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I offered my views in response to a direct question from TMSE. You are correct; however, I have sinned, violating my prior intention of no longer "spreading pointless FUD" here. Henceforth, I will endeavor to accede more faithfully to your requests to discontinue suggesting anything contrary to your beliefs. By all means, please continue chatting among yourselves.
Hogfighter
Professional Lurker
Gonna push pack a little here.
If it never shuts down, then it works, which is the goal, so the internal beauty of the code does not matter.
If new copies of the machine are added, then code can be updated, if there is reason to.
If new versions of the machine are made, the internal structure of the original's code comes into play, but refactoring for the sake of refactoring has little end benefit, and can introduce other bugs especially on timing critical things.
JRP3
Hyperactive Member
If they brought the team in from Germany to fix the code, 2am in Sparks NV is 10am in Prüm. So, assuming they didn't bother acclimating to PST (PDT?), it would be a good time to code (especially if there is no 3rd shift running)
If it was the west coast team, then yeah, 2am is usually my limit for useful code (Assuming I started at 8 am).
Just did a rush project with almost 35+ hours between Friday afternoon and Monday morning. Was working at 2am 3 days in row. Would have taken less man hours if the schedule wasn't so compressed.
JRP3
Hyperactive Member
More obvious is why storage is in fact necessary to complete the overall long term plan of Tesla. I can see why this board isn't helping you with your investing.
This guy also says his balls might get fried by driving an EV - so should we believe him?
ValueAnalyst
Closed
As we discussed in August, and now confirmed on the latest earnings call, labor is a primary limiting factor for Tesla's growth.
"Tesla University" should have been established years ago.
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dennis
Model S Plaid
I read it. The author Donn Bailey claims to have done a stint as CFO but he doesn't understand the difference between the Balance Sheet and the Income Statement.
Bailey homes in on Deepak's statement that Tesla capitalizes inventory cars used as service loaners (Balance Sheet) and claims that means they are selling cars to themselves (Income Statement ). He doesn't understand the basics of accounting, but styles himself an expert.
Bailey is one of the few SA authors whose articles I read and comment on. The reason is that he speaks as an authority when he isn't. He once part owned a Ford dealership and thinks he's an expert on the car business. The most telling thing he has revealed is that he only invests in stocks that pay dividends. So he's missed out on FB, AMZN, GOOG, NFLX - and TSLA.
In Deepak's statement that Bailey misconstrued he said that when Tesla sells a service loaner it books the mileage/time depreciation in COGS. This negates the bear thesis that Tesla was putting those costs in SG&A in order to inflate GM.
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The problem is that poorly written code usually results in difficult to diagnose, intermittent problems. "Why the heck did that just happen?". And it becomes difficult to maintain; nobody but the programmer understands how the thing works, and so it's difficult to maintain / extend / modify.
There's a huge value in writing the software properly, the first go around.
That’s great news. So the FUD about power instability and labor quality problems for Panasonic in GF1 are not reliable/true
dennis
Model S Plaid
The growing losses make sense when you take into account flattish S+X sales while investing heavily in engineering, manufacturing and service/supercharging infrastructure for Model 3. 60K M3's per quarter with ASP of $50K and 20% GM yields $600M in gross profits. With modest growth in R&D and SG&A that should get Tesla close to break even.
Although we do have a frequently replaced 12v battery. Proportionately I suspect that is probably the single most frequently replaced part on S&X.My P85 has 90k miles and the brake pads look nearly new. To add to your point
Per Earning/CC
To date, our primary production constraint has been in the battery module assembly line at Gigafactory 1, where cells are packaged into modules
Question - For S/X, cell packaging is in house right? So this is not like something new for Tesla right?
(The more familiarity and know-how they have on this, the quicker the turn around will be)
To date, our primary production constraint has been in the battery module assembly line at Gigafactory 1, where cells are packaged into modules
Question - For S/X, cell packaging is in house right? So this is not like something new for Tesla right?
(The more familiarity and know-how they have on this, the quicker the turn around will be)
Speaking of balls, you should see the testicles on a serving my wife calls Mindanao Deep fishballs.
DurandalAI
Member
Good god, I can’t tell you how many times I’ve decided to simply scrap the steaming pile that was handed to me and re-write it from scratch instead of trying to decipher and correct. (Shudders at the memory.) I’m glad I don’t program any more.
adding to Tesla's headache.. other car brands have developed a faster charger than supercharger.
Joint ‘ultra-fast’ electric car charging network unveiled by BMW, Mercedes, Ford and Volkswagen
Joint ‘ultra-fast’ electric car charging network unveiled by BMW, Mercedes, Ford and Volkswagen
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