$25,000 Tesla getting rid of Production line for world first assembly method

[@melikespie1015]

Competition is great! This will only push the rest of the industry to make the best EVs possible!

[@davidbeppler3032]

@ev.whyking GM would rather Tesla have a monopoly. They are doing everything they can to go bankrupt and leave the market to Tesla. I expect Tesla to own 80% of the consumer new vehicle market by 2030. Out of the 14 million cars sold every year that number will fall to less than 11 million due to Robotaxi by Tesla, then Tesla will sell about 5.5 million cars and trucks. Cybertruck is on it's way to being the most profitable truck in America by the end of next year. Tesla just needs to sell about 100k of them to do it.

[@sophieedel6324]

Is that why Tesla sales are down 20% and the stock is in the gutter? Tesla can't even sell their Cybertruck because everyone realises its a useless overpriced poser truck.

[@DHW256]

Meanwhile, the production cost for EVs in the USA is still much more than for ICE cars. And we're still stuck with compliance credits, carbon credits, and cost sharing that non-EV buyers will be forced to pay to make EVs profitable. All at the behest of contextual fraud. If folks want genuine competition, get the government out of the grifting (fascist) business of picking winners and losers, then we can all enjoy the best genuine EVs honest money can buy.

[@davidbrayshaw3529]

Or it leads to corners being cut and quality being compromised.

[@ChasL704]

​@@DHW256Legacy auto gets plenty of bailouts. They also get 100% tax deduction for vehicles over 6000 pound. They also take advantage of the EV credit with their pitiful attempt at making electric cars and trucks. And they also have the benefit of the press pushing propaganda to try and kill the battery electric movement...

[@stephenc6955]

Tesla *is not* getting rid of Production line. Production lines are still needed to assemble sub-assemblies. The final assembly may not need a long production line

[@GET2222]

Exactly. There will always be a production line of some kind, just not a traditional conveyor belt.

[@kazedcat]

​@@GET2222It is not a production line if there is no line. There will be production stations where sub assemblies will be processed but it will not be a line.

[@GET2222]

@@kazedcat don’t be so damn literal.

[@kazedcat]

@@GET2222 The weakness of a line is that it blocks production if one station has a malfunction. Without the line production can route around a single malfunctioning production station. The line in a production line is the essence of the method. Removing the line is the essence of the unboxed method. Microchip fabrication does not have a production line and it is the most efficient production system in the world. Chip fabrication requires hundreds of process steps and they can perform tooling maintenance without stopping production.

[@GET2222]

@@kazedcat this is why TESLA has production cells. A car is already pulled out of the line and changes are made on the fly. This has been going on for years. Again, Joe Justice has explained this in great detail. I know 7 engineers at Tesla and I own 4 companies, 2 in AI SOFTWARE. Every Tesla car is independently tested and has a digital clone. This is how Tesla innovates making 27.5 changes to the production line each week on average, some weeks it’s 60 changes.

[@briansture4353]

The problem with production lines are long and production speed is governed by the slowest operation. If one section stops for a breakdown the whole line stops. Having shorter production lines enables doubling up and producing more parts faster. By making parts in sections you can overproduce and have a stock of parts to draw on at the final assembly point. Which may be more than one assembly line. This makes it possible to produce in short runs for special edition cars.

[@ouethojlkjn]

When I worked at Jaguar Land Rover, I saw something pretty similar. Certainly, the entire dashboards were pre-built and ready to be installed. The trick was to get the right dashboard in the right vehicle.

[@georgesbv1]

But for certain slow steps one can scale more workbenches. The succes of the electric cars is having less components and also because they kind of ditched the option trims

[@ws6002]

We wont know to what degree this unboxed assembly process is revolutionary or hype until we know how it changes the floor space, capital investment, robotic cell cycle time and hours of labor per car. You have to admire Tesla for how committed they have been to making EVs available to a wider consumer base.

[@jvin248]

Viking, get a copy of Ford Methods and Ford Shops. Limited copies are out there from a reprint but it documents state of the art Ford model T production. It's a wholesale concept different than modern 'traditional' factories (including Ford). Tesla is following the same glide path. Model T pricing went from something like $2k to $200 over twenty years. Toyota rediscovered and added to the concepts in their 1050s-1980s transition of Lean Manufacturing. The Tesla M2 will be an amazing item. Btw, every company's highest cost is labor so they automate and then realize they have as many repair technicians at higher skills/wages than regular line workers to keep the expensive robots working reliably... Product design defines the manufacturing costs, and that is where Tesla has been focused.

[@joewreckingballbiden9156]

What happens when robots are fixing other robots and making new ones at the same time and making the parts for robots?

[@jantjarks7946]

​@@joewreckingballbiden9156First robots have to have this ability.

[@joewreckingballbiden9156]

@@jantjarks7946 So what you're saying, that is not coming. 🤣🤣😂😂

[@jantjarks7946]

@@joewreckingballbiden9156 That's only what you are implying.

