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Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

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Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#231

> 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).…

Imagine that today is July 1, 2020. Looking back I see three scenarios. 1) It's clear now that the company is a sham and Musk is a snake-oil salesman. It's all smoke, mirrors, bubblegum and baling wire. After hitting 5000 cars per week one time, they never reached that level again. The company had to do a punishingly dilutive capital raise just to get 6 months more runway, and the company's market cap is now $6 billi…

[deleted]

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#232

Earlier quoted context omitted.

Musk is certainly a self-promoter in the vein of P.T. Barnum. It's gotten to the point of irritation. But you can't deny he's changed the car industry. A company's true function is to benefit society. Tesla has done that, so he gets a win from me. He's done it by taking chances and thinking outside the box. The tent is an example. Most companies would have given up but they did not. 20 years from now Tesla might not…

> A company's true function is to benefit society. Could you elaborate on how did you come to said conclusion?

It's pretty much the justification for granting corporations limited liability, that the benefits of increased investment outweigh the harms of the limited liability.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#233

Earlier quoted context omitted.

Not to mention his mental state and admitted drug abuse. Cocaine may be a hell of a drug but not sure it really helps in the boardroom.

Are you referring to the tweet that was almost certainly a joke, coming from a man who "only occasionally drinks"? https://www.entrepreneur.com/article/279270

I know people that never drink but are high as a kite on most days.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#234
post #59

Earlier 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…

It's always the next thing that Musk won't achieve. It's funny how people are constantly moving the goalpost after every success he has. He is building a car manufacturer from scratch and people are making 6 months worth of delays such a big deal...( I mean as a personal failure not as far as the importance of the milestone for the company).

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#235

Earlier quoted context omitted.

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.

I can't link NYT because I get the paper version and lost my login, but I'm quoting from the paper in front of me: > A tent, about 50 feet high, its taut grey canvas membrane supported by aluminum columns. I don't think it was a joke. The tweet was specifically in the context of trying to convince investors that the cost of that tent production wasn't substantial and by "scrap" he meant equipment they had discarded f…

The quote not withstanding, a cursory glance at the website of the manufacturer of the structure (Sprung[1]) would show that the exterior is not canvas. Further, Sprung even lists manufacturing as an application of their structures.

Repeating false statements doesn't make them true.

[1] http://www.sprung.com/building-components/performance-archit...

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#236
post #167

Earlier quoted context omitted.

I don't understand the skepticism. He's not claiming to have built a perpetual motion machine. Even if it were the case that it's just a burst, it demonstrates feasibility. Of course the lines will get augmented and more efficient with time. It's not like there's some law of physics preventing regular deliveries of 5000 cars a week.

> it demonstrates feasibility. Not if they shut down or heavily impacted Model S/X production to achieve it.

The S/X/3 lines are separate.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#237

Earlier quoted context omitted.

Up til now they've only been doing relatively low volume production. I doubt Bently could scale up either and they know a bit about making cars.

Well, Bentley is making ~9000 cars per year with ~3000 employees. Tesla is making ~100k cars per year with ~37k employees (not counting all the subcontractors). That's exactly the same ratio, and it's bloody awful compared to large-scale car manufacturers. E.g. Toyota has 10x the number of employees as Tesla but makes 100x as many cars. Even if next year Tesla production is 5000 cars per week all year, they will stil…

Yawn. You know Tesla isn’t just a car company, right? They are an energy company as well. They have people building out the supercharger network. Software engineers writing autopilot software. Employees working at Tesla sales centers. Tesla is not structured like a traditional automaker. Stop trying to compare with false metrics.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#238

Earlier quoted context omitted.

52 * 150 * 35,000 = 273M in revenue.

assuming Tesla can't find a way to boost production by just 3% over those 52 weeks, it will take less than two weeks to make those additional cars. Their revenue isn't supply driven anyway, it is demand driven. Two weeks of delay will not result in 273M in lost sales. It will just result in delayed sales.

It will just result in delayed sales.

I know two people who withdrew their Tesla Model 3 reservations due to them failing to meet a deadline. Their reasoning was that they'd like to buy a Tesla, but if they need to wait years for it, they prefer to get a nice car to drive in the meantime. The longer the delays are, the more people will give up.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#239
post #4

Does quality match the quantity here? I remember Tesla having lots of quality issues (misaligned doors etc)

Given that half of those 5000 are being produced in a tent in the parking lot with summer heat and no AC, I can only imagine.

My question is who R&D's these cars at the limits of adhesion? Every single auto maker track tests their cars using real racing drivers who understand vehicle dynamics and can comfortably drive street cars on the limit, and over it. Track testing ensures a car is safe for the average driver, who has no idea that the throttle steers the back of the car-to give just one example.

How will these cars behave when little Jimmy rides his bike in front of them and they have to execute evasive maneuvers?

I hope someone who has a clue about driving was seriously involved with the handling characteristics, otherwise who knows how these cars will behave.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#240

> 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).…

Imagine that today is July 1, 2020. Looking back I see three scenarios. 1) It's clear now that the company is a sham and Musk is a snake-oil salesman. It's all smoke, mirrors, bubblegum and baling wire. After hitting 5000 cars per week one time, they never reached that level again. The company had to do a punishingly dilutive capital raise just to get 6 months more runway, and the company's market cap is now $6 billi…

600B is insanity.
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