Sandy Munro Talks About Tesla in China - Autoline After Hours 458

[@calpilot7]

Sandy Munro is brilliant and I could listen to him talk for hours. GREAT GREAT panel and video.

[@BogdanManciu]

Yeah I was going to say a longer format would benefit him, but then I looked at the time, and it was already showing one and a half hours, maybe a Joe Rogan 3 hour podcast would give him the chance to go more in depth about his passions, I mean he had Elon talking about rockets for god knows how long.

[@L1GHT119]

Same!

[@InternetDude]

I really like Sandy, he’s not afraid to speak his mind and he knows what he’s talking about.

[@lachoneu2]

He's weird. His first one I watched, he ripped on the model 3 calling it crap for an hour. Then at the end of the interview he said he bought one cause it was fun to drive. And most of his people also bought one for the same reason.

[@theevermind]

Especially when he flat out contradicts/corrects other automotive 'experts.'

[@Newzchspy]

Depends? What's his agenda? He works for manufacturers, being paid to tear apart competitors cars and sell them the evaluations. To whom does he owe his loyalty??

[@last21000]

hes a fuckin dinosaur

[@grendal9800]

Sandy also is willing to admit when he is wrong. He hated the Model 3 at first and now he raves about it because he just didn't understand a lot of the significant improvements they have made compared to other cars. Now he understands them and is obviously impressed.

[@archigoel]

I love Sandy's analysis. Deep information which you just can't get anywhere else.

[@electrictroy2010]

Happy 10th anniversary AAH..... since April 2009! .

[@electrictroy2010]

SANDY MUNRO tear down of Chevy Volt : He estimates it cost 55-60,000 dollars to build each one kzbin.info/www/bejne/aGmol3VrmL6giLs .

[@mrFoxYou1]

I completely disagree with that statement

[@karlp8484]

I love the fact you can get Sandy Monro in on a periodic basis. The analysis, the insights the futurism. He's got it all because he's the car tech/industry insider's insider, right at what's happening....everywhere...

[@victorbar3567]

@Dan Reidy You are right, I just heard Elon jumped from a cliff.

[@grendal9800]

@Dan Reidy I think you were being sarcastic. Sandy was asked if Tesla will succeed and he was certain they would. He's right. The sales are clear indication that Tesla has a hit. The company continues to have growing pains but they are just hurdles to be overcome. Every single person who has said that Tesla was doomed to fail has been wrong and they just keep proving every doomsayer wrong. I own a Tesla and it is, by far, the best car I have ever owned.

[@joshve87]

@Dan Reidy aged like milk in the sun 🌞😎

[@wg4476]

Sandy is the Tesla expert outside of Tesla!

[@BrianSmithTheDukeofURL]

Great show as usual guys. It’s especially great having Sandy on. His insights are spot on.

[@2namtaB]

Please do no interrupt Sandy when he is talking as you usually have a weak statement to add. He then does not go back to what he was talking about.

[@jonasharder4039]

2namtaB This!

[@echoeversky]

RIGHT?

[@dansanger5340]

It's always fun when Sandy Munro is on. I liked his comment about being pro-capitalist and not liking industries organizing to keep competitors out. He's right that that's exactly what the auto dealers are doing. The people and states that are attacked for being "socialist" are more receptive to innovative competition and technology than the so-called "free market" people and states. The "free market" types are so busy desperately trying to preserve their existing positions in auto manufacturing, auto selling and servicing, and fossil fuel energy that they seem to care more about innovative ways to capture politicians and regulators than engage in real innovations with their products and services. A free market isn't about who has the lowest taxes. It's about who fosters innovation. That's why Silicon Valley is in California and not in Kansas. Look at who the top tech companies were 20 or 40 years ago. Only a few of them are still at the top now, replaced by companies that didn't even exist back then. Look at who the top auto and energy companies were 20 or 40 years ago. Except for some consolidation, we still have the same familiar faces. Those old industries are long overdue for disruption. They can't stop it forever.

[@AnthonyTolhurst-dw1nc]

I fucking hear you. AMERICAN LEGACY METHODS HAVE NOT CHANGED IN 95 YEARS. Alfred Sloan created the GM monster way back. The most models from the same parts bin for every customer’s wallet was the result for the Big Three. Spend millions on reskinning fashionable shapes from sheet steel, and reluctantly added decent bits and pieces as required, driven by sales and later from 1970s government safety and fuel consumption regulation. They are essentially still following standard practice, unable to drag themselves into the changing life. Time for the changing of the guard, methinks.

