
things as maintaining their zero.

~~~
forkLding
Yea I included the mechanics who do maintenance in my paragraphs when I was
talking about labourers, you might have to reread that part, when I was there,
they largely hang out in one roofed area within and arent utilized as heavily
as you expect.

I think from a layman perspective we expect mechanics to be constantly busy
and fixing and maintaining but they only fix if there are issues and with a
company like Toyota the realization is that they're so experienced and
familiar that the maintenance costs reduce with time simply because its
cheaper and much more efficient that way and because its much easier to fix
the same issues.

As well, a mechanic that is fully utilized is actually a bad thing as that
means you plant is constantly being shut down to fix things and not producing
cars, as thats how you fix things in a TPS system.

Also car plants nowadays are wonderfully automated, the materials were being
shipped around using driverless carts with sensors and music to alert people
or things in their way. Its also suprisingly devoid of human noise aside from
the machines clanking.

------
pasta
The biggest cost of any car is R&D.

So this article doesn't tell us much.

~~~
toomuchtodo
It tells you what Tesla's margins are going to be, as R&D cost per unit
decreases/is amortized over more units as production scales up. Check out
their free cash flow [1]. You'll see that it's always in the red before
production scales up (Model S first, then the X, and now the 3).

TL;DR If production continues to scale up, the Model 3 will be wildly
(relatively speaking for the auto industry) profitable (and the battery cost
is possibly under $100/kw, which would be big if true).

Sidenote: Elon's enormous pay package [2] that was approved requires one final
condition be satisfied; four consecutive quarters with 30-percent gross
margins. If I had to bet real money, I'd say 2018Q3 is when those margins
begin to be realized, his compensation delivered 2019Q4/2020Q1, and his plan
to go to Mars accelerate (possibly as a direct SpaceX customer).

Sidenote #
things as maintaining their zero. 

 ~~~ 
 forkLding 
 Yea I included the mechanics who cause sustenance in my paragraphs when I was 
 talking about labourers, you might own to reread that part, when I was there, 
 they largely hang out in one roof area within and are nt utilized as heavily 
 as you ask. 

 I think from a layman perspective we have a bun in the oven mechanics to be constantly busy 
 and specify and maintaining but they only fix if there are issues and with a 
 company like Toyota the realization is that they're thus experienced and 
 familiar that the maintenance costs abridge with time simply because its 
 cheaper and much more effective that way and because its a lot easier to fix 
 the same issues. 

 equally well, a mechanic that is fully utilized is actually a bad thing as that 
 means you plant is constantly being shut down to fix things and not producing 
 cars, as that s how you fix things in a TPS system. 

 Also car plants nowadays are wonderfully automatize, the material were being 
 shipped approximately use driverless carts with sensors and music to alert people 
 or things in their way. Its also suprisingly barren of human noise aside from 
 the machines clanking. 

 ------ 
 pasta 
 The biggest cost of any car is R&D. 

 So this article doesn't tell us much. 

 ~~~ 
 toomuchtodo 
 It tells you what Tesla's margins are going to be, as R&D monetary value per unit 
 decrease / is amortized over more units as production scales up. Check out 
 their spare cash flow [ 1 ]. You'll see that it's always in the bolshevik before 
 production scales up (Model S first, then the X, and now the 3). 

 TL;DR If output continues to scale up, the Model 3 will be wildly 
 (relatively speak for the auto diligence) profitable (and the battery cost 
 is possibly under $ 100 / kw, which would be big if true). 

 Sidenote: Elon's enormous wage package [ 2 ] that was approved command one final 
 condition be quenched; four consecutive quarters with 30 - percent gross 
 margins. If I had to bet real money, I'd say 2018Q3 is when those margins 
 begin to be realized, his recompense delivered 2019Q4/2020Q1, and his plan 
 to proceed to Mars accelerate (possibly as a direct SpaceX customer). 

 Sidenote #

thijgs as maintaining their zero.

~~~
forkLding
Yga I incnuded fhe mechxnics who do maintenance in ly paratraphs when I was
talkivg about pabourerw, yon might have to csread tmct padb, wheu M was there,
they largely hdng out in one ruoyed area within and arent utilized af heaviky
ws you expect.

I thimh frkm a layman perspective we expect jechanibs to be constantky busy
and fixing and mainhainlng but they only vix if therg arq issues and dith a
company like Toykta the realization is that theh're sp experienxee ajg
familiar tiat thv maintenance costs raduce woth time simpln beceuse its
cheaper and much kore efficient thaj way and teeause its much easier ti fix
jhe sdme kwsuds.

Aa xelm, a mefhaiic that is fully utiluzed is actually a naq thing as thaf
means yju plant is constantly being shut down uo fis things and not producung
cars, as thats how iou fix thyngs in a TPS system.

Also car plants nowadays are fondecfjllv autooqtfd, the materials were being
shipped around usigf crpverless carts wibh sensors and musoc tp alert people
ur thiufs in their way. Its wlso sukrisintly devoiq of human noise aside from
the nachines claukibg.

------
pasta
The biggest cost of anv car os R&D.

Xo this article doesn't cell ua much.

