I laughed when the pipe length part came on, because it is so true. I am planning a new electricity plant, after watching Sandy we started to look hard at how we could do our boreholes, and thanks to Sandyfying our mindset we saved 60 kilometres of drilling boreholes. Yeah, every kilometer became 20 percent more expensive, but the savings and efficiency uptake took that back with a vengeance. Now I have a new Sandyism to spread around. "Don't save me any money, I can't afford it." Gold...
Sandy's way of looking at things and his team with just a few videos helped you to make that happen. Imagine how much more you could do if were around them for a 3 day workshop. What I am impressed with is that you were willing to Sandyfy your thinking and take a SECOND LOOK. My first ideas are usually not the best and doing things how they have always been done without asking why is DANGEROUS. The value you gave your company due to this channel is immense and I hope you look at every project as if you had Sandy and Team over your shoulder.
And yet, the Hyundai Kona is one of the most energy-efficient EVs out there, with owners easily getting upwards of 5.5 miles/kWh without really trying, and as much as 7.5 if they do. Even on my daily commute I'd often see 6+ miles/kWh. They must be doing something right.
I was there, I can tell you much more about the photos and stuff. The big building inside the factory you show at the start, is the stamping press that makes all the panels for the top of the car, before they are welded together. All the factory workers stood by the lines and you could ask the, anything. They know what every robot, handle or thing did, it was so interesting and so great to be able to get all this knowledge.Only the new colors was a secret, but they hide some cars with the new colors in the factory. I only found the red. I also have photos and video I can share,free of charge.
Giga Texas is said to have a similar open house event. I really hope Sandy and Corey go to it and record some video for us on their thoughts and experiences.
@@MunroLive With a Cyber truck on order and a 2021 Model Y that I have never taken on a road trip, I want to make the trip from Canada to Giga Texas for the big event. (We can visit the US starting next month.) I'd be happy to swing by Detroit and pick you up Sandy, I might even let you drive!
That is mind blowing! Elon beating the "production is hard" horse to death these days, but when I see what they have there, man, I'm afraid for my job...
Thanks for the clarification. 👍 And thank you very much for the hours and hours of astonishing drone footage from the construction site of Giga -Berlin- Grünheide! 🥰
@@StormyDog, I thought they were debating whether the carpet would be included between the seats/battery during installation or if the carpet would be installed after the seats/battery were attached to the body. They both seemed to agree that seats would already be mounted on the battery before the body.
I now have a new favorite quote from Sandy: "don't save me any money - I can't afford it". This episode reminded me a bit of Click and Clack's Car Talk (R.I.P. Clack) in the best of ways. Please do a follow-up when you settle your bet and don't skimp on the arugula!
That's a fun quote, but this one is right on the money: "if you do nothing in this industry it's like you're being in a parade you sit down for a while and the elephants are right in back of you they'll crush you like a bug and that's what's happened too many people thinking that the future is only going to be a reflection of the past"
Monroe and all the wonderful people he's brought together are simply the best at sharing what's going on in the world of cars. Sandy shares more information in 10 minutes than all the others share in 10 hours. Thanks to all of you and your team.
I watched an interview recently with JB Strudel and he remarked, when they released the Model S in 2012, it was widely acclaimed as the best car made, and they thought they would have to go as fast as they could and try and carve out a niche as all the ICE manufacturers would start producing EV’s. He added, they were astonished that nothing happen!! I have zero empathy for them, their Boards, Management and ultimately shareholders were asleep at the wheel, content in taking fat cheques…hubris is an amazing thing and they will pay a very very large price as their road to be competitive is at least a decade behind and that’s assuming Telsa does nothing from this day forth
Thanks for sharing your insights, Sandy and Cory! Giga Berlin was the first car factory I’ve ever been to, and so much to learn from you. Hope to meet you and the team at Giga Austin one day.
That open cabin floor creates a whole bunch of opportunities.For example it's a lot easier to get the dashboard the steering wheel and all these other pieces that go into the front part of the cabin into the body. Access for welding is improved etc.
@@BjorckBengt It looks like the firewall is the same colour as the body, so it's not the casting. If so, the steering column, dash, pedals etc will be installed on the body. They may build a rolling chassis, or may drop the body with dash, etc onto the battery, then bolt the front/ rear castings with suspension on afterwards? Or body > castings > drop onto battery/ floor with seats?
@@BjorckBengt I'm almost sure. Much easier to bolt all the stuff onto an open, flat platform instead of maneuvering them through door openings. Simpler robots, less floor space needed, faster assembly.
@@rrolf71 No, that is physically impossible... Only the front seats, console, wiring and perhaps carpet and light trim will be attached to the pack before assembly. The rear seat and entire dash assembly will need to be added to the body at other steps in the process.
It also means that battery pack replacement/repairs is orders of magnitude more complex than it was before! If Tesla cannot pass the cost-savings down to the consumers in MUCH lower prices, the legacy effect of the "structural" battery will mean many cars being scrapped as economically impractical to repair and that flies directly in the face of what they say they aim for!