[@airheart1]

Always interesting stuff from Mr. Munro... loved the insight on the Chinese side. Excellent show guys

[@frankspeaking2630]

kzbin.info/www/bejne/bWingKqFiZp9rtk The Wuwa site, he does a video each couple of weeks at the Shanghai site, watch and blow your mind

[@nycameleon]

So nice to see someone who can cut through the BS with solid facts... Sandy also called the $35k model 3 day before it launched on E for Electric interview. Sharp analysis.

[@najibyarzerachic]

I love the way Sandy sir talks openly about technology and also shares his opinion on future trends in the industry unlike the corporate executives we get on autoline, talk for hours but say nothing. I mean check the video about powertrains with the GM guy or one of the after hour shows with one of the Ford execs.

[@electrictroy2010]

Happy 10th anniversary AAH..... since April 2009! .

[@staudtj1]

I think Sandy Munro nailed it. One of the few older automotive guys who has actually figured it out! Companies pay big $$ for his opinions.

[@martingardens]

Except the ones that really need to: GM and Ford. Sad.

[@user-fx9jj2xh1n]

Your show provides a much needed depth and contrast to ordinary media analysis. The difference between Mr. Munro’s view and the anti-Tesla analysts in the rest of the media is particularly telling. Thanks for putting this on KZbin!

[@curtisangelamay1510]

I don't always tune into Autoline After hours, but I always do when Sandy Munro is on. Great show again with a true "straight talker" who ACTUALLY knows what he's talking about.

[@omarikobe6629]

sorry to be off topic but does anyone know a trick to get back into an instagram account?? I somehow forgot my password. I would appreciate any tricks you can offer me!

[@bodelian2742]

@Omari Kobe Instablaster =)

[@omarikobe6629]

@Bode Lian i really appreciate your reply. I got to the site thru google and im in the hacking process atm. Looks like it's gonna take quite some time so I will reply here later with my results.

[@omarikobe6629]

@Bode Lian It worked and I now got access to my account again. Im so happy:D Thank you so much you saved my ass :D

[@bodelian2742]

@Omari Kobe no problem =)

[@krrk6337]

I've learned a thing or two every time Sandy appeared on the program. Thank you.

[@advandermeer740]

Sandy Munro is an excellent guest. He is well informed and has a very pleasant way of bringing his point across. Frank Marcus on the other hand is making my brain hurt with the nonsense he is spilling. I have not heard him make a statement of any value during this show. Maybe he is out of his element because he does not believe in electric cars and Tesla in particular. Maybe he should learn from Sandy Munro: Don't talk about something you don't know about and be honest if you don't know. Maybe he should take a hint from one my professors in university who pounded the necessary humility into me by telling me to "think three times longer and talk three times less". He crushed my soul when he told me during an oral exam, but he was right and taught me a valuable life lesson.

[@AnthonyTolhurst-dw1nc]

Yes. Mr Sandy Munro is very refreshing and knowledgeable to boot, without shouting, interrupting and talking over others. I know it’s a boy thing with cars, but listening to an actual conversation instead of a handful of knuckleheads, trying to out do each other. Blondie on the right should exit the stage!

[@evanlacava9213]

You guys should have Sandy in to chat more often everyone watching can learn sooooo much from him! Thank you for posting and Thanks Sandy for the time and info!!!

[@joolzvega7298]

Sandy gets it. Buying my used Model S was a great decision!

[@claytonroot806]

Not only is Sandy Munroe VERY knowledgeable about what is going on in the automotive industry AND the world outside of the U.S., ie China and India, he has also shown himself to be a philosopher. His humour and voice impersonations are also enduring. Loved the part about rare earth minerals and the cactus in the U.S. Like Bjorn Nyland of Norway who tests all things about electric cars in the real world, Ie range, charging rates, coldgating, rapidgating, etc., there is another guy who conducts real world side by side testing of Solar Panels from various manufacturers. In spite of assertions by companies about the superiority and the highest efficiency & output of their panels, HIS testing revealed that the highest "real world" output was achieved by one of the lowest priced panels from, dah dah, INDIA. Both China and India graduate more honor students every year than the U.S. has students TOTAL. We ignore these people at our peril! Even in the U.S., look at the names of the brilliant engineers that crop up in the news these days (most of them unpronounceable). Not Bob Johnson nor John Smith, nor Billy Bob Jones. It's children of more recent immigrants who still have a work ethic that OUR European ancestors once had. Now, so many of those European descendants live off the inheritance of those hard working parents/grandparents in a state of entitlement and complaint.

