phoenix10 (smartish) Profile picture
Aug 21, 2018 8 tweets 6 min read Read on X
1/$TSLA #OpsMgmt101 #PoorQuality
1/ @lopezlinette, nice article. This is not surprising to me or other industry veterans. I have one rebuttal; FPY is not 14%, it is probably closer to 0%.

How did we get here? Remember this mess?:
@lopezlinette 2/ In order to meet their 5k/week commitment, Tesla put untrained interns and employee’s on the line and lowered and probably lowered their quality standards.

@lopezlinette 3/ There was no amount of QC inspection that could’ve prevented quality escapes. Actually, Tesla probably lowered their quality standards to ship more product. In industry terms, they basically “shipped shit.” Multiple twitter threads and in the forums claiming poor quality.
@lopezlinette 5/ All those crap vehicles during the 5K/week push? They ended up in the dusty heat of Lathrop & Burbank. Lathrop is Tesla’s logistics hub but also acts as a “triage” site for defective vehicles.
@lopezlinette 6/ What doesn't get fixed or reworked at the Harlan site in Lathrop will turn into a Model 3 Scrapyard.

So, yeah, 14% FPY is being very generous.

Q: Tesla Battery Engineers, How are you preventing copper plating on discharged batteries or vehicles in Lathrop?
7/ $TSLA #OpsMgmt101 #PoorQuality #MATH

h/t to @QTRResearch for doing basic math. This is just additional cost for piss poor quality and FPY.

Full link: seekingalpha.com/article/420118…
8/ So, I said in another thread that other OEMs were close to 95%+ FPY vs Tesla’s 14%. Well, I was wrong, it’s actually a lot better than that. See attached tweet.

H/t @Valuetrap13

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More from @phoennix10

Aug 20, 2018
$TSLA $TSLAQ #OpsMgmt101 Thanks for sharing.
1/ The good: Clean factory floor which is good.
The bad: Any lean or 5S is practice is very weak/poor. In good 5S it is a very "visual" factory. There is no color coding on floor or around racks to signify the state of WIP.
2/ They use a lot of red bins which goes against conventional visual systems. Red is usually meant for scrap/quarantined material.
3/ Inefficient use of boxes: There is a lot of use of flow through racks with boxes and not kitted materials. Which is a huge waste (excess material) and poor efficiency. This requires operators to open boxes, grab material out of their protective sleeves, then do assembly.
Read 7 tweets
Jun 20, 2018
1/ Updated rant:
You see that fork lift to the right? That is how they are LOADING the entire car and carrier to the line. Never in all my automotive career have I seen this. This is an epic cluster f*#%. No one plans to put an assembly line in an uncontrolled environment.
2/ So, they are literally picking up the car and carrier with a forklift from post paint inspection within the factory. Then they are driving it out of the factory over a shitty parking lot, jostling the vehicle body the entire way.
3/ they have to deliver all the material like the entire door sub assembly (post paint), instrument cluster, interior trim, wire harness, seats, carpet, head liners, front and rear glass, etc..etc.. to the f$&@‘n tent
Read 14 tweets

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