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Tesla Model 3 Teardown Reveals a 'Symphony of Engineering,' 30 Percent Profit Margin (bloomberg.com)

An anonymous reader quotes a report from Bloomberg: Munro & Associates, a small Detroit-area firm that disassembles new cars and analyzes them down to the nuts and bolts, came out in April with damning findings that the Model 3 was poorly built and -- even worse for Tesla's long-term outlook -- costly to build. On that second point, at least, founder Sandy Munro has reversed course. Upon further analysis, his firm has found that the sedan can be profitable. It may even have the potential to make a 30 percent margin, which would be unmatched by any other other battery-powered vehicle. Munro said the systems that impressed him most were the tight integration of circuit board components, which he calls "a symphony of engineering," and the efficiency of the battery developed by Tesla and Panasonic Corp. Munro also pointed to a comprehensive side-by-side comparison of the parts and materials used by the Model 3, General Motors Co.'s Chevrolet Bolt, and BMW AG's i3, in which the Model 3 comes out favorably. The report echoes a teardown published in June by German magazine WirtschaftsWoche, which found that the Model 3 costs about $28,000 to build -- $18,000 for materials and $10,000 for production.

10 of 287 comments (clear)

  1. Re:That's what he says NOW... by squiggleslash · · Score: 5, Insightful

    For the benefit of the mods who think the above is a troll, I'm referring to an incident on Sunday in which Musk accused the diver who saved the kids trapped in caves in Thailand a pedophile because he said Musk's submarine wouldn't have helped. It was a bizarre baseless attack on a legit hero.

    --
    You are not alone. This is not normal. None of this is normal.
  2. Re:That's what he says NOW... by Train0987 · · Score: 4, Insightful

    You've inadvertently illustrated one of the problems with the Model 3. How many different revisions of this thing are there and how much more difficult does that make them to repair? What differentiates Rev A, Rev B, etc? That's going to make long-term maintenance, repair and restoration a nightmare. That's why every other car manufacturer settles on a design and sticks with it for a full model year before releasing a new revision.

  3. It's not okay by Anonymous Coward · · Score: 5, Insightful

    It's not okay, he's done this repeatedly as CEO of Tesla too. His mouth is a liability.

    “Water level was actually very low & still (not flowing) — you could literally have swum to Cave 5 with no gear [1], which is obv how the kids got in [2]. If not true, then I challenge this dude to show final rescue video [3]. Huge credit to pump & generator team. Unsung heroes here[4],”

    [1] a Seal diver died from lack of oxygen, he gave the kids too much of his tank when he was in the end cave. Clearly not swimable then. The kids were running out of oxygen so clearly air tight, and they brought them out 4 at a time during the day, with Seals restocking the oxygen tanks along the way at night. His claim is garbage, it belittles the risks involved.

    [2]The kids climbed in before the floods and went deep into the cave as the water rose. They did not swim in.

    [3] They made a rescue, not a video for PR purposes. His demand for a video shows his priorities not theirs.

    [4] Same cave teams did the rescue as laid the pipes and power lines.

    “You know what, don’t bother showing the video, We will make one of the mini-sub/pod going all the way to Cave 5 no problemo. Sorry pedo guy, you really did ask for it.”

    Fuck off Musk. They didn't use your tube, you got pissy in your disappointment, one of the cavers got angry with you for the PR stunt and pissyness part and you escallated into calling him a pedo because he's in Thailand. Which is a slur on Thailand and libel against him.

    If you want to help, help, don't do a PR circus when they're trying to do a rescue.

    One more thing, when autopilot kills people, its not their fault they didn't turn off the autopilot to rescue the car from its bad driving. It's your bugs to blame. Don't attack customers just because they're dead and can't answer back. When the Luxembourg safety regulator complaims the brakes are awful, its because they're awful. It's not a conspiracy against your company, they just want you to fix the damn brakes. Grow up.

    1. Re:It's not okay by toadlife · · Score: 5, Insightful

      Dude. He's a billionaire with a platform that reaches tens of millions of people and he called some random guy a pedophile.

      Who gives a crap "who started it."

      --
      I don't always use unix-like operating systems; but when I do, I prefer FreeBSD.
    2. Re:It's not okay by Rei · · Score: 2, Insightful

      And that's something Musk is learning the hard way.

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      The big brain am winning again! I am the greetist! Now I am leaving for no particular raisin!
    3. Re:It's not okay by Anonymous Coward · · Score: 0, Insightful

      Look, this is very simple.