[@udishomer5852]

An average Chinese is much poorer than and average Americans (GDP per capita in US = 5 times higher than China. GDP PPP per capita = 3 times higher). An average Indian is much poorer than the Chinese, and compared to Americans, Indians are extremely poor. No wonder they have a much stronger incentive to work hard and go up the economic ladder, compared to the comfortable life of the average American. Just human nature, nothing to get upset about.

[@rkan2]

@@udishomer5852 True, but there are 6x more of them..

[@udishomer5852]

@@rkan2 There are 4 times more Chinese than Americans. Same for Indians. In any case, we were talking about the work ethic, so I was saying it relates to their poverty, not necessarily their culture.

[@echoeversky]

Thorium with a half-life of over 14 billion years is almost always found in the tailings when mining rare earths. It’s classified as radioactive waste in the USA.

[@NijjarFamily]

WOW!!! I can't believe that Sandy Munro is saying this. I own a Model 3 and complete agree that it's the furure. Sandy has come a long way!

[@bjan33]

The episodes with Sandy are the best

[@theknifedude1881]

Thanks everyone, there aren’t many KZbin channels I’ll watch a 3 year old video on. Autoline with Sandy Monro is, so far, it!

[@DrPeter0]

The OTA question is exactly what happened to me. I was driving along I-84 and I got a warning on my dash that I had low air pressure in one of my tires. The car was handling normally so as I was driving I phoned the Tesla service center. The technician said, “Hold a moment.” A moment later: “Your driver’s side front TPMS needs resetting. One moment and I’ll reset it.” Then a moment later, “TPMS reset. You’re good to go.” I didn’t even have to slow down, and Tesla fixed the problem on the fly.

[@mauricemeijers7956]

47:30 everybody seem to forget that currently the oil and gas industry and ICE cars are incentivized around the world.

[@joebuslife9275]

and seriously this guy thinks EV profitability is 10 years away lol. Maybe if Tesla wasn't in the game that'd be the case, but last I checked they are and are growing rapidly while having profitable quarters here and there. This while all the other ICE manufacturers are only able to turn a profit by cutting products and downsizing.

[@ramblerandy2397]

He's way, way, way off with his prediction of a decade before electric vehicles reach the tipping point. It's testament that Sandy Munro is his friend that he didn't call him out on that stupid prediction. 3-4 years will be the tipping point. And that might be a tad cautious.

[@estebanelguapo]

@@joebuslife9275 Agree and they are already profitable to my non financially trained knowledge on a price to make car vs price the cars are sold at, aka profit margin per car; its only in their investing into the company where they spend that money as expenses. In other words growing the scale and support infrastructure and product depth as they should be. They can stop doing that when they get where they are going, and then suck in those margins per produced product when they feel they are sufficiently scaled. Elon said prob hold off on new products after cybertruck. But there is still other parts of the company such as solar and battery packs, though soon this company will be showing them profits because after building out a plant in china for chinese market, plant in germany for europe; and just further advances in battery tech; adding no new vehicle lines; there shouldn't be any large capital outlays.

[@annavariumful]

Sandy is fantastic! Just love his no BS approach!

[@CanalTeslaBrasil]

Always great to hear Sandy talking about Tesla (since he actually got to see the ins and outs of one). Great job!

[@calbob750]

What Sandy Munro has said is profound. China appears to have recognized the need to change. Perhaps, they recognize that in order to survive change is mandatory.

[@macioluko9484]

Cal Ryan Correct. Plus now they can afford it.

[@rkan2]

China can cut through anything it takes. There is no argument they cannot push to the side... Authoritarianism might just be what saves the planet... (for a while anyway...)

[@marmoser7]

What a bunch of crap - the USA has been funding China for decades - now they want to rule the World - They have indebted parts of California already and enslaved the USA with trade deficits. The real ENEMY is not Russia - it’s the power hungry Chinese. Sandy has an old- world perspective - the major car manufacturers have many competitive products in production lines and Tesla is JUST a small car company pandering to the young generation. Even if they produce 1 million vehicles per year - it’s a drop in the bucket. VW alone produces 6 million cars worldwide. Tesla makes great niche cars that are overpriced ( do I want to help the Chinese rob the USA) Not if I can help it - therefore I will now never buy a Tesla. Elon is a sellout - and just a greedy capitalist - nothing more - who cares about Mars anyway - it’s a desolate uninhabitable planet. All these billionaires ( Musk is only #192) don’t seem to keep married or keep a girlfriend. It’s just goes to show you - no money in the world can save the richest men on earth from extinction ... kind of funny. Perhaps some alien women on mars will help the stuttering genius in the bedroom ;)

[@marmoser7]

@Aston Sadgrove indeed....

