Covert Recordings Of Tesla's New Model 3 Facility Reveal Something Unexpected

Update: According to Business Insider, fewer than 100 vehicles have actually made it through the "tent" facility, technically known as GA4 (or General Assembly 4) line since production began in early June. The publication also notes that it is "unlikely GA4 will provide the output Tesla needs to reach it's 5,000 Model 3 goal for some time, according to one of the company's employees."

Business Insider also reported that Tesla has only built made around 6,000 Model 3s this month, well short of the 5,000/week quota set by Elon Musk.

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Over the past week Tesla stock has enjoyed a torrid surge, driven by a short squeeze following an email to employees by CEO Elon Musk, in which he updated workers of the company’s plan to produce 5,000 Model 3 cars per week by the end of this month, and warning short sellers  "they have about three weeks before their short position explodes", supposedly a warning that the company will surprise Wall Street with either stellar (or at least positive) cash flow or production numbers.

Musk said the company is now producing “about 500” vehicles per day, or about 3,500 per week, adding that some parts of the production system have already reached the quota of 700 cars per day and praised staff for their hard work.

“It’s getting very exciting! All parts of the Model 3 production system are now above 500 and some are almost at 700 cars already. Congratulations to all on making so much progress,” Musk said in the email sent Friday night.

And yet, it wasn't all clear skies, because Musk also said that there are a few bottlenecks preventing all parts of production from reaching the goal of 700 cars per day. “Radical improvements” are still needed on some parts of the production line, the real world Tony Stark lamented. That confused some investors: how can the company be on track to hit its quota yet be in desperate need of "radical improvements"?

Adding to the bizarre narrative and the inherent contradictions in the story, the CEO told employees that he will be at the Fremont factory “almost 24/7 for the next several days” to make sure the teams that are behind -- which include the paint shop and the end of the general assembly line -- get “as many resources as they can handle.”

The paradoxical twist, of course, was that one week ago, just as Tesla was entering the burst quarter end period, Musk was firing 9% of the "salaried workforce" raising more than one eyebrow about the company's management (and motivational) methods.

Still, even with all this excitement, Tesla was behind: earlier this month Musk said it is “quite likely” that Tesla will hit a weekly Model 3 production rate of 5,000 cars “by the end of this month.” Here, too, eyebrows were raised as Tesla had originally planned to make 5,000 Model 3 cars per week by the end of 2017, but could not even hit half that quota in reality.

Which brought us to this weekend, when Musk unveiled that as crunchtime was approaching, the company launched a whole new general assembly line "in 3 weeks w minimal resources" which incidentally was housed in a tent, and tweeted what he claimed was a "pic of 1st Model 3 dual motor performance coming off the line."

Then, on Tuesday morning, with just 11 days left until the end of the quarter and the deadline to hit the Model 3 quota, Musk explained that he "needed another general assembly line to reach 5k/week Model 3 production. A new building was impossible, so we built a giant tent in 2 weeks."

Incidentally, these are just two of the dozens of tweets Musk has sent out in the past two weeks, a time when he supposedly was "on the factory floor", when in reality he has been wasting much of his time in futile Twitter arguments.

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And so, as the back and forth between Trump and his skeptics and critics continues, earlier today covert videos showing the inside of the Model 3 production "tent", which houses the latest assembly line was leaked. What it reveals is concerning... because it reveals nothing at all: an assembly line with a handful of cars on it, with virtually no production, with no engaged workers and worst of all, no movement or purpose at all. Almost as if the whole facility is one elaborate stage prop to give the impression of work, as the actual workers just sit around and do nothing.

One look at the below video, and one wonders just how many Model 3 is Tesla really producing at this moment?

After watching these recording, our only question is how long before Elon Musk blames them on another "saboteur."

Comments

jcaz bamawatson Tue, 06/19/2018 - 16:00 Permalink

Wow.  I've seen a couple more clips of this- it's truly comical.  I'd be shocked if they completed even a couple cars per day on this "line"-  it's bullshit.   

Wonder how many people they assign to chase snakes away at night?  "A Dingo stole my Tesla!"  Does workman comp cover spider bites?  Does the warranty cover the spiders that will crawl out of the dash over time?  A tent out in the desert- what could possibly go wrong?

Too bad we don't have a Justice Department anymore-  this deal would already be shut down and Elon would be in custody.   No wonder he's been freaking out lately-  guilt does that to a man.

The Dale, Part 2.  Resembling it more by the day........

In reply to by bamawatson

Shillinlikeavillan Herd Redirecti… Wed, 06/20/2018 - 00:16 Permalink

What a joke, I could probably completely disassemble and reassemble my pontiac faster than that(if the 100 car a month thing is true then thats like 3 cars a day, wait, what???)

 

Some of the things I noticed with the only guy that is visible actually working on the line is:

1. Parts are far away.

2. Tools are don't seem to be overhead.

3. No peunmatic tools.

4. Appears to have a lack of training

5. Confusion.

 

Watch this vid for a REAL car manufactuer:

 https://www.youtube.com/watch?v=o54AsvcTXjk

 

Elon has no fuckin clue what he's doing...

