Thread regarding Ford layoffs

Tesla Unveils New Vehicle Manufacturing Platform to Cut Costs by 50%

Tesla announced a new vehicle manufacturing platform, or New Generation Vehicle, that is more efficient and, according to them, enables costs to be reduced. Tesla's next-gen vehicle allows a 40% reduction in manufacturing footprint in the factory and a 50% reduction in cost, the company said.

https://www.thestreet.com/technology/tesla-unveils-new-vehicle-manufacturing-platform-to-cut-costs-by-50?

While Tesla is showing the "New Generation Vehicle" platform, Ford has stopped the production of Lightning and Mach-e for battery issues, and, if memory serves well, we are still "working" on the second generation of EVs (to be released in 2025).

Ok, they got a new vehicle platform (a couple of years ahead of us), but we can beat them in the factories, right? We have been producing cars for 117 years, after Old Henry revolutionized the work in a factory. We should be leaders here, so let's see.

https://dmexco.com/stories/gigafactory-opens-what-tesla-can-teach-us-about-digitalization/

Oh, my! Tesla is already a showcase project for Industry 4.0, using AI and its own cloud. Since last year! What Ford has been doing last year? Well, Ford was busy last year laying off the chief architect of the "Factory of the Future", disbanded the team of infrastructure architects, and allowed newcomers to take over the most important parts of the project: edge computing, distributed computing, IIOT and the implementation of industry 4.0 standards. Oh, we are using Google's cloud (since we cannot have our own) and if we can find some intelligence around, artificial or not, it should be assigned to the id--ts at the top of the company, since they have none.

Let's summarize it. Tesla is making already a profit, while Ford is losing money with every BEV that sells. Tesla already reduced the prices of its vehicles, and with the new platform, they can reduce the prices even more and eliminate the competition. (Farley said publicly that Old Henry did that too, but he forgot to mention that it worked very well for Henry, so it should work very well for Musk too). We are at least 2 years behind Tesla, we keep burning cash in silly projects, while not paying attention to our bread and butter (ICE).

When are we going to realize we are NOT even competing with Tesla? There is not a chance we can beat Tesla at its own game. Why is the BOD and the Ford family allowing the ruin of this company? Sometimes I feel like a sane guy in a nut house, surrounded by crazy id--tic people that call themselves "people leaders", but cannot find their own behinds with a flashlight and a map.

I have had enough. Time to cut my losses. Things are only going to get worse in this company, and I am praying that I'll receive a good offer tomorrow, I may be even tempted for a less than fair offer, and I'll be leaving this dumpster fire behind. Cannot wait.

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Post ID: @OP+1lrZTcA7

12 replies (most recent on top)

I watched a John McElroy presentation of the new Tesla process and he could not help wetting himself about how it is a great scheme.

https://www.youtube.com/watch?v=3f0Hx-Ncdu8

In a nutshell all the class a surface is assembled, painted and trimmed out. The front structure, center floor and rear floor are completely assembled with powertrain components, seats and carpet/trim; then mated to make a rolling chassis. The bodysides with doors are then mated to the rolling chassis assembly. That's what I interpreted from the PowerPoint presentation. John mentioned that the process most likely relies heavily on structural adhesives to hold the body together. I would imagine they are using flow drill screws or some other fastener in key areas, but it is a bit puzzling how they will guarantee a secure bodyside to the underbody without damaging paint, even in class 2 areas. I guess corrosion protection could be another issue given that the underbody did not appear to be painted.

John points out that all the assembly areas are autonomous and if one area goes down the other areas can keep working. He made the point that in a current plant if there is an issue in T&F the whole plant goes down. Not sure how having five autonomous and complete assembly zones feeding one final assembly fixes this condition. A starved line is a starved line and if a component is not available up stream it will stop the line.

While I agree with many of the points made in the video that changes need to be made to streamline the processes in Ford. This Tesla has some risks that could alienate with quality issues. I know structural adhesives have made many advances, but I am not entirely comfortable with a glued up car.

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Post ID: @4rnk+1lrZTcA7

Maybe Ford can get rid of DF, overpay, and give too much authority to someone more current at Tesla.

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Post ID: @2thd+1lrZTcA7

For the mo--ns drinking the Kool Aid at Ford, I got a good one here:

Former Ford CEO Mark Fields saw Tesla's investor day as reaffirming the automaker's reign over the EV industry.

Though the event lacked details on new models, it demonstrated the company's leadership in key areas, he told CNBC.

"Tesla still has the leg-up on the competition, and I think they demonstrated that yesterday."

https://www.autoblog.com/2023/03/02/tesla-investor-day-one-generation-ahead-of-rivals-former-ford-ceo/

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Post ID: @1fbj+1lrZTcA7

It will be interesting to see the Tesla Platform and Manufacturing Whitepaper, if it is made available.

