[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?