EXCLUSIVE Interview w/ Sandy Munro: Tesla’s Future
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- Опубликовано: 20 сен 2024
- Exclusive deep dive interview with legendary auto expert Sandy Munro!
Sandy beaks down what makes Tesla years ahead of other automakers.
What parts of the production line for the Cybertruck will be shared with the next generation compact car?
What does he expect for the Robotaxi first designed vehicle?
And… how might humanoid bots transform the factory?
Sandy Munro
X : @teardowntitan
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Munro and Associates website is at leandesign.com/
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Did he really actually say that there is a robot car production line and he didn't get to see it? That is massive!!!!!
@@briandoe5746 It's possible that it's in its infancy stage, not ready for public masses. It also depends on what Tesla is building, could be assembly lines of gov contracts.
It did!! My eyes are opened to the fact that they don't build for us guys who prefer a large full size luxury automobile. They still have you plugging in and staying awhile, and all for a short and shitty range. I'll keep my once a month fueling at 3 to 5 minutes, 55 to 65 bucks a month which is dirt money in today's economy. 570 miles of range and paid off at 41K. Love my large full size luxurious Jaguar XJl....
61
Sandy is an interviewers dream guest. Ask one question and you get a 10 minute answer that's full to the brim of interesting facts. Amazingly interesting man.
Sandy used to speak openly and enthusiastically like this. Then it seemed to me that he toned it down and didn’t rave as much or speak his mind as much. Now Sandy is back to the Sandy I love to hear!! Such insight. Such frankness, saying it like it is. Nobody comes close! Please keep Sandy at the top of your list with the best of your other speakers! Thank you, Herbert!! 👍
I have seen everyday single Sandy Monroe podcast or interviews and I can confidently say that he has never toned down ever.
Seems like you like to hear is “Tesla good” ?
Sandy sold out and is 🍆🚴 since they employed him.
Very interesting! Thanks for having Sandy on, Herbert!
Herbert you are having a non stop series of incredible guests as a Tesia investor thank you so much for your hard work .. Steve UK
Sandy demonstrates wisdom as a result of a lifetime of experience. I hope the next generation learns from him before he's gone.
Sandy Monroe... The Most Interesting Man in the World! Thanks for having Sandy Monroe!!!
hahahahah what happened to him. He has become a senile Tesla shill yapping about technology he has no idea about. Embarrassing!
@@Aztasu You must be from ford, gm or the old chrysler wanna be electric failures club. How old are you 14, maybe 15 years old? I don't think there is Anyone as senior as Sandy Monroe who is Active in the automotive field, and Really Gives his all to the Industry.
@@Aztasuyou’re a kid.
He is talking about how perfect things are and yet it's hard to find a Tesla where all panels align.
Very rarely do i listen to a full 1 hour interview . Sandy can break it down so i can even understand 🙂
One cannot help but become Brighter when Sandy is speaking! Thanks Herbert!
kudos herbert for just aiming sandy and letting him open up! It is a very rare interviewer who talks less and listens more! Sandy is a great get and a genuine good egg...
Love Sandy, he is so much fun to listen to, and his knowledge about car manufacturing process and Tesla is superb and makes me optimistic about Tesla and China being clear leaders in EV space. Thanks for having him on. Never get tired of listening to him.
hahahahah what happened to him. He has become a senile Tesla shill yapping about technology he has no idea about. Embarrassing!
Sandy knows autos and manufacturing. Always interesting to listen to him.
hahahahah what happened to him. He has become a senile Tesla shill yapping about technology he has no idea about. Embarrassing!
@@Aztasu If I thought you knew anything I'd take you seriously.
@@snookmeister55 BYD is eating Tesla's lunch.
@@ZelenoJabko Regardless of why you think that, it's irrelevant since global auto market was nearly 90 million vehicles last year and neither company has made more than a small dent.
With respect to profitability, Tesla beats BYD by a country mile.
@@ZelenoJabko BYD competes with Tesla in their home country of China, that much is true. Eating Tesla's lunch? Nope. There's no doubt in my mind that those two pose a major threat to Legacy Auto.
