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Tesla Q1 2018 Vehicle Production and Deliveries

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Re: Tesla Q1 2018 Vehicle Production and Deliveries

#161

Post by jacquesm »

decacorn wrote: post #159
jacquesm wrote: post #149

Earlier quoted context omitted.

There is a problem that comes with operating at scale: yes, there are economies of scale, but they only work to your advantage when everything is running smoothly. When things are not running smoothly and you are for instance losing on every product sold those losses mount extremely rapidly. Car manufacturing is a scary undertaking for exactly that reason, especially in the Model 3 segment (where a certain amount of…

tesla does not lose money on model S or X.

I did not say that.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#162

Post by agumonkey »

Robotbeat wrote: post #144
vasco wrote: post #130

Earlier quoted context omitted.

> nobody really does automation to the level that Tesla is trying to do Have you ever looked at production line videos from Mercedes Benz on youtube? You'll see that what Tesla wants to do is actually already being done, only with dead-tree engines instead.

Tesla wishes to do full automation of basically everything, even final assembly. According to this recent Bernstein report (by a Tesla critic), this hasn't ever been successfully done before: https://twitter.com/valleyhack/status/979434674144423936 The point of the report is that Tesla is trying to automate too much , beyond what everyone else does today and where others have tried and failed spectacularly. The repor…

bmw x2 is impressively devoid of humans

https://www.youtube.com/watch?v=TubOzvqOCmI

if you look closely in the background at 10:14 you can catch a wild homo sapiens wandering between an army of robocop arm prototypes

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#163

Post by jacquesm »

dgritsko wrote: post #10
ekrebs wrote: post #8

2,020 is under Elon's 2,500 prediction, but well above the 1,000-1,500 expectations of those shorting the stock (unless the shorts' articles were deliberately misleading, of course). Also, according to the release, those are customer-delivered numbers. Overall, a good trajectory and a sign of long-term health.

Yeah, if they're able to consistently hit that weekly number (and continue to improve upon it) this is some much-needed good news for Tesla.

They need to improve on it, badly. Operating a line at 40% capacity is terrible for your bankaccount.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#164

Post by decacorn »

in a time when our government agencies (EPA) are defying scientific data and permitting OEMs to continue raping the planet, we all need to chill the hell out and continue supporting Tesla.

Our children and grandchildren deserve a better world. Additionally, China will outright leapfrog America in the EV/energy race. Tesla must survive; America depends on it.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#165

Post by jacquesm »

buvanshak wrote: post #125
danso wrote: post #38

Earlier quoted context omitted.

Which content guidelines are you talking about? https://news.ycombinator.com/newsguidelines.html > On-Topic: Anything that good hackers would find interesting. That includes more than hacking and startups. If you had to reduce it to a sentence, the answer might be: anything that gratifies one's intellectual curiosity.

> Anything that good hackers would find interesting. How is quarterly statement from a Car company interesting to "good hackers" or how is this gratifying intellectual curiosity in anyway? If you want to discuss the financial/production reports of the company you can go to the forums dedicated to it...

How come someone that's been here less than 2 months and who has two 'Ask HN's to his name one of which is flagged feels they get to dicate what should and should not be on the site?

The Tesla story is interesting to 'good hackers' because it is a company that does exactly the kind of thing that 'good hackers' love to read about: disrupt a bunch of incumbents. The fact that Elon Musk started out as a nobody that came to the United States in order to chase his dreams and is actually doing just that coupled with the fact that I suspect that a large number of HN readers either has a position in Tesla and/or drives a Tesla (or covets one) means there is a pretty good chance that substantial articles about Tesla will get upvoted.

If you can't deal with that rather than telling the people here to go elsewhere maybe you should go elsewhere or at least attempt to add to the discussion in some constructive way.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#166

Post by Robotbeat »

agumonkey wrote: post #162
Robotbeat wrote: post #144

Earlier quoted context omitted.