      Musk is an existential threat to multiple established industries and their major players. Everyone from automakers to fossil fuel suppliers to the aerospace industry and all who work for them are under threat because of Musk and his disruptive tech, business models, and manufacturing. He is simply too great a threat to the established players to be allowed to continue and so he and his various destructive enterprises must be halted and destroyed by any means available.

      This is America...you can't just waltz in with better ideas and cause so much widespread destruction among the established players. America is not a free nation nor does it embrace free market capitalism and hasn't for many decades. That's all ancient history. The America of the 21st century is a kleptocratic oligarchy. You need to embrace that reality in order to make any meaningful contribution to the conversation..

  4. Re:Bias with Testla. by Anonymous Coward · · Score: 2, Insightful

    > Traditional car makers just don't get it:

    Um, LEAN is one of the primary reasons we even know who Toyota is. Agile came from LEAN. -1

  5. Re:That's what he says NOW... by Train0987 · · Score: 2, Insightful

    Customer satisfaction has nothing to do with recalls and you know that.

    In March Tesla was forced to recall half the cars it had ever produced: https://www.nbcnews.com/busine...

    That was just ONE issue. When the tent models start being delivered you can expect far more quality problems.

  6. Re:Rei by Rei · · Score: 2, Insightful

    If I posted it, you'd see my name up there.

    New flash: I'm not the only person who likes Tesla here.

    --
    The big brain am winning again! I am the greetist! Now I am leaving for no particular raisin!
  7. Re: That's what he says NOW... by ciaran.mchale · · Score: 4, Insightful

    A lot of Vern Unsworth's criticisms of Elon Musk are contradicted by many of Elon Musk's tweets (most of which pre-date the criticisms).

    During a video interview, Vern Unsworth was asked for his opinion on Musk's submarine, and he responded, "He can stick his submarine where it hurts. It just had absolutely no chance of working. He had no conception of what the cave passage was like. The submarine, I believe, was about 5 foot 5 inches long, rigid, so it wouldn't have gone round corners, or around any obstacles. It wouldn't have made the first 50 metres into the cave from the dive start point. Just a PR stunt." The interviewer then asked, "But he went into the cave, Tuesday?" Vern Unsworth responded, "And was asked to leave very quickly. And so he should have been."

    From what I read on Elon Musk's twitter feed: (1) Musk had exchanged emails with at least one of the cave divers (Musk posted a copy of the emails on his twitter feed) showing that the diver(s) wanted Musk to develop the submarine as a back-up rescue option; (2) Musk got confirmation from the diver(s) that the planned submarine was small/slim enough to be navigated around tight bends in the tunnels; (3) Musk not only made the initial submarine, but also made (or at least planned to make) a second submarine that was 30cm shorter (thus making it more nimble), plus an inflatable dummy which could be used on a dry run to test that the real submarines could successfully make the journey without risk of causing a blockage (if the inflatable dummy gets jammed in a tight corner, then just puncture it to remove it); (4) a team of SpaceX engineers worked for about 48 hours almost non-stop to develop the submarine; (5) Musk used a swimming pool near the SpaceX factory to carry out a test of the submarine's manoeuvrability before flying it to Thailand; (6) contrary to what Vern Unsworth claimed about Musk being asked to leave the cave, Musk tweeted, "Only people in sight were the Thai navy/army guys, who were great. Their navy seals escorted us in - total opposite of wanting us to leave".

    I also read somewhere (either on Elon Musk's twitter feed or in a newspaper article) that another company had also been asked to see if it would be possible to make a small enough submarine, but the other company was unable to do so.

    One newspaper article stated that Vern Unsworth is a caver with detailed knowledge of the cave system but is not a diver. This might go some way towards explaining the disconnect between Musk's and Unsworth's viewpoints: Musk had been in contact with divers who believed the submarine could work, and that its dimensions made it nimble enough for the tight corners and passages, and encouraged Musk (and a second company) to develop it as a backup rescue option; but perhaps those divers had not discussed this submarine backup plan with Unsworth, so Unsworth had assumed incorrectly that Musk didn't know enough to be able to help with the rescue". If this is true, then it could be argued that Vern Unsworth's comments were gratuitously insulting, untrue, and even defamatory. After all, despite Musk agreeing specifications with the divers, apparently he managed to develop something that was not fit for purpose. To me, that sounds like Unsworth was claiming Musk is an incompetent engineer. It is unsurprising that Elon Musk lost his temper and chose to respond with (presumably) untrue and defamatory insults. Unfortunate, but unsurprising.