My guess is it's AntonW from SA trolling us for a Sleezeking Alfalfa article or similar.
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Anyone with better mapping skills know how this relates to the paint area of the factory?
I know there was concern that they needed some space to keep painted bodies stored during production line delays/shutdowns to keep painting as the paint shop limitation is 500k per year.
colettimj
Member
Moderator Note:
Some - but by no means enough - posts moved to Snippiness.
It's not clear why certain posters continually, frequently or even occasionally need to write childish posts. If your post has been moved, it may be instructive for you to find it there, consider it and decide whether you fit the above category.
Some - but by no means enough - posts moved to Snippiness.
It's not clear why certain posters continually, frequently or even occasionally need to write childish posts. If your post has been moved, it may be instructive for you to find it there, consider it and decide whether you fit the above category.
Reciprocity
Active Member
The problem with Ford buying Lucid as I see it. Lucid wont sell for just the value of the tech and ford actually doesnt want to build Lucid cars. They have high margin, high priced cars already and wont want to displace them. What they need is a Model 3 competitor before their lunch gets ate. I just dont see Lucid selling out like that, though I could be wrong. Now Faraday is so underwater and its main backers are hurting enough to sell for pennies on the dollar.
But yeah, like Elon said, building cars is not fun and its really hard to manufacture them. Specifically, he stated that they only need 50-60 people and 6 months to build a prototype and they need 10,000 people and 3 years to actually manufacture it and Tesla has cut that time almost in half. The average is more like 5-6 years.
Gracious.
Are any of the locals able to perform their magical permit-scouring to learn more? For an industrial heavy-manufacturing set-up, this multi-storied whatever-it-is absolutely towers over not only the rest of the Fremont plant, but most any kind of non hopper-style (fluids, etc) structure that normally exists.
At first blush, it looks like some kind of warehousing arrays. As in, for example, battery tempering slots. Or parking garage!
So I'm sure I'm wrong.
Are any of the locals able to perform their magical permit-scouring to learn more? For an industrial heavy-manufacturing set-up, this multi-storied whatever-it-is absolutely towers over not only the rest of the Fremont plant, but most any kind of non hopper-style (fluids, etc) structure that normally exists.
At first blush, it looks like some kind of warehousing arrays. As in, for example, battery tempering slots. Or parking garage!
So I'm sure I'm wrong.
Reciprocity
Active Member
The Borg have finally arrived from Elon's home planet?
Actually, I think it is an automated pallet system, there are a couple of videos included in the article. My guess is that they are moving existing storage areas from the main facility to this new building to clear space for the second Model 3 line or the Semi Line or both. If you look at the size of the footprint and the height, they could clear a decent amount of space for the main factory floors.
Elon did warn us about 3-D manufacturing. Certainly taking advantage of the Z-plane for something
howardoark
Member
Thank you all for the (for the most part unsuccessful) attempts to talk me down from the ledge. And for those complaining about my lack of research, why do you think I'm spending hours hear conversing with you guys?
1. It's Howard Oark - I loathe Ayne Rand.
2. I am not a paid shill of the oil companies - I actually took a screen shot of my Schwab account page for Tesla but apparently you can't download your own pictures.
3. I was vastly wrong about Tesla in January and hence am acutely aware that I might be wrong about it now (unlike most of the Tesla longs who's faith in Elon Musk makes me uncomfortable - and I understand he's a visionary who has done great great things (he bought PayPal for example - at least he recognized the value and made it really worth something).
4. The supercharger system isn't an advantage. Tesla will have to share them with other BEV companies or the consorteum building charging stations in Europe won't let Tesla customers use their network. Once people start charging for charging (ha ha) you can expect third party charging stations to appear everywhere (like those ATMs you find in convince stores).
5. GM has sold more Bolts and Volts than Tesla has cars (at least in the US). Why does anyone think Tesla is miles ahead? There's a lot more to mass production than packing batteries into cars so I wouldn't be so confident that Tesla is ahead of the major car companies in industrial engineering.
6. Tesla has taken a fundamentally different approach to FAV (no lidar) - if they're wrong, they're way behind and the data they've collected isn't worth much.
7. This is the crux of my problem with the bull case: "Global EV sales in 2050 will almost certainly be over 50 million/year. Tesla could be massively successful with a 2% market share." Great, in 2050 Tesla (base case) is selling 1 million cars a year. That's 10% of the cars that Toyota (market cap $163 billion) is selling today. Why does Tesla deserve a market cap of $54 billion today?
8. This is also a problem: "If they can manufacture a million Model 3s a year, they'll sell them. That's a sure thing." Death and taxes are sure things. Everything else is on a probability scale between 0 and 1. You may think 1,000,000 TM3s sold is 99.999% likely, but you don't even know if it's going to be a good car. What happens to your theory if all the reviews come out, "Meh, nice car, not better than the Chevy Bolt which you can buy today for less money?" I know, genius Musk dreamt up reusable rockets and actually delivered and the Model S is the best car ever built. But even Homer nods.