[@calbob750]

Marco Moser the mainland Chinese send their students to American colleges to get the best education. If you live in a city with a major university and walk around campus you will be aware of the percentage of Asian students. You may recall from previous Autoline daily shows that China invites technology rich corporations to locate their R&D in China and provides the facilities gratis to locate in. China is indulging its own form of capitalism even though 40% of the business in China is government owned.

[@8est8its89]

Much respect to Sandy Munro. Top guy with a huge amount of knowledge and insight. Great episode 👌

[@im4udevco]

Sandy, I must say I really love your candor and the US must wake up now and smell the coffee before it’s too late. I hope we can stop the infighting and innovate. The whole world is now trying to copy Tesla and we are the leader in BEV which we should embrace.

[@photogol]

What a show! The power of America is its openness to new ideas. Sandy Munro personifies that.

[@theknifedude1881]

Thank you Autoline After Hours for educating me and for introducing me to Sandy Monro.

[@gigglehertz]

"Where are these analysts getting that info?" Shorts. There is an incestuous relationship between very large shorts, analysts, and the media, creating an echo chamber of vitriolic Tesla bashing.

[@therealctoo4183]

It means Tesla is winning. quoteinvestigator.com/2017/08/13/stages/

[@macioluko9484]

c too thanks for the link. The truth really is self-evident

[@perjohansson8099]

@Todd R. Lockwood don't think he talks about this show but the analysts that are on the mainstream news.

[@therealctoo4183]

@@perjohansson8099 He doesn't talk about Fox (fake) News either. He does say that Tesla is going to be fine, and he's right. They're at least 5 years ahead of everyone else on many levels, some of which he talks about, and their financials are about the same as Amazon's were about 15 years ago.

[@perjohansson8099]

@@therealctoo4183 indeed

[@JoelSapp]

It’s funny how Sandy has changed. He is becoming the next voice of EVs.

[@brandoYT]

Shame on Autoline crew for not getting Sandy Munro Slides to show viewers. And shame on Dr. Data for interrupting Sandy - listen more, consider, then ask your questions.

[@joel_fpv]

Well said

[@imho7250]

Brandon Fouts, yes, Mr. Data, aka mr interrupter, needs to talk less when sandy is on a roll.

[@EnlightenedSavage]

Brandon Fouts easy there buddy. What sandy says is great but it is a group discussion.

[@whatthehell2024]

Just watched this. Love this man Mr. Munro and his knowledge about cars. Way more knowledgeable than Scotty Kilmer or Bob Lutz.

[@victorbar3567]

I just love the point of view and enthusiasm from someone who's a engine guy getting rid of any bias and just looking into the benefits of new technology, even if it's not the one he mastered.

[@Ryanstuff]

Fantastic as always. Can't get enough of Sandy and his insight.

[@kipling1957]

I’m always shocked by how many investment “experts” are SO uninformed about TESLA. As in, “so should they vertically integrate?” Erm..well yes, they already are in fact, and this is a fundamental strategy of TESLA. This is such a 101 question to anyone that knows even the basics about the company. Many folks are in for a huge wake-up soon and now we’re at the event horizon.

[@Dubs_73]

Love listening to Sandy.

[@ProgressiveVegan]

Great conversation. Timely. Very informative. Thanks. Sandy's a treasure. I didn't know he's been going to China so much. Interesting.

[@molassis8474]

@aurelio milaor cabal if you go to China you will see that there are quite a few GM and Fords. The main reason why Buick is still around is because the Chinese view it as a luxury car due the the last Emperor of China owning one. GM and Ford will be in a world of hurt when not if China bans ICE cars from being sold there.

[@calpilot7]

Yeah....he’s back. Love the host. Great shows.

[@davethefab6339]

Sandy you have the vision I have, change is coming and those that do nothing will be losers.

[@rceldib]

Best show ever!

[@jitheshm9839]

Always a pleasure to watch his videos. So much informative. Keep up the good work 👍

[@pksdemolition]

Love how blunt and frank Sandy is. Great show! Munro 2020!

[@kdkd693]

Your best ever. Thanks to Sandy

[@thetagmarket1058]

Great video guys... just one thing - Don't bother to have a second guest when Sandy is with you, because this Frank guy (for example) had nothing to add to the discussion - he is way out of his depth when put into Munro's presence, and his astounding level of ignorance (for someone supposedly in tune with the auto industry) was actually embarrassing - for him and us, the viewers.

[@DavidRonnemo]

Spot on.

[@brenttaylor7971]

I’ve been doing business with China for twenty years and I cannot emphasize enough the importance of Tesla’s connections there. Having the support of President Xi is a guarantee of success and profitably.

