Anlauf der Serienproduktion Model3

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Re: Anlauf der Serienproduktion Model3

von Bones » 17. Apr 2018, 18:54

Und schon springt der Tracker :p
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Re: Anlauf der Serienproduktion Model3

von Bones » 17. Apr 2018, 22:12

Progress, Precision and Profit

Elon Musk

Heute, 21:32

Everybody

Progress

First, congratulations are in order! We have now completed our third full week of producing over 2000 Model 3 vehicles. The first week was 2020, the second was 2070 and we just completed 2250 last week, along with 2000 Model S/X vehicles.

This is more than double Tesla’s weekly production rate last year and an amazing feat in the face of many challenges! It is extremely rare for an automotive company to grow the production rate by over 100% from one year to the next. Moreover, there has simultaneously been a significant improvement in quality and build accuracy, which is reflected in positive owner feedback.

Starting today at Giga and tomorrow at Fremont, we will be stopping for three to five days to do a comprehensive set of upgrades. This should set us up for Model 3 production of 3000 to 4000 per week next month.

Another set of upgrades starting in late May should be enough to unlock production capacity of 6000 Model 3 vehicles per week by the end of June. Please note that all areas of Tesla and our suppliers will be required to demonstrate a Model 3 capacity of ~6000/week by building 850 sets of car parts in 24 hours no later than June 30th.

Any Tesla department or supplier that is unable to do this will need to have a very good explanation why not, along with a plan for fixing the problem and present that to me directly. If anyone needs help achieving this, please let me know as soon as possible. We are going to find a way or make a way to get there.

The reason that the burst-build target rate is 6000 and not 5000 per week in June is that we cannot have a number with no margin for error across thousands of internally and externally produced parts and processes, amplified by a complex global logistics chain. Actual production will move as fast as the least lucky and least well-executed part of the entire Tesla production/supply chain system.

By having a Model 3 subsystem burst-build requirement of 6k by the end of June, we will lay the groundwork for achieving a steady 6k/week across the whole Model 3 system a few months later.

As part of the drive towards 6k, all Model 3 production at Fremont will move to 24/7operations. This means that we will be adding another shift to general assembly, body and paint. Please refer anyone you know who you think meets the Tesla bar for talent, drive and trust. Between Fremont and Giga, Tesla will be adding about 400 people per week for several weeks.

Precision

Most of the design tolerances of the Model 3 are already better than any other car in the world. Soon, they will all be better. This is not enough. We will keep going until the Model 3 build precision is a factor of ten better than any other car in the world. I am not kidding.

Our car needs to be designed and built with such accuracy and precision that, if an owner measures dimensions, panel gaps and flushness, and their measurements don’t match the Model 3 specs, it just means that their measuring tape is wrong.

Some parts suppliers will be unwilling or unable to achieve this level of precision. I understand that this will be considered an unreasonable request by some. That’s ok, there are lots of other car companies with much lower standards. They just can’t work with Tesla.

Profit

A fair criticism leveled at Tesla by outside critics is that you’re not a real company unless you generate a profit, meaning simply that revenue exceeds costs. It didn’t make sense to do that until reaching economies of scale, but now we are there.

Going forward, we will be far more rigorous about expenditures. I have asked the Tesla finance team to comb through every expense worldwide, no matter how small, and cut everything that doesn’t have a strong value justification.

All capital or other expenditures above a million dollars, or where a set of related expenses may accumulate to a million dollars over the next 12 months, should be considered on hold until explicitly approved by me. If you are the manager responsible, please make sure you have a detailed, first principles understanding of the supplier quote, including every line item of parts & labor, before we meet.

I have been disappointed to discover how many contractor companies are interwoven throughout Tesla. Often, it is like a Russian nesting doll of contractor, subcontractor, sub-subcontractor, etc. before you finally find someone doing actual work. This means a lot of middle-managers adding cost but not doing anything obviously useful. Also, many contracts are essentially open time & materials, not fixed price and duration, which creates an incentive to turn molehills into mountains, as they never want to end the money train.

There is a very wide range of contractor performance, from excellent to worse than a drunken sloth. All contracting companies should consider the coming week to be a final opportunity to demonstrate excellence. Any that fail to meet the Tesla standard of excellence will have their contracts ended on Monday.

Btw, here are a few productivity recommendations:

– Excessive meetings are the blight of big companies and almost always get worse over time. Please get of all large meetings, unless you’re certain they are providing value to the whole audience, in which case keep them very short.

– Also get rid of frequent meetings, unless you are dealing with an extremely urgent matter. Meeting frequency should drop rapidly once the urgent matter is resolved.

– Walk out of a meeting or drop off a call as soon as it is obvious you aren’t adding value. It is not rude to leave, it is rude to make someone stay and waste their time.

– Don’t use acronyms or nonsense words for objects, software or processes at Tesla. In general, anything that requires an explanation inhibits communication. We don’t want people to have to memorize a glossary just to function at Tesla.

– Communication should travel via the shortest path necessary to get the job done, not through the “chain of command”. Any manager who attempts to enforce chain of command communication will soon find themselves working elsewhere.