In reply to by Herd Redirecti…

Mentaliusanything Shillinlikeavillan Wed, 06/20/2018 - 01:44 Permalink

That not a factory - This is a Real Car manufacturer Totally automated until final fit; I visited this factory and was blown away. Siemens automation and robots at their best.

1200 Outstanding motor vehicles ensue daily. All with highest QC and fully tested.

Elon you a real Wanker however, to think you could improve this automation and efficiency.

https://www.youtube.com/watch?v=7mk3backkao

In reply to by Shillinlikeavillan

withglee gatorengineer Wed, 06/20/2018 - 11:14 Permalink

Where the hell is the Sec in all of this? These are materially false statements to pump a stock... 

Who needs a Sec to police this? This is clearly all in the open. Anyone expecting something different is a fool. Regulation does nothing to mitigate things like this. Rather, regulation is just a layer of cost, cover, and corruption. Sunlight is the best disinfectant. Transparency trumps regulation any day.

In reply to by gatorengineer

dgc0101 Mentaliusanything Wed, 06/20/2018 - 10:25 Permalink

Thank you for finding such a REAL example of how highly automated manufacturing is ALREADY QUITE SUCCESSFULLY being done for a range of high end products today. It is beyond arrogant that Musk and his fanboys don't remotely know what it takes to actually engineer and manufacture the multi-functional and integrated structures typical of modern automobiles; this is not the same as creating a software package.

 

Yes, Elon is an arrogant wanker with a hyper-inflated sense of his technical and business acumen, while most of his slavish fanboys are just virtue-signaling morons who don't have any even the remotest experience with manufacturing anything except spreadsheets.

In reply to by Mentaliusanything

Tarzan the artist Tue, 06/19/2018 - 22:09 Permalink

They build them in a tent, that was assembled in 3 weeks, with minimal resources?  

Even if it were true, why would anyone, save maybe a psychopath, brag about that?

Think about it, these are some of the most expensive cars on the road, and he's bragging that they throw them together in a tent!

No damn wonder they burn.

Musk is a chosen unicorn of the High Tech bubble, a prince with no clothes, whose day of reckoning is coming. 

In reply to by the artist

gregga777 DonutBoy Wed, 06/20/2018 - 04:03 Permalink

Soichiro Honda didn't start out making luxury Acura automobiles just after World War 2. He began making motorized bicycles with 50cc engines. Honda automobiles were years away in the future. Acura was 40 years away in the future. 

 

Henry Ford didn't jump right into making luxury Lincoln automobiles. He finally succeeded after several tries making the Model T for a mass market. Lincoln automobiles were years away in the future. Ford now makes 15,000 of their cash cow F-150 trucks per week!

 

Ford was focused on producing so many Model T's as quickly as possible that the paint drying time was a significant production bottleneck. Since black paint dried the fastest all Model T's were painted black. 

 

On the other hand, Elon Musk started out making luxury vehicles for a tiny niche market. Now Tesla is trying to manufacture larger numbers of Model 3's (versus earlier models) and is having lots of trouble ramping up to 2,000 per week. The original price target of $35,000 has been abandoned for an $80,000 fully loaded version. How many of those $1,000 down pre-orders are going to be canceled because of that?

 

High-volume manufacturers come down the learning much faster than their low-/lower-volume competitors. There may be some, but I don't know of any luxury goods maker that has ever successfully become a high-volume manufacturer. 

 

In reply to by DonutBoy

E. Grogan Last of the Mi… Tue, 06/19/2018 - 22:40 Permalink

You'd be amazed what some folks will do. Years ago, while at Disneyland with my family, I came out of the women's bathroom and saw a HUGE line formed in front of it. As there was no line when I first went in a minute before, and because there were also MEN in line, I innocently asked a guy what the line was for. He said he didn't know, but he figured it must be a ride so he got in line. I then told him, oh, sorry, this is the line for the women's room. When surrounding people heard this exchange, they quickly (and rather sheephishly) left the line. When that happened, apparently word spread and soon there was no one left in line.

There were 25 people in line, none of whom apparently knew what the line was for but they were all patiently waiting. Humans never cease to amaze me.

 

In reply to by Last of the Mi…

Adolfsteinbergovitch p4424119 Wed, 06/20/2018 - 04:37 Permalink

Funny that you modified your completely unexplainable salary number through my last comment. You really are an imbecile by any measure. That's the only thing that sticks.

Now even your actual number is still a tad too high to be honest. Why not telling things like they are, namely that the poor schmucks doing online porn for you never get paid and leave in disgust after the first month?

This would explain why you need to advertise over and over again to quickly fill the vacant positions due to high turnover, another sure sign of quality...

In reply to by p4424119

gregga777 Adolfsteinbergovitch Wed, 06/20/2018 - 04:44 Permalink

I've seen American cashiers that can't even make change. This bozo probably just makes it all up anyway. I doubt he/she/it could possibly count to 20 using all fingers, thumbs and toes. Well, maybe 21 if it's anatomically male with a bonus to 23 if he thinks of using his nuts. Maybe he/she/it has a calculator with a random number generator that just is too fascinating to not use. 

In reply to by Adolfsteinbergovitch