Associated Incidents
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Can we please replace the link with this article?
It answers why the analyst think Tesla's way of doing things is an issue:
the Japanese, try to limit automation because it "is expensive and is statistically inversely correlated to quality." Their approach is to get the process right first, then bring in the robots — the opposite of Musk's.
And, a hypothetical but expansive example on why Tesla's automation strategy might not achieve the desired cost savings.