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Tesla's main innovation and unique selling point was "attractive, high-end EVs", and later, "attractive, mass-market EVs". It was never "marginally more efficie

by adwn 6y ago

Tesla's main innovation and unique selling point was "attractive, high-end EVs", and later, "attractive, mass-market EVs". It was never "marginally more efficient mass production of cars". Before SpaceX, there was little to no competition in reusable, cost-efficient rockets. Before Tesla, there was little to no competition in attractive, high-end EVs. That's why they're successful. There was, however, a lot of competition in car mass manufacturing. It was arrogant and misguided of Tesla and Musk to ignore industry knowledge in highly competitive areas.

moduspol 6y ago
Agreed on all points. The lack of competition was itself a reflection of conventional wisdom in those industries, though, which is my point.
ricardobeat 6y ago
I was under the impression the gigafactory is a major factor in being able to deliver cars at the price point Tesla does. A decade later, and other manufacturers are still just starting to catch up in pricing and performance.
- thomaskcr 6y ago
  This is why Musk gets away with what he does, his fans never know better. The Freemont gigafactory isn't even producing close to as many cars as when it was the NUMMI plant run by GM and Toyota. Tesla's competitive advantage was a willingness to cut corners. Other companies have been testing, developing production processes, building supply chains. You can bet there won't be a Bloomberg model 3 weekly production tracker for their cars since they'll make what they plan, which will actually happen when they say. If you measure performance in 0-60 only, and pricing/efficiency in self reported/marketed EPA range (not actual real world range) then Tesla is definitely ahead.
  - ricardobeat 6y ago
    Is there even a point to comparing output? I bet the only thing in common between those factories is the floor space. What I meant is that they are selling a car at $38k that outperforms the competition on range, efficiency, safety, space, performance, tech, driving assists; it includes features like the panoramic roof that cost an arm and a leg as optionals on every other car. So clearly they are doing something different in their manufacturing.

by adwn 6y ago

moduspol 6y ago

Agreed on all points. The lack of competition was itself a reflection of conventional wisdom in those industries, though, which is my point.

ricardobeat 6y ago

I was under the impression the gigafactory is a major factor in being able to deliver cars at the price point Tesla does. A decade later, and other manufacturers are still just starting to catch up in pricing and performance.

thomaskcr 6y ago
This is why Musk gets away with what he does, his fans never know better. The Freemont gigafactory isn't even producing close to as many cars as when it was the NUMMI plant run by GM and Toyota. Tesla's competitive advantage was a willingness to cut corners. Other companies have been testing, developing production processes, building supply chains. You can bet there won't be a Bloomberg model 3 weekly production tracker for their cars since they'll make what they plan, which will actually happen when they say. If you measure performance in 0-60 only, and pricing/efficiency in self reported/marketed EPA range (not actual real world range) then Tesla is definitely ahead.
- ricardobeat 6y ago
  Is there even a point to comparing output? I bet the only thing in common between those factories is the floor space. What I meant is that they are selling a car at $38k that outperforms the competition on range, efficiency, safety, space, performance, tech, driving assists; it includes features like the panoramic roof that cost an arm and a leg as optionals on every other car. So clearly they are doing something different in their manufacturing.