All the other advantages you mention have nothing to do with manufacturing. We are talking about the truck going through the plant being made. There is no evidence that fabricating a stainless steel "exoskeleton" will reduce much fabrication effort other than paint. There are still likely a similar amount of body parts to be assembled and all those body parts will be processed through forming equipment. People act like the exoskeleton is going to get quickly folded up like origami as a single layer and that will not be the case.
This is news to... the news.
Seems like there is a lot of great stamping going on and not a lot of folding. So I will believe it when I see it.
There is no way a 3mm stainless steel body is cheaper than a painted steel body. I buy a lot of steel paneling and painted steel is always cheaper. Let alone a steel that is 3x thicker. If you put the new lighting body and the CT body side by side. The lighting body will be much cheaper to produce
Most of that doesn’t make any sense. You would believe they could buy 2100 acres and build a 5M sf facility for just over $1B and the paint shop would cost $500M. Or half the cost of gigs texas. I do a lot of construction. A Lot. I can buy one of the nicest commercial spray booths for $100k. Now obviously Tesla has a much more complicated booth and process, but something is wrong with that $500M number. Also, has anyone asked Sandy why there is a $60M paint shop in his analysis for a truck that doesn’t get painted.
$100K booths are hobbyist level compared to the high-speed ultra high quality complete automated systems at high volume vehicle factories. Just one of the robots is probably more than $100K.
Sandy did explain the difference between the $60M & $500M.
Ok. Maybe I can see the $500M.
I don’t know. I have a 20 acre water park, a 200+ unit luxury apartment with a grocery store, retail and office building in LA, completely renovating and structurally retrofitting two mid rises in LA including repainting the entire exteriors of both with high performance paints, a new stadium facility, and a luxury senior living facility with 8 floor of concrete currently sitting on my desk and kicking off this year and they all barely pass combined around $600M. It’s just really hard for me to believe that their paint facility is $500M. I am building a 20 acre water park for well under $100M. There are 50 something massive pumps and filtration plants and piping duct banks as wide as a freeway.
These videos just made me appreciate my cars paint job more. They clearly put a lot of work into getting it right.
No one said there would be no stamping. Just that the stainless exoskeleton isn't stamped, but folded.
