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Anyone see this Elon quote from the earnings call

Discussion in 'Tesla' started by MikeQ, Aug 24, 2017.

  1. MikeQ

    MikeQ Member

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    "We're able to get usually the A team at the A supplier for Model 3. It's rare that we're not able to get that. Whereas, particularly for Model S and to some degree for Model X, when we were trying to get suppliers for Model S, a lot of the top-tier suppliers wouldn't even work with us. They didn't believe in the car. They thought we'd go bankrupt.

    Having shown the results of the Model S and the Model X, the interest from suppliers went from basically getting like the worst team on second-tier suppliers to getting the best team on first-tier suppliers. It's really a big difference."


    Sort of funny that the high end cars are built with the worst suppliers and the economy car is built with the best. I wonder if there will be a transition to the top-tier suppliers for Model S and Model X.
     
    • Disagree x 1
  2. WarpedOne

    WarpedOne Supreme Premier

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    It is right there:
     
  3. boaterva

    boaterva Supporting Member

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    It was also the case back when. It's not the case now for the S and the X.
     
  4. EV-lutioin

    EV-lutioin Active Member

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    Quotes like this show just how hard it was to produce the MS and MX. The fact that they were able to bring these cars to production under such duress is nothing short of legendary. Everyday I drive my Model X, I shake my head and think to myself.... how on Earth did they manage to build this spectacular car?
     
  5. Ulmo

    Ulmo Active Member

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    He's said the same thing a few times. It shows how things work.
     
  6. MikeQ

    MikeQ Member

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    I wonder if the low volume nature of the S and X also had something to do with it. Top-tier suppliers may not have wanted to supply a low volume number of components. I also wonder what a top-tier vs a worst of the bottom-tier actually means. I doubt the parts quality or design is any worse. Nothing about my X screams "bottom tier". I wonder if just has to do with their ability to meet production demands/cost?
     
  7. Ulmo

    Ulmo Active Member

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    To those of us who came from more mature brands, practically everything except the innovative parts of my (since sold) Model S screamed cheap as hell, with a herculean effort to ignore that during the design and building of the car from Tesla. As a many decade old man who was born to old parents and them to old parents who themselves were born around the same time as Ford started making cars meaning many of them used horses for transportation, I am used to a long view on tools and the quality of materials and products; there is definitely such a thing as a variation in the quality of materials; that's not just some made up old wive's tale. Some materials and designs work better than others. That's just a fact. And, when excellent engineering is done, sometimes the better ones cost less, but often, they cost more. While my more "mature" branded car had many cheap plastic pieces that fell apart easily, that company had managed to make the overall fundamental quality of the main structure of the car and mechanics reliable, and the interior feel and reliability quite a bit less cheap than Tesla's despite the mature brand's frugality. The only thing Tesla had complete control over was the structural quality, which they obviously did quite well; the rest had compromises. Elon's statement neatly and strongly addresses my concern that the Model S and X feel very cheap and crappy inside; that's because they are, to a great extent, something that Hanz had to work around and overcome, and to which they did quite a good job, considering all of that.

    What this also means is that after Model 3, Model Y, Tesla Semi, Tesla PowerWall ramp up, Tesla PowerPack ramp up, Solar Roof, and AutoPilot ramp up, as well as a bunch of SpaceX stuff (Falcon Heavy, Mars, etc.), OpenAI, Boring, and HyperLoop, Tesla can start the redesign of Model S and X to include far superior materials. I won't be surprised if their redesign teams are confused and clogged with an abundance of riches when compared to the old designs, but that lineup can use that.

    It is quite possible that your Model X has superior materials to the Model S, and that because of that, you notice less cheapness than I did. That also fits the above neat explanation by Elon (since it shows reducing ambivalence and increasing competitive forces from Tesla's suppliers through time).
     

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