Data is needed for 4.0 but if you have manual mills and lathes still on your plant floor as many companies still do (JBT is one) the collection of the data is done by the operator manually inputting the production time, parts completed on the shift, setup, scrap, other information into a computer by hand. This is usually done at the end of the shift (bad) and error sneaks into this data so a better way to collect accurate data for these machines is needed, not just run time, downtime, coolant, or lubrication issues but true production data. There will always be error in the data with human input. Legacy companies don't see this as an issue, they still do the same thing they have for years. So If you always do what you have always done, you will always get what you have always got. Their eyes are still closed to 4.0 when it come to data, they think adding a CNC is 4.0 but not collecting the data from it still have operators input of data. Just plan silly to try to get them to understand this as you say the smartest people on the plant floor but they don't make the decisions on how the company runs, someone hundreds or thousands of miles away at a corporate office is. 45 plus years in industry and education with over a half dozen companies working in machining, its a mess out there, legacy companies just don't GET IT.
Great video Walker! I've start my career from the shop-floor, and you're absolute right about the people in the top! That's the reason on one of my job about 18 years ago, my self and 2 more people build from scratch an MES!
You referenced a ranking of digital maturity, for companies that you've scored, and I think it was probably on a slide (not seen in the video). Is there any chance that the ranking is available to view? Or even just top 10 and bottom 10? I'd like to get a feel for what industries are represented and where they stand. For example, what does the picture look like for companies in areas like medical devices, pharma, and biotech? And if your particular ranking is not publicly available, can you recommend any publicly available ranking or source of such information? Side note, as an upstate NY'er born, raised, and current resident, and fellow Gen X, I appreciate what you said about the changes that have happened, and how that has impacted the prospects in areas like this.
The scoring matrix is not publicly available, but life sciences are near the bottom as a vertical, there are a couple of companies above the mean, but the majority are not.
Thanks Lot . Good presentation. If Testa can develop their ERP Wrap in 4 Months from scratch last decade why are we spending double the time to even plan to upgrade legacy ERP system? Are they not the elephant in the room ?
Can someone share the overall architecture, the building blocks and the functional and technical capability of each building block. It is for the sake not to end up comparing oranges with bananas. Before we see that i cannot judge what tesla is building as an erp. Thanks and regards.
Regarding Tesla i would like to bring about a few points , trust me you had me hypnotized about the success of Tesla just because it was a data company and not a car manufacturing company , NOT TRUE at all , it does collect a lot of data for improvement but it did not become Tesla because it had data before it started it , its was his smart business move is a skillful s that took him ahead initially and it had nothing to do with old data when he started it !!
Tesla’s data is only useful if they sell it, license it, or use it to manufacture and sell more cars. It’s not valuable in a vacuum. At the end of the day, they must sell something, and with a stale lineup, nothing appealing on the horizon, competition growing, and Elon alienating his customer base… selling vehicles for Tesla will become more difficult.
...you are missing the point of his talk. Tesla's value and competitive advantage as a car manufacturing company is underpinned by their data strength.
There was a quite a bit of background noise. And we had to crank the volume a bit. We used the sound recording from the AV system and merged it with our camera video. Thank you for the feedback!
The statement that "Tesla is an awesome company" is wrong for several reasons, the greatest of them being that it's an over-broad statement. PARTS of Tesla could be considered 'awesome', but as a whole, the company is a good example of a modern Ponzi scheme. He pays his creditors by announcing a new product and taking deposits, then takes 5 extra years to deliver half what he said he would at twice the cost. Yeah, the company has got some great technology, but it's cars aside from the electric tech are just so-so, they're on par with say a Ford Fusion in quality, fit, and design, at best. The designs are tired- they haven't updated them since 2014, and their only really 'new' entry, the truck, is a monumentally stupid thing just meant to sort out the fanboys from the reasonable. The company has lost 40% of it's value in a year for a very good reason- it was a powerhouse when it had no competition. Anyone can be the best when they're the only ones doing it. Aside from that, even you pointed out that Musk rules with chaos, which isn't a good way to run anything, a company OR a country. They won the charger format wars, and in response he blows up the charger division. Either he's an idiot, or they're losing money over there like crazy. My money is that they're losing money because they've subsidized fast charging to create the illusion that such charging is 'cheap' in order to sell cars. As for being a data company, big deal. Kroger has been collecting more important data on grocery shoppers for decades using their shopper cards. Doubleclick collects from everyone who uses a web browser. Lastly, Tesla is guilty of something that really needs to be squashed now rather than later- the subscription model for features. Hiding range behind a paywall is downright NASTY behavior. The only thing they've got going for them is the cult-like behavior of the less-educated segment of the consumer base.
