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Someone doesn't like your comment, but when I searched to find context for a quote from the article, I found this expanded paragraph from the Bernstein Research
by baking 9y ago
Someone doesn't like your comment, but when I searched to find context for a quote from the article, I found this expanded paragraph from the Bernstein Research report:
"What is the inspiration behind Tesla's automation? Tesla has bought German robots and a German automation company (Grohmann). But the German OEMs – traditionally the most enthusiastic proponents of automation – have actually been rowing back on it in recent years. The best producers – still the Japanese - try to limit automation. It is expensive and is statistically inversely correlated to quality. One tenet of lean production is “stabilise the process, and only then automate”. If you automate first, you get automated errors. We believe Tesla may be learning this to its cost."
https://ftalphaville.ft.com/2018/03/28/1522248619000/No-one-needs-to-buy-Tesla--redux/ https://ftalphaville.ft.com/2018/03/28/1522248619000/No-one-...
- jacquesm 9y agoThe Grohmann acquisition was mostly botched, they got far less out of that than they would have if they had properly managed that. https://www.theverge.com/2017/4/27/15457472/tesla-grohmann-engineering-germany-ousted-elon-musk https://www.theverge.com/2017/4/27/15457472/tesla-grohmann-e... Couple that with a couple of Tesla bigshots walking when they heard Elons plans for fixing the Model 3 production schedule and you can see why things are not looking all that rosy right now. https://www.google.com/search?q=tesla+execs+leaving https://www.google.com/search?q=tesla+execs+leaving