Tesla wishes to do full automation of basically everything, even final assembly. According to this recent Bernstein report (by a Tesla critic), this hasn't ever been successfully done before: https://twitter.com/valleyhack/status/979434674144423936 The point of the report is that Tesla is trying to automate too much , beyond what everyone else does today and where others have tried and failed spectacularly. The repor…

bmw x2 is impressively devoid of humans https://www.youtube.com/watch?v=TubOzvqOCmI if you look closely in the background at 10:14 you can catch a wild homo sapiens wandering between an army of robocop arm prototypes

Your video makes my point very nicely.

From 12:00 onward, though, humans are used for many tasks, including multiple assembly steps and especially final assembly. These are things that Tesla wishes to fully automate and which industry experts think they're crazy for trying. And honestly, looking at that video (especially the wire harness installation at 17:00), it sure looks like an incredibly hard problem to solve and the industry experts certainly have a good point.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#167

Post by planetjones »

paulcole wrote: post #133
planetjones wrote: post #13

I used to be one of the people who poked fun at Musk and suggested people short Tesla stock (as the valuation is crazy compared to the production and penetration numbers). But I am no longer that person. I read his biography (Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future) and this is a guy who genuinely wants to change things on a macro scale: opening up space, changing transportation. He is also a g…

You think the author of the biography would’ve been given “exclusive access to Musk, his family and friends” if the book didn’t portray him in a positive way? It’s marketing and (among other things) Elon Musk is an excellent marketer.

Did you read the biography? This point is specifically addressed by the author and the author also refused Musk the control he wanted e.g. in terms of a right of reply to all points in the book. Some of the book is very vivid in its portrayal of Musk’a flaws and others’ opinions of him.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#168

Post by paulcole »

planetjones wrote: post #167
paulcole wrote: post #133

Earlier quoted context omitted.

You think the author of the biography would’ve been given “exclusive access to Musk, his family and friends” if the book didn’t portray him in a positive way? It’s marketing and (among other things) Elon Musk is an excellent marketer.

Did you read the biography? This point is specifically addressed by the author and the author also refused Musk the control he wanted e.g. in terms of a right of reply to all points in the book. Some of the book is very vivid in its portrayal of Musk’a flaws and others’ opinions of him.

> the author also refused Musk the control he wanted

You can believe this if you want. But to me the author saying this isn't worth the paper it's printed on.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#169

Post by agumonkey »

Robotbeat wrote: post #166
agumonkey wrote: post #162

Earlier quoted context omitted.

bmw x2 is impressively devoid of humans https://www.youtube.com/watch?v=TubOzvqOCmI if you look closely in the background at 10:14 you can catch a wild homo sapiens wandering between an army of robocop arm prototypes

Your video makes my point very nicely. From 12:00 onward, though, humans are used for many tasks, including multiple assembly steps and especially final assembly. These are things that Tesla wishes to fully automate and which industry experts think they're crazy for trying. And honestly, looking at that video (especially the wire harness installation at 17:00), it sure looks like an incredibly hard problem to solve a…

I think it would be hard if approached as a human technique automation, but there might be other ways to connect power and signal lines in a car in more mechanical ways. Depending on how much thought and desire has been spent by experienced factory designers...

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#170

Post by buvanshak »

jacquesm wrote: post #165
buvanshak wrote: post #125

Earlier quoted context omitted.

> Anything that good hackers would find interesting. How is quarterly statement from a Car company interesting to "good hackers" or how is this gratifying intellectual curiosity in anyway? If you want to discuss the financial/production reports of the company you can go to the forums dedicated to it...

How come someone that's been here less than 2 months and who has two 'Ask HN's to his name one of which is flagged feels they get to dicate what should and should not be on the site? The Tesla story is interesting to 'good hackers' because it is a company that does exactly the kind of thing that 'good hackers' love to read about: disrupt a bunch of incumbents. The fact that Elon Musk started out as a nobody that came…

>The Tesla story is interesting to 'good hackers' because it is a company that does exactly the kind of thing that 'good hackers' love to read about

That it like saying Physicists will be interested in the bowel movements of Einstein because he is a brilliant physicist..

Tesla may be an interesting company to "hackers" or what ever. But does the article contains anything of that sort? If HN is filled with the quarterly reports of every "interesting" company, that would be bad, right?

If it contained a technique, or an interesting idea that Tesla is employing, then it would have been ok.

Clear?

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