Sandy, what is really Inspiring is to see how forward thinking you are. We need a few Sandys at car companies if they want to survive the change that is coming.
It is even more important to get bean counters to get off the short term economies and the CEOs chosen for their direction to the future. Costs are inevitable but productive future profit requires vision change at all levels. I have heard Sandy mention past suggestions that were inline with Tesla but failed to get implemented both while working for companies and in recommendations after analysing products. When companies get to the top, they stop, they fall back on cheap profits, glitzy ads and telling people they are number one. Tesla is innovating but mostly it is listening, thinking and doing. Tesla is not concerned about who got the idea first but whether it fits to what is needed now. And more importantly, it is a team effort from top to bottom. When they lose that they will begin to fall behind.
True, but what we also need even more are people willing to ACT and LISTEN to guys like Sandy who are working at these companies TODAY. Sandy worked at Ford for a few decades, made his way up and they let him LEAVE. How many other Sandy's are looking at the Exit today? Everyone that works at Munroe is a mini Sandy and they either got fired or left before they would be let go from other companies because management was so "smart" and they didn't fit. THAT is the BIGGEST ISSUE. Those people leave and go work at Tesla or do their own thing like Sandy.
Agreed, but not only at car companies, image what a world we (or our children/ Grandchildren) could be living in if we had forward thinks in our leaders.
It's, going to take awhile, for now GigaBerlin is using Stamped parts and Batteries from CHINA, but will transition to parts made on Site, including 4680 Cell and Stamped parts.
@@alchygold3551 - only PAINT shop, and Gigacasting is working, the stamping machines & robots were empty, and not stamping anything. Stamped parts & Batt are from CHINA.
Meanwhile legacy autos in Germany are starting to sweat. Especially considering it takes 30 hours to build an id3 and only 10 hours to build a model 3. Tesla can build more EVs faster and with less factories.
This Berlin factory is the proof of the pudding for a whole lot of converging technologies that disrupts the "always done like this, and will last for ever like this". And thanks to Cory and Sandy, it is always something to learn from your appearances. Even for a Norwegian like me. Keep up the good work!
@@jinpingthebear110 , I'm a bit of the kind "not invented here", as many Norwegians are. Despite that I perfectly understand what Cory and Sandy explain and what it will end up into. I should convert to adapt to one or more of the disruptive technologies, and gain all that comes from it. I'll start right now.
@Christel Mef , I think they are saying they are inspired by the applications of technology, not that they own or don’t own an EV. And that maybe they prefer Norwegian goods? - not sure about that though.
@@jinpingthebear110 I do have two Nissan Leaf, and it is not due to oil money or the disruptive technology. This explain,: ruclips.net/video/aKycf6sHZ6Y/видео.html
Wow, it is really spelled like that. When i heard it on bob's Burgers i thought it was much more close to polish "rucola" since to me he sounded like "rugola". Arugula would sound hilarous read in polish.
As far as I’m concerned, Munro is leading and knows the EV industry in the US. Ford has been smart to show up at his door and listen to him. GM is betting the farm on the Ultium platform. ~1800 lyrics is a joke. startups handle more volume than that. Good thing they took their Corvette engineers and put them all on Ultium. If Ultium fails it’s curtains for GM. We must be better than the Chinese or it will be history repeating itself. Toyota’s arrogance is astonishing. Sandy knows more than he saying however, I think he has an NDA with Apple. Unfortunately for Apple they can’t seem to find a manufacturing partner that can keep their mouth shut… Lol
Yeah - good points - when you buy a Tesla you buy into the Tesla system - it's more than just a "you've bought our experimental car - goodbye!" that the other EV builders seem to be offering. With Tesla you have support, continued updates and improvements, a car the company really cares about, and the charging network growing and working. It's a unified whole.
I’ve got a Tesla and 2 of my colleagues have other EV’s. By chance we’ve all very long journeys recently and it was a breeze in my Model 3. My colleagues in a Ford Mustang and Volvo XC40 both got into serious stress and delays as they both encountered public chargers that weren’t working and it ruined their journeys. The guy with the Volvo is sending it back (it’s a company car).
I'm looking forward to the video with the Munro staff on projections. That will be gold edit: btw to give proper credit where credit is due you could share the links in the description of the video :)
29:06 “Too many people thinking that future is only gonna be a reflection of the past” Sandy 2021. Wow. This the lesson learned based on 1000’s of year.
Brilliant references to Gali and Dave Lee, leading youtubers and most knowledge. You wrote Deming, Ohno and Goldratt often. An Episode on Tony Seba rethinkx of energy and transportation disruption would be awesome. His videos are on RUclips and he references Tesla, obviously.
What I find so interesting is that Sandy is on top of or ahead of the manufacturing systems after 40 years. This must be so exciting to know what you know and see how much better it can be and that it is being done.
Seems Tesla is learning from their past mistakes and putting a lot of thought into fixing the inefficiencies of Freemont. They took their model 3 tent ideas applied to shanghai and now seem to have gone after the shanghai model and refined further for Berlin and Texas. They wanna be experts in manufacturing, and their factories are showing that instead of fixing one factory standard mold, they are willing to iterate their factory design. That means they will identify the unforeseen problems with these new facilities as they ramp up, and their next one will be even better, rinse and repeat and you end up with the best manufacture capability in the market.
