Grohmann Robots fly in to fix Station 4 FUBAR

[Blu Angel]

Elon Musk decides to airfreight
the Grohmann robots!!

This major development will fix the HUGE bottleneck at the Station 4 battery set-up

Musk reiterates the TM3 production will jump from 4000 to 6000 produced per week !

Short sellers you are NOW
put on notice!

Cleantech News — Solar, Wind, EV News (#1 Source) | CleanTechnica

 

[Blu Angel]

6 Planes fly in the Grohmann Robots

6 Planes Fly In New Line To Up Tesla Model 3 Production To 6,000 / Week

 

[mos6507]

This equipment could have been slow-boated months ago. Why did they wait for so long???

 

[Cosmacelf]

This equipment could have been slow-boated months ago. Why did they wait for so long???

It could have? How do you know this?

 

[Cosmacelf]

Elon told us about the Grohmann line in February during the Q4 conference call. IIRC he said the new line would be installed by the end of the quarter, so say early April to be generous. Now it looks like early June. So 2 months later than an event he had thought would be done in about 2 months. Just for those keeping track....

 

[RDoc]

Elon told us about the Grohmann line in February during the Q4 conference call. IIRC he said the new line would be installed by the end of the quarter, so say early April to be generous. Now it looks like early June. So 2 months later than an event he had thought would be done in about 2 months. Just for those keeping track....

So....
2 months is to 4 months as 6000 per week is to?

 

[EchoDelta]

So....
2 months is to 4 months as 6000 per week is to?

Numerology much? Why would there be any proportion between a throughput measure and a latency measure?

 

[ItsNotAboutTheMoney]

So....
2 months is to 4 months as 6000 per week is to?

If you assume a consistent goodness and badness ratio, then 3000 per week.

 

[ItsNotAboutTheMoney]

This equipment could have been slow-boated months ago. Why did they wait for so long???

Perhaps because your assumption is wrong.

 

[omgwtfbyobbq]

Numerology much? Why would there be any proportion between a throughput measure and a latency measure?

Because....

 

[Uncle Paul]

Elon is closely watching expenditures right now. I bet that flying that equipment in ends up being cost effective.

 

[Electroman]

This equipment could have been slow-boated months ago. Why did they wait for so long???

Could be for any number of reasons. Maybe they wanted to test much longer. Maybe they hit a glitch that took longer to fix.

Now that it is ready, EM made a decision that the expense to fly-in is worth it. The more they crank out this year the more people get tax credits, and EM said even at a loss for Tesla he would like to see as many get tax credits.

Haters look for conspiracy and incompetency on everything.

 

[metier]

Could be for any number of reasons. Maybe they wanted to test much longer. Maybe they hit a glitch that took longer to fix.

Now that it is ready, EM made a decision that the expense to fly-in is worth it. The more they crank out this year the more people get tax credits, and EM said even at a loss for Tesla he would like to see as many get tax credits.

Haters look for conspiracy and incompetency on everything.

So if Elon doesn’t mind selling them at a loss then why are there no $35000 model 3s available for those that want the $35000 car and the tax break? Just Elon blowing smoke as usual

 

[skitown]

So if Elon doesn’t mind selling them at a loss then why are there no $35000 models 3s available for those that want the $35000 car and the tax break? Just Elon blowing smoke as usual

Exactly. All he does is blow smoke.

 

[liuping]

So if Elon doesn’t mind selling them at a loss then why are there no $35000 model 3s available for those that want the $35000 car and the tax break? Just Elon blowing smoke as usual

That would be a last resort in the last quarter before the tax break drops.

Selling the $35k version now would be a loss for no reason. It would not get more car out there, since they are selling all they can make already, and it could jeopardize the future of Tesla.

 

[metier]

That would be a last resort in the last quarter before the tax break drops.

Selling the $35k version now would be a loss for no reason. It would not get more car out there, since they are selling all they can make already, and it could jeopardize the future of Tesla.

Doesn’t loosing money on any car jeopardizes the future of Tesla?

 

[vinnie97]

Loose versus lose, remedial mandatory English for all adults already!

 

[davedavedave]

Doesn’t loosing money on any car jeopardizes the future of Tesla?

Yes And no. Just like developing and delivering any expensive product, the very first one is just a drop of revenue compared to the massive up-front investments. In this light, the first car shipped is always “loosing money”(sic). It takes volume and time to recoup, and there are lots and lots of levers to leverage....

 

[metier]

Yes And no. Just like developing and delivering any expensive product, the very first one is just a drop of revenue compared to the massive up-front investments. In this light, the first car shipped is always “loosing money”(sic). It takes volume and time to recoup, and there are lots and lots of levers to leverage....

But for the tax we are talking a year and half of production

 

[Electroman]

Doesn’t loosing money on any car jeopardizes the future of Tesla?

I will make one more attempt. I am getting tired.

Option 1: Tesla can increase production rate right now, but will incur a short term increased expense flying-in robots, which will be offset by selling a much higher number of M3 through this year. Perhaps by an additional 25k M3 by EOY.

Option 2: Tesla can delay the increase in production rate, that will avoid the short term expenses of flying, but will make less number of cumulative cars by EOY, perhaps by 25k less.

Option 1, will decrease short term cash flow, but will increase cash position (and profits) by end of year and 25k more folks will get tax credits. Option 2, the opposite.

If you are a smart CEO, you will choose Option 1. If you are a shorter that want the company to fail, you will choose Option 2.