Sandy Munro predicted that BYD will become the largest automaker and Tesla will be #2 so I expect that will happen.
Great interview, you just let Sandy talk
Wow, Sandy Munro is one of the best. Great work Herbert and thank you to both you and Sandy for all of the great information.
Love sandy monro, living legend in the tesla community and beyond. one of the best storytellers of the industry! thanks herbert!
Love listening to Sandy talk about auto things! Especially Tesla!
Nice recap Sandy, Thanks Herbert. Regard the 48 V gift to GM and Ford, it is a strategic move to bring on the suppliers to mass adopt this new standard. And he did that to US auto makers.
Nicely done, Herbert. As the interviewer, you were nearly perfect. So many Sandy interviews, but none better than yours.
You comment is nearly perfect too.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sincerely speaking. I will continue to trade and stick to expert ca therine daily signals and guides as long as it works well for me.
Woah for real? I'm so excited. Adriana's catherine strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
I'm new at this, please how can I reach her?"
Sandy’s view on the 48 volt architecture is one reason I think the refreshed Model Y will come out in 2025 with it along with drive by wire.
Imo tesla should make the model y and 3 more luxurious to distinguish them from model 2 and co
That would be amazing if that happens.
@@diogenez471I consider minimalist as luxury. Less is more. Multiple dials and levers that don’t work and soft stuffed chairs etc. don’t convey luxury to me. I like dragon capsule luxury.
Improve handling ride noise performance range comfort reduce unnecessary stuff. Just my opinion.
Wonderful interview, Herbet! And huge thank you to Sandy, who I greatly respect. Namaste. 💛🙏
i stumbled on this for the first time - i like the way you interview guests and allow them to talk but ask well crafted questions
Really enjoyed watching the video. Thanks to Mr Munro for his wonderful insight, and also to you for letting him speak freely and uninterrupted. :-)
Tesla is not fighting enemies. They are doing what they think is best and not thinking about petty things like competition.
Well stated! Thanks.
What a fantastic, insightful interview! Especially love the part where Sandy talks about robots and the need to avoid workplace accidents. Grateful for the hard work you put into making this possible.
Great interview Herbert! RUclips Gem Quality content. Needless to say, I greatly antipcate Munro's Cybertruck eval and tear-down.
Fantastic interview - your channel continuously provides real value in this space!
Love it. Sandy speaks his mind like a typical engineer who owns his own company. I can relate, hated working in large companies until I ventured out on my own. More politicking gets done in large companies than work. Tesla with Elon's influence is an exception to internal politics present in large companies.
hahahahah what happened to him. He has become a senile Tesla shill yapping about technology he has no idea about. Embarrassing!
Outstanding input! Thank you.
Nobody suppresses workers right as good as Elon 👍
@@parsonk4041 Spoken like a Wana be union person, who thinks he's smart and thinks he knows what he's doing. A Lazy ego slacker.
@@dporrasxtremeLS3what exactly is a Wana be union person. Either you are in one or not. But I guess not everyone believes in workers rights and rather be the sucker. And you will love it.
Such a great win. Herbert, love your style and your process allows you to access the best. As an engineer Sandy is the best. Like taking the handbrake off in your brain.
Yes!
Some amazing stuff from the goat. Thanks Herbert for making this interview happen! Can’t wait to see this cybertruck break down from sandy🔥⚙️🔧
I could listen to him all day
Excellent interview. You've hit it out of the park twice in a row for me. The last interview with the robot girl was also great.
Wow. That was great. Great conversation Herbert.👍
Always a great interview and Sandy's incredible experience on this topic is so informative. Thanks to both!
I really admire your interviewing skills Herbert.
Sandy you are right , i was selling electronic component for 40 years and the 36 42 or 48 volt were on the table really 40 year ago , but , the car producers was asking the subcon to do the job and the design at no cost . Thi was one of the blocking point to implement the 48 tecnology .
Now may be the right time , but i have not yet seen 48 volt lamps
Herbet, Fantastic Interview!!!!!! Sandy Amazing Monroe!
