Dale Stephens

Solo Traveler - centric American - entrepreneur business owner - AI Adoption realist - Throughput Consulting

[Dale Stephens @TOC4AI]

https://t.co/YLiq4dO7pz

Live Tesla FSD data & schedule a FSD Demo.

Tesla FSD Saves Lives!

@FOX4
@NewsNationDesk
@TexasMonthly
@CBSSunday
@ABC

[Dale Stephens @TOC4AI]

@ChuckCook @Tesla_AI Thanks Chuck!

[Dale Stephens @TOC4AI]

@RechargeandRoam Cool~!

FSD of a Falcon-9

[Dale Stephens @TOC4AI]

A conceptual spiral of thinking (Boyd). The plant floor to job site rethought.

https://t.co/3ZB9RT3arQ

[Dale Stephens @TOC4AI]

And note Joe has captured (documented) the industry electrical transformer constraint and the Tesla construction team’s forward planning - for multiple years now!

Where’s Herbie?

[Dale Stephens @TOC4AI]

From 10.2M sqft headed to 20M sqft with the new 5.2M sqft North Campus (Optimus) and SpaceX joint venture Advanced Technology Fab…

Note the signature Tesla GFTX chamfered corner building architectural design.

Thank, Joe!

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

Did you know today is the 6th anniversary of the official start of @Tesla Giga Texas! Here’s a brief look back at this day in 2020 and some of the earliest and rarest views of the site as it appeared just prior to construction start!

This location and factory have come a long way in just 6 years, from building a car manufacturing facility to the world headquarters and now fully embracing AI and Humanoid Robots, @Robotaxi and joint ventures with @SpaceX

What will the next 6 years bring? 😎 @jackfarrington

[Dale Stephens @TOC4AI]

@CernBasher @JoeTegtmeyer I will believe it when I see it.

Thought that was June 2025…

[Dale Stephens @TOC4AI]

Rethink the Future.
PDCA, PDSA, Kata, OODA, ToC - Organizational Inertia
https://t.co/pD7dSV3mam

[Dale Stephens @TOC4AI]

Build Smarter - from Mfg floor to job site:

Design-Build, CPM, Lean, Last Planner, BIM, TOC

Construction Throughput.

https://t.co/n3wGgTnuRo

[Dale Stephens @TOC4AI]

Another excellent @JoeTegtmeyer & Brain / @FutAZA discussion on GFTX Austin!

What's Really Happening At Giga Texas https://t.co/SS1Nbqw1Om via @YouTube

[Dale Stephens @TOC4AI]

Elon & the @Tesla team are ToC Zen masters.

Looking ahead at the constraint time horizon.

[Dale Stephens @TOC4AI]

Parallelize what precedence says is sequential.

T OE & I

https://t.co/pxG2zmtZXZ

[Dale Stephens @TOC4AI]

@JoeTegtmeyer @JoeTegtmeyer great work on GFTX North Campus drone flight. The Chamfered corners of the construction is interesting (seems to be a higher density of piers)

Note: Bevel is a length/linear term. Chamfer applied to GFTX building corners.

[Dale Stephens @TOC4AI]

I’ve watched @JoeTegtmeyer’s drone flyovers of Tesla’s Optimus factory three times a week now 3 months in to constructing

https://t.co/YGggAi65yL

[Dale Stephens @TOC4AI]

@CernBasher

Cern/Larry - Ground breaking.

Foundation to steel erection is no longer a long timely process with the Elon Way of building construction.

@TeslaLarry
@herbertong

[Dale Stephens @TOC4AI]

@SawyerMerritt Buffering for when? v15?

[Dale Stephens @TOC4AI]

Again see Tesla stock piling electrical transformers for years as documented by @JoeTegtmeyer drone flights at $TSLA Giga Texas

[Dale Stephens @TOC4AI]

BTM, SMR, Micro reactor…

TOC - the constraint horizon

https://t.co/N9iSW0jbiA

@CernBasher
@JoeTegtmeyer
@FutureAZA

Same play at Colossus

[Dale Stephens @TOC4AI]

Electrical Transformers and electrical switch gear are still the Herbie in this equation. 30-month leadtime depending on specs.

BTM SMRs & micro-reactors do not solve transformer bottleneck.

[Dale Stephens @TOC4AI]

Behind-the-Meter energy solutions for industrial and data center power.

Tesla Megapacks to off load peak demand load in Industrial project and to smooth load fluctuations for data centers.

[Dale Stephens @TOC4AI]

@Blythe_yana1994 Finding where it move next. The other half.

The constraint horizon

That point in time you say - WTF!

[Dale Stephens @TOC4AI]

Limiting factor, bottleneck, Constraint

Find your Herbie!
https://t.co/a0TUDAwhqy