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by Julian Spector
November 03, 2017

We begin this week with Tesla, which is facing some Gigafactory constraints.

Tesla had hoped to build 5,000 Model 3 cars per week by the end of year, but it's pushing that target back by up to three months.

The bottleneck, Elon Musk explained, is the Gigafactory's highly automated battery module packaging line. Tesla chose to move a few steps of the assembly process in-house, but reportedly a supplier "dropped the ball" and forced Tesla to rewrite much of the software.

Establishing new battery production lines at such an enormous scale...