[@joewreckingballbiden9156]

@@jantjarks7946 Ok, lol. Not paying attention huh.

[@WESAMFREE]

Electric car sales in Jordan exceeded 90-95 % last month ,I hope you shed light on that.

[@Harrythehun]

How many cars in real numbers? Percentages are not so great metric if we are lacking context.

[@WESAMFREE]

Almost 9500 Ev car and 500 banzin car

[@tjmmcd1]

@@WESAMFREE Are you a native of Jordan? Is English NOT your birth language? What the heck is a 'banzin car'? Please provide us the resource or documentation you used to claim that, last month (?) 90-95% of cars sold in the country of Jordan were electric? How would anyone possibly 'shed light' on such a frivolous, undocumented, unverifiable claim?

[@dangrecu4034]

No need to be rude...

[@DanaVastman]

​@@tjmmcd1are you an A-hole? Please provide me with documentation that you're not. Your language and treatment of other people on forums like this seems to indicate that you are... Just sayin...

[@guellafj]

It Washington 30 hours and not 30 minutes for vw, algo 10 hours for tesla

[@dfilteau]

Volvo used to say: "Safety doesn't sell because safety isn't sold." I believe for the legacy automakers burdened with dealerships, I'd change it to "EV's don't sell because EV's aren't sold." EV's such as Tesla have VERY low maintenance, and service is the overwhelming moneymaker for dealerships (those beautiful, modern buildings at dealerships are largely built by dinging the auto owners for service). Ford realizes this and still has to arm wrestle their dealers (who are independent businesses) in order to get their EV's into the hands of owners. Once consumers are sufficiently fatigued by ever-increasing labour and fuel costs, the EV sales will follow. Until then. the legacy automakers have a fight on their hands. Next battle: making a profitable EV (like Tesla).

[@davidbeppler3032]

Dealership owners and their families are often the most wealthy people in the area. Lots of mansions will be for sale in the next 2 years as those people have to find real jobs. ;)

[@Skeptic236]

So true...how long can legacy makers continue running multiple production lines for fossil fuelers with decreasing sales. This is early days in the scheme of things and the uptake of EV's is trending upwards. When people bag out my EV I ask how much they paid in service costs in the last 2 years 80k kms it cost $89 in service costs and fueled by sunshine.

[@Trust_but_Verify]

Now Tesla is profit center for repair shops. I own 2 Teslas but would hope to never get into a repairing incident (although insurance would pay), the time to repair could sometimes be long.

[@Trust_but_Verify]

@@Skeptic236 My 5.5 years 80k miles service cost is $173. 2 sets of air filters and a 12v battery replacement. Newer Tesla after 2021 has Lithium v12 and will last the life of car pretty much.

[@stewartlogie]

@@Trust_but_Verifysomeone smashed into our model y when it was parked on the street. Repairs include replacing suspension parts and bodywork. No problem finding a repair shop and got prompt service - same as any other brand. That was over a year ago and we have almost forgotten it happened.

[@garycard1826]

I believe the way to understand the new "unboxed" production is to think about Parallel Vs Serial, just like computers. When Mini-computers came after Mainframes it was "time-sharing" or parallel processing that made the difference. Multiple users on a computer at the same time.

[@joehodgson2815]

So like modern ship building then? ...large elements are made in parallel in different areas, then put together in one place: makes sense

[@davidbrayshaw3529]

Or aircraft. I even saw recently a small boat builder employing parallel production lines to speed up the process.

[@dogsbodyish8403]

Yes - Liberty ships were built in 24 hours during WW2 (they were quite large freighters).

[@danielcpt3819]

Unboxed is catchy term for the media who can't handle 'multiple sub assembly manufacturing'.

[@xyork]

How about Multisam

[@Bob.martens]

Like Boeing and Spirit.

[@Rockiii9]

Li Auto is profitable; has been operating in the black for several quarters. Not only is it making money, but uniquely among China’s EV makers, it’s doing so without subsidies. Li receives no subsidies as its cars are priced above the max price limit for gov subsidies.

[@edemkumah5248]

Corporate losses do not necessarily imply a loss of revenue. Could also imply that even though they are making high returns on their products, they are directly leveraging & reinvesting the profits to either expand say new production lines, and recording it as expenditure in the same financial year. So the company grows, while avoiding taxes on the profits. So the books report a "loss". Amazon did that for many years, in its early years.

[@edemkumah5248]

So in analysing a company's financial health, what you should really take a look at, is its cashflow statements. Very often, that tells the real story.

[@verntigo]

“Unboxed Manufacturing” sounds a lot like what Canoo is doing. That's what I suspected. That's good! I was hoping it would work out for Canoo, and, if it's being adopted elsewhere, it shows they had the kind of good idea I thought they did.

