H*****D
发帖数: 4462 | |
H*****D
发帖数: 4462 | 2 Over 350 this week!
【在 H*****D 的大作中提到】
: Buy buy buy
|
f****e
发帖数: 1521 | 3 plz share the fking NB email! |
H*****D
发帖数: 4462 | 4 Progress, Precision and Profit
Elon Musk
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 [redacted]
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
【在 f****e 的大作中提到】
: plz share the fking NB email!
|
H*****D
发帖数: 4462 | 5 All in
【在 f****e 的大作中提到】
: plz share the fking NB email!
|
f****e
发帖数: 1521 | |
g*******h
发帖数: 1327 | 7 sounds like Elon! all in! |
f****e
发帖数: 1521 | 8 就服桃妹！
：sounds like Elon! all in! |
d******l
发帖数: 1952 | |
n******3
发帖数: 1 | |
|
|
I*********p
发帖数: 5 | |
H*****D
发帖数: 4462 | 12 lol up 7 bucks already
【在 I*********p 的大作中提到】
: 卧槽 牛B
|
f****e
发帖数: 1521 | 13 颠神威武
：lol up 7 bucks already
： |
d******l
发帖数: 1952 | 14 盘后彪了啊，这也太快了
【在 H*****D 的大作中提到】
: lol up 7 bucks already
|
H*****D
发帖数: 4462 | 15 up 15+ tomorrow!
【在 d******l 的大作中提到】
: 盘后彪了啊，这也太快了
|
g*******h
发帖数: 1327 | |
f****e
发帖数: 1521 | 17 妹子抛弃了奶飞 哥好伤心。。。
：操哥最棒
： |
g*******h
发帖数: 1327 | 18 盘后建个仓 相信elon。。。。虽然从elon的书来看，elon也不是第一次说大话了。 |
g*******h
发帖数: 1327 | 19 我也很伤心。。。以后听操哥的
：妹子抛弃了奶飞 哥好伤心。。。
： |
d******l
发帖数: 1952 | 20 先不说别的，万一真逼空成功，真能搞个15-20%
【在 g*******h 的大作中提到】
: 盘后建个仓 相信elon。。。。虽然从elon的书来看，elon也不是第一次说大话了。
|
|
|
g*******h
发帖数: 1327 | 21 有道理哈
：先不说别的，万一真逼空成功，真能搞个15-20%
： |
d*****n
发帖数: 782 | 22 tsla近期高点310， 过不去这个价位，350是想都不用想。 |
d********e
发帖数: 1720 | 23 Every time the stock is in trouble, there will be some tweets or "leaked
emails". Works like a clockwork. |
d*****n
发帖数: 782 | 24 和apple公司当年新产品图片泄露出来一样？
tsla要是今年能顺利迈过产能这个门槛的话，妥妥的就是2007年的appl，10倍股。
【在 d********e 的大作中提到】
: Every time the stock is in trouble, there will be some tweets or "leaked
: emails". Works like a clockwork.
|
d********e
发帖数: 1720 | 25 10x will have bigger market cap than the sum of all major car makers + waymo
+ nvda.
I am actually betting small amount on bankruptcy.
：和apple公司当年新产品图片泄露出来一样？
：tsla要是今年能顺利迈过产能这个门槛的话，妥妥的就是2007年的appl，10倍股。 |
l*****g
发帖数: 47 | 26 10年前的诺基亚，摩托罗拉，爱立信市值合起来能抵得过现在苹果么？没查过，好奇问
句。
waymo
【在 d********e 的大作中提到】
: 10x will have bigger market cap than the sum of all major car makers + waymo
: + nvda.
: I am actually betting small amount on bankruptcy.
:
: ：和apple公司当年新产品图片泄露出来一样？
: ：tsla要是今年能顺利迈过产能这个门槛的话，妥妥的就是2007年的appl，10倍股。
|
d********e
发帖数: 1720 | 27
诺基亚最大市值大概是$250B，当然抵不过现在苹果。但当时很多人的手机只有几十到
一两百刀，现在苹果手机几百一千刀，如果TESLA能活十年，抢到很大market share，
而且到时要么通货膨胀，要么大家都很有钱，每辆车能卖几十万刀，也许会10X。
【在 l*****g 的大作中提到】
: 10年前的诺基亚，摩托罗拉，爱立信市值合起来能抵得过现在苹果么？没查过，好奇问
: 句。
:
: waymo
|
b*d
发帖数: 3069 | 28 明天不见得会涨很多。
1.6000辆车只是为了给5000辆的目标留出margin
2.Become Profitable through cost control
Model
【在 H*****D 的大作中提到】
: Progress, Precision and Profit
: Elon Musk
: 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
|
F****s
发帖数: 3761 | 29 乔布斯的一生是个传奇。一个很烂的开局，一个逆袭的英雄。
马斯克的一生是个噱头。一个很好的开局，一个赖皮的诞生。 |
H*****D
发帖数: 4462 | 30 Lol
【在 F****s 的大作中提到】
: 乔布斯的一生是个传奇。一个很烂的开局，一个逆袭的英雄。
: 马斯克的一生是个噱头。一个很好的开局，一个赖皮的诞生。
|
|
|
s*****8
发帖数: 1388 | 31 这么长我居然读完了。
压力感扑面而来。在特斯拉工作很累吧？ |
d*****n
发帖数: 782 | 32 lol, amzn和aapl都是各自领域的“血汗工厂”。
【在 s*****8 的大作中提到】
: 这么长我居然读完了。
: 压力感扑面而来。在特斯拉工作很累吧？
|
H*****D
发帖数: 4462 | 33 Buy buy buy
【在 s*****8 的大作中提到】
: 这么长我居然读完了。
: 压力感扑面而来。在特斯拉工作很累吧？
|
