3 ms·

>Then, by 2021 or so, we'll look back at a company making over a million electric cars per year at high margin, dwarfing the entire rest of the electric car pro

>Then, by 2021 or so, we'll look back at a company making over a million electric cars per year at high margin, dwarfing the entire rest of the electric car production rate.. Wouldn't the other companies ll be able to sell them at even reduced profit/cost and in a larger scale, because they have a large variety of other cars to draw profit from, thus capturing/grabbing the market completely out of Tesla's hands?

Robotbeat 9y ago
That is possible! But not likely, as most of the other car manufacturers have slow-rolled EVs until now, preferring press releases to progress, compliance cars to real engineered EVs. In the US, at least, automobile manufacturers have been lobbying against fuel efficiency standards that basically require them to make EVs. And they've succeeded. Car makers talk out of both sides of their mouth on EVs, and their slow-rolled EV deployment shows they really don't believe in it. Tesla still has a strong edge (cemented with the Supercharger network that is still unrivaled by any other network) and is beefing up manufacturing as well, to the point that long-term they may be able to beat the status quo for car manufacturing automation as well. It depends. Are traditional car makers going to continue to lobby against fuel standards instead of actually deploying EVs at scale? If so, Tesla will be fine.
- buvanshak 9y ago
  > they may be able to beat the status quo for car manufacturing automation as well.. What is the status quo? And What is this idea that they ll be able to beat it, based on?
  - Robotbeat 9y ago
    This video shows about the status quo for current level of automation of car manufacturing: https://www.youtube.com/watch?v=TubOzvqOCmI https://www.youtube.com/watch?v=TubOzvqOCmI As you can see starting at 12:00 or so, humans are everywhere for wire harness installation and final assembly. Tesla wishes to make wire harnesses drastically simpler for Model Y and wishes to automate final assembly as well. Many industry experts think that automating to that degree is a fool's errand. A lot of the pain Tesla is experiencing in ramping up is by trying to automate things the industry normally doesn't. If they can get through this initial period and make this higher level of automation actually work smoothly, they'll have a significant edge. If.

Robotbeat 9y ago

That is possible! But not likely, as most of the other car manufacturers have slow-rolled EVs until now, preferring press releases to progress, compliance cars to real engineered EVs. In the US, at least, automobile manufacturers have been lobbying against fuel efficiency standards that basically require them to make EVs. And they've succeeded. Car makers talk out of both sides of their mouth on EVs, and their slow-rolled EV deployment shows they really don't believe in it. Tesla still has a strong edge (cemented with the Supercharger network that is still unrivaled by any other network) and is beefing up manufacturing as well, to the point that long-term they may be able to beat the status quo for car manufacturing automation as well. It depends. Are traditional car makers going to continue to lobby against fuel standards instead of actually deploying EVs at scale? If so, Tesla will be fine.

buvanshak 9y ago
> they may be able to beat the status quo for car manufacturing automation as well.. What is the status quo? And What is this idea that they ll be able to beat it, based on?
- Robotbeat 9y ago
  This video shows about the status quo for current level of automation of car manufacturing: https://www.youtube.com/watch?v=TubOzvqOCmI https://www.youtube.com/watch?v=TubOzvqOCmI As you can see starting at 12:00 or so, humans are everywhere for wire harness installation and final assembly. Tesla wishes to make wire harnesses drastically simpler for Model Y and wishes to automate final assembly as well. Many industry experts think that automating to that degree is a fool's errand. A lot of the pain Tesla is experiencing in ramping up is by trying to automate things the industry normally doesn't. If they can get through this initial period and make this higher level of automation actually work smoothly, they'll have a significant edge. If.