Sandy is such a fountain of knowledge & wisdom, and you let him express himself well done Herbert :)
I love hearing people with manufacturing and engineering experience! THEY are worth listening to in terms of design and what can/will be done.
Great interview Herbert. I learned something new today! "White Hydrogen"! 🇨🇦 P.S. Tesla has received approval to have Tesla vehicles communicate with each other via cell in Canada.
Interesting Thank you Herbert and Sandy
🤗THANKS HERBERT ,FOR HAVING SANDY,EDUCATE US 🧐 AND ENTERTAIN 😁💚💚💚
The un-boxed system looks perfect for Bots, they will be able to replace those people
Sandy is so GREAT
Fantastic video Fellas
Keep em coming
This was a really good video.
Awesome information, Sandy you are the best. Hope to see you in Detroit sometime
thank god a proper expert, not just some TSLA bulls speculating everything they can come up with.
They know more than most analysts it seems. Show some respect.
“Was that long enough of an answer for you?”
Actually, no… I can listen to Sandy forever.
Awesome as always!!!!
The first three minutes Sandy nails it. Anyone who has a Tesla knows the app integration alone is years ahead of anyone else. The Ford app I have for a 2019 Escape can start, lock, unlock, and give general vehicle information, etc. Tesla app ability is ridiculous. Operate keyless from anywhere, schedule service, and monitor just about anything to name a few. Great interview.
Good one w Sandy! Thanks
Hi Herbert, greetings from the U.K. Great to see Sandy on top form here. I too am an engineer, and 58yo. Sandy is just so experienced and competent in the automotive field. For years I have pondered the obsession with remaining at 12v for car electrical systems; early combustion cars had 6v systems, but the arrival of the electric starter motor put an end to that ‘standard’ because at 6v you couldn’t get the power for the motor to crank a combustion engine without massive cables and a huge amperage battery capacity; which would fry itself internally. The car industry could have saved itself a fortune by moving to 48v back in the 70’s, it’s not just cable thickness, but also relays. At 12v you need relays to handle the current (amperage) for car electrics like wiper motors, blower motors, rear window heaters, electric windows. However at 48v, many of these features can be operated by the dashboard switch itself because the current (amperage) drops by a factor of 4, reducing the wiring loom and complexity even more. Another big advantage of a 48v system is the strain on the battery to cold crank engine is much reduced, also if you love your music, a sound system can be much better with a 48v feed.
*Nicely done!* _such great editing_
Herbert, thank you, my man !
Munro is a LEGEND!!
Thank you so much for a CURRENT Sandy Munro interview Herbert. Now, if my TSLA will just go back up where it was when I purchased it, it won’t hurt so much when I have to sell some to finance my Cybertruck. I’m @ 270,000+ in the queue. Thanks again.
Sandy is absolutely correct....the engineer tells the future and should be relied on for the truth. I am an engineer. I built a robot when I was 11 - in 1959, 5 ft tall, made out of surplus copper from Columbia University. It walked and talked and shaked your hand when you stood in front of it. It won 2nd prize in the NYC science fair. Listening to Sandy was a breath of fresh air; and Elon is my new hero. Yes, I got brighter about Tesla and thank you Herbert.
Great interview. Get a new camera Herbert. The difference in quality between you two is huge.
Brillient! Thank you!!!
The olden days, wonderful, wonderful.
I think Herbert is confusing the un-boxed model with the new Cybrtrk manufacturing method. Tesla had to use a new manufacturing technology for the Cybrtrk because of the exoskeleton-like design of the Cybrtrk. New manufacturing machines were needed to make the folds in the steel exoskeleton structure, but the overall linear or serial manufacturing process is roughly the same as the way all cars are currently produced. The un-boxed manufacturing process is a modular, parallel manufacturing and assembly process.
There seems general agreement that CT pioneered a lot of new technology and approaches that enable the Model 2.
It’s also likely that many of the CT assembly techniques will also apply to M2.
I don’t know how much stainless steel cost can be reduced once you relax the “bulletproof” requirement. However, in low-income countries and market segments, a durable vehicle body would be a strong advantage.