[@echoeversky]

Brent Taylor damn near neck snapping how fast that happened

[@thetagmarket1058]

The Chinese hierarchy see Musk as an embodiment of much of what they aspire to... innovative, hard-working, pragmatic and commercially aggressive. They know that being Musk's "friend" sets up this persona as an example to the Chinese nation. Sure... they also want his expertise - but then again, don't we all? (Except the USA, it seems).

[@bsteleven]

Best talk show on youtube... Thanks

[@elonmusk3215]

Love Sandy! He keeps it real.

[@dfjelddalen]

Interesting and inspiring! We need more Munro.

[@alicetronics-jaycarsplatin5629]

Thanks for the humble Pie Mr Munro...Its all happening for the right thing!

[@eugeniustheodidactus8890]

Excellent show! So glad that Tesla is NOT a Munro client.

[@trahlem]

Sandy is the man. So fact-driven, amazing.

[@paulcummings55]

Enjoyable show, especially with the insights provided by Mr. Monroe- but best of all was Sandy's perfect imitation of Dr. Deming! The last few minutes of the show was worth the 1:20 to get to that Deming demonstration;-)

[@andrasbiro3007]

That guy who said the tipping point is 10 years away is still don't get it. The tipping point was the Model 3. In 10 years all new cars will be electric, maybe even sooner. You just have to extrapolate the sales growth to see this.

[@ramblerandy2397]

There's a point in this video where John McElroy talks about Tesla not making money on the cheapest models. And Sandy Munro kept quiet. This was despite, in earlier associations, telling McElroy that Tesla could easily be making profit on the cheapest models. That Tesla was way ahead of other manufacturers. McElroy was simply in Detroit suspicion speak mode and he didn't realise he was being seen through. Munro didn't cut across him because they are friends, I think. I expected a bit better from the programme host. Then again Autoline is, self professed, the voice of Detroit Automotive manufacturers. 47:40 A decade? He's years out. Maybe with Detroit. But the automotive world isn't Detroit. 5-6 years tops. Incidentally, McElroy is even wrong about battery breakthroughs. For example, there is one in SW England [Somerset or Gloucestershire, can't remember exactly] announced last year, that is receiving enormous interest and investment since a tiny, tiny announcement, but they had been as stealthy as Rivian were until their coming out. Last noises were proper production in 2-3 years. It may appear slightly sci-fi, but they are doing it, and so are others. There'll be no decade of waiting for batteries that will totally kill off the new ICE vehicle.

[@mikecheck81615]

Yeah, I caught that too. Sandy just kept his mouth shut. It is interesting to see in what situations and topics John will “talk over” the expert who is on the show to share THEIR knowledge.

[@ramblerandy2397]

@@mikecheck81615 1:25:24 Did you also notice on the last question [will Tesla make it?] how Munro qualified his answer, because he was sat amongst Detroit sceptics. You could tell that he wanted to say that they are going to massively succeed and become a major leading world manufacturer. But he kept his thought, as he said.

[@bannor99]

You still have to make a lot of cars in order to profit. Tesla isn't there yet; they still are turning out S, X, 3 with noticeable flaws that their service centers have to remediate. That doesn't cost the customer anything except time but it *does* cost the company money they can't afford to waste.

[@mauricemeijers7956]

Rambler Andy I recognize what you say. Still wondering though what theoretically could be the lowest cost price to build an EV.

[@rogerheuckeroth7456]

@@mauricemeijers7956 - It's a moving target. Ten to twenty years ago nobody would have predicted that the price of solar panels would get below $0.50/watt. Today the "holy grail" target is less than $100/kWh. In five years Tesla will be shooting for less than $50/kWh, while the rest of the industry may still be trying to get to the previous target. Imagine a 100 kWh battery costing $5000. They could sell 400 mile range Model 3s for $25K and still be making a profit.

[@teddw5786]

Priceless Deming recollections, thanks Mr Munro!

[@ramblerandy2397]

This is probably the 3rd time I've watched through this video. Parts of it are simply dynamite insight comment from Munro.

[@jasonbernstein2]

Fantastic, Sandy is The Man

[@altond511]

So China has about as many car companies as we(the USA) had about a hundred years ago.

[@martyboyl-davis908]

Per capita even.

[@udishomer5852]

And most of them will disappear within a few years. Even a large market like China can't support more than 10 car manufacturers.