[@daviddavis6876]

Canoo is on the verge of bankruptcy

[@Jason-bu9sv]

Interesting, if you can break the vehicle down to just a few sub assemblies that can be snapped together that would do away the need for a central assemble line.. The Central line is for when you have a single foci object which is subject to a great many progressive operations that are done sequentially in one line.. If you design large subassemblies that are then put together in mega-assemblies these might be doable in a more distributable nodal assemble process. This is kind of like how many, appliances, earthmoving machines or aircraft with no central line but just many spots where the mega-assembles are joined together before rolling them out the door, In such a processes and there are then many doors at a production plant rolling out product at the same time. This method is much more flexible and faster to scale up or down. Its kind of like parallel processing architecture where instead of one central data processing pipeline you have many smaller simpler pipelines that in aggregate operative more efficiently to create the same complex end product as a single mega pipeline same product produced its just done faster and more efficiently.

[@ahhmm5381]

Sure, but there are always tradeoffs, no?

[@Jason-bu9sv]

@@ahhmm5381 There are many, many disadvantages to an assemble line, The ability of the chassis and drive train to move itself around eliminates the need to have a single line of progressive assemble.

[@ahhmm5381]

@@Jason-bu9sv Are you seriously going to say there are no advantages to one assembly line????

[@leiflillandt1488]

When talking of assembly lines. When I mounted Volvo truck gearboxes at the end of the 1980s, would you call it "a line" when I mounted the gearbox from start to finish. In fact some parts were pre mounted, and then I lifted the "package" into the gearbox. I would explain it as a walk between different stations where I added different parts to the gearbox. After the test of the gearbox my colleague told me if I had done a good job or not. 35 years ago.

[@willieliebenberg3352]

Mr Viking from down under, I believe that from start to finish, rolling of the assembly line it takes Volkswagen 30 Vs 10 for Tesla. Will from 🇿🇦

[@scottrankine2674]

Sorry mate but VW takes 30 hours to produce a vehicle compared to 10 hours for Tesla’s (total time). The rate of production is closer to 30 secs for Tesla compared to 60 secs for legacy. Musk wants to get down to 15secs or less for their next gen vehicle at a cost reduction of ~40 %

[@TrungPham-kp5nl]

Your point on "profit" makes sense; anyone can sell products at a loss. LUCID's loss per car is over $400K; as a consumer, who would not want a lot more car than the price dictates? Achieving customer support for products sold at a loss is a no-brainer. That alone does not indicate a car company's prowess; selling at a loss is not something you should ever present as a value proposition to your investors. It's providing the most value to the customer at a fair price, one that allows the company to achieve a fair profit to continue to deliver meaningful value far into the future. By the way, Chinese government-funded effort to win market share is against fair business practice, something our own government would not allow private entities to do...let alone fund the effort itself.

[@dzcav3]

Gigacasting may reduce production costs, but it essentially creates disposable cars. One fender bender accident will total your car, because castings generally can't be fixed. Insurance costs are going to skyrocket.

[@timsmith6815]

Another post on giga cast damage totaling cars!!!! Any frame damage on a regular car guess what??? It’s a total loss also. Some drunk idiot clipped the rear quarter of my f150 3 years back, misaligned the frame about 1/4 inch, totaled.

[@marks-0-0]

Possibly but I've seen sections of giga castings being hit with sledge hammers and they bounce off so not sure how the repair market will unfold. I'm sure Elon has thought these things through so we'll see. Their model 2 is the only car I'd consider buying so will look to its official release.

[@yvanpajevic9680]

DEAD WRONG! Teslas CAN be fixed. Insurance costs will DECREASE as Tesla's new personalized insurance spreads. 1) There are crumple zones in the car so you can have a fender bender and get it fixed with relatively minor repairs. 2) If you do get hit hard enough to deform the main castings, the ends can be cut off and replaced. 3) Tesla's insurance system is unique because it monitors your driving habits and adjusts your premiums accordingly. It will KNOW whether you're a good driver or bad. No more averages and stats... no more paying for other's stoopidity.

[@marks-0-0]

@@yvanpajevic9680 nice one i did assume this was the case. Elon isn't stupid enough to build cars that can't be fixed. As for their tech, i don't trust govrments with tracking us but i wouldn't mind Tesla having my data especially as I'm a safe driver never having any collisions or insurance claims.

[@larryc1616]

Negative Nancy and alternative facts

[@snappingclam8801]

It's great that Tesla has made huge strides in efficiently manufacturing vehicles with limited appeal, Well done!

[@helmshardover]

Limited? Model Y was biggest seller in the world last year.

[@markrowland1366]

WW2, American ship builders were building ships as the unboxed system. Thirty parts of hundreds of tonnes each. Assembling these so as to float their boat, was a week.

[@anthony75509]

I remember Elon saying that a second hand Tesla would keep it's value 😅

[@Dave333M]

At the junkyard 😂😂😂

[@chasl3645]

You should buy one..😅

[@kristijangrgic9841]

Teslas may be cheaper to produce this way but they will be much more expensive to repair even for smaller crash damage. Some leasing companies are reducing number of Teslas due to much higher repair costs and higher loss of value at used car market.

