Ford's CEO recently discussed various inefficiencies in procuring Mach-E. For example, needlessly-long wiring and hosing
However, this isn't a fault. THIS IS FINE and a CREDIT to previous management
People tend to forget 1/
2/ People forget that Ford developed the Mach-E skunkworks style, in a single year by the small "Team Edison"
👏👏FORD WORKED AGILE👏👏 They did NOT try to get everything right, just make a good-enough car fast enough, hitch onto the learning curve and start sliding wright's law
3/ That being considered, #MachE is a phenomenal achievement
It's better than ICE SUVs, Munro4 says is just $1500 more costly to make than the Tesla Model Y (though years and versions may vary) and lessons gained already found their way into the #F150#Lightning
4/ So sure, Ford has some way to go, and Sure the Mach-E even has low hanging fruit
But rushing it out was an ACHIEVEMENT not a fail
👏 Mark Fields
And what I DON'T see after Mark left is CONTINUOUS ITERATION.
Don't drop the ball, @jimfarley98, KEEP FORD "MODEL E" AGILE!💪🙏
5/ As example of WHY rushing it to market was the RIGHT THING to do, look no further than GM, which penned detailed designs for a million cars but are slowly starting to roll them out with obsolete tech
Ford was much smarter. I'm a Tesla fan, but Rooting for them!
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TESLA ENERGY ROCKING IT!!!
(or am i imagining things?)
A couple of hours ago Tesla posted on YT this vid that they tweeted some time ago - "Meet Megafactory"
What's interesting though is the text beneath it...
1/🧵
"Megafactory is one of the largest utility-scale battery factories in NA, capable of producing 10,000 Megapack units every year, equal to 40 GWh of clean energy storage"
Something in the phrasing caught my eye.
"Capable of" means CURRENT is 40GWh. Not too shabby considering 2022 installations were 6.5GWh and looking at this US graph
But "ONE OF the largest"???
Really???
Does that mean Giga Nevada is capable of even more?
You know how when @RealDanODowd bashed FSD, we hollered that he should disclose that #Tesla is competing with his company @GreenHillsPR and threatens to throw it out of business?
1/
2
Since @WR4NYGov often bashes Peter Rawlinson and @LucidMotors, for FULL-DISCLOSURE pointing out that technically Warren and Rawlinson are competitors, as Warren's EV company PodCar is a Lucid competitor and threatens to throw it out of business😂
3
I don't think Lucid will survive. Chances are that PodCar will outlive Lucid
Disregarding that and jokes aside, in a way what I wrote is true.
If you think about it - assuming MobilityAAS arrives and PodCar succeeds, Lucid probably won't
ELON'S PROJECT HIGHLAND, FORD & THE TESLA MODEL TAU - A Manufacturing Revolution
New Video Out
Project Highland is much more than a Model 3 upgrade. It's the start of a manufacturing revolution that includes the Model Tau!
1/🧵
In this two video series I explore what Project Highland is about. The first video, "Cracking the Easter Eggs" dives into history to provide a peek into the future.
The second video, out soon, will provide an engineering analysis of highland's breakthrough production methods
In the first video, I look at MINDBLOWING innovations and working methods which
Ford introduced in the Model T era,
and Elon now revisited
but OEMs completely forgot as they grew fat and led by MBAs
Despite discussions saying otherwise, BUYBACK IN 2022 IS DEFINITELY POSSIBLE
1/🧵
2/ I find it puzzling why so many people say IN CERTAINTY that buyback won't be this year
I'm not saying it WILL, but def that it COULD, despite what Tesla said in investor call
I will explain
3/ Tesla said this:
“But we want to work through the right process to do a buyback, but it’s certainly possible for us to do a buyback on the order of $5 billion to $10 billion, even in the downside scenario next year, even --
...