Regardless, the stainless steel processing innovations could probably be applied to other metals possibly even composites.
Didn't e-lawn say the next gen factory was for their next gen cars?
It's probably a combo of everything learned to this point
e-lawn as in green grass.
@@garthharrington9683
There are many words im not allowed to use in their proper spelling without YooToob deleting or sandboxing my comment. I need to delete my account and start over
@@yourlogicalnightmare1014 I like e-lawn and maybe the use of that as a name will deflect some of the attacks that Elon generates?
Great discussion
Didnt Henry Ford refuse automation of his vehicle production lines stating "Who would buy my vehicles" if no-one is working?
Tesla is 5-6 years ahead of everyone else...but I welcome these manufacturing and software competitive advantages to be reflected in the top and bottom line ! I'm afraid we need to show patience for another couple of years till sales and profit sharply climb up
Unfortunately the stock price is 3-4 years ahead of tessluhs progress.
Stock will be dead for a good while
IMO, it would be a as difficult to integrate Tesla’s systems into legacy the OEM’s systems, as it would be to integrate George Jetson’s tech into the Flinstone mobile. This may be a slight exaggeration but you get the idea.
I’m starting to hate smelling toxic fumes from my Highlander
Whenever I hear a loud engine go by I think "horse"
Tesla has been actively selling its charging system to other manufacturers. In doing so, Tesla becomes a money making "gas station" there is no negative for them. Expansion happens faster, stations become bigger, charge prices becomes higher.
Toyotais doing fine and well currently, Sandy had written them off. Nonetheless Sandy's podcasts are terrifically entertsining and informative.
Amazing interview!! Thank you!!!!
Thank you Sandy for the Javelins, it is not only money-ppl there. Slava Ukraini from Vienne/Autriche
You just feel like something big is going to happen with these robots that will make the Tesla stock skyrocket.😊🎉❤
Thanks Herbert and Sandy.
Sandy, The trap is 48 VDC. Once you make the commitment, there is no going back. The same is true for first principles, castings, poka yoke design, melding design and engineering, humanoid bots, and unboxed assembly.
Based upon your cybertruck factory tour, do you think the breaks in the automated production line were designed to accomodate a humanoid robot?
Humanoid robots in the factory have considerable idle processing time. Why not use the idle time to do on the line QA?
The fractal nature of unboxed assembly is perfect for minimizing mass motion which reduces energy consumption and production costs. Segments can be duplicated to bring the slowest steps down to achieve optimum production speed vs cost.
PS: What is a gas station? You mean they sold explosive flammable fluids to the public from pumps. I thought static electricity can explosively ignite gasoline vapor. I heard it used to cause thousands of gas station fires per year.
The share price of Tesla will tell everything with out any explanation, like NVIDIA, meta, Amazon and Microsoft.
Sandy is the GOAT
Sandy has swallowed the Kool Aid. Tesla has yet to show actual production-level non-beta realization of anything he describes.
Yes clearly the F150 lightning or the GM Hummer have shown great promise.....lol
@@ExploringCabinsandMines That's called "whataboutism". Elon's promises are pure con job. Nothing that Ford or GM did or failed to do can change that.
The unbox system will allow for automation of the assembly of wiring harnesses and increase the run rate to less than 30 seconds, something a person would struggle with. Unboxing allows the engineer to orient the assembly so they are not fighting gravity, this is big. What is unclear to me is how to join all the sub-assemblies and assure structural integrity, I have no doubt that it is clear to the Tesla Engineers.
Imagine if you will ..... A World where cars had ALWAYS been electric. Now someone comes along and tries to convince you that the way forward is to
(1) Pour 12 Gallons of highly flammable liquid into a tank, just behind where your kids sit.
(2) Replace the single spinning rotor with 4,6, or 8 heavy pistons that compress and explode the flammable liquid 100 times every second + a thousand other frantically moving metal parts.
(3) The pistons travel vertically, creating huge loads on a shaft that runs 90 degrees horizontally, then that shaft also has a 90 degree change of direction to the drive wheels.
