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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
#52Here is better article that actually goes into explaining that it’s just part of the assembly line in order to fix a bottleneck (as in `in addition to`). https://electrek.co/2018/06/25/tesla-model-3-battery-product... Seriously this Bloomberg article seems just as a scare write up to drop the share prices...
That article is about battery production, and not about actual model 3 production
Re: The Future of Tesla Hinges on This Gigantic Tent
#53Earlier 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...
The “tent” probably will result in a better quality production line since it is a single arch structure with no internal support pillars restricting access or positioning. The “tent” also likely has better quality air due to not using 40 year old air handling plant. The mischaracterisiation of the new building as a tent is indicative of the lack of actual concerns about the new line, meaning the short propagandists h…
There’s no AC in the tent
Re: The Future of Tesla Hinges on This Gigantic Tent
#54I'm still rooting for him. It looks bad, but honestly isn't that different than any other assembly line.
Once upon a time I worked as an 'aircraft mechanic' for both L3 communications (US Navy contract) and Boeing (US Airforce contract) out in Texas. Both jobs required the removal of the wings of larger aircraft (P3 orion, 737).
Some times we had a hanger and sometimes not. It was pretty brutal, but back then in my youth I'd take the 110* heat over the cold winter. You were miserable and sun burnt in the heat, but the cold low humidity winter was PAIN. Skin on your hands would start cracking open, along with the skin on your mouth and you'd be getting blood everywhere. A lot of our time was spent inside the wings. Hard enough with just a t-shirt on, but really difficult with large down jacket on... Usually I'd have to just leave the jacket off and bare it out. Even worse was inside the wing was considered a 'confined space' by OSHA so that mean you were supposed to have a duct in there with you blowing fresh air. But in the winter I'd take breathing in fumes and sanding dust over cold air blowing on me...
All in all, we'd pull the wings, disassemble large portions of them depending on the contract and then reassemble with replacement spars, ribs, etc. We did it, and the planes are still flying (I guess) so I don't see why something similar can't be done in the auto world. Of course I guess the difference is the government was paying the company about $180/hr and the company gave us $22/hr, so they had money coming in..
Re: The Future of Tesla Hinges on This Gigantic Tent
#55Earlier quoted context omitted.
That quote is entirely based on mischaracterisation of the new building as a tent, open to the elements. It’s a hangar with a synthetic cloth skin instead of metal or wood cladding. Nothing in this Bloomberg article reflects reality.
the characteristics of the building are mostly irrelevant and a discerning reader will pick up the tent characterisation as hyperbolic. The main thrust is that the decision to set up an ad hoc manufacturing plant could be seen as either - chaotic/desperate or - pragmatic and brilliantly subversive of the status quo. I'm sure we'll get lots of articles painting both sides. Time will tell which one of the two it is.
It is both chaotic and brilliant. Why disrupt the existing lines when you can just build some new factory space really cheaply?
Re: The Future of Tesla Hinges on This Gigantic Tent
#56"I pity any customer taking delivery of one of these cars. The quality will be shocking". I'm wondering what could affect the quality of the cars if they work under that structure. To me all these critics come from business analysts without imagination and pragmatism. I praise people that push boundaries of what's possible, go Tesla.
Re: The Future of Tesla Hinges on This Gigantic Tent
#57Here is better article that actually goes into explaining that it’s just part of the assembly line in order to fix a bottleneck (as in `in addition to`). https://electrek.co/2018/06/25/tesla-model-3-battery-product... Seriously this Bloomberg article seems just as a scare write up to drop the share prices...
That article is about battery production, and not about actual model 3 production
It talks about the same manufacturing line being in a tent. And battery is mainly in the title, the article focuses on the model 3
Re: The Future of Tesla Hinges on This Gigantic Tent
#58Earlier quoted context omitted.
Apple acquiring Tesla after they go bankrupt is the logical endgame here.
Acquiring a company means assuming its debt obligations as well. Apple is too well-managed to do something so stupid.
Apple would swallow Tesla's debt within literally a few weeks of revenue.
Re: The Future of Tesla Hinges on This Gigantic Tent
#59Earlier quoted context omitted.
Acquiring a company means assuming its debt obligations as well. Apple is too well-managed to do something so stupid.
That's not always the case. It's common to do an asset sale when companies go bankrupt. I know. I've been involved in one such sale (on the buy side).
Exactly, that's the simple definition of a Chapter 11 workout: sell the assets without the debt and distribute the proceeds to the creditors
Re: The Future of Tesla Hinges on This Gigantic Tent
#60Earlier quoted context omitted.
Acquiring a company means assuming its debt obligations as well. Apple is too well-managed to do something so stupid.
That's not always the case. It's common to do an asset sale when companies go bankrupt. I know. I've been involved in one such sale (on the buy side).
And Apple management would be stupid to pay $20.5 billion for Tesla's plant, property & equipment. They may acquire an interest in Gigafactory but that's not worth $20.5 billion.
And let's not forget Tesla's largest shareholder is Elon Musk, who went on record to explicitly disparage Apple and its employees not too long ago. Do you think he would sell his beloved company to Apple? https://www.theguardian.com/technology/2015/oct/09/elon-musk...