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Manufacturing ramp-up is exactly this sort of thing. Building by-hand as you work out the process and employ more automation. I'm not sure this is unexpected?

Manufacturing ramp-up is exactly this sort of thing. Building by-hand as you work out the process and employ more automation. I'm not sure this is unexpected? As an investor I know full well Tesla has a ticking clock. They must achieve scale before the giants can catch up. People underestimate how god-awful slow the big car makers are. They haven't even come to terms with what Tesla is really doing yet. None have anything like the software experience. My guess is Tesla has 5 more years before the big makers can truly become competitive (assuming they all fire their software engineers and hire new ones today). Time will tell. If they're still fumbling a year from now then I'll start to get concerned. If they can't churn out at least 250,000 vehicles per year within two years I'll be very concerned.

Analemma_ 9y ago
> People underestimate how god-awful slow the big car makers are I think it’s exactly the opposite. People enamoured with Tesla and Musk tend to over-estimate how slow the old car makers are, because they’re so used to the “Silicon Valley story” that we will inevitably come in and take over everything. Look: it’s 2017. Everybody has read the Innovator’s Dilemma, everybody knows how fast e.g. Palm, Nokia, etc. went out of business. The old companies aren’t stupid, and they aren’t sitting around waiting for Tesla to eat their lunch. > None have anything like the software experience. GM is arguably in the lead right now as far as autonomous driving capability. They’re at least tied with Google and certainly ahead of Tesla. I’m going to be blunt: you don’t sound like a very good investor. You sound like someone who makes decisions based on hype and wishful thinking instead of real evidence. My recommendation would be to get out now before you lose your shirt.
- r00fus 9y ago
  This may be true, but why don't they have auto-pilot (or at least adaptive cruise) on their Bolt? One reason I didn't buy one - why pay ~$40k pre-incentives for something without a key luxury feature?
- erk__ 9y ago
  And companies like VW, BMW and Toyota are also investing a large amount om money into autonomous driving, they just keep it more behind curtains than Tesla.
  - Tiktaalik 9y ago
    Ditto with electric tech. You can buy an electric VW right now, and from reviews I've read it's apparently a fantastic product. The difference is in hype. VW very boringly made their existing dependable and well known Golf electric.
- CardenB 9y ago
  > GM is arguably in the lead right now as far as autonomous driving capability. They’re at least tied with Google and certainly ahead of Tesla GM is definitely not tied with Google.
omarforgotpwd 9y ago
Exactly... you're writing to tell me that Tesla's factory in 2016 was not as advanced as Honda's? Well... I'm not surprised. Honda is extremely good at producing extremely large numbers of cars and Tesla produces very few.

Analemma_ 9y ago

> People underestimate how god-awful slow the big car makers are I think it’s exactly the opposite. People enamoured with Tesla and Musk tend to over-estimate how slow the old car makers are, because they’re so used to the “Silicon Valley story” that we will inevitably come in and take over everything. Look: it’s 2017. Everybody has read the Innovator’s Dilemma, everybody knows how fast e.g. Palm, Nokia, etc. went out of business. The old companies aren’t stupid, and they aren’t sitting around waiting for Tesla to eat their lunch. > None have anything like the software experience. GM is arguably in the lead right now as far as autonomous driving capability. They’re at least tied with Google and certainly ahead of Tesla. I’m going to be blunt: you don’t sound like a very good investor. You sound like someone who makes decisions based on hype and wishful thinking instead of real evidence. My recommendation would be to get out now before you lose your shirt.

r00fus 9y ago
This may be true, but why don't they have auto-pilot (or at least adaptive cruise) on their Bolt? One reason I didn't buy one - why pay ~$40k pre-incentives for something without a key luxury feature?
erk__ 9y ago
And companies like VW, BMW and Toyota are also investing a large amount om money into autonomous driving, they just keep it more behind curtains than Tesla.
- Tiktaalik 9y ago
  Ditto with electric tech. You can buy an electric VW right now, and from reviews I've read it's apparently a fantastic product. The difference is in hype. VW very boringly made their existing dependable and well known Golf electric.
CardenB 9y ago
> GM is arguably in the lead right now as far as autonomous driving capability. They’re at least tied with Google and certainly ahead of Tesla GM is definitely not tied with Google.

omarforgotpwd 9y ago

Exactly... you're writing to tell me that Tesla's factory in 2016 was not as advanced as Honda's? Well... I'm not surprised. Honda is extremely good at producing extremely large numbers of cars and Tesla produces very few.