(4) the engine runs at extreme temperatures and loads, and so requires coolant (with anti-freeze of course) plus various types of oils throughout the drivetrain.
(5) .... I mean, what did I miss? Oh yes....
(6) Timing belts/chains, to ensure that the pistons don't smash into the valves and destroy the whole engine in a millisecond.
(7) A regular and expensive service to ensure all that complexity is lubed and adjusted.
(8) The pleasure of pumping gas at a greasy, oily, smelly, gas station every week (and handing over a hundred bucks or whatever for the privilege).
How could you ever possibly ever float that concept, unless the only alternative was 19th century horse-drawn buggies?
As ICEs have already demonstrated their reliabilitylisting your trepidations is nonsensical.
Sandy is a Legend.
Tesla is years ahead but Toyota is decades ahead.
I like listening to Sandy. Unfortunately he is wrong about hydrogen. Even if it’s limitless and renewable, it is not clean-burning. It has significant NOx emissions (though I don’t think this is an issue with fuel cells). It also has global warming impact as its fugitive emissions slow the breakdown of methane. Even if it were an easily managable fuel (it’s not) it isn’t clean.
I must watch way too much RUclips no new information here. Herbert's show is great though.
How are they using the term 'unboxed' when referring to the Cyber Truck?
It will be interesting to see if the south end extension is for Model 2 or Optimus production. With the Boring Company tunnel, my bet is Optimus production. Finished Optimi walk themselves through the tunnel to the new End-of-Line building for final charging, inventorying, and shipping.
Just like any car industry you can’t just focus on producing the Ev only what about parts availability? Services ? Insurance ? Charging ? Price match those are the simple things yet it a struggles just like gas cars . It’s not bad just need those things in place
I love listening to Sandy. However, the autonomous cars that will not crash comments were interesting. Have you seen the general maintenance level of the current cars? Maybe it will work if it disables it's self when it breaks?
When sandy started describing the video, I thought to myself this is same episode Joe Rogan does about UFO lol
Wonderful interview. It looks not good for our European automotive industry. I own a Tesla for 4 years now and it is the best car I have ever owned and as Sandy says in case of software Tesla is so far ahead of all its competitors. Sandy Munro and Tony Seba these guys are phenomenal. I love to hear about their thoughts.
00:02 Tesla is ahead in software and automation
02:06 Tesla's leadership, software, and charging set it apart from other players in the industry.
07:23 Elon Musk's innovative 48-volt implementation shows Tesla's cutting-edge approach.
09:59 Tesla's use of new castings for cost reduction and efficiency
15:05 Tesla's efficient software integration with minimal suppliers gives them a competitive edge.
17:22 Challenges of integrating Tesla's software into other vehicles.
21:49 Advocates for same line production for efficiency.
23:58 Tesla's inbox system will have a significant impact
28:21 Chinese car makers entering US and Europe post-election
30:18 GM and VW make most profit in China
34:44 Tesla is exploring hydrogen engines as a potential future technology.
37:02 Tesla's upcoming vehicles and the Unbox Model
41:16 Tesla plans to manufacture revolutionary parts to reduce cost.
43:20 Carbon fiber provides crashworthiness and durability for cars.
47:29 Humanoid bots could dramatically impact auto production.
49:36 Elon's robots focus on the original purpose: dirty, dangerous, and drudgery tasks.
54:07 Sandy Munro discusses the possibility of robots replacing human workers in factories.
56:07 Tesla's future prototypes and testing
1:00:45 Sandy Munro's comprehensive resource for Tesla investors
Always catch up on what Sandy is doing. Great interview and he was saying if i was designing a car i would use all of Elons software, the whole package. So i discover Sandy has some kind of vision for a new car that is not already out there. What would a car designed by Sandy look like currently. I would like to see his revolutionary or insane car designs 🙏🙏
Very informative!
Amazing interview! And funny slip by Sandy: “and maybe with a little AI I will get to my destiny faster.”
how much energy is needed to drive along at 60mph . Amptera /Tesla model 3.
