The Truth About Tesla's Global Supply Chain!

The Truth About Tesla's Global Supply Chain!
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[@Creative884_]

Volvo trucks have been removing wiring & replacing it with local ECU'S for years. Saves so much weight & actually makes diagnostics easier.

[@LoudValves]

I absolutely love the way you cut to the chase and explain Tesla in an intelligent and simple way that any non-Tesla follower can follow

[@alanmay7929]

Lol!!!

[@JimPFrench]

Great update as usual. I would just mention that Tesla's developed their own custom supply chain software to handle that tier one, two, three supply chain monitoring in real time. They could not find off the shelf software to do what they wanted to do.

[@quintdegourd6342]

Within large legacy companies, the number of people that dare to take responsibility steadily dwindles, year after year, decade after decade, to ever lower percentages, sometimes VERY low numbers, as with GM. I found in 2020 - 2023 that it can go even lower, i.e. near zero. That is when you are dealing with government offices. Nobody dares take any decision, even if it's their job, and if something needs to be done, i.e. action is called for, they hire free-lancers. In this way, nobody can be blamed for having done someting wrongly or inadvertently. This is how a civilisation or a company goes down the chute into oblivion: nobody dares take responsibility.

[@Daniel-Davies-Gonstead-Student]

Great video - I didn't know Tesla actually took their supply chain *so* seriously down to the source supplier. Very cool.

[@alanmay7929]

Just like last other manufacturers does lol!!

[@alezahmando]

,and impressive.

[@arthurwagar88]

That was very informative. Thanks for good stuff.

[@Riverrain123]

Really interesting! Nice video 🎉

[@Lithuanian_Gemstones]

Great show!

[@TimothyParker1]

Very well done!

[@JoziahsDesignFactor]

the detailed insights, geez thanks!!

[@ElliottNest39]

Well done.

[@richardmarshall159]

Thank you! 👍

[@bobroediger6121]

Excellent review of Tesla’s Supply Chain

[@gregp.7148]

Love what Tesla is doing to reduce, optimize and improve supply chain!

[@wouttheelen2759]

A video on Tesla's ERP (Enterprise Resource Planning) They have their own internal department to develop and this.

[@ChrisCurtis-gf3dh]

of course DRC conditions for black people who dig up teslas minerals fo rtheir batteries is very very disapointing since 500 people die every week digging it up for Elon Musk

[@rodden1953]

@@ChrisCurtis-gf3dh The oil companies have been doing that for years to refine oil, and its in phones and computers too . Teslas new batteries dont use any cobalt. Do you think that a hand full of people can dig enough ? you need really massive open cast mines to get the suff out of the ground .

[@alanmay7929]

Crap!!!! And theit vehicles are still sooo expensive! Wtf is the point!? It is all about making money or what!? Wtf!!!!!

[@alanmay7929]

​@@wouttheelen2759 it's the same with other companies

[@stevenr8606]

🫤 people now-a-days have never contemplated how food is grown, transported and shown up in supermarkets.

[@fredneil4235]

Thank you .

[@mikehapimen7250]

A lot of valuable insight in this video. Great job.

[@johntyson1958]

terrific overview 🎉

[@christopherhaig1534]

Thanks!

[@stephenclay6852]

You may not like Elon at times but you’ve got to hand it to him he is one smart cookie. Most auto makers could take a lesson on how it’s done. As you say the more you have control over the components and supply chain the better it is for the business

[@Jam-In-With-Ben]

Hi

[@gregp.7148]

Thumbs up given! 👍 😀

[@BlackhawkPilot]

‘ Best part is no part’ comes from Citroen and the 2CV Africa in the 960s.

[@sagecoach]

The genius of Tesla is the depth and breadth of orchestrating everyone employed to be playing on the same page of strategy to the best each can perform.

[@alanmay7929]

There is no genius in that that's how other manufacturers does stfu!!!!

[@Firestorm637]

We saw what happened with JUST IN TIME MANUFACTURING. USA had warehousing before which is coming back. Tesla in house manufacturing controls everything and more efficient Vs just in time

[@StopListenThink]

❤

[@jake89g]

Good video!

