[nikau]

how is it bullshit?

I'm impartial - I don't have any tesla stocks or own one (have only taken one for a drive).

They are OK cars, but musk is a bullshitter and overhypes a lot, and the cracks in the facade are starting to show as other manufactures release EVs.

[sixQuarks]

The 60% scrap on gigapress FUD only comes from TSLAQ. This type of BS has been going on for years against Tesla. They take a new innovation that is being tested, which of course is not going to be optimal at first, then blow it up and make up shit (the scrap story came about from TSLAQ looking at some photos outside of the plant, then literally making up huge scrap percentages from pseudoscientific deduction. Similar stories go back for nearly a decade, same BS all the time.

[nikau]

I mean its reported tesla are looking around for alternate press suppliers and people in the industry have also commented that trying to make a casting that big is pretty ambitious and a 60% scrap rate is not unexpected.

People have also calculated deliveries of gigapress cars to confirm the scrap rate so its not BS.

Then there is the issue of the casting cracking in an accident which can potentially write off a car that would have been repairable with traditional spot welded designs, this will increase insurance rates for Teslas long term.

So it remains to be see if its a genius move from Musk, or if traditional spot welded designs are in fact the better approach.

[sixQuarks]

So it remains to be see if its a genius move from Musk, or if traditional spot welded designs are in fact the better approach.

Fair enough. There is a chance it may not work as they planned, but the fact that they are buying more gigapresses tells me they are confident they will get it to work.

Munro and associates did a couple of videos on gigcasting. They did talk about what happens in crashes and did not see it as a major concern. Munro is universally recognized as the leading experts in automotive manufacturing.

link to video where they talk about cracking the gigacast and why it doesn't matter:

https://youtu.be/WNWYk4DdT_E?t=335

Watch the full episodes here:

https://www.youtube.com/watch?v=WNWYk4DdT_E

https://www.youtube.com/watch?v=dyde8G7mp-4

[nikau]

Sandy has his own agendas - since he started to buy tesla stock I take his commentary with a grain of salt.

You notice when he talked about a failed casting he didn't mention anything around the fact that castings are brittle relative to sheet metal and bits can snap off vs flex.

So something like a suspension mounting point can break off the casting and that's a write off as its very hard if not impossible to weld back.

[sixQuarks]

Actually Munro has sold all his TSLA stock, which wasn’t much to begin with, precisely to address any criticism about being biased.

Munro actually started off being severely critical about Tesla’s build quality, but once they started tearing down the vehicle, started realizing the superior manufacturing prowess of Tesla, they switched focus and bet their company on electric vehicles being the future.

I’ve been following Munro for over a decade, I’m involved in the automotive sector, nothing to do with Tesla, I’ve seen Munro’s full evolution and 180 turnaround on Tesla.