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by jmheinkle 2990 days ago
I’m surprised no one has mentioned the likely true reason behind this stoppage: the “burst rate” production and other shenanigans Tesla has put on at the end of its most recent quarters.

These tricks artificially boost its weekly production for the quarterly reports. After the cameras are off, the burned out workers and other resources need time to recuperate.

This shutdown period conveniently conceals this burnout. This is part of the shell games Tesla has played, robbing from its future self to manufacture the narrative it needs to maintain its share price in its stricken state.

3 comments

Reminds me of working in a telecoms manufacturer in 2000 before the .com crash. There were times before end of quarter when unfinished devices were put in trucks and sent for a drive around town, to return after inspections were finished.
This sounds a bit speculative to me. I'd expect that if it were true you'd see some discontinuity in production rate from the last time they halted production. Doesn't seem to be the case.

https://www.bloomberg.com/graphics/2018-tesla-tracker/

If they "burst" 24/7 12 months a year then I'd just call it hauling ass.

That doesn't really make sense to me. Yes, the end of last quarter was a bit of a scramble to come close to their stated goals without necessarily making it sustainable.

But it is only really "robbing from its future self" if they don't end up sustaining them. My guess is that when production resumes, it will resume at a higher rate than the quarter end.