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.
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.
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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.
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
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
@@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 .
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.
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
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.
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.
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.
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
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.
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.
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
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.
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
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.....
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.
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
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 RU-vid 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.
@@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.
@@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 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.
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.
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).
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
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.
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.
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.....
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
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.
@@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.
