- First Name
- Oct 3, 2020
- Reaction score
- Washington State
- 2010 Ford F-150, 2018 Tesla Model 3 Performance
You don't like the idea that Tesla is bringing back good-paying manufacturing jobs to the United States? In the 1970's and 80's, a lot of good manufacturing jobs were exported to China and that began the breakdown of many of the benefits American manufacturing brought to the United States economy. To see the pendulum start to swing in the other direction is heartening, to say the least. I would not want to be a part of making it go back in the other direction again.Rather than spend years building new Gigafactory for millions of Cybertrucks why not pop-up smaller plants? Why wouldn’t Tesla convert an existing plant to Cybertruck? Model Y clearly owns GigaAUSTIN production originally reserved for Cybertruck. Even were GigaAUSTIN to ramp Cybertruck, production is years out for existing reservation holders and new buyers? New buyers take a number.
Standalone Cybertruck factory in renovated plants make a fast argument for pop-up Cybertruck manufacturing. A rich man explained that its easy to get 20-30% but thereafter diminishing returns chasing 40-50%. But you can accumulate small 5-10% shares that add up to 50-60% of a market cheaper. That’s where a pop-up strategy fits. Tesla has GIGA factories that will scale to 20% marketshare. Now its time Tesla have a small ball(Warriors fan) strategy.
Tesla has factories in CA,NV,TX, NY, Canada, Germany, Hong Kong or China. It has in place the administrative infrastructure to support satellite plant operation. Cybertruck S.S. metallurgy eliminated the costliest investment in paint. IDRA casting reduced plant footprint 1/10th size with 1/6th investment. Standalone Cybertruck factory in renovated plants make a fast argument for pop-up Cybertruck manufacturing. Tesla can make small plants grow bigga where necessary
I’d hazard Cybertruck pop-ups could shave years off Tesla timeline-to-market .vs. building greenfield new Tesla plants as in TX, .de and Shanghai. Cybertruck would fit plants converted into Cybertruck pop-up factories. High on that list must be MX. There is Chevrolet’s Silao, Guanajuato, Mexico 26M sq ft truck assembly plant if it comes available, GM production ended there 2013. Tesla could acquire that or a neighboring facility. Tesla has 127 Mexican suppliers in its Supply Chain.
I’ve owned two MX built cars(VW,Tahoe). Mexico make very good automobiles. That skilled talent base is in-place awaiting the opportunity to build again. As are idle plants worldwide. Cybertruck more than any other vehicle is the perfect pop-up weapon to slash Tesla time-to-market performance.
Time to change up the game? Deliver Cybertrucks faster? Build new orders? What about that CyberVan? Cyberquad?
Building Cybertrucks is a large scale industrial process which is how Tesla was able to get the price so low and offer the buyer so much value. They even attracted a huge, multi-billion dollar steel mill to locate between GigaAustin and the SpaceX facility to the south. Once they perfect the manufacturing process they will replicate lines right there in Austin, near the steel foundry, and will surprise and stun with how many trucks that plant will be able to churn out at high speed. You will need to pick your jaw up off the floor!