Tesla Scaling: Operations and patience
We re-examine Tesla with some new data, to see how improved Operational process at scale is saving Tesla.
Tag Tesla
Scaling Tesla Production
In the last Tesla post on Musk fans and naysayers, I had expressed cautious optimism about Tesla’s Model 3 production growth. There are some legitimate concerns about the process management within the Tesla Fremont plant. Much of the production planning problems…
Free Musketeers
Last April, I wrote about a whimsical Tesla analyst call. I had briefly mentioned three issues: (A) personality of the founder vs. personality of the firm (B) over-exuberance about Tesla before they could start making cars in scale. (C) cautious…
Subscriptions and the Art of the (earnings) Call.
It has been slow at the Poiesis blog, as the end of semester duties draw to an end. Meanwhile interesting operations events have occurred at our horizon of interest. Notes will follow on this topics, but here are some quick thoughts.…