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by nickik
1767 days ago
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They tried to do something quite crazy with manufacturing and it didn't work. Musk has often ignored industry standard and often it works. In this case it didn't and people will now use this forever to show how stupid he is. However what happened then is that they effectively corrected their mistake, fixed their production, reached their production targets with excellent unit margins. They learned from the episode and realized they need to reduce part count and made a whole series of innovation and if you look at how their new Model Y are going to be developed in the new factories you see a huge improvements. They developed a new alloy for casting, worked to put largest casting process into production, totally redesigned the battery for manufacturing and massively simplified the battery pack. To the point where Tesla are quite competitive in terms of weight and ease of manufacturing. They already have industry leading unit margins and some of these innovations will only hit next year. That part of the story somehow is never mentioned when people say 'hahahahha build cars in a tent'. They are not doing so bad it seems: https://pbs.twimg.com/media/E9FARebWUAYd5NI?format=jpg&name=... |
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What did they try to do that's "crazy with manufacturing" that hasn't been done by every other car company on the planet?
>fixed their production, reached their production targets
Have their plants ever reached production capacity?
>To the point where Tesla are quite competitive in terms of weight and ease of manufacturing.
And here we have the point. Tesla are competitive, fantastic. That's a long way from all of the early claims about upending the entire manufacturing industry through factory automation the likes of which the world has never seen. Funny how that part of the narrative disappeared.
>They are not doing so bad it seems
Looks to me like legacy car makers are catching up, no?