[@frequentlycynical642]

Leasing companies never repair crash damaged cars. They go to the auctions.

[@leiflillandt1488]

I worked at Volvo owned subsidiaries at the end of 1980s, and was a very small shareholder, and if I remember things almost right, the salaries for all employees were about 10-11 % of all costs in the total Volvo Group (Volvo cars, trucks, aircraft engines, excavators, etc) But of course the costs for the salaries of the people in the companies that sold goods and services are not separated.

[@JoshLuck]

This is really one of the best Tesla KZbin channels!!

[@domolotto]

mmm, what is a tesla channel? A channel that only spreads claimed good news about tesla, telling everybody how great Tesla is?

[@JoshLuck]

@@domolotto sounds like you have advanced ideas regarding your own question :)

[@barr96]

This channel is junk. Its all tesla pump 😅

[@DougWedel-wj2jl]

It’s more than just the unboxed method. But to me the big change will be to see Tesla apply all these efficiencies to all their products including the Models S and X. Driving the cost down for batteries will also make a massive difference to price and it also will affect cost of all the models across their line of products. I would also like to see the Roadster come back on the market. The high end products won’t be necessary for Tesla to make money but it would affect the marketplace and culture of cars.

[@drtk722]

So. Unboxed is a manufacturing tree with many branches. Starting at small leaves and finishing at the trunk with one car. Every step has its own size. Not starting with an empty box with the finished car like a jigsaw puzzle slowly filling the empty space. Interesting. If you can pull that off, very good.

[@kadmow]

- just like how Elon invented trains, cars, spaceships (Tintin type - but they g-go boom-mmmm..) - no billionaire has yet flown a starship around the earth - or moon... despite the hyper - loop sized egos involved. (knows more about manufacturing - babies - than most others alive..)

[@jamesalias595]

BYD is the only company that will be able to compete globally head to head with Tesla. BYD is the leader in vertically integration, only Tesla is second place in vertical integration behind BYD. I am not saying BYD is advanced as Tesla, I am saying that they will catch up to compete equally in quality and in costs. Right now BYD can still gets massive government support as it ramps up production worldwide, but even a $25,000 Tesla is out of the price range of most 2nd and 3rd world buyers who will gladly sacrifice range and features for a lower priced EV from BYD.

[@jimfergusondev]

6:49 I think there was a mix-up in saying it takes 10 minutes to produce a car from start to finish. I believe that's the interval between cars rolling off the assembly line. From what I recall, it's about 35 seconds in Shanghai.

[@GET2222]

Sam misspoke. AGAIN. It takes 10 hours. VW CEO (Herbert deis) said, “it take us 30 hours the build an ID3-ID4 and it take TESLA less than 10 hours to build a Model 3” that means Teslas factories are 3X more efficient than VW. Tesla factories are 7X smaller compared to VW according to Joe Justice with 1/10th the employees at those factories. Tesla is 70% automated compared to 10% automation at VW. No one has ever said Tesla can build a car in 10 minutes. That is impossible (today).

[@Chainyanker007]

@@GET2222- Depends how and from what point you start timing. On the production line it takes 40 steps and 90 min. definitely not 10 hours. Fremont factory produces at least 5,000 M3s a week. Also a similar no. of MYs or about 500,000+ a year of M3/MYs plus they also produce around 100,000 S and Ys per year.

[@royh6526]

@@Chainyanker007 Yes you are talking about "final assembly" not including making all the sub assemblies or body in white.

[@GET2222]

@@Chainyanker007 10 hours is from the first bolt. Sam has all of the right data, he just misscommunicated “minutes” from “hours”. VW is not building cars in 30 minutes. 😂

[@GET2222]

@@royh6526 exactly. Let’s not forget, not one measures building cars that way. They measure cars on the speed of the line. VW takes 30 hours to complete the line and completes a car every 60 seconds. Tesla takes 10 hours to complete a car and completes a car every 36 seconds. Keep in mind, 60 seconds is celebrated with Champaign by OEMs around the world. No one builds cars faster than Tesla. FORD has 81 plants to produce 4.4 million cars. Tesla has 4 plants producing 2 million cars a year.

[@thomasbroker69]

So true, the worrying thing is we’re in an era of mis-information, knives are out for Tesla but your right they will eventually bring this new way of making cars

[@swf46]

Volvo had a system in Sweden more than 20 years ago were all car assembly was done by a team of workers in a single area.

[@MrArtist7777]

I think Tesla is working towards one single, large casting for the entire undercarriage and one, single casting for the top, with all parts added rapidly. We'll have to see what they come up with.

[@pcstar123]

Mmm..I wonder who makes those huge casting press!

[@danharold3087]

Cast top is highly unlikely. Thin casting of that size are extermely hard to make. There are less costly ways to make a top.

