[bdamm]

VW also has years of fooling themselves by prioritorizing the diesel technology over electric development and running an enormous fraud in the process. This will have held them back. I don't think VW can ramp up as fast as they will want.

[threeseed]

Musk goes around calling people pedophiles and is high on Ambien half the time.

Does that mean we should discount Tesla'a manufacturing ability as well ? Or maybe this like the diesel issue has nothing to do with manufacturing.

[bdamm]

The point is that by running the fraud they reduced their own ability to actually develop the necessary technology for the future market. The fraud affected their own prioritization decisions, and teams were assigned to continue diesel development based on a lie they were telling themselves, which is that diesel is great and could be economically made to comply with tighter emissions requirements. Development of electric was underfunded and late, and now they are rushing to catch up.

Maybe they'll get it. But they stacked the deck against themselves, and I wager they haven't worked out the kinks in their suppliers.

[dillonmckay]

The company has some significant management issues.

It will be interesting to see.