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First of all, we don't know whether the production is "all over the place". Your are quoting the weekly numbers from the Bloomberg tracker. But this tracker doe
by _ph_ 8y ago
First of all, we don't know whether the production is "all over the place". Your are quoting the weekly numbers from the Bloomberg tracker. But this tracker does not know about actual production numbers. It mostly looks at VIN allocation, which is not directly coupled to production numbers. Typically, Tesla allocates about 30% more VINs than the production numbers. Based on that, Bloomberg came close to the total quarter production number, but it does not give information about the weekly production numbers. We only know the average production number of over 4000 cars/week.
Tesla has more workers in their Freemont plant, but they have a very high vertical integration. They are producing their own seats for example.
- Animats 8y agoFord's Rouge plant has a steel mill. Iron ore comes in via barge. They have a glass plant. A power plant. A casting plant. An engine plant. Now that's vertical integration.
- reissbaker 8y agoFord also sold (far) fewer cars of any model in North America than Tesla did, and is exiting the market minus the Focus Active and the Mustang, retreating to just SUVs and trucks.