Hey gang. So last night on the Tesla Q1 F2017 conference call Elon said that there would be a "step change" in manufacturing efficiency when the Model Y comes out. For context, and for those who haven't heard the call yet, this was brought up during a discussion of Model 3. Elon and JB were discussing how Model S is nothing amazing in terms of automated assembly, but the Model 3 line will be approximately as good as the world's best auto manufacturing lines with 5x the volume but the same labour, so WAY more efficient per vehicle. Then Elon said Model Y would be a massive difference and a new platform. This has the usual suspects up in arms claiming that Tesla is throwing away it's prior plan and changing its mind all over again. I STRONGLY DISAGREE, and would love to have a dialogue about it here. Let's go back to Elon's original "machine that builds the machine" commentary for a second. He said we'd have version 0.5 when M3 launches, then every 18 months or so we'd see an iteration. So version 1.0, then version 2.0 in about 3 years time. So Model 3 was designed from the ground up, but they are still re-using a lot of concepts from the traditional car industry. Cable harnesses, 12V systems, etc. Sounds like they're chucking it all out the window for Model Y. No more 12V, and the use of multiple flex assemblies (just like in electronics) to reduce assembly complexity. Gotta go after 100% automated assembly, right? Here's what I think: Model Y will be the first car Tesla makes that approaches FULL automated assembly, and, in parallel with that work, Tesla will be redesigning everything about the Model S, Model X and Model 3 to make use of the same innovations. The Model S and X should hopefully migrate to a single platform, and the Model 3 and Y will also be on a shared platform. To all the folks arguing about how Tesla is throwing away capital by doing one-off platforms (S, X, 3), I argue it's still the best LONG TERM plan. No point making a Model Y on the M3 platform if you know that the M3 platform isn't as good (automation wise) as it can be. Better to invest in pushing things forward. Thoughts?