OutofThyme
Member
Info is relayed Tesla statements that have come out of investor tours of the plant. The one I give on general assembly is an explicit target number they've given.
Listen more carefully. That's the flowery, aspirational stuff you're misreading. I'm not sure he's made detailed public statements about percentages and such. I'm not sure he's ever sat for a really good technical detail interview on this stuff? It mostly seems PR fluff grade stuff. Which is a little disappointing because I have no doubt he's got those numbers and more rolling around his head ready to spit out, but he's got cars to sell and the interviews for general public consumption are Tesla's version of advertising.
It's important to understand that automation takes time to dial in the details. Tesla is doing this live. They're doing it faster, much faster, than auto makers have.
"Ship early, iterate."
Also, paint defects coming off factory lines and after shipping is hardly uncommon thing. Two things with Tesla that are different are the electron microscope this is under (for various reasons) and the much slower pace of logistics with dealerships doing repairs that they don't mention to you.
That data point I knew. I think we agree, but I also think we're also arguing about two different time periods. My whole criticism on their manufacturing approach was the years leading up to full Model 3 production. I mean, Elon only released the fact that, humans are underrated in their efficient approach to building these cars in the Q1 report just this year. This is further backed by his factory walk with MKHBD. So I am still a little unconvinced that he had always planned having that much manual labor *currently* in the model 3, until he realized its necessary for now.
In fact, the "flowery aspirational stuff" I'm misreading, I'll also file that under "Funding secured" and "3 months maybe, 6 months definitely" since that's probably where it belongs, haha.
And the point about automation takes time to dial in the details. Oh boy, do I know about that, and agree. The crux is, I wish Tesla had implemented more people earlier. You can argue Hindsight 20/20, I'm just saying there's precedent from people on the other side that "hey, manual labor has worked and is working. It takes time like you said, they should have taken that time w/ the manual labor. Because although, ideally automation is cheap and efficient, when these vision system robots fail and you have automation engineers on the floor live diagnosing them, stopping entire production lines, it is far far far cheaper to pay more techs than it is an automation engineer (at least for now.) But I chalk it up to Musk taking a risk and it didn't pan out 100% and that's okay.
Also, yup on the paint defects, double-edged sword of the dealership model. Do you think boosting QC at the end of paint instead of having rework at 3rd party dealerships would be better for Tesla? Or do you think the current process is better since if people are taking these cars, its money in the pocket and the rework vs QC at the factory is a wash in cost? Overloading EoL QC vs SCs, really.