Published on October 3, 2019 |
by Zachary Shahan
3. October 2019 by Zachary Shahan
We reported yesterday that Tesla was ending Model 3 Standard Range shipments from the US to China because it began to produce base model 3 in its new (and still under construction) Shanghai gigafactory, "Gigafactory 3." It may even surprise Tesla optimists that the company managed to go from no construction at all to Model 3 production at such a fast time, but it sure surprises Tesla skeptics the most. In light of the milestone, I actually thought I'd remind people of a handful of claims about Gigafactory 3 from just earlier this year, a couple of blocks ago. Most of these were published within a month of Elon Musk attending a small groundbreaking Gigafactory 3 ceremony on January 7, but note that factory skepticism has been common throughout the year.
In a January 7 article entitled "Elon Musk Sees a Future in China for Tesla and It's Muddy," Bloomberg author does not say that the plan is impossible or unrealistic, but he is coming close, as he writes about Elon Musk in an unflattering way throughout the article. If, at the end of the article, you got the impression that you should be skeptical of Tesla's Gigafactory 3 plans and Tesla's future, you would digest exactly the story he pushed.
14. January, Forbes published an article entitled "Not So Fast: Can Elon Musk Really Open Tesla's China Gigafactory This Year?" The article, which exudes an air of authoritative skepticism, began as follows: "Elon Musk rarely smiles from setting bold goals for Tesla, despite a mixed record of achieving them when promised. So it was in character when he announced that the electric car company's first Chinese Gigafactory could be operational in about 11 months.
"Hopefully, we hope to have some initial production of Model 3 towards the end of this year and achieve volume production next year," Musk said in the groundbreaking Shanghai January 7.
"He may be disappointed.
" There is no precedent for building a large, modern car assembly plant and starting production in one year, production experts say. Even Tesla's official goal of ramping up to 3,000 electric sedans per week at some point in 2020 won't actually be easy.
"" Unless he mastered an approach I am not aware of doing everything in Laurie Harbor, CEO of Production Consultant Harbor Results Inc. in Southfield, Michigan, says Laurie Harbor, CEO of Production Consultant Harbor Results Inc. " It definitely seems totally optimistic. '”
Optimistic? Or realistic?
After claiming that Tesla was not known to meet production targets (note that Tesla is on track to nail Elon Musk's 2020 production and delivery targets forecast for 2020), Business Insider author and frequent Tesla critic Linette Lopez expressed great skepticism about Elon Musk's plan to have Tesla produce Model 3 at its gigantic factory in Shanghai by the end of 2019. "So far, the China plant is, um, basically an open field with something digging going on, "she said. "It is harder and harder to believe that there will be Model 3s coming out of the gigas factor in Tesla China by the end of the year."
Remember when @lopezlinette was so pissed that Tesla wouldn't be able to meet or even exceed expectations @elonmusk set to Gigafactory 3? ¯_ (ツ) _ / ¯ https://t.co/wy8D72TbJy pic.twitter.com/AIGedZofW0
– Viv (@flcnhvy) July 16, 2019
A February 8 article on GuruFocus by the President of Almington Capital – Merchant Bankers, briefly Tesla [TSLA] at that time, was titled “Tesla's Shanghai Plan Don & # 39; t Add Up.” The article contained paragraphs like these: China for a number of years, but not much material came from all that talk. In October, the company announced that they had rented a plot in Shanghai's Lingang area. The swampy country had found little interest among potential domestic anchor developers, which goes some way to explaining the slightly under $ 140 million price Tesla agreed to pay. …
“When Musk broke ground at Gigafactory 3, the site was still nothing but a field with a temporary wall erected around it (and a worryingly muddy field at that). Tesla had claimed to be r which reinforced construction work even before the official groundbreaking, but there was little evidence of construction activity, despite the practical presence of heavy construction machinery at the event.
"Since then, the updates have been a bit scarce. However, some incredible observers have provided independent status reports via aerial drones. The last video footage of the site was recorded and released on February 5. There seems to be some concrete pouring in, but there is virtually no visible work activity or signs of life around the place, which is absolutely inconsistent with Tesla's extremely aggressive schedule. "
Duration: 7 months ago, 5 months,… And Voilà! pic.twitter.com/7XfqfLyN3d
– Khalil Amar (@khalilamar) August 8, 2019
– Chao Zhou 👽 (@realChaoZhou) October 1, 2 019
To be fair, there is still mud on site. But I think you get the point.
Is Elon Musk a Magical Producer? Or are people just too skeptical? Or did they simply push for an agenda, for some biased reason that we can now see was completely disconnected from Tesla's future in the physical world?
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