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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
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If you go down 8 circles, you have to get back out somehow...
Drumheller
Active Member
It is one my favorites.
I didn't get the same impression by the reference to 8th circle. I hope you're correct.
It is one my favorites.
Definitely sounds you are right. Elon loves to talk in miracles and he was reading a lot and certainly like Dante. Talked about hell .... 9 circle and the hint to 8th circle all sound very much elondish.....
Kind of almost through hell now I guess and a good reason to have a good party on the roof top too...
Yeah, it is kind of poetry, so open to interpretation.It is one my favorites.
Here is my interpretation:
1) Dante's journey through hell is from 1 to 9 or 10, so they are almost out.
2) All along they have been having meetings where everyone on the team has been reporting progress, with the idea that if one is behind, resources will be applied to bring them up to speed. Someone has been over stating their progress, or robustness of process/progress. This would be fraud. The eighth ring.
There is some question about conscientiousness and whether Elon can balance his need for speed with "a person wishing to do what is right, especially to do one's work or duty well and thoroughly."
I don't believe there should be production hell. I think it is a consequence of people (in a hurry) pushing pain onto other people to meet their metric. If you iterate enough very early, and very conscientiously, the end to end time is shorter and there is very little to no hell.
It seems like Elon may be learning as here a few who reside in circle 8 and how they could cause production hell:
1) Flatterers and Panderers: When someone has a dream that they are pursuing, these people will pretend to support the goal, but have no belief that the goal is going to happen. They take your money because you are spending it, not because they are committed to making the dream real.
2) Hypocrites: Anyone who says something is done and is not conscientious about the life cycle quality of their work. Very common weakness.
3) Falsifiers, Imposters, Counterfeiters, and Perjurers: I think coming from a small company that people have preyed on has brought Elon face to face with all sorts. It is not a sheltered life trying to deliver product when the people you are working with don't think you are a going concern. C supplier and C teams make production hell inevitable.
So maybe I learned something here. Thank you for forcing the detailed read.
bdy0627
Active Member
Just read the short version of the 9 circles of Hell. It seems Elon is saying they are deep into it, not necessarily coming out of it. WAG but maybe another 4 to 6 weeks to go???It is one my favorites.
I think the important thing here is that, at least, the delay isn't going to get bigger and bigger...
If during the earning call Elon comes out extremely optimistic, I think we might see a fairly big jump of the SP.
If during the earning call Elon comes out extremely optimistic, I think we might see a fairly big jump of the SP.
Apparently not. Upon reaching the ninth circle, Dante and Virgil clambered down Satan's fur and genitals and entered into the Southern Hemisphere of Earth.
Rather Elon than me...
ValueAnalyst
Closed
Sorry about the confusion. I meant the video Elon posted early today was a clue. If they are in real trouble they wouldn't sing like that and wouldn't post it. Remember the Model X production hell? I feel it's much different this time, it's almost kind of fun. I know it's still super hard, but this time they know how to fix it. That makes a big difference. Also, if the end is NOT near, Elon wouldn't say "~8th circle".
Does that mean this is the bottom of this pullback? I have no clue. I bought some today as planned. I will buy more in case it drops more. I always assume the worst is zero. I have seen that a few times in the past.
There was once a Hell traveller named Musk
Who partied till well after dusk
When he ‘vectored’ his clues
Singing Hell ‘layered’ blues
You look in his past, or tusk tusk
Who partied till well after dusk
When he ‘vectored’ his clues
Singing Hell ‘layered’ blues
You look in his past, or tusk tusk
Bots must be going crazy over the interpretation of the 8th circle.. may be he’s testing AI algorithms this way!
I think we are virtually assured that Elon will come out "extremely optimistic" on the earnings call. He is always extremely optimistic. The question is whether the market will believe his extreme optimism.
Sorry I missed your main intent. FWIW I think you've convinced me, at least, that the machines need us as much as we they, which should be consolation for the fearful. I'm old so don't worry about it as much as I worry about stupid people using any machine--or even cars or vans for murderous purposes, for God's sake.
Best and thanks for your patience and responses.
特斯拉大砍單 衝擊台廠 | 產業焦點 | 產業 | 經濟日報
A Taiwan supplier says they got notice from Tesla to decrease parts order rate from 5000/week in Dec to 3000/week.
A Taiwan supplier says they got notice from Tesla to decrease parts order rate from 5000/week in Dec to 3000/week.
Another bit of info, this supplier said they will still source raw materials at 5k/week, but not process all of them for now.
There are some interesting tidbits here.
This particular supplier is already supplying parts at 5000/week in October and November. Tesla gave 2 months advance notice in compliance with contract to reduce the rate to 3000/week for December.
Speculation is that seat production is the bottleneck. According to sources in the supply chain, current seats are too short for taller passengers and lack back pockets and hand rests. Problems are arising due to the fact that some suppliers' parts are not meeting Tesla's standards.
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