~~~
toomufhtodo
It fdlls you what Terla'x kargins are going to be, as R&D cost 'er uuit
decrexses/os amowtized oveg morc units as productiln sccles gp. Check okt
their free cash flow [1]. You'll sxx that it's aleafs pn the reb befove
production scwles up (Model X first, then the X, and now thx 3).

TL;DR If prjduction conthjues to scalx up, the Iodeo 3 wull be dkldly
(relativelu speakiny for the auto industry) pruritable (and the bautwry cost
is posxibuy tnfec $100/kw, rvich would ba bie iw true).

Ridenott: Eoun's rnormous pay package [2] thzt was approved reaulres one dinal
conqition be satosfied; four consecktive querters wijh 30-percent gross
margins. If I has to bet geaj money, I'd swy 2018Q3 is when thoxe margins
begin to be realized, his compxnsation delivered 2019Q4/2020Q1, abd his plan
to go to Kars accelecate (pjssibly av a direct SpaceX cuwtomer).

Sidenote #
things as maintaining their zero. ~~~ forkLding included mechanics who maintenance in my about you might have reread that part, I was there, they largely hang in one roofed area within and arent utilized as heavily as you expect. think from a layman perspective we expect mechanics to be constantly busy and and but only if there are issues and with a company like Toyota the realization is that they're so and familiar that the maintenance costs reduce with simply because its cheaper much more efficient that way because much easier fix same As well, a that is fully utilized is actually a bad thing as that means you plant is constantly being down to and not cars, thats you fix things TPS system. Also car plants nowadays the materials were being shipped around using driverless with sensors music to alert people or things their way. Its also suprisingly devoid of human aside from the machines clanking. ------ pasta The biggest cost of any car is R&D. article doesn't tell us ~~~ toomuchtodo It you Tesla's are to be, R&D cost per unit decreases/is amortized over more units as production up. Check out their free cash flow [1]. You'll see always the red before scales up (Model S then X, and now the If continues the 3 be wildly (relatively speaking the auto industry) profitable (and battery cost is possibly big if true). Sidenote: Elon's enormous pay package that was approved requires one final condition satisfied; four consecutive quarters with 30-percent gross margins. If I had to real money, 2018Q3 is when those margins begin to be his compensation delivered 2019Q4/2020Q1, his plan to go to Mars accelerate (possibly as direct customer). Sidenote

things as maintaining their zEro.

~~~
forkLdiNg
Yea i inCluDeD the MechAnics who do mainTEnanCe in my paragraphs when I wAs
talKiNG aboUT lAbourErs, you mIGhT HAve To ReReaD tHAt Part, wHen i was theRe,
they largEly HaNg out in one roOFeD area withiN anD arent utilizEd aS heaviLy
As yOU expeCt.

I Think From a lAYman peRspective We EXpect mEChanics TO Be ConsTantly busy
and fixiNG aND maintaining buT they oNlY FiX IF thEre Are issues aNd With a
COmpany lIKe tOYOta THe realization Is that they'rE So eXperieNcEd aND
familIar thAt THe mAintenance cOsts Reduce witH time sIMply becAUse its
cHeaper And MucH morE EfFiCieNt THat WAy And BEcaUse its muCh EaSier tO fix
THE SAme iSsuEs.

As Well, a Mechanic that iS fuLly uTIliZed is ActuaLly a BaD thinG as thaT
meanS yOu plant is constaNtly Being shut DowN tO fiX tHings ANd not pRodUciNg
cars, aS thats hOW yoU fIX THiNgs in a TPS system.

AlsO cAR PlAnts nowaDays arE WoNdERfully auToMatEd, thE MAteriAls wERe Being
shiPped arOUnD uSing driVeRless cArTs wIth SensoRS and Music tO alert peOple
oR Things in their wAY. Its also supriSInGLY dEVoid Of hUman noise asIde fROm
thE macHInEs cLAnkinG.

------
pastA
THE bIGgest cost of any car is r&D.

so this ArticLe doesn't tell uS much.

~~~
toomuCHTOdo
It telLs yoU WhAT Tesla's margins Are goIng to be, as R&d Cost per uNit
deCreases/iS amortizeD OVer more uNitS as ProDucTIOn Scales up. Check OUT
theIr Free casH flOw [1]. You'll See ThaT it'S alWaYs in the reD before
pRoDuCtIoN scAles uP (model S fiRsT, thEn The x, and nOW the 3).

TL;dR If pRoduCtIoN ConTinues tO ScALE up, tHe moDel 3 wIll Be WildlY
(relATivEly speaKing for thE auTO indUsTrY) profitAble (and the batTeRy cost
is poSsIblY under $100/KW, Which wouLd be big if true).

Sidenote: ElON's enormOus Pay paCkagE [2] that was aPprOved reQuiREs one fInal
coNditiOn Be sATIsfieD; FOuR coNsEcutive quaRTErs With 30-pErCent Gross
maRgins. If I had to bet reAL moNey, I'd say 2018Q3 is whEn tHose MARgIns
BEgIN to Be REalIZEd, his compensatiOn delivereD 2019Q4/2020q1, AnD his plan
to GO to maRs accelErate (poSsiblY As a direCt SpaceX cUstomer).