[@PaulBodyBuilder]

Love your show more electric vehicles electric pickup trucks electric vans electric Planes electric bicycles electric motorcycles electric scooters more electric vehicles please thank you Philadelphia PA

[@RSMinternet]

John McElroy at 46:20 I'm surprised Sandy didn't correct him. I'm not sure where he gets his data from, but Munro's own report said Tesla is making money on the Model 3, and they're far less than $48,000. Additionally, McElroy doesn't seem to understand the value of the data being collected for autonomous driving, where every car on the road is an investment by Tesla.

[@nilsfrederking62]

Well stated. And he seems to have no clue about TCO. The cost savings because of much lower maintenance costs and electricity vs fuel costs are huge and can easily exceed $ 10k over the lifespan of an EV. The tipping point already happened regarding luxury and middle class cars and is constantly reaching down in the mass market. A $ 35k Model 3 has to be compared to a $ 25k ICE car when looking at TCO. The Model 3 standard range+ is already on the market for $ 37.500 I suppose the standard Model 3 for 35k will follow soon (in a few months).

[@udishomer5852]

@@nilsfrederking62 You can order the Standard Range (SR) Model 3 since the beginning of March. Delivery estimated to be 6-8 weeks. So the first ones should be delivered this month.

[@kdkd693]

John.... except Tesla who have the 35K model and the 37K model and the 40K model and and... Blinkers on much? What about the Kia? Also around $36K - do you want them to put their price up to $48K to please your statement. No. Exactly.

[@davidgeise2073]

Regarding the question on the impact of electric cars on the grid: "Utility companies sell electricity. It’s what they do. The more they sell, the more revenue they get. And here’s a little known fact about utility companies. Because they are legal monopolies, they are guaranteed a stated rate of return on their investments. They get paid to spend money to upgrade the utility grid. How else do you explain why they are constantly pouring tens of billions of dollars into new generating plants and transmission lines? They love spending money because every dollar spent equals more money in their pocket. To put it simply, electric cars will take some of the enormous profits the fossil fuel companies have been making for the past 150 years and transfer them to utility companies. Fossil fuel companies may complain because they see dollar bills flying out of their wallets, but utility companies should be offering everyone incentives to buy electric cars. That’s what smart business people would do. In fact, Southern California Edison is doing precisely that at this very moment.” See cleantechnica.com/2018/02/25/electric-car-myth-buster-electrical-grid/. I pay just under $0.10/kWh to my electric utility CoServ (not counting the electricity I get from my solar panels). So I can go 320 miles for under $7.50. Plus I wake up every morning to a full tank. And when will the fossil fuel industry begin paying for all the environmental damage they inflict on us each day: www.ucsusa.org/clean-energy/coal-and-other-fossil-fuels/hidden-cost-of-fossils#.WOavFxjMwUF. And we’re spending a lot of taxpayer money subsidizing the fossil fuel industry: priceofoil.org/fossil-fuel-subsidies/.

[@aaronbounds1336]

I am glad there was a follow-up show on the Tesla Model 3 and a Tesla is generally. I knew that when you folks dug a little bit deeper into the guts of the vehicle you would be impressed and what do you know, it is impressive. I wonder if some of those parts that Sandy originally thought were over-engineered are because they were planning ahead for the model Y which will likely be a heavier vehicle, and is recorded to have a large percentage of its parts in common with the Tesla Model 3.

[@Newzchspy]

You know the Big 3 and Honda and Toyota are listening to Sandy here!!

[@johnleung9619]

Sandy's analysis is more trustworthy than that from the wolfen of Wall Street!

[@nomadteslamodel3895]

The 3 interviewers honestly displayed what is prevalent in the current auto industry-attachment to rumors, clinging on to the dysfunctional past and basic incomprehension. They listened but with their own prejudiced ears, if they had listened to Sandy for his words one would recognize the underlying message about the demise of the auto industry as we know it. Sandy's a business person, so he's selling something, but there are plenty of moments where he just continues to sound flabbergasted by the Tesla car technology and engineering superiority. All in all, Tesla is not only a few years a head-they are so far ahead that the only thing competition can try to do is to mimic or copy. That's why his reports are selling. But what they can't do is get the Tesla DNA, and that begins with Elon Musk.

[@Maker277]

You should have Sandy back just to talk about Demming.

[@archigoel]

Absolutely. I checked Demmings quotes, its amazing how prophetic he was.

[@BogdanManciu]

I like Monroe would benefit from better questions, the last part was way more interesting, then the interview. I'd love to see him on see him on fully charged, or in depth, or any electric enthusiast auto shows.

[@najibyarzerachic]

Sandy was spot on in this topics. His relevlations to the motortrend guy were all real. Today 4 years after the show all automakers are going after the battery LFP he was talking about.