[@Trust_but_Verify]

but that makes repair more difficult?

[@kadmow]

@@Trust_but_Verify - bin - go...

[@AtomicHermit]

Two sides and a bottom (which includes the firewall, with cross braces to keep the sides correctly spaced and parallel, and glass to provide windshield and roof. All that will be left to add will be the trunk and frunk components and lids.

[@charlestoast4051]

It's all well and good if Tesla do manage to actually get the cost of the Model 2 down to $25k - but the cost of ownership may still be high.Tesla doesn't seem to understand the need to support servicing, by way of replacement parts. Instead of using a lead acid battery for the low voltage system, they use a far more expensive LiIon pack, and even a small fender bender can result in far higher repair costs than for a comparable ICE vehicle. God knows what a repair would cost if the Giga-castings are damaged. It's as if Teslas are intended to be single use, non-recyclable products. If the Model 2 comes with the same stupid offset screen for all controls, it may not be legally sold in Europe, where they are asking manufacturers to have physical controls for core essential functions.

[@davidbrayshaw3529]

As my father used to say to me, "You never know how expensive or cheap a car is until the day you sell it". Putting the cash down, up front is one thing. Insurance, maintenance, fuel, repairs and ultimately resale prices determine how expensive a car is to own.

[@Carl_in_AZ]

Reduce the number of parts, complete sub-assemblies in a separate part of the facility or outside a facility, streamline wire harnesses, use stamped wire channels, and avoid painting in-house. Dodge Viper and GM's Saturn attempted to address some of these areas but nothing like that of Tesla which is on the right track.

[@RogerGresham-artist]

thiS ALSO MAKES FULLY assembled and painted replacement componants. Adding to the cost cutting of tesla insurance

[@duprog]

Tesla is still using a production line, just a different one. If what you explained is right, they use assembly stations and than transfer those assemblies to a final one to complete the process. All manufactures are using a version of this process but the Tesla one could be better optimize than others. What is going to make the biggest difference in the near future is the amount of work performed by robots. On that point Tesla has an advantage over others but not for long if the Chinese keep progressing the way they are now. We could only hope this progress is going to be transferred to customers as well.

[@mallamal5578]

No other car maker is using what tesla have created with the unboxed process. Oems build the frame, dip it paint it then add all the other components sequentially. Tesla will make the car in 6 or so parts and marry them up. Tesla build structural battery packs with the seats, carpets etc attached, which is loaded into the car. Vw currently takes 30 hours to assemble 1 car, tesla takes 10 hours to make 1 car. The unboxed process will take a fraction of the time, perhaps as low as 5 or 6 hours to make 1 car. Tesla can add extra assembly lines so the factory will produce several times the number of cars in the same space.

[@stangman962]

So if most EV companies are losing money on all EV cars aren’t the prices of the EVs artificially low????

[@danharold3087]

Yes the prices on EVs sold below cost of manufacture are artificially low. If they were not who would buy them?

[@DS-nn3bi]

They are forced to go that low to compete with tesla. Difference is that tesla still makes a profit at those low prices.

[@stangman962]

@@DS-nn3bi Do you think prices will be low without government subsidies and competition from ICE vehicles?

[@DS-nn3bi]

@@stangman962I actually think EV prices were artificially high for a while. I recall Tesla making close to 16000$ in profits per car sold or about twice as much as they make now. Prices have gotten much more reasonable now after high interest rates kicked in, ev price war, etc.. I think prices will continue to come down as long as EV adoptation grows and it probably won't be many years before ICE cars seem expensive in comparison (even without government incentives) Anyway that's my humble opinion :)

[@stangman962]

@@DS-nn3bi Tesla seems to be the only company manufacturing EV s who’s making a profit at it. At this point it’s not sustainable for most companies even with government incentives.

[@RohanJames-z4w]

The man's a genius. Technical, management, financial wizard. As for his political views, what is bad about free speech?

[@notgiven-u8m]

Free speech for Elon. No speech for his critics is how he looks at "free speech". And Elon would get no where without his staff. He is an idea man. They make it happen. As for SpaceX..... you better hope nothing ever happens to Gwynne Shotwell. If Gwynne left, almost every engineer would quit in a month with Elon's ridiculous timelines and mercurial temper.

[@ron2280]

@@notgiven-u8m nonsense.

[@G41251]

Freedom to speak your mind is more important in a democracy/republic than a profitable EV manufacturing company! Go Elon!!!

[@stefan2796]

There are a lot of 'unboxing' vids on YT. People unboxing a product. This is assembling, not unboxing. With fewer parts another production method (than a construction line) could be more efficient, but car manufacturers are always looking to improve their efficiency.

[@truman4956]

Toyota is working on the same thing. Another huge cost for production is the paint and body shop, it is probably the most expensive process because it is labor intensive

[@JetLagRecords]

The Electric Viking, I can't get enough of your content, so I subscribed!