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Post ID: @1mpt+1lrZTcA7

Tesla’s new architecture is a step-change above what they are currently doing. Ford and other OEMs are still trying to figure out how to mass produce a car with the same specs and profit as the original Model 3.

Tesla’s Gen 3 platform opens the door for a $25,000 EV with 25 - 30% margins. This will open Tesla up to nearly 80% of the market.

Anyone who thinks Ford won’t be hurt by this is delusional.

Tesla announced that the new factory in Mexico will be for this platform. It took Tesla 11 months to begin production with its first Shanghai plant from when it initially broke ground.

This is a new platform, with new processes, so it may take twice as long to get things running, but if Tesla can achieve what it said it can, it will have enormous impacts on the entire industry.

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Post ID: @vbq+1lrZTcA7

I seriously can't tell whether @mnt+1lrZTcA7 actually believes what he writes here or is in denial. If you actually work on the programs he/she is talking about, you know what state they are in. Seriously, watch the Tesla investor day presentation from yesterday, especially the part about how they are redesigning their manufacturing and product and tell me what part of our upcoming electric programs is remotely close to that level of fundamental rethinking of how cars are built.

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Post ID: @jma+1lrZTcA7

If costs are reduced by 50%, then the price should be reduced too? Hahahahahahahaha.

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Post ID: @rni+1lrZTcA7

OP here. See the post of @mnt+1lrZTcA7 below. See what I mean? Nutcases all over the place. Probably another "people leader".

@mnt+1lrZTcA7. Tesla realized long time ago many people that want a truck are expecting to tow something behind, and that will ki-l the range of an BEV truck. Tesla avoided all the bad publicity we got with our Lightning (check videos and articles online) during towing and/or cold days.

And yes, reducing costs in half is freaking important. We don't build vehicles for fun, but money. Money that is needed for R&D, investing in new technologies and factories. Farley is going around like a headless chicken, because we are NOT making a profit. So yes, cutting costs in half will allow Tesla to undercut even more the competition and still make a profit.

"Oh, but but we have a BEV truck and has been in production for some time". Have you actually read my post? We are NOT making Lightning right now. We got nothing to compete, not even a dream, because this is now a nightmare for Ford.

"Oh, but but but do you think the Tesla platform is better than our next gen of EVs?". Yes! A bird in hand is better than 2 in the bushes. Even if we are able to come with a superior design (really doubt it), we are going to have it 2 freaking years later. Again, have you actually read my post? We are already outclassed, outmaneuvered and outsold. It is going to get WORSE.

"Oh, but but but but if you work at Ford, you'll like what you see" If I work at Ford? Have you freaking read my post? Why would I be in the Ford section of The layoff, unless I work for this damn company? Do I look like I enjoy working in this dumpster fire? I have my eyes OPEN, and I just wish mo--ns like you would TOO, so we could avoid disaster. But no, mo--nic "people leaders" only care for the next bonus, while the company is going down.

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Post ID: @zks+1lrZTcA7

Tesla hasn't even figured out how to put an electric truck into customer's hands yet and you think they are going to take the industry by storm with this announcement? Costs in half? Yeah, sure. By the way, the Lightning electric truck has been in production for some time now.

Ford already has the Ford+ transformation plan in process. Our next-gen EV's haven't even been announced to the public yet, but here you are thinking this alleged new Tesla platform is better?

If you work at Ford, just open your eyes to what we are working on at Model e and even other areas of the company. With an open mind, you will like what you see.

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Post ID: @mnt+1lrZTcA7

"When are we going to realize we are NOT even competing with Tesla?"

THIS! While we constantly benchmark ourselves against the GM and Stellantis on BS metrics concocted by MBAs and J.D.Power, Tesla is competing in a league of its own constantly challenging the status quo assumptions, iterating its products and processes and taking the industry where it has never been before. Tesla sells more Model Y's than any Ford products except the F150. And yet there are STILL people at ford who think Tesla is going to go bankrupt any day now.

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Post ID: @eqs+1lrZTcA7

Ford manufacturing has too many redundant systems; GSPAS, TeamCenter, CIPARS and WERS, ect. These systems do not easily communicate with each other and require constant maintenance when one is updated. Plants use the tools as they see fit. Example a tooling system designed to run synchronous with the rest the downstream tooling is run in batch mode and finished assembles are racked and stockpiled as if it were an offsite supplier. Since Ford has so many plants and development facilities comparing it to Tesla is not apples to apples. The company needs to shutdown all the off shore PD sites and move everything back to Dearborn.

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Post ID: @zld+1lrZTcA7

Ford and our exorbitant salary overhead are TOAST.

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Post ID: @zvi+1lrZTcA7

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