Tesla is overusing automation in Model 3 final assembly, analysts say
Bernstein analysts Max Warburton and Toni Sacconaghi argue Elon Musk is overusing automation, Business Insider reports, and that’s why Teslais unable to scale as fast as it would like.
“Tesla has tried to hyper-automate final assembly,” the report states. “We believe Tesla has been too ambitious with automation on the Model 3 line. Few have seen it (the plant is off-limits at present), but we know this: Tesla has spent c.2x what a traditional OEM spends per unit on c
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