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The Factory Is The Product
Tesla Master Plan Part 3
Mar 3, 2023
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Saxon Lea
4
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The Factory Is The Product
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Heijunka and Localization
Incoming major improvements to Tesla's outbound logistics
Mar 1, 2023
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Saxon Lea
2
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Heijunka and Localization
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November 2022
Extraordinary Exponential Explosion
Logarithmic charts reveal Tesla's extreme growth compared to other top companies
Nov 9, 2022
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Saxon Lea
3
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Extraordinary Exponential Explosion
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Burning Dumpster Fire of Stupidity
Agility, Humility, and Humor to Become Less Wrong & Convert "Impossible" into "Late"
Nov 3, 2022
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Saxon Lea
7
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Burning Dumpster Fire of Stupidity
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October 2022
Tesla vs. Top Megacaps: Smackdown Round 2
Head-to-Head Trend Chart Face-off and Market Cap Implications
Oct 29, 2022
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Saxon Lea
4
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Tesla vs. Top Megacaps: Smackdown Round 2
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100% Annualized Return on Investment?
Stunning Gigafactory CapEx Efficiency
Oct 28, 2022
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Saxon Lea
8
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100% Annualized Return on Investment?
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Tesla vs. Top Megacaps: Hardcore Smackdown
One of these things is not like the others...
Oct 26, 2022
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Saxon Lea
11
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Tesla vs. Top Megacaps: Hardcore Smackdown
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Giving Tesla a 15-Year Head Start Was a Bad Idea
First Mover Advantage, Preferential Attachment & Zipf's Law
Oct 22, 2022
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Saxon Lea
9
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Giving Tesla a 15-Year Head Start Was a Bad Idea
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Tesla Home Energy Products Should Be Installed in a Factory
First-Principles Design and Industrial Mass Manufacturing for a 10x Improvement
Oct 21, 2022
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Saxon Lea
2
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Tesla Home Energy Products Should Be Installed in a Factory
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Coming soon
This is Global Optimization, a newsletter about maximizing the probability that the future is good.
Oct 21, 2022
•
Saxon Lea
1
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Coming soon
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