I still get bad dreams from getting behind on the Mitsubishi magna / diamante Australian production line 1996 to 2008 . Crane truck driver and share collector now - All In .
Great piece, why the crappy background noise, really annoying!
The cement trucks were for a new parking garage . Sandy is mistaken on that
Or… was he?
Please provide link to original interview...
WE STAYED TO THE VERY END 🤗💚💚💚
Looking at what sandy said about driving cars, will cars be able to read the traffic signals.
This video touches on a concept where Tesla and Ford will have a joint venture to make a new vehicle. Why. Seems like it will be required. Tesla can not be so far ahead. Otherwise, you get a new set of problems.
He spoke about maintenance cost being very cheap yet Hertz got rid of their teslas due to maintenance costs among other reasons. Would be nice to hear about the ‘why’ behind Hertz decision…
Well, we know it wasn't for all the Tessluh oil changes, new brake pads, spark plugs, timing belts, valve adustments, leaky oil seals & gaskets, radiator flushes, new alternators, starter motors, ...
Sounds like fraud to me
I read in several places that since Hertz like all rental companies finances its cars based in part on the residual value, ie the amount they get when they sell it to the secondary market, that they miscalculated, they couldn't get as much as expected because Tesla was constantly cutting the price of new cars (a good thing!) So new ones were competing with used ones. Hertz didn't deny it. I also read that Hertz was running its Tesla fleet to 100, 000 miles whereas they usually sold ICE cars at 20,000 miles. Don't know if that's true but it was a reasonably credible source. Not sure how that would impact their decision. I never heard Elon comment.
Maybe it’s because car rental companies have predictable lifecycles for ICE cars. By the time you get past the cheapo maintenance items like oil changes, brake pads, windshield wipers into the big-ticket items like new seals/gaskets, alternators, starters etc. that car is on it’s way to Mannheim, or some other third-party auctioneer. Teslas can go a million miles,sure, but everything that CAN break is a big-ticket item: expensive low-profile tires, suspension components, batteries that some idiot ran down to zero… I wonder if folks who are inclined to rent a Tesla have a larger-than-average percentage of “drive it like you stole it” tendencies? Maybe the bean-counters at Hertz just can’t wrap their heads around how to craft actuarial tables for EVs, so they just decide to throw up their hands and cut their losses. Going to be a world of hurt when EVs are, say 50% of the market, and suddenly no one wants to rent an ICE car anymore. Disruptive tech eats short-term thinking for breakfast, lunch and dinner 😅
@@azscott
I don't know if I'd say the "cheapo maintenance items" are really that cheap.
It still takes expensive manpower and downtime to change oil, brake pads, and other items.
Hertz could easily restrict the "drive it like ya stole it" behaviors just by changing the setting that restricts speed to the posted speed limit. I believe that is keycode protected so users can't defeat it to drive however they want. Low profile tires are on the performance models. I don't know that Hertz would want performance models over the long range, but they certainly didn't need them. Just go with a long range, and choose the smaller tire size with the larger sidewall. Those have a less bumpy ride anyway.
I'm getting a new X in March and I went with the smaller tire size. I have the performance Y already and I wish I'd have gotten the smaller tires on it. You get a little extra range and a little smoother ride quality. Going over railroad tracks or potholes is brutal in the Y.
Scherr did not get rid of Tesla rentals because of maintenance costs - contrary "“The reality of EVs and Tesla’s being the best-selling car will, at some point, render them the best rental car.” Scherr.
German rental car company Sixt said in December it was selling its fleet of Teslas "as part of our regular de-fleeting process".
It still plans to offer a range of electrified vehicles and "stick to our goal to electrify 70-90 percent of our rental fleet in Europe by 2030".
The decision was based on the increased costs of crash repair from Uber drivers who drive their rentals hard for long hours in dense urban traffic, the higher cost to customers renting an EV from Hertz and the high depreciation on resale after two years as Tesla continues to drive down costs. Hertz never bought the 100 000 Teslas they used in their PR and had no contract for that from Tesla. They have had three CEOs in recent times and appear rudderless.