[@phizicks]

1 large piece casting may reduce production costs, but repairing one would be a ride off. imagine your insurance knowing that.

[@markrowland1366]

Unboxed follows ship building of freighter ships during WW2. Giant portions of a ship were finished, picked up and deposited in position for welding in place. Launching in six days. Six minute caes? Too right.

[@AnthonyJMendoza-f7i]

This guy understands business. Good video.

[@TheStealthbob]

Reminds me of the age old joke...sure I lose on every item but I make it up in volume

[@sb5580]

one line every process at same speed. break in down to 5 or 6 basic chunks, then on then if one the chunks is slow you can raise the count of that chunk that's slow. the slowest piece is no longer determining the timing of the entire line.

[@romanweilguny3415]

well I understand the ideas, but what makes me think is that byd can sell their cars for 10-20k usd in china. so their production price should be that they are not making a huge loss with these cars. that means byd can produce cars now for under 10-20k which is quite low. Can mean they do have some kind of superiority in production!? a dolphin for 17k is really cheap.

[@larryc1616]

Of course. Everything is made in China for 2-4x cheaper. Same with ev's

[@sunrizes71]

Easy subsidized

[@joergfeler351]

In China they have removed all the security measures like air bags.

[@landoghini7149]

Production web replacing the production line

[@andersbodin1551]

Being able to make things cheaply is grate. But I miss the time when Tasle made amazing cars 😢

[@KarpucMotoring]

Most big successful companies lost money for the first several years they existed such as Uber, Amazon, etc etc. it’s part of the way business works

[@timgeary1084]

I hope Lucid, Canoo, Rivian, Aperture can survive. They will be worthy as the new American car manufacturers.

[@leonardforrest8302]

@Sam, you meant it takes 32 hours for VW to make an EV and Tesla 10 hours--not minutes.

[@apterachallenge]

SAIC, GWM and BYD are definitely making a profit on the cars they are selling in Australia. They put at least a 100% markup on those cars. They couldn't believe their luck when the Labour government put zero tariff on EV's.

[@chillfluencer]

Nonsense. It's just that your sellers are greedy losers. You can see it with every other product as well - bought directly from the people of China they are cheap...but as soon as a western or Australian middleman comes in, prices double, triple, quadruple, quintuple and even more.

[@stanmitchell3375]

Gluing subassemblies together would cost @100 extra i think A metal roof would be cheaper than glass,which doesn't recycle

[@miblack05]

Volvo was doing a very similar production method (team based) years ago - not sure what happened to it though… maybe they should revisit it?

[@_xBrokenxDreamsx_]

darn, i was wrong.. i thought they were gonna use the boring company to create a multi-level vertical system where they stacked everything together in quick succession.

[@PeterJamieson-h2p]

$55,000 CAD for equinox Chevy EV in Canada…just a little north of $30,000 promised

[@garycusack9247]

that gunna hurt trade in values and resale values i guess

[@PelleGIT]

I thought everyone has been saying that BYD is for sure making money on their EVs. What happened? All of a sudden it is "maybe, we dont know for sure...".

[@seancollins9745]

Government subsided

[@Longtack55]

​@seancollins9745 What, the CCP has sunk?

[@billthecat7536]

BYD's net profit margins are ~+1-3% whereas Tesla's net profit margins are ~+9-16%. Huge difference. Tesla by far leads the industry in profit margin percentages.

[@vlhc4642]

@@billthecat7536BYD's gross margin is +19% and higher than Tesla even after price cuts. BYD is vertically integrated and makes their own batteries, Tesla buys CATL batteries and CATL makes a profit on half of every Tesla's value, it's literally impossible for Tesla to ever have higher margins than BYD.

[@danharold3087]

@@vlhc4642 The Chinese government's involvement with BYD is a complex issue with some opaque aspects. It is difficult to determine numbers for any Chinese company because the government has it hands all over them. Some car companies are outright owned by various governmental agencies. Others less so but the governments are always a factor in Chinese business more so than in western countries. State-Owned Investment: Several Chinese state-owned investment funds hold shares in BYD or its subsidiaries. This indicates that the central government views BYD as a strategic player in the auto industry.

[@oscarcancino1638]

Need to review your comment on Tesla's cost. The biggest cost is not employees, it is recalls and materials logistics.

[@danharold3087]

Tesla posted a job for a head engineer to lead a program to make the cars more robust. They are in the service centers more often than Tesla would like. The choice is to build more service centers or build cars that need fewer repairs. Choosing the robust car is a win for consumers.

