Hitting 5000 Model 3 Units in a single surge week is an anomaly, until it becomes a repeatable and sustainable pattern.
And a pattern that includes low/no rework, because building 5000 units a week is one metric, building 5000 high quality units with no expensive rework is another metric entirely.
Questions:
Why would someone work in a non air conditioned tent under high stress when they could earn the equivalent wage working across the road in an air conditioned McDonalds?
What impact will the major step down in Solar City/Tesla have in commingled Tesla finances?
Why is Bloomberg’s Tesla tracker showing a fast flattening(rather than accelerating) production trend?
Back in 2016 at GSB we were supposed to get 80 minutes with Musk in class, but it turned into possibly the first “sleep at the end of the factory line” narratives.
Am I the only one who things a fancy tent is a modern equivalent of a Potemkin Vilage?
Fast, cheap, good.
Pick one today, maybe two later.
I find Tesla requiring $1000 deposit holders to contribute an additional $2500( for a combined $3500 converted into an advance payment no longer deposit) interesting.
At Amazon in the very early days we had 100% float from publishers for 30-60 days for a 20% gross profit operation.
Tesla’s attempt at the same is 5% float for 3-6 months for a -20% net profit operation.
It’s like using a single dish sponge to absorb a negative cashflow tsunami.
Making stuff is hard. Making stuff at industrial scale is super duper hard.