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How a Factory Floor Mistake Cost Tesla Billions
Episode 19 of The Operator's Manual dives into Tesla's 2022 production crisis at its Berlin Gigafactory, where a series of seemingly small operational errors — from misaligned robotic welders to a botched battery-cell assembly line — compounded into a $3.2 billion loss in market cap over six weeks. Lucas and Luna walk through the specific root-cause failures: a 14-hour robot calibration skip that created a 12 percent defect rate, a supplier part that failed because of an overlooked tolerance spec, and the decision to ramp production before the line was stable. They contrast…
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