[@wlhgmk]

I'd love to see some new/old features in the coming affordable Tesla 1) A wind down window on for the driver. All the rest electric. I have a horror of driving into a lake and my window shorting out and trying to get at my window shattering device while holding my breath. 2) No touch screen. They are more dangerous than using your cell phone while driving. Everything should be tactile and while the radio can be controlled from the steering wheel, the radio itself must have a knob on the left that tunes the radio and one on the right that turns the radio on and off and controls volume. 3) Go back to the idea of a two way car. ie, you can power your house from your car and store the excess power from your solar panels in the car battery. And if you want, you can export power to the grid when the price is high. 4) Have a three pin plug somewhere in the car - trunk or frunk perhaps, that gives 220V AC (110V AC in America) with about twice the amperage capacity of a standard house plug 5) Look at the Leaf speedometer display. It is visible through the upper half of the steering wheel and you can see everything at a glance. You hardly have to take your eye off the road. It is a much better display than any other car I have driven including a Tesla. 6) Make the car so that the battery can be easily changed or just removed and sort out a package that converts the battery from a wrecked car or a degraded battery into a home battery. Perhaps if you do (3) you would simply keep a very old car and park it in a leanto and use it as a home battery.

[@greghudson9717]

A window shattering device is not going to help you. The glass is all laminated, and those spikes simply don't work. There is no solution AFAIK.

[@Trust_but_Verify]

@@greghudson9717 How does the thief break into the car through the window to steal the items then?

[@Trust_but_Verify]

You can use voice control instead of touch screen.

[@torben777]

No that is not how production works. You are right that Tesla has a very effective production line, though. But the main reason Tesla is making a profit is that they have made the car itself more simple.

[@Cleasterwarren]

It took Tesla 17 years until they made a profit.

[@danharold3087]

Nissan leaf and the GM Bolt have been around since the start but neither are now producing profitable BEVs. Fisker went bankrupt in 2013 and is set to do it again. It seems that Tesla did something different.

[@dorianvisser1922]

Elon was saying just the other day the easy part is designing the car and prototype. The hard bit is mass producing them and get it all to work in order

[@djlovetap2141]

I’ve lost sooooo much invested on Tesla but the last company standing wins. It’s about long term endurance. Tesla will win 🥇

[@williamleslie5322]

Why did the Tesla delivery’s fall 20%? Supply problems? Retooling/production line changes? Funding the new 25K car tooling?

[@danharold3087]

@ev.whyking BYD BEVs slid even more. Maybe the marco?

[@danharold3087]

@@jprt3270 FSD, grid scale energy, optimus, doJo, powerwalls. The turn to PHEV will come back to bite these companies. Generally being done by the ones who are not making a profit on BEVs.

[@helmshardover]

@@williamleslie5322 Red Sea issues & German Ecoterrorists.

[@user-wi9fu3fc2l]

See, remember when those site declared that tesla was discontinuing the 25000 car and its really them changing the assembly process. lol!

[@rgeraldalexander4278]

FYI, X Ping is properly pronounced "Shaow Pung" Thanks for the next gen update.

[@blackknight4996]

Xiao Peng...the "X" is Xiao

[@rgeraldalexander4278]

@@blackknight4996 yes, pronounced "shaow"

[@Bradinnes]

I would call it Modular Manufacturing! Similar to how modular houses work. It's genius!

[@jayjames5839]

I think you meant to say 10 hours not 10 minutes.

[@RawandCookedVegan]

Great summary Sam. Thanks. Might be interesting if you could do a video on the effect of Chinese demand on Tesla long term. China is facing some serious economic headwinds. This is already affecting the entire Chinese auto market. What would be effects on Tesla if this keeps going on? Teslas made in China can be exported to other markets but part of Tesla's success has been Chinese demand.

[@danharold3087]

It seems that China is is encouraging Chinese to by Chinese cars. We seen SAIC maybe laying off VW a GM workers at their join venture plants. Rumor is that chinese media is saying Tesla uses 90% US parts. It maybe that different segment is china are working at cross purposes.

[@davidlindburg1921]

Wonderful: they'll be acheaper build quality, nastier and a whole heap crappier!

[@robertsheperd502]

10 man-hours, with several stations manned by robots. So 60 x 60 x 10 / 32 = 1100 workers on the assembly line

[@josephcrane2145]

The modular assembly factory is how John Deere makes combines and has for most of 100 years. The goal there is to roll a 40,000 pound combine every 12 minutes. It still takes days to build a combine in real life, they just roll out the door every 12 minutes. You can take a tour of that factory every day of the week to see it in person.

[@IonH7]

Ok, now they are reducing costs, will they reduce prices?

[@specialk22tt]

You should look into Aptera’s production process.

[@222INFINITY]

2 completed cars per minute = 1 million units a year, and to think Toyota does over 10 million a year!!!

[@MARINADUDE]

Mate, I saw my first Cybertruck yesterday near where I live in the Sacramento, CA area. I have to say it was interesting to see initially but then the next thing that came to mind was that it was a big metal box and to me will look dated very soon. I have a preorder (around 168,000) but I believe I will cancel it and maybe purchase something else, it's my honest opinion. A shorter convertible model of it might look good, however.

