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Tesla is still having problems increasing production of the Model 3. The automation didn’t work as planned. Is there any hope that they can get close to 10,000
by melling 8y ago
Tesla is still having problems increasing production of the Model 3. The automation didn’t work as planned. Is there any hope that they can get close to 10,000 cars a week?
They are about to cross 50,000 Model 3’s shipped.
https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/
A few analysts seem to think that around 60,000 Model 3’s a quarter will get them to profitability.
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UPDATE
Guess I perceived as a Tesla hater. I’m not but I guess I got branded as one for asking about their production line.
I offer a fanboy blog post as evidence that I’m not a hater:
http://h4labs.org/tesla-is-about-to-ship-its-10000th-model-3/ http://h4labs.org/tesla-is-about-to-ship-its-10000th-model-3...
- bdcravens 8y agoWhile meeting those goals is important to Tesla's success, from the article: "... Tesla didn't sacrifice safety in its scramble to meet production goals"
- Retric 8y agoI don't think they can maintain 5,000 Model 3's a week pace without improving their process. However, ramping from 5,000 to 10,000 cars per week is simpler than getting to 5,000 per week. Also, 5,000 is in reference to just Model 3's. "The delivery breakdown for the quarter was 18,440 Model 3’s, 10,930 Model S vehicles, and 11,370 Model X SUVs." https://electrek.co/2018/07/02/tesla-official-model-3-production-numbers-q2/ https://electrek.co/2018/07/02/tesla-official-model-3-produc... 5,000 Model 3's per week ~= 65,000 per quarter.
- agumonkey 8y agoWe don't have the details on what's going on at Tesla. - Musk rushed the lines design (mistake) - Car were still too wire friendly (mistake) Now IF musk and his partners start to get a hold of line design and programming, and if they're able to redesign internals to meet the previous point. They might be able to get stable.
- imron 8y agoHow big is your short position?
- melling 8y agoThat’s funny. You should read the Wall Street Journal. I’m probably considered the biggest Tesla fanboy there. People know me by name. I’ve even been know to get excited about the Model 3 milestones. http://h4labs.org/tesla-is-about-to-ship-its-10000th-model-3/ http://h4labs.org/tesla-is-about-to-ship-its-10000th-model-3... Anyway, I was trying to pick the brains of HN to understand the assembly line. Can the automation be addressed and the people reduced, for example. Where is the most difficultly with automation? Sometimes I forget that trying to have a meaningful conversation can be perceived as being against something. My mistake. Btw, I have never had a position in TSLA. I’d simply like to see them to be successful, as with all of Elon’s endeavors.
- mikestew 8y agoMy mistake. Your mistake was thinking that an article with the word "Tesla" in the headline means you talk about anything Tesla-related that suits your fancy. This article is about roll-over safety, and has nothing to do with Tesla's production abilities now or in the future.
- melling 8y agoPeople make mind numbing digressions all the time. In fact, it’s a way of life on HN.
- imron 8y ago> You should read the Wall Street Journal. Sometimes I do if I see an interesting article there. > People know me by name. I don't :-) > Sometimes I forget that trying to have a meaningful conversation can be perceived as being against something. Context is everything. With Tesla having so much money betting against it, and this fact being a recent newsworthy event, along with accusations of various actors manipulating public opinion to influence markets to favour the short-sellers, I just found it amusing that in a positive article about Tesla here was a post sowing doubt about their production process. What you mentioned is surely an interesting and meaningful conversation to have, but context is important.