[@mnldgbD]

Great great stuff guys and Mr. Sandy is such a pleasure to listen to!! Forget Netflix..game of thrones and all of that!

[@chrishare3981]

Wow.sandy has really changed his mind about Tesla.

[@ibchuckd]

Thumbs up for Sandy Munro. The rest of you guys, thumbs down. Way down.

[@Envy13376]

Sandy finally understands how Tesla has had a lead of a few years on the competition and they have taken advantage of it. Not to mention that Elon runs the company like the Chinese, very fast moving.

[@marmoser7]

Yes he is a traitor- no less greedy than the ICE Car Manufacturers - At least they admit it. There are at least 30 electric cars on the market now---- Tesla's stocks will plateau or head downwards-- no matter what the analysts pontificate on. Great car - crappy company - and a very Human and corruptible "Modern Day Howard Hughes" whose brilliance will be overshadowed by corrupt China dealings....

[@andrasbiro3007]

@@marmoser7 You are extremely ignorant, and didn't hear a word from the show either. Why are you even here then?

[@marmoser7]

@@andrasbiro3007 You like everyone are entitled to their narrow minded opinions - I have seen the entire show. I just don't buy into the religious cult following of "just a niche car manufacturer" - especially if they are building mega-factories in China instead of looking for incentives to promote the local economy and create more jobs. It is undisputed that Tesla has taken a leadership role in showing others a possible way forward- however the field will become very competitive in no time at all. Sadly the first innovators to market don't usually keep their dominant position long- they are either bought out or the other manufacturers just price them out of their own markets.

[@andrasbiro3007]

@@marmoser7 You are the narrow minded one. Do some actual research. 1. Tesla sold 250K cars in 2018, Toyota sold 10 million. 2. The Chinese factory is for the Chinese market. You can thank Trump's trade war for accelerating the project, the huge import fees made it unavoidable. 3. Tesla is building huge factories in the US too. 4. The federal EV incentive is being phase out for Tesla. 5. It's not Tesla's job to care about the local economy, it's job is to help stopping climate change. 6. If others beat Tesla, that's actually a victory. Tesla's goal never was being an industry giant, just to trigger a competition that accelerates the EV revolution. 7. But unfortunately it's barely working. Now finally there's some competition, but the global battery shortage is hurting everyone badly. Except Tesla of course, it has it's own huge battery factory. 8. Tesla is not just a car company. It also makes batteries and solar panels, and the leader in self-driving technology. Close to half million Tesla cars have the hardware for full self-driving, and that number is doubling every year. When the software is ready, Tesla will instantly have a huge fleet of autonomous cars.

[@marmoser7]

András Bíró I knew all this and agree with you - I am not ignorant and have seen the entire show... It’s ok if we have different opinions - Whilst Musk might have good ideologies, the board and shareholders will dictate what works... It’s shortsighted to ignore your own economy in this equation and anti-American.When the big 3 get decent EV models and market penetration - Tesla will remain a niche player and or get bought out. The Tesla is just not that profitable - and they have invested large capital in setting up factories etc. Solid state batteries are the next battle - and Tesla does not lead this revolution.... According to Munro China will be the leaders and Tesla is helping them out...

[@keithnance4209]

This interview by Sandy provides so much foresight into the EV space and broadening market and why China’s friendly government policy is going to help them surpass anything America has to offer. Shame that Wallstreet and media are eating its own, referring to the ocean of FUD against Tesla.

[@HungNguyen-db6js]

love Sandy's imitations.

[@YxBaconx]

Sandy is honest like Elon. Sure there is 'Elon Time' and things take a littles longer than planned., but whatever is promised is delivered and the 'shorts' who say it can not are simply manipulating the market

[@InternetDude]

lee rayner there are dozens of things Elon tweeted about that never materialized, that is such horseshit.

[@farukcarushi4983]

InternetDude like what?

[@electrictroy2010]

Elon is jut honest when he says things like “Fit and finish is better than any other car.” Non-biased sources like Sandy say it’s actually the worst fitting metal panels/body. So Elon is NOT honest .

[@grendal9800]

@@electrictroy2010 Elon says "it will be better" not "it is better." Sandy had a very early version. The cars coming out of the factory now are just fine. Probably still not the best but definitely normal. Elon says the something similar about safety and Teslas are the top three ever tested for safety.

[@davis.fourohfour]

Holy crap, Munro says the Protean hub motors work!! This could change everything.

[@neem1972]

You guys deserve one million follower....thanks for the info

[@ShaunRF]

Sandy, you can actually send data through power wires. You can even extend your home internet connection through your household electrical wiring through something called a powerline network adapter. I believe some of the electric car charging standards work through a similar process. Edit: just saw this was brought up by a viewer question they read.

