[pavs]

If I understand correctly, the current speed bump in production is temp issue in production - which is a fixable problem that's taking a bit of time.

That doesn't mean they should halt all their other projects in the pipeline. If anything, IMO, stopping all their other projects would mean there are bigger production issues then they officially shared. Which would be much worse.

Revealing Semi, proves that they are on the right path (they were supposed to reveal semi at the end of this year anyway), minus a temp setback.

I think most people are making a much bigger deal out of this setback.

[friendzis]

There is a saying "If a problem can be fixed by throwing money at it, it is not a problem, it is expenses". Currently Tesla is burning money at an industrial scale and still struggling, which does not suggest their problems being merely expenses. Hiccups in production chain tend to propagate

Yes, Tesla not revealing the semi would be PR equivalent of acknowledging deep problems. But revealing does not prove they will be shipping relevant numbers in relevant timeframe either.

[noitsnot]

I read the temp. production issue is they're hand welding and making custom parts. It's been three+? months, either way. Maybe temp. isn't the best word to use here. They apparently have no plan to actually deliver the 400k+ preorders in the near future or the schedule they presented.

[pavs]

Since we don't know the exact specification of the problem other than what he said, she said.

Hand welding could be because their auto bot welding parts were having issues, and are in the process of fixing them. Is it really that bad? the alternative would be sitting on their butt while the bots are fixed - resulting is zero cars made. Which would have a much much worse public perception?

The other official reason is battery pack issue (could be related to welding, who knows). Again Battery pack is their defacto business, Tesla is essentially a big battery pack strapped into a car. They know how to put batteries better than almost anyone else in the market - if anyone can bounce back from this setback quickly - it's Tesla.

So, again, I don't see a huge issue. I see temp setbacks.

I will take slow production rate over a massive recall of cars (which happens quite often per year, by car industry veteran), any day of the week.

I don't own and Tesla stocks, or any products made by any companies by Musk - or indirectly profit from his products. I also don't worship him.

I just don't like the general witch hunting mentality on the internet. Where minor setbacks or mistakes are blown way out of proportion.

[jcranmer]

> The other official reason is battery pack issue (could be related to welding, who knows). Again Battery pack is their defacto business, Tesla is essentially a big battery pack strapped into a car. They know how to put batteries better than almost anyone else in the market - if anyone can bounce back from this setback quickly - it's Tesla.

What you're saying here, in short, is "They're having issues in their core competency. Since it's their core competency, it'll obviously be fixed soon." Phrased in such general terms, it's actually not reason to be optimistic about Tesla's future.

[pavs]

I could very well be wrong. Since we are all guessing here, my guess is as good as yours or anyone (who is not an insider and sharing the whole story).

[Fjolsvith]

How many other auto makers have a core competency in battery production?

How much faster would Ford or BMW ramp up battery production?