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OK, but how will they be affected relative to other car companies?

• steveBK123 2y ago
  Other automakers are arguably worse off as they operate factories on both sides of the border, have more complex supply chains and are less agile. I honestly don't know how the auto industry is going to survive this chaos. These guys have 5 year lead times on designs, assembly lines, suppliers, supply chains, etc. How does any of that work with weekly tariff policy changes? I wonder if it's all going to backfire and we'll see more cars just fully assembled overseas & shipped in, regardless of tariff. Tesla has a lot more agility in swapping parts out and handling any differences in software, for better or worse. We saw this during the pandemic with chip shortages. They have a much more move-fast-and-break-things mentality so for example while they are first to put tablet screens in cars, they were not automative grade which is what lead to a lot of short lifespans in early Model S vehicles. Similar for the flash memory rewrite issue affecting early models.
  • rpmisms 2y ago
    The screen was never an issue in the 2012-2014 Model S, it was just the adhesive. The flash memory issue did affect my old car, very annoying. What you said makes sense in terms of relative effect. I think most--if not all--of the companies will come to the admin looking for an adjustment, and they'll get one.
    • steveBK123 2y ago
      Screen vs adhesive that holds the screen assembly together .. semantics with same outcome - the edges of the screen yellowed progressively over time for some owners, making their expensive luxury car infotainment unattractive / less usable.