order book is dry/cash crunch time for Tesla.
That means they are managing cash flows and taking high margin orders first, not running out of demand.
Further, I expect the number of people who can put down 1k and wait with no new car for a long time is but a small fraction of those who can buy without those substantial barriers.
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#153> with the final car rolling off the assembly line on Sunday morning, several hours after the midnight goal set by Chief Executive Elon Musk No, they missed the deadline, twice now. Lot of Muskites in these comments, remember, Tesla failed to meet the same deadline in January and pushed it to June. (EDIT: I've been told they missed this 3 times now, the 5K/wk figure was originally Dec '17, then Jan '18 then Jun '18).…
> When it was clear they would miss again, they put up a third production line in a canvas tent, which the NYT quoted as "never heard anything like this ever" using what Musk tweeted as "scrap we had in warehouses" to build the cars. I'm a software guy. Can somebody explain to me how you can build a high-tech auto production line from "scrap"?
I saw a drone video inside the tent, it looks mostly like service bays inside like you'd find at a small local car place that uses hand jacks. A mix of lift + non lift bays is common in any factory at the end of the line.
That fits with my analysis from a few days ago: https://news.ycombinator.com/item?id=17397505
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#154Earlier quoted context omitted.
> One cannot will anything one wants into existence Let's just see now. Musk wanted to grow a plant on Mars, and when the Russians pulled out of a deal to sell him a couple of ICBMs he decided he would will his own rocket into existence. Then he decided he wanted it to be reusable, so he willed that into existence when everyone said it was impossible. Then he wanted to strap three of them together, so he willed that…
First, large-scale manufacturing is a different thing from rocket engineering. It ceases to be about building something, and begins to be about understanding and managing people. That's what I challenge Musk is still learning, and far too slowly. He may never be able to learn at all—beliefs about people and management are far more hard-set than those about physics and engineering. That said, I think he'll get it done…
Ah yes, I forgot that running a company doing rocket science with ~5000 employees (as of late 2015) clearly proves no abilities in management or people skills whatsoever.
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#155Earlier quoted context omitted.
Bloomberg's chart of Tesla Model 3 production[1] shows very low production rates in early June, around 1000. Maybe they saved some parts up for end of quarter. Let's see what happens over the next month. A well-run production line produces about the same number of units per week. Tesla's weekly numbers are all over the place. Their cost per unit has to be very high, because the cost of running the plant is roughly co…
They timed production to maximize federal tax credits for US consumers.
No. They timed DELIVERY. There are many reports of them holding assembled complete cars and sending stock to Canada.
Among other reports: https://electrek.co/2018/05/25/tesl-model-3-massive-shipment...
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#156> with the final car rolling off the assembly line on Sunday morning, several hours after the midnight goal set by Chief Executive Elon Musk No, they missed the deadline, twice now. Lot of Muskites in these comments, remember, Tesla failed to meet the same deadline in January and pushed it to June. (EDIT: I've been told they missed this 3 times now, the 5K/wk figure was originally Dec '17, then Jan '18 then Jun '18).…
> When it was clear they would miss again, they put up a third production line in a canvas tent, which the NYT quoted as "never heard anything like this ever" using what Musk tweeted as "scrap we had in warehouses" to build the cars. I'm a software guy. Can somebody explain to me how you can build a high-tech auto production line from "scrap"?
You can't. GP is completely misrepresenting everything about this situation: not a tent, not canvas, not scrap. Musk's tweet about scrap in a tent was very clearly a joke.
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#157Earlier quoted context omitted.
They timed production to maximize federal tax credits for US consumers.
Couldn't they just ship cars overseas? Or wait until the end of June to ship them?
That's what has been reported, that they slowed or re-routed deliveries not production. https://electrek.co/2018/05/25/tesl-model-3-massive-shipment...
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#158You know, it is really interesting watching the Musk haters over the years.
The more he succeeds in doing what he promised (albeit usually behind schedule), the more they hate him, and the more convinced they become that his present projects will all turn out to be complete failures.
It almost makes you think they have some ulterior motive, like they work for the fossil fuel industry, of one of the other rocket launch companies, or a major auto manufacturer, or maybe they bet their life savings on Tesla stock crashing.
Any Musk haters out their want to respond? And if you do, be sure to tell us about your past predictions, and if they turned out right or wrong.
Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week
#159> with the final car rolling off the assembly line on Sunday morning, several hours after the midnight goal set by Chief Executive Elon Musk No, they missed the deadline, twice now. Lot of Muskites in these comments, remember, Tesla failed to meet the same deadline in January and pushed it to June. (EDIT: I've been told they missed this 3 times now, the 5K/wk figure was originally Dec '17, then Jan '18 then Jun '18).…
> When it was clear they would miss again, they put up a third production line in a canvas tent, which the NYT quoted as "never heard anything like this ever" using what Musk tweeted as "scrap we had in warehouses" to build the cars. I'm a software guy. Can somebody explain to me how you can build a high-tech auto production line from "scrap"?
It probably refers to working equipment they replaced on the main production lines because they wanted something smaller/faster/shinier, but hadn't yet thrown out.