[@Nick-xc4fy]

Maybe some slightly misleading content... I don't know, but based on my experience, Tesla will not be physically monitoring each Tier 1, 2, and 3 supplier (onsite, all the time, monitoring and optimising manufacturing) they're more likely reviewing run@rates, OEE, PSW, PPAP, etc and auditing suppliers, which is all not uncommon for an OEM. I struggle to believe Tesla is as involved in their Tier 1, 2, and 3 suppliers as you're making out for all components, as that would require immense man power, cost more than the parts are worth, and would slow down production a lot (possibly even halt it due to deviations). It's fairly standard in industry for OEMs to design their own products for Tier 1's to manufacture. Tesla's supply chain doesn't sound much different from any other OEM. Happy to be proven wrong though if you can provide a source.

[@g600f700]

running a business is like a war, swim or sink. NO mercy.

[@CiaranMcHale]

I own some Tesla shares and I watch news and videos daily to keep up-to-date with Tesla. As such, I already knew all the information in this video from other sources. However, this video does an excellent job of curating and summarizing the information.

[@Firestorm637]

Amazon another proactive company. Jeff saw supply chain issues years ago. Invested in ships and airplanes. His AWS practically runs 50% of the internet especially military aspects

[@crew3025]

You are one of the best Tesla channels

[@alanmay7929]

Nope

[@Saxafruge]

and ..."the best process is no process"

[@dougcampbell7898]

Henry Ford came up with vertical integration 100 years ago.

[@adamtewelde5214]

Good for him! What is that matter 🤨

[@dougcampbell7898]

@@adamtewelde5214 Ford made every car part, he had complete control of his supply chain, which is what the video is about Tesla almost doing the same thing.

[@MegaWilderness]

Most electronics runs on 3 volts and will continue to do so. The same heatsinks will be needed and not eliminated by 48 volt architecture. We're only talking about motors running on 48 volts

[@CiaranMcHale]

To keep the maths simple in this example, let's assume a particular device in the car needs 12 watts of power. The wire supplying that power might transmit 12V at 1A, or 48V at 0.25A. Either way, it is the same amount of power being transmitted over the wire. However, the second option (48V at 0.25A) uses one-quarter the amount of amps, and this means the wire can be one-quarter the thickness. Thinner wires provide several benefits: (1) thinner wires use less metal so the cost of the wires decreases; (2) thinner wires weigh less so the car weighs, say, 20KG less, and this improves efficiency of the car so the car can drive further on the same size battery, or the battery can be reduced slightly (thus saving money) to drive the same distance. At Tesla's Investor Day event at the start of March (you can find a video of the event on KZbin if you are interested), another change to the low-voltage electrical system was mentioned. If I understood it correctly, the original system used a multitude of point-to-point wires, but the new system will use power-over-ethernet (running at 48V) as a bus bar to which all the components are connected. This will significantly reduce the total length of wire used in a vehicle (perhaps by an order of magnitude), thus resulting in additional weight savings. In addition, moving from point-to-point wired connections to an ethernet bus bar will significantly reduce the possibility of devices within the car being mis-wired, so quality control will be improved.

[@MegaWilderness]

@@CiaranMcHale Do you think I'm stupid. The lights are LED's doubt anyone will do more apart from power supply. The motors that steer the wheels, turn the HVAC compressor (that Tesla hasn't built), move the seats, close the doors, wind the windows adjust the steering wheel and elements to heat the seats are pretty much all that's required. Cameras are all 3v. No need for any of this stuff in a car.

[@CiaranMcHale]

@@MegaWilderness You wrote, "Do you think I'm stupid." I have no idea about that, but your original comment in this thread appeared to be based on ignorance of what was said at Tesla's Investor Day, and your next comment seems to be based on an attitude of "If I don't understand (and can't be bothered to find out) why something is important, then it must not be important". In Daniel Kahneman's excellent book "Thinking, Fast and Slow", he coins the term "What you see is all there is" to describe the flaw in such an attitude.

