The narrative of Tesla's production incompetence and organizational chaos has led to speculation by analysts that 3rd party verified gross margins cannot be met since Tesla is incapable of achieving industry standard cost benchmarks. The onus is not on Tesla to prove that it can achieve industry standard production cost benchmarks because there is no data to support that they aren't achieving them now. If the only argument that they can't is anecdotal evidence from production delays, this is easily explained by Scrum for Hardware a.k.a. Extreme Manufacturing. This explains previously irreconcilable management strategies and decisions that, at first glance, look like chaos and incompetence. It's not called Scrum because it looks pretty, it's called Scrum because it gets the job done.
Disclosure: I am/we are long TSLA.
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