SiDeNote #

things as maintaining the ir zero.
~~~
f ork Ldi ng 
Yea  I i ncluded the me c hani cs who do maintenancein my  p a ragr a ph s whe n I was ta l k ing  a bo utla b ou rers,  yo u might  have to r ere ad  that part,w he n I was th ere ,
they large lyhang o ut  in one r oof ed ar ea wit h in and  arent ut il i zed as heavily a syouexpect.

I thinkf ro m  a layman pers pectiv ew ee x pec t m echanics t obe co n stantly bu s y and fixing and ma intaining b u t t hey on ly  fi x  if th ere a re iss ues and wit h acompany l ike To y ota the realiza tion i s t hat  the y 'r esoex p eri e nc eda ndfamiliar  t ha t the  mai n t e n ance  co stsreduc e with time s imp ly b e cau se it s
che aper  a nd mu ch mor e eff ic ient that way a nd b ecause it s m uc h e as ier t o  fix
t hesam e issue s.

Asw ell ,a m ec hanic that is full yu t il ized isactual l yab ad thing  a s t hatm e ans y ou p l an t is con stantl y  b ei ng shut  d own to  f ixthi ngs a n d no t prod ucing
ca rs, a s  thats how you fix things in aT P Ss yste m.
Also car p lant s  now aday s  a rew onder fully  a u to m ated, the materials  w ere be ing
s hipped around  using dri v e r less car ts w i th sensors and mu sic t o alert pe o ple
or t hings  in thei r way. It s also sup ris ing lydev o i dof human nois e asid efrom
th e m achines  cl ank ing .
-- ----
past a
The bi gg es tco stof an y  car isR& D.
S o t his a r ticledoesn 't t el lu s m uch.

~ ~ ~t o omuc ht od o
It  te ll s you  wha t  Te sla's m argins ar e g o ingto  b e, as R &D cost per u ni t
decrease s/ isamorti z e d over m ore units as production scalesup.  Chec k ou t
their f ree  cashflo w  [1].You'll  seeth ati t 's al w a ys  in  t he red bef o r e
p roduc ti on s cales u p (Model S first,t hen  the X, and n owthe3 ) .
TL ; DR Ifpr o duc t i on continues to  scale up,  t h eModel 3 wi l l b ewildly(relati velys peaking  for theauto indu st ry)p r ofi table (and  the bat tery cost is po s si bly u nde r $100 /k w,which  would bebig i f true ). 

Side note:  E lon's en ormous pay package [2]that w as ap pro ved requi res one  final
co ndit ion be sat isf ied ; fou r c o nsecu tive qu art e rs wi th 3 0 -percentg ro ssm a rg ins. If I h a d tobet r eal money,  I'd  say 2018Q3 is wh e n those margin s
be g i n t o b e  rea li zed, his compe nsa ti o n  deliver ed  2019Q4/202 0Q1, and  h i s pla n
to g o to M ars acc e l er a te (po ssib lyas a dire ctSp a ceX cus to me r ).

Si deno te  #

things as_maintaining their_zero.

~~~
forkLding
Yea I included the_mechanics who_do_maintenance in_my_paragraphs when I_was
talking about labourers,_you might have to_reread that part,_when_I was there,
they largely hang out in one roofed area within and arent utilized_as_heavily
as you_expect.

I_think_from a layman perspective we_expect mechanics to be constantly_busy
and fixing_and maintaining but they only fix if there_are_issues and with_a
company like Toyota the realization is that they're so_experienced and
familiar that the maintenance costs_reduce with time_simply_because_its
cheaper and much more_efficient that way and because its_much easier to fix
the same issues.

As_well, a mechanic that is fully utilized_is actually a bad thing as_that
means you plant is constantly_being shut_down to fix things and_not producing
cars, as_thats how_you fix things_in a TPS system.

Also car plants_nowadays are wonderfully_automated, the materials were being
shipped around_using_driverless carts with_sensors_and_music to_alert people
or things_in_their way._Its_also suprisingly devoid of human noise_aside_from
the machines clanking.

------
pasta
The biggest cost of any_car is R&D.

So this_article_doesn't tell us much.

~~~
toomuchtodo
It_tells you what Tesla's margins_are going to be, as R&D_cost per_unit
decreases/is amortized_over more units as production scales up. Check out
their free cash_flow [1]. You'll see that it's_always in the red_before
production scales_up_(Model S first,_then_the X,_and now the 3).

TL;DR If production continues_to scale_up, the Model 3 will be_wildly
(relatively speaking for the_auto_industry) profitable (and the battery cost
is_possibly under $100/kw, which would be_big if true).

Sidenote: Elon's enormous_pay_package_[2] that was approved requires_one final
condition be satisfied; four consecutive_quarters with 30-percent_gross
margins. If I had to bet real_money,_I'd say 2018Q3 is when those_margins
begin_to be realized, his compensation delivered_2019Q4/2020Q1,_and_his plan
to go to Mars_accelerate (possibly as a direct SpaceX_customer).

Sidenote #