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I think you’re precisely identifying why Tesla is well and truly fucked. The big automakers know how to make cars at scale and once they decide to it’s easy. Th

by nr2x 4y ago

I think you’re precisely identifying why Tesla is well and truly fucked. The big automakers know how to make cars at scale and once they decide to it’s easy. They may be slow giants, but Tesla lost the advantage of being small and quick. German, Japanese, and American manufacturers were the biggest national security components of WWII. Tesla is a second tier interest of a CEO who prefers to be an online troll than keeping up with the auto industry.

sitkack 4y ago
Tesla assembly lines appear to be very well designed. I wonder what else they could make.
electrondood 4y ago
> Tesla is well and truly fucked Sorry, this is just absurd. Tesla is the only company designing for massive scale and ruthless simplification from the start. Their entire DNA is based on YAGNI. Every other legacy automaker is pinned between their dealerships, their dependence on consumer debt, their own massive debt, and the fact that they'll need to cannibalize existing business to pivot to EVs. No other company owns their own destiny by being more in control of their supply chain than Tesla.
- Amezarak 4y ago
  > Tesla is the only company designing for massive scale In 2020 GM sold 6.8 million vehicles. The other manufacturers are already operating at massive scale. Or are you arguing the automotive market will suddenly dramatically increase in a way existing manufacturers can't deal with? That consumers will suddenly be flush with cash to buy more brand new cars than they are already buying and Tesla will be the most popular option? This is very hard for me to imagine. > their dependence on consumer debt ??? Teslas are not cheap. I will not be able to afford a Tesla for the forseeable future. Unless Teslas comes down below 25k, no Teslas are in my future, another ICE car or hybrid will be. How is Tesla not dependent on consumer debt? Or do you mean something else by this?
  - nr2x 4y ago
    Exactly. I don’t see the entry level EV that tips the balance coming from Tesla. Model 3 is a luxury vehicle.

by nr2x 4y ago

sitkack 4y ago

Tesla assembly lines appear to be very well designed. I wonder what else they could make.

electrondood 4y ago

> Tesla is well and truly fucked Sorry, this is just absurd. Tesla is the only company designing for massive scale and ruthless simplification from the start. Their entire DNA is based on YAGNI. Every other legacy automaker is pinned between their dealerships, their dependence on consumer debt, their own massive debt, and the fact that they'll need to cannibalize existing business to pivot to EVs. No other company owns their own destiny by being more in control of their supply chain than Tesla.

Amezarak 4y ago
> Tesla is the only company designing for massive scale In 2020 GM sold 6.8 million vehicles. The other manufacturers are already operating at massive scale. Or are you arguing the automotive market will suddenly dramatically increase in a way existing manufacturers can't deal with? That consumers will suddenly be flush with cash to buy more brand new cars than they are already buying and Tesla will be the most popular option? This is very hard for me to imagine. > their dependence on consumer debt ??? Teslas are not cheap. I will not be able to afford a Tesla for the forseeable future. Unless Teslas comes down below 25k, no Teslas are in my future, another ICE car or hybrid will be. How is Tesla not dependent on consumer debt? Or do you mean something else by this?
- nr2x 4y ago
  Exactly. I don’t see the entry level EV that tips the balance coming from Tesla. Model 3 is a luxury vehicle.