If that's the best product they've created, that's very sad. The trunk will close on your fingers, that's the BEST? But I guess like you said some people think getting product out of the door is more important to some than safety. I call those people assholes.
Woah woah, tesla has done not much for sustainability my friend. He started with a father who made money in mining(opp of sustain), he created paypal(not related to sus), then he created a EV revolution where he did exactly the mistake you said was problem one - he got EVs without figuring out the actual process. EVs are not sustainable, not yet.
Jon - Giga is designed to manufacture anything, taking us away from the additive assembly line. Tesla has designed a car that has 1 maintenance incident for every 100 in a ICE. Tesla’s made the sustainable power plant in a car a reality (fuel that can be reused). Tesla created the digital supply chain that others have copied. My father was a bar brawler, does that make me one too? Your comment is littered with so many logical fallacies, I don’t even know where to start. Let’s start here - what is your definition of human sustainability and what are the steps to achieving it? And we aren’t friends - I have 5, you aren’t one of them. 🙏
None of tesla's batteries can be used indefinitely. If that were the case, the world wouldve changed already. The amount of carbon produced in extracting Lithium is muuchh more than for a regular car. The electricity being used to charge these cars? Not clean in 90% cases. This isnt to say we will never have indefinite batteries or lithium free batteries, its just not here yet.
@@walkerreynolds973 the comment about his father was a truthful exaggeration- to show you how unsustainable his model has been even in extremes. Bet you didnt know it either. Not a shade, but a highlight on how everything isnt rose gold at tesla.
Please clarify: Tesla manufacturing is no more assembly not additive not linear. Can you please continue what is it then? Is it modular manufacturing? Is it service based manufacturing? I understand the enthusiasm of the presenter but for sake of getting better attention its more beneficial to make logical flow in odeas rather than saying half information and jumping to what he is promoting for. Its like throw some disturbing attention and then jump to his idea or solution with emotional flow rather than using logical flow. Despite what i wrote there is no one in the market now has tha balls to say things closer to reality than this presenter regardless of whether I agree with his ideas or not Thanks and regards
This summarizes where they are going, best. www.bloomberg.com/news/articles/2024-03-28/tesla-s-tsla-new-unboxed-manufacturing-process-aims-to-cut-costs-50
@@walkerreynolds973 EXACTLY it is a different style of manufacturing but how do we relate this to because of UNS or data collection based on which they modified the production style ??? Its a concept they followed to start with.....data collection for further improvement is acceptable argument but that really did not give Tesla the leap it has over others ....data collection can can help them to decide where they need to put their larger Bank stations etc .......
Try doing unboxed method without a digital infrastructure with realtime information, and see how it works out Ravi. There’s a reason it’s done linearly currently, it couldn’t be done a more intelligent way at the time, because it would require a lot of data integration to have all the pieces come together at once.
What a keynote! Walker you knocked it out of the park with crystal clear clarity. 👏🏽
Thank you! 🙏
Walker - man of conviction, focus and sheer will.
Is the digital transformer.
Data is needed for 4.0 but if you have manual mills and lathes still on your plant floor as many companies still do (JBT is one) the collection of the data is done by the operator manually inputting the production time, parts completed on the shift, setup, scrap, other information into a computer by hand. This is usually done at the end of the shift (bad) and error sneaks into this data so a better way to collect accurate data for these machines is needed, not just run time, downtime, coolant, or lubrication issues but true production data. There will always be error in the data with human input. Legacy companies don't see this as an issue, they still do the same thing they have for years. So If you always do what you have always done, you will always get what you have always got. Their eyes are still closed to 4.0 when it come to data, they think adding a CNC is 4.0 but not collecting the data from it still have operators input of data. Just plan silly to try to get them to understand this as you say the smartest people on the plant floor but they don't make the decisions on how the company runs, someone hundreds or thousands of miles away at a corporate office is. 45 plus years in industry and education with over a half dozen companies working in machining, its a mess out there, legacy companies just don't GET IT.
Excellent presentation Paul!!
Great message! Any chance you can provide the slides for this presentation?
Great video Walker!
I've start my career from the shop-floor, and you're absolute right about the people in the top!
That's the reason on one of my job about 18 years ago, my self and 2 more people build from scratch an MES!