– A major source of issues is poor communication between depts. The way to solve this is allow free flow of information between all levels. If, in order to get something done between depts, an individual contributor has to talk to their manager, who talks to a director, who talks to a VP, who talks to another VP, who talks to a director, who talks to a manager, who talks to someone doing the actual work, then super dumb things will happen. It must be ok for people to talk directly and just make the right thing happen.

– In general, always pick common sense as your guide. If following a “company rule” is obviously ridiculous in a particular situation, such that it would make for a great Dilbert cartoon, then the rule should change.

If there is something you think should be done to make Tesla execute better or allow you to look forward to coming to work more (same thing in the long term), please send a note to

Thanks for being such a kickass team and accomplishing miracles every day. It matters. We are burning the midnight oil to burn the midnight oil.

Elon
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Re: Anlauf der Serienproduktion Model3

von Abgemeldet 06-2018 » 17. Apr 2018, 22:22

Elon schafft es irgendwie immer noch eine Schippe drauf zu legen, einem ein Lächeln ins Gesicht zu zaubern, und da er bisher IMMER früher oder später geliefert hat und sich auch noch in einem Markt befindet, der kurz vor dem exponentiellen Durchbruch steht, gibt es für Tesla nur den Weg nach oben!
 
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Re: Anlauf der Serienproduktion Model3

von Disty » 17. Apr 2018, 22:32

Der Knaller ( was Google mir da übersetzt hat :) )
Toll wenn ein Chef für "seine" Firma so brennt :mrgreen:
Perfekt ist: Eine Illusion ;)
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Re: Anlauf der Serienproduktion Model3

von Yellow » 17. Apr 2018, 22:39

Das ist mal ne Ansage!

Leider sehe ich dadurch aber gerade das SeC Hannover als gecancelt :-(
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Re: Anlauf der Serienproduktion Model3

von cer » 17. Apr 2018, 22:49

Alles cool, aber dieser Teil
Elon hat geschrieben:Most of the design tolerances of the Model 3 are already better than any other car in the world. Soon, they will all be better. This is not enough. We will keep going until the Model 3 build precision is a factor of ten better than any other car in the world. I am not kidding.

macht mir, wie schon gesagt, große Sorgen.
Bei Audi sind meines Wissens im Rohbau ± zwei Zehntel über die gesamte Fahrzeuglänge gut. Es besteht überhaupt kein Grund, hier in den Hundertstel-Bereich vorzustoßen. Was bringt das, wenn nicht eine Potenzierung von Problemen, Ausschuss, Prozessabbrüche etc.? Ich weiß nicht mal, ob das physikalisch überhaupt machbar ist, wir kommen hier ja in Regionen, wo die Lackstärke größer ist als der Toleranzbereich! Purer Irrsinn.
Meine einzige Hoffnung ist, dass Musk hier von amerikanischen Vergleichswerten ausgeht und diese hoffentlich viel schlechter sind. Aber das wäre dann nicht "any other car in the world". Wie auch immer, von hier droht meiner Meinung nach viel größere Gefahr als von der (offenbar gut korrigierbaren) Überautomatisierung. Anstelle größenwahnsinnige Präzisionsziele zu setzen, sollte er lieber übertriebene Anforderungen an Prozesssicherheit und Reproduzierbarkeit stellen. Da hätten alle mehr davon.
Zuletzt geändert von cer am 17. Apr 2018, 22:53, insgesamt 1-mal geändert.
 
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Re: Anlauf der Serienproduktion Model3

von einstern » 17. Apr 2018, 22:53

Du nimmst das ernst?
Bis heute kann niemand deuten, was Elon da gesagt hatte.
2014 : PV 50 kWp -- 2015 : S85D -- 2016 : WB 22kW Typ2 -- 2016 : Bankirai PV
-- Elektrisch - So läuft das hier !
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Re: Anlauf der Serienproduktion Model3

von cer » 17. Apr 2018, 22:55

Ganz ehrlich: Das ist ungefähr das erste Mal, dass ich ihn nicht positiv verrückt finde, sondern einfach nur verrückt. Gefährlich verrückt, wenn er das ernst meint.
 
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Re: Anlauf der Serienproduktion Model3

von Abgemeldet 06-2018 » 17. Apr 2018, 22:58

Ich verstehe das eher so, als hätte er einige sinnvolle Optimierungen (etwa aus dem SpaceX-Umfeld) in die Tesla-Produktion übernommen und das kann doch nur gut sein.
Alleine in seinen Aussagen zur Meeting-Kultur steckt so viel Wahrheit, dass ich ihm sehr gerne glaube wie enorm viel Verbesserungspotential auch technologisch gegenüber den Dinosaurier-Großunternehmen noch besteht.
 
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Re: Anlauf der Serienproduktion Model3

von cer » 17. Apr 2018, 23:09

Der Rest ist spitze. Nicht revolutionär, aber sehr gut, finde ich. Ich werd‘ das ausdrucken und bei uns aufhängen. :P
 
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