1. It's Howard Oark - I loathe Ayne Rand.
2. I am not a paid shill of the oil companies - I actually took a screen shot of my Schwab account page for Tesla but apparently you can't download your own pictures.
3. I was vastly wrong about Tesla in January and hence am acutely aware that I might be wrong about it now (unlike most of the Tesla longs who's faith in Elon Musk makes me uncomfortable - and I understand he's a visionary who has done great great things (he bought PayPal for example - at least he recognized the value and made it really worth something).
4. The supercharger system isn't an advantage. Tesla will have to share them with other BEV companies or the consorteum building charging stations in Europe won't let Tesla customers use their network. Once people start charging for charging (ha ha) you can expect third party charging stations to appear everywhere (like those ATMs you find in convince stores).
5. GM has sold more Bolts and Volts than Tesla has cars (at least in the US). Why does anyone think Tesla is miles ahead? There's a lot more to mass production than packing batteries into cars so I wouldn't be so confident that Tesla is ahead of the major car companies in industrial engineering.
6. Tesla has taken a fundamentally different approach to FAV (no lidar) - if they're wrong, they're way behind and the data they've collected isn't worth much.
7. This is the crux of my problem with the bull case: "Global EV sales in 2050 will almost certainly be over 50 million/year. Tesla could be massively successful with a 2% market share." Great, in 2050 Tesla (base case) is selling 1 million cars a year. That's 10% of the cars that Toyota (market cap $163 billion) is selling today. Why does Tesla deserve a market cap of $54 billion today?
8. This is also a problem: "If they can manufacture a million Model 3s a year, they'll sell them. That's a sure thing." Death and taxes are sure things. Everything else is on a probability scale between 0 and 1. You may think 1,000,000 TM3s sold is 99.999% likely, but you don't even know if it's going to be a good car. What happens to your theory if all the reviews come out, "Meh, nice car, not better than the Chevy Bolt which you can buy today for less money?" I know, genius Musk dreamt up reusable rockets and actually delivered and the Model S is the best car ever built. But even Homer nods.
That was my first though too, especially knowing how bad parking is in fremont and how they want to expand even further. Autonomous driving will be great for that, go park and charge yourself while I go to work.
I think it will be an automated car storage facility, for the Model 3 particularly. It's right next to the rail line, so it would be very nice to have a buffer before loading trains.
Similar to this, only a bit more compact: Volkswagen’s 800-Vehicle Car Towers in Germany
http://twistedsifter.com/2012/01/volkswagen-car-towers-in-germany/
At 5k/week that is a thousand new cars each day.... such tiny car silos are of no use.
Elon did mentioned building a roller coaster.
ValueAnalyst
Closed
My most recent publicly available article discussing potential competition from Volkswagen.
Tesla Competition: Volkswagen Edition - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha
As always, comments, questions, and grudges, are welcome.
Tesla Competition: Volkswagen Edition - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha
As always, comments, questions, and grudges, are welcome.
Reciprocity
Active Member
1. I kept reading it as Hower Dork. but I see now that I was wrong. I apologize.
2. If you cant use the internet, you cant understand Tesla. I am sorry.
3. He founded Paypal and never wanted to sell it when they did, because he saw it could be a $50B+ business
4. And that is bad for Tesla because? Shorts cant have it both ways, either you will be left dead on the side of the road or charging will be everywhere. Im so confused as to what is right and what is good or bad.
5. GM sells bolts at a loss, I thought you shorts frowned on that sort of thing. If my math is correct, it would take 10 volts to offset each bolt, and thus it would take an infinate number of bolts to offset a single Model S in terms of gross profit margins.
6. If you cant download a screen shot, you cant understand why Lidar is no better and in some ways worse then Radar + Vision. This concept is an entire thread worth and I wont go into other then to say, stay in your lane and figure out downloading pictures first.
7. Tesla already has over 50% of market share in the only two ways that matter. Revenues and Profit margins. They will harness these and the brand affinity they have built to do the same across a broader market, with no $3B/Y ad budget required. Tesla's market should be higher, you are right. It should be based on future risk adjusted gross income growth. Tesla is burning cash, and a lot of it.. but they are not burning on immaterial things like ads, they are burning it on Giant assets that should produce for 100 years.
8. Before you type another word. Go drive a model S. Until then, I dont really think you understand anything about the appeal of the car. Then picture owning a car very similar, but half the price and about the same cost as Camry. Then go drive a new Camry. You keep bringing up the bolt, but never mention they lose $10,000 on each bolt sold, cant sell them and have 111 days wroth of inventory and have recently shut down manufacturing. Dont mention the Bolt again until you can talk about why this is all good for GM but bad for Tesla, because you just look bad ignoring it and using it as proof Tesla is bad.
And again, increase your short position if you think Musk will fail. You have about 6 months before you will find out.
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