Comment by nickff
10 hours ago
>"According to Isaacson's biography of Musk, Musk relentlessly challenges the existence of every part in Tesla and SpaceX machines."
This removal of surplus-age is common in the automotive industry, and one of the reasons that cars are such an amazing value. It seems like Musk's remarkable ability to achieve cost reductions (at least in the aerospace context) is attributable to his pursuit of vertical integration. Airframers (aeronautical vehicle designers & manufacturer) are bound by the costs dictated by their component suppliers, especially after a configuration has achieved regulatory approval. SpaceX has managed to avoid being 'held hostage' by pseudo-monopoly suppliers.
>This removal of surplus-age is common in the automotive industry, and one of the reasons that cars are such an amazing value.
You say that and then a company like Ford releases this as their EV to show the world that they are competitive with Tesla.
[1]: https://youtu.be/C1dQtlrI7uU?t=70
How does something like this happen despite Ford knowing all the 'secrets' a company like Tesla or the Chinese know? I have a few guesses:
1. Its the structure of the company. In this video the presenter talks a lot about all the hoses and clamp connectors etc. The cooling department thinking they had to stay relevant made sure the car incorporated a design that had all this nonsense.
2. Maybe they didn't put their 'A' engineers on this car. Its plausible: the F-150 is their massive money maker. However this car was supposedly developed under some skunkworks program and yet here we are.
3. Maybe there was sabatoge from elsewhere (suppliers, middle management etc.) You watch a movie like Ford vs Ferrari and while im sure a lot is dramatized, I can't help but think man they were talking about the dysfunction of Ford way back then?!
Then we have Youtube documentaries like this one about the Ford Taurus SHO talking about how they screwed up so much that they had one chance left to get serious...like what? Shouldn't they be serious every day? Thats what the Chinese are doing.
[2]: https://youtu.be/5VTRhCC3gZI?t=56
The presenter further added how they had to ship entire engine blocks to Japan so that they could 'fix' them and unlock 80 more horsepower that Ford just left on the table. If factual, this should be a total embarrassment: You had to send your handiwork to a entity with a better reputation so that they could 'fix' your mess?
[3]: https://youtu.be/5VTRhCC3gZI?t=212
At some point, you have to acknowledge that the naysayers were wrong: Thinking (especially among the short community) was that Tesla had some cool ideas but their implementation was horrific, they couldn't just make up for 100+ years of institutional knowledge that the legacy companies had. The Tesla cars showed some of this thinking: quite poor build quality, poor after sale support, poor parts network. These things improved over the years but still isn't perfect.
But at the same time you have to acknowledge that the legacies suffer from their own problems that dont put them as far ahead as newcomers as you'd think. Sometimes a lot of that institutional knowledge becomes a liability when a paradigm shift occurs.
You can always get help from subject matter experts.
yes and no. Like you said, automotive and aviation industries are bound by a lot regulatory and path dependent constraints.
Elon's strength is his willingness to pull the plug and transition away from suboptimal solutions. This is bolstered by his willingness to double down.
Imagine if Boeing said "screw all this recertification technical debt for the 737 MAX airframe, we will start fresh. Customers can take it or leave it"
According to a version I heard, Boeing engineering did say more or less just that, at which point Southwest, the near-monopoly in some regions, said something like, "Oh yeah? Then we'll plan to leave it."
And Boeing upper management overruled the engineers.
Color me skeptical.
There was nothing wrong with the MCAS concept. The implementation of it, however, wasn't very good.
Unfortunately, two of the 3 crews did not understand the runaway stabilizer trim procedure. The 3rd crew did, and landed safely, and the media never reports on that.
The runaway stab trim procedure is a "memory item", meaning pilots shouldn't need a checklist to deal with it.
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This is exactly correct in the context of the decision as it played out, but stretches and re-engines are very common in commercial airlines. Changing that decision without reinforcing the safety culture probably would have ended in the same place.
Wasn't the whole point of the MAX that they had reached the limit of what their existing design had, but due to the demands of the airlines, as well as their current position in the market, they felt it was an easier idea to extend the lifespan of their already tired design by using software to overcome the physical limitations of the aircraft? I do understand that the airplane would have flown fine without the MCAS system, but then it would not have satisfied all their requirements.
Taking a step back, I think it's more than that. It's just the company structure. It remains to be seen if SpaceX and Tesla survive long term. But if they do, a lot will be attributed to the company structure that Elon designed. When you have a company that does stuff like this: https://www.youtube.com/shorts/1InUlHXv718
Compared to Airbus: https://www.youtube.com/shorts/KS9Xt6hmbTU
You just think to yourself, even if the airplane was completely safe, and they are incredibly safe, this is just not a great look. Both doors accomplish the task but little thought was put into the operator of the door. The little things matter and I notice them more and more everywhere I go with a lot of legacy American companies.
My point was more too highlight his approach to problems, not make the argument that this would have been successful or profitable for Boeing.
In fact, I would say there's probably a very narrow set of circumstances where his back to the drawing board approach can be deployed successfuly.
That said, the 787 Dreamliner remains statistically one of the safest widebody long-haul aircraft in commercial aviation history, which I think is a Counterpoint. It achieves this despite any more globally diverse supply chain, and moving production out of unionized Boeing manufacturing plants.
Safety by Design and design for manufacturability can help eliminate the possibility of quality issues during production.
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The decision to re-engine the 737 rather than design a new airframe saved the airlines a vast amount of money.