[@a.noumen]

@@MegaWildernessthey built literal super computer, I think they able to tackle hvac

[@MegaWilderness]

@@a.noumen They will fail at building and installing HVACs for they same reason they fail at solar panels. It requires too much labour and regulations dealing with one household at a time.

[@HaHa-tb8bz]

Baby kingDom Khmer 😍

[@robertbetts418]

I AM THE 1ST COMMENT!!!!!!!!!!🎉🎉🎉🎉🎉🎉🎉

[@deantruitt8628]

Can they figure out how to sell cars without dropping the price to nothing?

[@fazilkorg7734]

very soon we will see autonomous delivery and logistics. Enter the delivery address at the target port or before with all delivery docs in the EV and send a QR code to the client. FSD recognizes the code and opens the doors. This will be reality in a year and save TESLA 1.000 $ delivery costs per EV.

[@gretco1]

Go Tesla woohoo 😎🌎🌍 Musk-eteer

[@gretco1]

Uh-oh light bud time

[@stefaniezutter5119]

could I invest Bitcoins in Tesla here?

[@CraigMcDonald1234]

Thank you, "The Tesla Space".

[@ryanholder7728]

Tres

[@fadelfungames4024]

dos you tesla know to stop for a cop or move out of the way for emergency vehicles or trucks

[@malcolmrickarby2313]

It does now.🤔

[@Elonmuskera]

great supply chain

[@halnogaies1256]

CanBus predates tesla. It is about eliminating wires.

[@shawnestaadams3866]

Results: Soylent Green? LOL! Does anyone remember that movie? BTW, I'm only joking about the results of the supply chain. I love Elon Musk and what he stands for. He has done so many great things and has brought a lot of jobs to communities. My boyfriend works at Tesla in California.

[@sunrisejak2709]

Legacy auto has gotten complacent. They have equally competent engineers but they are not motivated to innovate. Their task is not the big picture but rather consistently focusing enhancing the same structure or platform. I think they will realize the ever evolving pace of change and will be forced to adapt, follow or innovate better.

[@alanmay7929]

Typical nonsense comment wtf are you talking about?!

[@GolDDarius]

6:46 🤤

[@wayneg296]

👍👍😎✌️🤟

[@IndigenousEarthling101]

Tesla's Supply Chain Logistics practices and efforts are quietly changing affected industries and our planet. This is because Tesla designs new, more efficient, cheaper to manufacture, more sustainable subsystems and components in partnership with suppliers instead of buying off the shelf/catalog. Tesla is likely working with suppliers in shipping, ground transportation, energy production and distribution, battery manufacturing, plastics, metallurgy, semiconductors, tires, auto parts, and other related business areas to move these industries towards more sustainable solutions.

[@alanmay7929]

Bullshit!!! There is nothing changing about that, plus it's still very heavily relies on oil and ICE and infrastructures built and maintained with oil and ICE... TYPICAL nonsense BIAS comment

[@alanmay7929]

Other manufacturers does the same too! From metallurgy to plastics, recycled materials and more just like other related business which no EV can even get to accomplish.....

[@jeffreystorer4966]

I love how they set up production in country s where there's a steady surply of cheap labour ,and easy to bribe official s

[@ingemar_von_zweigbergk]

if tesla will consume 5% of the chips that the market produces and more car companies go electric, then maybe a transition to 450 mm silicon wafers could be justified

[@maadisetserr7422]

[@stanleypaul9832]

I heard a lot of investing with Mr.Jonathan and how good he is, please how safe are the profit?

[@burtongeorge1450]

His contact info is above, don't know if his going to reply your message.

[@MartenusPrince]

Think about this video next time you say not only Tesla but any electric car, hell anything ever made that is "eco" has minimal environmental footprint. It is all just greenwashing. Buy locally what you can. Obviously not possible with a car, but you can make small steps change.

[@madelineremy5128]

🎉😂❤

[@developeracademy.]