[@electrictroy2010]

Data over power lines Radiate radio noise, so yes it works but not ideal. Better to use shielded cables or fiber that don’t radiate .

[@rogerheuckeroth7456]

I highly doubt that is the plan.

[@dashercronin]

All truth passes through 3 stages. First it is ridiculed. Second it is violently opposed. Last it is accepted as self evident. Arthur Schopenhaeur 1788-1860

[@thetagmarket1058]

Short but pertinent observation. Great comment.

[@DaveTony206]

Fascinating perspective.

[@JMRestini]

Great insights, great show. Thanks for making it

[@yacahumax1431]

what a great episode. Thank you

[@davis.fourohfour]

Two points. We had rare earth element extraction in the US. The capital that owned those industries determined there wasn't enough profit in it, so they literally sold the machinery and the industry to Chinese interests who shipped it all to China. Cactuses had nothing to do with it. MBAs and greed did. Secondly, Tesla is eliminating rare earth from the motors.

[@echoeversky]

Davis FourOhFour Thorium is mined when rare earths are mined, and is for some reason is classified as nuke waste. It has a half-life of 14.3 billion years.

[@estebanelguapo]

I had seen an article on the web back when I was curious about investing in the rare earths; and it was saying most of the rare earths in use can be designed around or designed out if needed or if prices forced the issue; and that that would create a price cap on what price china could pressure us into paying. There was concern that like Sandy said China could just keep all rare earths to themselves and close out some of our tech field.

[@BryceLovesTech]

I love this guy

[@Travlinmo]

That Deming Story is amazing.

[@fanyang1968]

Sandy is an amazing guy!

[@jpr3665]

The western world is committed to moving to EV and phasing out ICE especially diesel. Some countries have aggressive timeframes others more generous but the writing is on the wall. Tesla is the major supplier of full EV outside of China. Who is going to make all the EVs needed to meet this demand outside of Tesla. Tesla is going to be huge within 10 years or less in my humble opinion.

[@estebanelguapo]

@46:30 (edit: added time stamp that erked me) The host (aka or one of the panel members) is like the automakers, u can't wait for batteries to design themselves and for charging stations to build themselves, or for third parties to put these up to support a market the automakers are not supplying. They seem to think that someone should just go put 10 billion or 20 into these things on a whim, then tell the big automakers, ok, i've done all the heavy lifting for you, you can now produce electrics. Big auto need(s)(ed) to make electrics at a loss in order to create a research need in the battery field, and a battery car charging station need that they would also need to mainly build or build cooperatively with partners; but they couldn't or wouldn't do two things at once, and that two things is build a new electric market and continue to build on their old market. One of them could have created a more standalone company like and had them answerable to the board keep them under the umbrella, let them act like a loss making startup and even have its own branding. And costs come down not only with production volumes and enhancements but with the research that is being driven by that effort. They only made a couple to pretend to have an interest and to offset mileage ratings that needed to meet for government credit. Sandy understands this clearly, a couple of the panel members and ford/chevy seem to not understand this.

[@elprimeracuariano]

Always a pleasure listening to Sandy. On the stock issue, can't you buy if you set up an advance plan? If insiders can buy, I would expect you can too. I understand that timing the stock might get you investigated.

[@BraggenritesNetwork]

What a great show, thank you.

[@JCJourney]

Sandy is right on the point every time. he is right. we are here to fight for the EV progress and China is not. most of the people in China just start to drive in last 10 ,15 years and own their first car. they don't have that deep feeling of having an ICE vehicle. if you can make a car that has better performance, less money per miles. they are gonna buy it. also, he is right. Chinese work like an ant.

[@ViscusoVlogs]

Is this shot on a cell phone... 720p.... I almost felt like this was shot 10 years ago. Good content though.

[@grzegorzkapica7930]

Did I hear Sandy at the very end not say; "Tesla will thrive, GM and Ford will die", because GM and Ford are his customers and he can not talk about them? Did I? I think I did hear that.

[@Clark-Mills]

Sandy tearing up over the general direction of US management and the auto specifically at 1:27:33 That affected me...

[@senordockman1138]

Yes, electric cars are subsidized. Why doesn’t anyone ever talk about the subsidies given to fossil fuel’s that make it feasible to keep driving fossil fuel cars? Isn’t that an indirect subsidy too is when we subsidize fossil fuel’s?

[@andrepoon]

Wow! Sandy! Just wow!

[@danielocegueda4399]

VERY interesting discussion, gentlemen!👍🏼