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by matthewdgreen
1748 days ago
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I'm referring more to the poor production numbers and long delays. Efficiency is relevant insofar as manufacturers with less-efficient technology may need more [and more expensive] battery cells to build competitive cars with comparable range (which the market does demand), and this exacerbates the supply shortages and lowers the profitability of the resulting vehicles. Of course I'm assuming that batteries are a major part of the blocker here -- if not, something sure is. ETA: What I'm trying to say is that existing automotive supply chains may not be a massive advantage, if the relevant supply chains are battery/motor tech and Tesla has developed the best supply chains for those specific technologies. |
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>something sure is [the blocker]
Yeah, they didn't want to lol. It's exactly what I said above, they didn't want to go all-in on EVs so they didn't. I know people don't want to accept it's that simple, but that's good old organizational inertia.
Like a rolling boulder, once it slowly picks a new direction, it's not going to lose that momentum either
> if the relevant supply chains are battery/motor tech and Tesla has developed the best supply chains for those specific technologies
So Tesla theoretically has the "best" supply chain for the powertrain (that's questionable)... and the rest of the car?
Batteries and motors are the easiest place to be behind. The raw capacity using "behind" tech can be smoothed over with eating some margin.
But the rest? Even simple body panel availability had eluded Tesla before COVID gave an excuse for it. And that was after 7 years of production! It's unheard of in the industry.
Tesla's supply chain is not anyone's envy in the automotive industry. The only force that can stop major manufacturers from staying competitive just because we changed the engine cars use is their own reluctance, and all signs (and money) point to that no longer being the case.