Second comment

[@Firestorm637]

Mexico is the next China at least for manufacturing. Amazing parts made all around the world then shipped to be assembled in Mexico then sent to USA. How is that cheaper than everything made usa.

[@capcitymatt]

I feel bad for people who buy these stupid things

[@Dogman3690]

Yes Tesla is a juggernaut of efficient EV manufacturing! Elon the green king of efficiency!

[@alanmay7929]

Lol!!! King my @zzz

[@RicardoPicena]

Wow I just thought about the fact that if tesla allows “right to repair” to the micro details of the CPU’s…a tesla may last forever

[@alanmay7929]

Unfortunately it might and will not last forever since it's fully loaded with electronics! There are still 40 years old ICE on the roads for the decades to drive again

[@AgamjotGamer]

NO IM 5 COMMENT

[@nesseihtgnay9419]

Also tesla are making their new dojo mega chip for its cars and semi

[@CiaranMcHale]

To be pedantic, Tesla is: (1) making the FSD chip for use in its vehicles; and (2) making the dojo chips for use in Tesla's supercomputer that performs the training of its AI (the results of the training are then downloaded to the FSD chips in cars via an over-the-air update).

[@alanmay7929]

Lol!!!!!

[@mahabaleshwarpandit2378]

Tesla supply chain policies are not helpful to countries like India and we have good alternatives. with world becoming cost conscious, decline of Tesla may happen gradually.

[@usmanmani2618]

Cloth machines agriculture machines hospital machines plane train car bus cloth cheap rupees half rupes gift china japan Korea Singapore Thailand germany Italy Russia France spain Qatar kuwait Iran Iraq lebanon Syria cheap rupees half rupes gift

[@Ritalie]

2:03. Obviously a different person.

[@protorhinocerator142]

The only reason Tesla hasn't taken over everything is because of the lag time required to replace the entire automotive supply chain. Fit and finish is very low on the list compared to performance, reliability, cost, and convenience. There's going to be a huge jump soon, as it just stops making sense to keep an ICE vehicle on the road.

[@alanmay7929]

Bullshit!!! ICE as far as I know are still the only vehicles doing the hard job today and even in the future! I'll like to see a Tesla cross a desert with fully loaded cargo, be used in emergency to save people's life, ne used for remote locations activities.... To make and repair roads and bridges.....

[@johncremeans969]

I am not sure that there's enough copper and nickel in the world for Tesla expand that fast

[@KimBoyb]

I am the first comment on this video

[@back2basics597]

Adversity is the mother of invention. So beware if you're a bully of some sort, your days are numbered because the people you bully will not stay down forever.

[@isturbo1984]

Elon isn't going to live forever. I kinda feel like the world is going to ignore his design and production philosophy in a post-Elon world.

[@alanmay7929]

Nonsense!!!!

[@InformedKiwi]

Have you followed what happened with Apple when the world lost Steve Jobs? Tesla will do that even better with the recruitment of the worlds best and the culture within the company

[@isturbo1984]

@@InformedKiwi i dont follow. the industry hasnt learned anything from apple. i dont even think apple as a company offers the world anything.

[@dylanthomas12321]

So wrong. Apple has 30 percent marketshare or smartphones worldwide but takes about 85 percent of industry profits. There's lots of reasons -- better design and vertical integration being two. That came from Steve Jobs. Elon, whom I never met or interviewed, reminds me a lot of what made Jobs such a visionary, and often a difficult person.

[@isturbo1984]

@@dylanthomas12321 yet, nobody talks about Jobs on that note. and everyone is talking about Tesla in that regard. instead of just telling me i am wrong, tell me how. yelling at me about steve jobs isnt changing my mind. Elon has not once cited Mr Vegetables Will Cure My Cancer with his iterative design philosophy.

[@alex6188]

Wendover should have made this

[@Giorgio_Romano]

Poor quality vehicle, suitable motto for the Company!

[@RicardoPicena]

Wow imagine how many people where wrong & continue to be about tesla? 🥹

[@christopherhaig1534]

Thanks!