Another great knowledge-sharing! Guess not everyone sees the light bulb..yet ;)
You referenced a ranking of digital maturity, for companies that you've scored, and I think it was probably on a slide (not seen in the video). Is there any chance that the ranking is available to view? Or even just top 10 and bottom 10? I'd like to get a feel for what industries are represented and where they stand. For example, what does the picture look like for companies in areas like medical devices, pharma, and biotech? And if your particular ranking is not publicly available, can you recommend any publicly available ranking or source of such information?
Side note, as an upstate NY'er born, raised, and current resident, and fellow Gen X, I appreciate what you said about the changes that have happened, and how that has impacted the prospects in areas like this.
The scoring matrix is not publicly available, but life sciences are near the bottom as a vertical, there are a couple of companies above the mean, but the majority are not.
@@4.0Solutions thank you, that's in line with what I might have guessed.
Thanks Lot . Good presentation. If Testa can develop their ERP Wrap in 4
Months from scratch last decade why are we spending double the time to even plan to upgrade legacy ERP system? Are they not the elephant in the room ?
Amen - which is why we continue to push this message. 🙏
Can someone share the overall architecture, the building blocks and the functional and technical capability of each building block.
It is for the sake not to end up comparing oranges with bananas.
Before we see that i cannot judge what tesla is building as an erp.
Thanks and regards.
Superb as always.
Thank you!
Another amazing video!
Thank you ❤️
Where is your most recent best keynote Alasdair?
@@4.0Solutions Sorry, did not udesrtood the qustion.
Replying to @alasdairgilchrist2504
Great job Walker🥳
🙏🙏
Regarding Tesla i would like to bring about a few points , trust me you had me hypnotized about the success of Tesla just because it was a data company and not a car manufacturing company , NOT TRUE at all , it does collect a lot of data for improvement but it did not become Tesla because it had data before it started it , its was his smart business move is a skillful s that took him ahead initially and it had nothing to do with old data when he started it !!
Tesla’s data is only useful if they sell it, license it, or use it to manufacture and sell more cars. It’s not valuable in a vacuum. At the end of the day, they must sell something, and with a stale lineup, nothing appealing on the horizon, competition growing, and Elon alienating his customer base… selling vehicles for Tesla will become more difficult.
...you are missing the point of his talk. Tesla's value and competitive advantage as a car manufacturing company is underpinned by their data strength.
The sounds' a bit hard to listen to, sounds just a bit *too* clean. I wonder what it would sound like with a bit of the original mixed back in?
Contents' great though, wish we could see the slides
There was a quite a bit of background noise. And we had to crank the volume a bit. We used the sound recording from the AV system and merged it with our camera video. Thank you for the feedback!
Thanks for cleaning it up!
The statement that "Tesla is an awesome company" is wrong for several reasons, the greatest of them being that it's an over-broad statement. PARTS of Tesla could be considered 'awesome', but as a whole, the company is a good example of a modern Ponzi scheme. He pays his creditors by announcing a new product and taking deposits, then takes 5 extra years to deliver half what he said he would at twice the cost. Yeah, the company has got some great technology, but it's cars aside from the electric tech are just so-so, they're on par with say a Ford Fusion in quality, fit, and design, at best. The designs are tired- they haven't updated them since 2014, and their only really 'new' entry, the truck, is a monumentally stupid thing just meant to sort out the fanboys from the reasonable. The company has lost 40% of it's value in a year for a very good reason- it was a powerhouse when it had no competition. Anyone can be the best when they're the only ones doing it. Aside from that, even you pointed out that Musk rules with chaos, which isn't a good way to run anything, a company OR a country. They won the charger format wars, and in response he blows up the charger division. Either he's an idiot, or they're losing money over there like crazy. My money is that they're losing money because they've subsidized fast charging to create the illusion that such charging is 'cheap' in order to sell cars. As for being a data company, big deal. Kroger has been collecting more important data on grocery shoppers for decades using their shopper cards. Doubleclick collects from everyone who uses a web browser. Lastly, Tesla is guilty of something that really needs to be squashed now rather than later- the subscription model for features. Hiding range behind a paywall is downright NASTY behavior. The only thing they've got going for them is the cult-like behavior of the less-educated segment of the consumer base.
You sound like the perfect person to come on the Podcast and debate Walker on Tesla’s standing!
@@4.0Solutions 😳🤣😂 PLEASE let me know when its happening , i want the first row 1st ticket with loads of popcorn !!
