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04-08-2022
Great point! We’ve got Mark Reuss coming on Autoline After Hours and we’ll ask him about this.
Thanks,
John McElroy
04-08-2022
04-08-2022
04-08-2022
04-08-2022
Blame it on Autopilot is the new “the devil made me do it.”
John McElroy
04-05-2022
We’ve been covering the growing interest in vertical integration over the last two years. Here’s an example of a show where it was discussed.
John McElroy
04-05-2022
Pete,
What an intriguing idea, you should patent it!
We’ll definitely start asking about this. It sure makes the idea of battery swapping more compelling.
We’ll also publish this letter.
Best,
John McElroy
04-05-2022
Ha! We will publish this letter.
John McElroy
04-05-2022
Alan,
Thanks for the offer. And the answer is YES! We’d love to get any info you can provide. Bring a notebook and take plenty of notes.
Since the plant is in a ramp up phase, production numbers, line speed, employment, etc. are probably not where they will end up. But anything you can send us, including your impressions, would be worthwhile.
John McElroy
04-05-2022
Dave,
Everyone’s quoting those 10 hours versus 30 hours number, but what they should be referring to is 10 labor-hours versus 30 labor-hours. It does not take VW 30 hours to run a car through its assembly plant. The 30 labor-hour number refers to the fact that VW needs more people to make its cars.
BTW, the best US ICE plant according to the Harbour Report back in the day was Ford’s assembly plant outside of Atlanta. It made the Taurus and Mercury Sable with 18 labor hours.
These comparisons get really tricky. The only way to do a good apples-to-apples comparison is to go into the plants and look at the amount of direct labor that’s getting counted. Does Tesla’s labor hour content include seat assembly, for example? Does VW’s include stamping and molding? Unless you know what work is being counted, these comparisons can be wildly inaccurate and misleading.
Re: Lutz. He got a lot of things right and a lot wrong. He usually ‘fessed up to what he got wrong. Remember, when he said those things about Tesla in 2018, the company was practically bankrupts and Elon was trying to get a meeting with Tim Cook to get Apple to buy him out.
John McElroy