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LTLFTcomposite
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Re: TSLA corporate outlook

Sat Oct 14, 2017 9:36 am

Does beg the question what took them so long.
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palmermd
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Re: TSLA corporate outlook

Sat Oct 14, 2017 10:25 am

LTLFTcomposite wrote:Does beg the question what took them so long.


Well they have hired over 3000 people over the past year, and after their yearly review they had to let go of 400-700 of them. Perhaps its a bit high, but its hard to find good people when your growing at such a rapid pace. Hiring 50-100 people per week is hard to do and get all the right people in the right places.
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Nubo
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Re: TSLA corporate outlook

Sat Oct 14, 2017 10:42 am

edatoakrun wrote:That sound's like an awfully high rate of "slackers" to me.

That doesn't happen in unionized American car factories, or even in other non-union USA car factories, other than during production cutbacks, AFAIK.



Maybe unfairly characterized, since the story did suggest most of those affected were outside of manufacturing. It's maybe not that surprising when you consider the current ramp-up effort. "Production Hell", as Musk put it, will emphasize the difference between strong and weak performers.
I noticed you're still working with polymers.

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Re: TSLA corporate outlook

Sat Oct 14, 2017 10:54 am

palmermd wrote:
LTLFTcomposite wrote:Does beg the question what took them so long.


Well they have hired over 3000 people over the past year, and after their yearly review they had to let go of 400-700 of them. Perhaps its a bit high, but its hard to find good people when your growing at such a rapid pace. Hiring 50-100 people per week is hard to do and get all the right people in the right places.


What???

WHOA THERE!

They hired 3000 extra production workers is probably about right but how did you come up with 100% of the people fired as being on the production floor?
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edatoakrun
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Re: TSLA corporate outlook

Sat Oct 14, 2017 10:56 am

Nubo wrote: ...the story did suggest most of those affected were outside of manufacturing...

Actually, the reporting suggests most of the firings were of S/X production workers.

Sales and production of that platform leveled out at about 25k per quarter over a year ago, and TSLA has pretty much run out of any more new markets with unmet demand for future introductions.

The firings could simply be adjustments for increased production efficiency, or for expected declines in S/X production and sales levels in the future.
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DaveinOlyWA
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Re: TSLA corporate outlook

Sun Oct 15, 2017 8:30 am

edatoakrun wrote:
Nubo wrote: ...the story did suggest most of those affected were outside of manufacturing...

Actually, the reporting suggests most of the firings were of S/X production workers.

Sales and production of that platform leveled out at about 25k per quarter over a year ago, and TSLA has pretty much run out of any more new markets with unmet demand for future introductions.

The firings could simply be adjustments for increased production efficiency, or for expected declines in S/X production and sales levels in the future.


Can you give us break...for a day!
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lorenfb
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Re: TSLA corporate outlook

Sun Oct 15, 2017 12:23 pm

DaveinOlyWA wrote:
edatoakrun wrote:
Nubo wrote: ...the story did suggest most of those affected were outside of manufacturing...

Actually, the reporting suggests most of the firings were of S/X production workers.

Sales and production of that platform leveled out at about 25k per quarter over a year ago, and TSLA has pretty much run out of any more new markets with unmet demand for future introductions.

The firings could simply be adjustments for increased production efficiency, or for expected declines in S/X production and sales levels in the future.


Can you give us break...for a day!


Right Dave, you need to take a break in building your post count, i.e. enjoy your Sunday.

edatoakrun
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Re: TSLA corporate outlook

Mon Oct 16, 2017 8:59 am

sparky wrote:
edatoakrun wrote:It is quite amusing to see such collective praise for a vehicle with no actual production examples built.

This does not look like it's being hand-built, so maybe a production line?

A report out today suggests that that video may reveal one of TSLA's model 3 production problems:

Why is Tesla struggling with the Model 3?

Welding woes may be the bottleneck


What's behind Tesla's manufacturing woes? It could be something as simple as steel.

Based on details in a Wall Street Journal report and in a video of the production line posted on Twitter by Tesla CEO Elon Musk, experts say the electric vehicle maker appears to be struggling with welding together a mostly steel vehicle, as opposed to the primarily aluminum bodies of the Model S and Model X.

The company fell short of its third-quarter production target for the Model 3 — the lower-cost vehicle intended to mark Tesla's entry into the mass market.

With an influx of competitive EVs on the horizon, Tesla must iron out its manufacturing problems in the next few months or risk losing its competitive edge before the Model 3 reaches a larger audience.

"Before, there was only Tesla. Now, there's going to be dozens of alternatives," said Ron Harbour, a manufacturing consultant at Oliver Wyman. "They're going to have to get really efficient at manufacturing. They have to be cost competitive and price competitive to stay in the business."

Sparks flying

Details in the Oct. 6 Wall Street Journal report suggest the delay may stem from Tesla's inability to get the Model 3 production line up and running. The report said the Model 3 assembly line was still being built as late as September, while employees put together cars in a separate area of the factory...

After the Journal report, Musk tweeted a of the Model 3 production line, which was operating at one-tenth of its potential speed. In the video, sparks fly as two robotic arms assemble parts of the vehicle frame...

"Resistance welding should make a little smoke, but when you see stuff popping out like that, that's called expulsion," automotive manufacturing consultant Michael Tracy of Agile Group in Howell, Mich., said of the first video. "It's symptomatic of weld spots getting too hot because they're poorly planned, or in this case, the metal not being pulled all the way together."

Poor welds can increase the damage to a vehicle in an accident, and can lead to rattling and squeaking as the car ages, Tracy said...

http://www.autonews.com/article/2017101 ... he-model-3

Whatever the reasons, following three months of disappointing "production" numbers, it looks like TSLA has delivered very few 3s so far this month, and no customers have even been allowed to place orders yet:

https://model3ownersclub.com/threads/hi ... 14/page-21
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Re: TSLA corporate outlook

Mon Oct 16, 2017 9:46 am

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Last edited by jlv on Mon Oct 16, 2017 12:15 pm, edited 2 times in total.

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Re: TSLA corporate outlook

Mon Oct 16, 2017 9:50 am

LTLFTcomposite wrote:LOL Who needs edatoakrun and lorenfb, here's your one-stop shop for Tesla negativity:
http://teslabears.club
All the bears should check out this thread on Tesla shorts:
https://teslamotorsclub.com/tmc/threads ... -in.99936/
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