I'm sorry did you say, "Tesla's are on par with say a Ford Fusion in quality, fit, and design, at best." 🤨
@@4.0Solutions Not in that wording, and particularly not with the cringe-inducing mis-use of the apostrophe. You're trolling now.
Oh you said besides the electric tech. I mean that’s kinda the whole point.
Have your heard about the Cybertruck? Anyone that thinks Tesla is awesome after that should go to Mars.
The best product Tesla has created to-date? The CyberTruck, yes what about it?
If that's the best product they've created, that's very sad. The trunk will close on your fingers, that's the BEST? But I guess like you said some people think getting product out of the door is more important to some than safety. I call those people assholes.
Excellent way of putting things up. You bought Tesla shares?
I do own tesla shares yes
English
Paper 1
Thank you
Woah woah, tesla has done not much for sustainability my friend. He started with a father who made money in mining(opp of sustain), he created paypal(not related to sus), then he created a EV revolution where he did exactly the mistake you said was problem one - he got EVs without figuring out the actual process. EVs are not sustainable, not yet.
How are they not sustainable when they can be powered with renewable energy and the batteries can be recycled into new batteries indefinitely?
Jon - Giga is designed to manufacture anything, taking us away from the additive assembly line. Tesla has designed a car that has 1 maintenance incident for every 100 in a ICE. Tesla’s made the sustainable power plant in a car a reality (fuel that can be reused). Tesla created the digital supply chain that others have copied.
My father was a bar brawler, does that make me one too?
Your comment is littered with so many logical fallacies, I don’t even know where to start.
Let’s start here - what is your definition of human sustainability and what are the steps to achieving it?
And we aren’t friends - I have 5, you aren’t one of them. 🙏
None of tesla's batteries can be used indefinitely. If that were the case, the world wouldve changed already.
The amount of carbon produced in extracting Lithium is muuchh more than for a regular car.
The electricity being used to charge these cars? Not clean in 90% cases.
This isnt to say we will never have indefinite batteries or lithium free batteries, its just not here yet.
and while I have more than 5 friends, I in no way used it literally either.
@@walkerreynolds973 the comment about his father was a truthful exaggeration- to show you how unsustainable his model has been even in extremes. Bet you didnt know it either. Not a shade, but a highlight on how everything isnt rose gold at tesla.
"It will change your life" - naah, it was midwit af
Come on the podcast and let’s have a discussion. Do you have an argument for why it is “mid-wit af”?
what side of the chasm are you commenting from?
@@alasdairgilchrist2504 Why does what we do bother you so much Alasdair?
Elon.....again? Otherwise, all good...
Elon is a great example of a transformative leader, and one of the only ones that also happens to be a household name.
@@4.0Solutions yeap, narcissist, pathological liar...at the beginning, I thought that was smart, but now, less and less....
Please clarify: Tesla manufacturing is no more assembly not additive not linear. Can you please continue what is it then?
Is it modular manufacturing? Is it service based manufacturing?
I understand the enthusiasm of the presenter but for sake of getting better attention its more beneficial to make logical flow in odeas rather than saying half information and jumping to what he is promoting for. Its like throw some disturbing attention and then jump to his idea or solution with emotional flow rather than using logical flow.
Despite what i wrote there is no one in the market now has tha balls to say things closer to reality than this presenter regardless of whether I agree with his ideas or not
Thanks and regards
This summarizes where they are going, best. www.bloomberg.com/news/articles/2024-03-28/tesla-s-tsla-new-unboxed-manufacturing-process-aims-to-cut-costs-50
Look at the investor day 2023 presentation and they show a new "Unboxed" method of assembling cars.
@@4.0Solutions thanks for the hint.
for everyone from 2:05:00 till around 2:30:00 ua-cam.com/users/liveHl1zEzVUV7w?si=eHrkNwEgcKmkAy_i
@@walkerreynolds973 EXACTLY it is a different style of manufacturing but how do we relate this to because of UNS or data collection based on which they modified the production style ??? Its a concept they followed to start with.....data collection for further improvement is acceptable argument but that really did not give Tesla the leap it has over others ....data collection can can help them to decide where they need to put their larger Bank stations etc .......
Try doing unboxed method without a digital infrastructure with realtime information, and see how it works out Ravi. There’s a reason it’s done linearly currently, it couldn’t be done a more intelligent way at the time, because it would require a lot of data integration to have all the pieces come together at once.