most importantly, Elon has moved his desk to the giga factory as that is where the largest bottleneck is.
wow elon musk must be something out of a movie! daniel (aka me) WHAT HAVE YOU BEEN DOING WITH YOUR LIFE
Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
231–240 of 318 posts
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#232Earlier quoted context omitted.
”Some lines are at only 500 cars a week.” That sounds better than what Tesla claims. http://files.shareholder.com/downloads/ABEA-4CW8X0/549293785... (emphasis added): ”Other lines, such as battery pack assembly, body shop welding and final vehicle assembly, have demonstrated burst builds of about 500 units per week and are ramping up quickly.” If you can do burst runs of 15 km/hour, that doesn’t mean you can run a th…
Most auto production lines produce nearly 500 cars per shift . Normal cycle times in an auto plant are about one minute. Here's a Mercedes production line.[1] That's a vehicle on a par with Tesla's products. Something is terribly wrong in Fremont. [1] https://www.youtube.com/watch?v=fbfTlwm248k
That E-class production line video is interesting, it's basically the same assembly strategy Tesla uses: all bits of the engine, drivetrain, suspension etc. is assembled into a "skateboard" in one line, while the body gets fitted with all the trim, interior, doors etc. on another line and then dropped onto the skateboard (which you see from 6:30 and out in the video).
If Tesla is stuck on a battery bottleneck it's just as silly as if Mercedes were stuck on a sheet metal bottleneck. Yes, you need reliable component suppliers that can scale with you as you grow and provide the quality you need. If you don't have that, you have a big problem that vertical integration isn't going to solve.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#233Earlier quoted context omitted.
Me neither. Also, I am trying to get my $1000 back for 2 months now since it probably would take around 2 years until I get my Model 3. They are delaying and delaying the payout, so instead of me becoming a Tesla customer I am hating them more from day to day.
Chargeback?
Way too late for that.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#234Earlier quoted context omitted.
> Disclaimer: I own Tesla shares why do people do this? it is not relevant, helpful or required in order to comment. Anyone with a NASDAQ index fund in their portfolio or 401k has at least one share of Tesla...which is basically everyone here
It's just to be honest that you're not hyping up a stock for a pump and dump scheme (see some cryptos). But you're right it doesn't really matter for such a big/liquid stock like TSLA For what it's worth, Disclaimer: I own Tesla Shares :)
FWIW, I think you all mean disclosure, not disclaimer.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#235Earlier quoted context omitted.
”Some lines are at only 500 cars a week.” That sounds better than what Tesla claims. http://files.shareholder.com/downloads/ABEA-4CW8X0/549293785... (emphasis added): ”Other lines, such as battery pack assembly, body shop welding and final vehicle assembly, have demonstrated burst builds of about 500 units per week and are ramping up quickly.” If you can do burst runs of 15 km/hour, that doesn’t mean you can run a th…
Most auto production lines produce nearly 500 cars per shift . Normal cycle times in an auto plant are about one minute. Here's a Mercedes production line.[1] That's a vehicle on a par with Tesla's products. Something is terribly wrong in Fremont. [1] https://www.youtube.com/watch?v=fbfTlwm248k
Relevant Jean-Louis Gassée commentary -
https://mondaynote.com/teslas-new-car-smell-315c72c955d3 - referencing BMW Spartanburg's 1500 car per day output, and discussing Tesla's factory.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#236So this is the real reason that they had those 'performance-based' layoffs. If you need to fire a certain number of employees, just give bad performance evaluations to those people and fire 'for cause.' As a company, Tesla can use whatever nonsensical management techniques they want. But firing people 'for cause' will unreasonably hurt otherwise productive people in their future careers. And it will make future candi…
Did you not listen to the earnings call? Annual performance evaluations are standard practices in the industry(and other industries). Tesla laid off a mere 2% of their workforce while GM laid off 10%!
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#237Earlier quoted context omitted.
Then how do you explain Apple making their own SoC?
It is a part of their core product differentiation. They can get better performance and longer battery life by owning the hardware design and OS design and being good at it. Apple in particular understood lomg before competitors that battery life is an extremely important real world metric. Doing their own SOC helps them optimise that.
I think Blackberry cared a lot more, but it didn't work out well for them.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#238Since this came out as part of the Tesla earnings, here's my recap from their earnings release and call.... - Tesla will be late getting up to 5,000 units a week of Model 3. It will happen at the end of Q1 instead of the end of this year. The bottleneck is batteries. - Some lines are at only 500 cars a week. Namely the battery pack assembly, body shop welding and final vehicle assembly. - The $2.92 a share loss was m…
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Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#239Since this came out as part of the Tesla earnings, here's my recap from their earnings release and call.... - Tesla will be late getting up to 5,000 units a week of Model 3. It will happen at the end of Q1 instead of the end of this year. The bottleneck is batteries. - Some lines are at only 500 cars a week. Namely the battery pack assembly, body shop welding and final vehicle assembly. - The $2.92 a share loss was m…
The most worrying is the slowing production of models S and X, coupled with what I'd call a collapse in the gross margins of those products. Why is the margin declining so drastically?
Might have something to do with countries cutting the subsidies for electric cars. I know in Denmark the price of a Tesla is set to more than double in the next years as they normalice registration taxes which were previously omitted on electric cars.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#240> But a problem with a subcontractor, compounded with other issues, forced Tesla to start over in certain areas, delaying production.
> “We had to rewrite all of the software from scratch,” Musk said, adding that they’d redone “about 20 to 30 man years of software in four weeks” for the battery module.
Maybe I'm just overcautious, but I would prefer not to be anywhere in the vicinity of a high-discharge actively cooled 100kWh battery whose control system was written, presumably as a rush job, in four weeks.