[@jaaklucas1329]

Notice how all cars are designed aerodynamically nowadays? Thats one concept in design as in the most efficient must be appealing because it makes the most sense. Cybertruck definitely isn't aerodynamically correct.They went for the look from Blade Runner and its great to see engineering and imagination combine. Kind of like a baseball diamond, all straight lines but no 90 degrees. Fascinating...

[@billthecat7536]

"Modular" or "sectional" assembly would be better labels than "unboxed" IMO.

[@belowme4927]

in europe, chinese ev's are sitting in lots and warehouses. not being sold

[@kenoliver8913]

Oh really? That must be why VW is pushing so hard for EU tariffs for protection from "a flood of cheap Chinese EVs" they cannot compete with. If Chinese cars didn't sell they would have no need to worry.

[@danharold3087]

@@kenoliver8913 You are assuming the people at VW are living in the real world. One possibility is that BYD wanted to beat Tesla in Q4. Shipped a bunch of cars and claimed they were sold as are all cars on dealers lots, if it works like it does in the US. Not sure. China is kind of opaque and they have been know to adjust numbers to suite.

[@kaustavdey9354]

I have been watching you and I believe u too. But , your recent reviews about EVs are getting biased in favor of Tesla.. And Tesla is asking for restrictions U know, the world moves on technology, and restrictions means someone is loosing

[@firstlast-pt5pp]

he holds Tesla shares

[@danharold3087]

While Tesla may or may not benefit from restrictions it would be a bad move to advocate for them publicly. Tesla makes 1/2 of its cars in China and is building 2 new factories there. So I ask you for proof of you claim that Tesla is advocating for restrictions.

[@mikenovak5226]

Batteries have gone way down in price so how long before ford and chevy show that in there profit margins?

[@camgere]

Every car maker in the world will be happy to adopt a proven method of reducing cost. The additional profit will be temporary.

[@danharold3087]

Yes that is why tesla continues to innovate. But adoption is not a rapid thing. Although multiple automakers have purchased giga Casting machine how many are using them?

[@learnprogress6618]

Robots can’t do much yet , why does everyone think they can.

[@ThePredilection]

Fr

[@dominikbalko8331]

Good news: there is still opportunity to sell at tripple-digit stock price.

[@HansMilling]

Do you think they will introduce the Cybertruck doors with no handles on all their cars to save more money?

[@dcc70]

So Tesla will import subassemblies from China and have a simplified final assembly in the country/region of sale. Other industries have been doing that for years.

[@douglashughes2331]

it's great that Tesla is inventing all this stuff and bringing down cost but the issue will be that no one will be able to afford the insurance on these cars. Tesla approved shops charge nearly double that of regular shops. Not sure how any shop will be able to repair a damaged giga cast meaning more cars will be totaled with less damage.

[@b4804514]

Tesla the smartest engineers and designers in the world

[@davidbrayshaw3529]

Look around you. There is genius engineering everywhere. You just have to know what you're looking at and understand a bit of history.

[@stefan2796]

In their own mind, yes.

[@JustWasted3HoursHere]

Remember, Tesla also lost money on every car they made for the first few years. That's just a given when creating something that is brand new and not based on previous designs. Tesla also had the additional headache of super high (at the time) battery costs and not much infrastructure for charging. So if Tesla can do it, so can the legacy automakers. Time will tell if the Chinese automakers survive.

[@mickgatz214]

Chip war, now E.V war 😂

[@Z3nonD3mon]

Part of it is marketing - rather than calling the process an "unboxed" line, call it a "Fusion" line!

[@pkthe2ndhokage188]

Honestly, I can’t wait for BYD to come to the US

[@danharold3087]

Because you want to support the CCP?

[@moseyalong1]

When China invades Taiwan your BYD support will go to zero along with your money.

[@Mr11ESSE111]

O that is nice, their Giga press will press from one piece car body but nobody with own head dont think that if something broke or accident damage even small one you will need to replace basically all car body too and that means tons of money costs and that will made insurance more costly too

[@kristyanafinch9789]

Sub assembly is not new it's and adjusted version, it's used in many forms of mass production.

[@davidbrayshaw3529]

Parallel lines are nothing new, either.

[@ehta2413]

What people don't realize is that Tesla is Chinese as well. More than half of their production comes from Chinese factories.

[@dtomaz1]

Toyota is doing the same for their future $12k modular gas small pickup truck.

[@larryc1616]

😂😂😂

[@helmshardover]

🤣🤣🤣

[@hadtobe4502]

Tesla is always looking at ways to make money. From taking away functions - stalks, buttons, sensors, limited colour choices etc. Now reduced assembly lines. Would not want to be working for them - waiting for that "You are not needed" email.

[@styx1272]

What about battery pack extraction and interchangeability ? This would be my number one concern about buying an tesla. Musk wants the data but so its in his interest to make sure cars are easily serviceable and after crashes.

[@andrewremobs9854]

Elon is definately aiming for the vehicle production scene in the Minority Report.