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The Future of Tesla Hinges on This Gigantic Tent

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Re: The Future of Tesla Hinges on This Gigantic Tent

#21
According to recent press coverage, Tesla will both be bankrupt within the year, while killing every driver that attempts to use Autopilot; and at the same time be the savior/catalyst of the automobile industry, bringing electric and self-driving vehicles to the masses.

Can we ratchet down the Tesla hysteria a few notches?

Re: The Future of Tesla Hinges on This Gigantic Tent

#22
post #8

Earlier quoted context omitted.

Why would a car built in a 40+ year old factory have lower defect rates than one built in a tent? Honest question here...

I don't think the factory is 40 years old. They built it in the last 5 years.

The structure is basically the same one GM completed in 1962 https://en.wikipedia.org/wiki/Fremont_Assembly

The insides are all new (and now some of the outsides, too!)

Re: The Future of Tesla Hinges on This Gigantic Tent

#23
post #6

> "I don’t think anyone’s seen anything like this outside of the military trying to service vehicles in a war zone. I pity any customer taking delivery of one of these cars. The quality will be shocking" Ouch, that is scathing, proof will be in the pudding though. If there are a lot of QA issues (which it seems reasonable to assume) then the recall rate + bad press might sink them. It's a scrappy (maybe desperate?) m…

musk vs the jewish press

Re: The Future of Tesla Hinges on This Gigantic Tent

#25
Well executed automation is extremely space efficient. Poorly executed automation pretends to be space efficient. Rip out all the conveyor belts and add in room for Work In Progress and for people to execute their processes and I can see why you need an extra assembly hall.

Re: The Future of Tesla Hinges on This Gigantic Tent

#27
On the list of "most ambitious humans", Elon Musk is probably near the top of the list. (Of course it would have to be some kind of blend of ambition and accomplishment, the most ambitious person on the planet could well be living in his mom's basement eating pizza right now).

I wouldn't want to work for him (I hear he's a nightmare), but he sure makes for a nice counterpoint to the rest of the daily news!

Re: The Future of Tesla Hinges on This Gigantic Tent

#28

According to recent press coverage, Tesla will both be bankrupt within the year, while killing every driver that attempts to use Autopilot; and at the same time be the savior/catalyst of the automobile industry, bringing electric and self-driving vehicles to the masses. Can we ratchet down the Tesla hysteria a few notches?

tesla vs the jewish press

Re: The Future of Tesla Hinges on This Gigantic Tent

#29
Tesla at least has a tent in a benign climate, the Russians setup their manufacturing base in Siberia right out in the open and were able to match and then exceed German production. Meanwhile, German industrial production made good its losses and increased even while having their factories bombed out by strategic bombing.

Re: The Future of Tesla Hinges on This Gigantic Tent

#30
post #10
post #3

The Tesla story has effectively become a manufacturing story. Can they meet production targets? Can they maintain product quality while they scale? Will they run out of money before they solve the CapEx intensive, low margin problem of automobile manufacturing!!!? Despite the scrapiness of the "build a gigantic tent" story it's a bizarre risk. Musk's desire for full vertical integration obviously mirror's that of Ste…

Musk's desire for full vertical integration One reason for Tesla's vertical integration may be that they want ordinary components like seats done Their Way, but they don't buy in big enough quantities to get major suppliers to do that. This is why you see a lot of high-end but low volume cars with Recaro-branded seats.

Maybe Musk just has a severe case of Not Invented Here syndrome.
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