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During their most recent earnings call, there was a very interesting back and forth between Elon, JB Straubel, and a stock analyst. The stock analyst pressed t
by rjdagost 8y ago
During their most recent earnings call, there was a very interesting back and forth between Elon, JB Straubel, and a stock analyst. The stock analyst pressed them to distinguish their proposed vision of a fully integrated factory from the industry leading Toyota Production System (TPS). You got the distinct impression that Elon and JB didn't even know what TPS was. Very eye-opening that the CEO and CTO of an automotive company lack basic industry knowledge.
I appreciate the value of thinking things through from first principles, but there comes a time when you have to stand on the shoulders of giants and save a few billion dollars of wasted cap-ex...
- fma 8y agoIronic given that their Fremont plant was used by Toyota. You'd think they would have gotten some knowledge transfer on car assembly 101 when buying the plant.
- avs733 8y agoas I remember...they were offered it and even had a partnership with Toyota that lasted until Musk started being rude about Toyota products.
- forapurpose 8y agoDo you have a link to the audio or an article about it?
- rjdagost 8y agoHere's a link to the transcript and the audio: https://insideevs.com/tesla-q4-conference-call-entirety-video/ https://insideevs.com/tesla-q4-conference-call-entirety-vide... The relevant portion with the stock analyst starts about 46:00 in.
- deleted 8y ago[deleted]