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Old 11-11-2017, 01:27 PM   #211 (permalink)
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Local rumor has it that the assembly moving hardware isnt interfacing with the assembly process. Parts appear to stack up like somebody hasn't figured out timing. Software people plaguing the city.

My $0.02 since they keep rotating employees out.

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Old 11-11-2017, 04:48 PM   #212 (permalink)
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I think that's what Musk alluded to in the shareholder call. Two parts of the battery pack assembly line were supposed to be up and running by now, and the contractor really dropped the ball, so they have to redo all the software/hardware themselves. Naturally the hardware aspect is going to take more than the software side, and I wouldn't be surprised if that's why they purchased that other automation company. I also wouldn't be surprised if that's why their directory of battery engineering left.

In terms of parts stacking up, having an inventory of parts gives them more leeway if they have problems with individual part lines later, and they can also proactively look for problems by running those lines at or near full speed and fix those before they're an issue.

Edit - I guess they're getting more than one part per press by switching out forms, which explains why they would build up parts inventory.

https://www.reddit.com/r/teslamotors...tions/dphj9x8/

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Old 11-12-2017, 11:00 AM   #213 (permalink)
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Inventory piling up is a big problem. They're turning cash into parts that have to be stored, which costs cash, and the parts can't be turned back into cash until they fix the production issue.
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Old 11-12-2017, 11:24 AM   #214 (permalink)
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Old 11-12-2017, 05:30 PM   #216 (permalink)
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Old 11-13-2017, 03:18 PM   #217 (permalink)
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"Tesla's production lines aren't working and the issue is body welding."
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https://seekingalpha.com/article/412...kely-get-worse
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Old 11-13-2017, 11:38 PM   #218 (permalink)
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Quote:
Originally Posted by sendler View Post
"Tesla's production lines aren't working and the issue is body welding."
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https://seekingalpha.com/article/412...kely-get-worse
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Ugh, with seekingalpha, I dunno. I'll believe when I see it from more consistent organizations.
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Old 11-14-2017, 07:41 AM   #219 (permalink)
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Old 12-30-2017, 05:57 PM   #220 (permalink)
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I think it's interesting that M3 is starting to mean Tesla in my mind -- not BMW. Important delivery numbers coming soon...

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