, 10 tweets, 4 min read Read on Twitter
$TSLA -1/So, Alex Hammer believes that Tesla has a 3 year lead over their competitors in the EV space. He stated that Gigafactory in Sparks Nevada gives them a big leg up.

Well, @AIHammer, I’m an expert in automotive and mfg and you are wrong.

(Cc: @profgalloway)
2/Fremont Tent:

The start of it all for Tesla.

In an act of desperation, Tesla set the automotive industry back 20 years when they introduced the crappy tent in the late spring of 2018. Read the ENTIRE thread.

3/Quality:

Tesla is absolutely the worst automaker when it comes to manufacturing, quality and reliability. Car manufacturers in India and China are better. Every car Tesla makes has issues. See #teslaqualityissues and thread below.

4/Lean Manufacturing:

Tesla is also incredibly inefficient and is 25 years behind other OEMs in Lean manufacturing. I go into detail here.

5/Gigafactory:

Gigafactory is a factory in factory. Panasonic owns all the IP and manufacturing for cell production. Tesla only makes modules and pack. And the automation equipment was supplied Kuka. A typical supplier OEMs have used for years. Tesla has no advantage here.
6/If anything, Gigafactory is giant noose around Tesla’s neck. Tesla owes Panasonic $15B in purchase obligations:

7/And the quality coming out Gigafactory is abysmal and puts people’s lives at risk. Ask yourself, why does Tesla have all these car fires?

8/Autopilot:

There is no lead here for Tesla. If anything, they are behind Waymo and Cruise. But don’t take my word for it. Another industry expert weighs in:

rodneybrooks.com/agi-has-been-d…
9/If anything, Tesla put people’s lives in danger and customers have died using Autopilot. It’s a beta product that endangers People’s lives. Elon called lives “corner cases”

10/So, @AIHammer , where does Tesla actually lead?

What is their competitive advantage in making cars?
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