"We've beaten that one to death" HA! I have to say, I absolutely love these videos and Sandy Munro specifically because he always tells it like it is! Welcome to the real world folks, no deception here.
Sandy's point about reduction of parts (consolidation) and efficiency is spot on. This is why a PC costs 1/10th what it did when it first came out. Far fewer parts - modularity (which has an expense) ONLY when it can be justified. And therein lies the second lesson - first order decisions vs full order decisions. Remember when wheel bearings were pressed into a casting? Then the whole bearing and casting became one orderable part - there is an analysis of the efficency of that, the assembly cost, repair cost, inventory cost etc etc. The full burdend costs. Not just is the bearing less esxpensive.
As a Tesla shareholder and someone that's written bullish articles about it as well, I appreciate your intelligence, thoroughness, and no-holds-barred approach. It's the best kind of comeback to all the short sellers and people claiming Tesla is a fraud.
Elon Musk was hailed and treated like a rock star when he came on stage at the fair. And exactly like happens when you are a rockstar with a band, the monitor did not work properly and did not show what the audience was seeing. And then there were screams and lovecalls and requests from the public. Even a lady asked whether her son could apply while still in school. I can't imagine stuff like that happening in the USA. Anyway, these are the things that real rockstars experience all the time. It was funny to see that.
The Germans treasure their engineers. I still remember my first visit to Germany, where I saw some big civil engineering project, with a prominently displayed marble plaque naming the chief engineer of the project. As it should be.
Best thing was that he took the time to answer questions from the audience while they were trying to fix the technical stuff. But it did mess up his presentation that ended up being very messy.
The school system in Germany is such that kids get to go to a technical school real early. They can start an apprenticeship at 16 according to the kid's vocation, if I'm not mistaken. Companies like BMW offer apprenticeships and they hire them after their apprenticeship. The whole system is efficient and I wish more countries were more invested in helping the kids figure out their professional lives long before they hit 16 years of age, instead of wasting the children's time with general knowledge classes and a mostly useless curriculum.
Everytime he has a presentation i'm amazed how the crowd is engaged, like he was presenting a quiz at a local pub, people just interacting, commenting on his sneakers and asking him to talk german:)
They probably setup one production line, make the adjustments and put up the next production lines one at a time to make sure everything works and learn from the mistakes. Thas is at least the way I would do it.
Please film the results of your bet 😜🤘 As always thank you guys, I was hoping you would do this analysis. Y'all did an amazing review 👍 Respect from Montreal 🇨🇦
As a Service Manager in a legacy brand dealership that fully embraces ICE... I probit my Service Advisors from watching Sandy. I got 5 years to retire and I don't need my young staff bailing on me and exiting the industry. Aesome stuff, thanks for the education.
Mounting the seats on the battery is such a brilliant idea. You now have a MASSIVE hole in the floor to install the dash, rear seats, etc. I bet the driver and passenger seats are pre-wired with the carpet rolled up underneath. After the battery install, just plug in the wire harness and cut the ties holding the carpet back.
I'm an engineer myself and worked for a while in the automotive industry, and have had many arguments about saving money no matter what the cost, There are 2 very different cases that come to mind, one was where a $17 plastic moulding was placed over the inlet manifold to make it look pretty under the bonnet, but they didn't have 20c to fix decal in the dash that looked woeful, and the other was awarding a contract to supplier 'A' over supplier 'B' for a price reduction of 50c resulting in a 80,000 vehicle recall. And yes, the cost reduction itself was directly linked to the reason for the recall. That's why I like these guys, because it's all about the quality of the end result and yes, being minimalist but not for minimisation's sake.
I've been a fan of Sandy since I've first seen him on Autoline Daily/Autoline Network RUclips channel & it just boggles my mind that certain people & manufacturers don't believe their own eyes when Munro & Associates quite literally lay it out on the table for all to see the comparison of companies & their technologies & ideas & implementation
A Munro look into the future coming soon absolute gold dust. Sandy second that on NHTSA their statements on FSD demonstrate a level of confused thinking a 5 year old would be questioning.
I’ve a Nero and I can tell you it’s range is way more than you’ve stated. In warm weather I’m getting over 300 miles of range, however I have to agree it’s an ice car with a battery pack. Now Kia and Hyundia have a from the ground up BEV so let’s just see how that compares.
Thanks Guys! Another excellent video! As for exactly how the center of the MY will be constructed at Brandenberg, I think i heard a rumor that they will start with 2170s and transition to 4680s later. My understanding is that 2170s need more hardware around them than 4680s so maybe there will be some kind of middle lower frame piece with 2170s in first cars produced.
*I AM ALWAYS* totally blown away by the way Tesla approaches things with a totally fresh piece of paper and radically simplifies things... Putting the battery and seats and console in from below cos you got rid of the floor that was totally surplus to requirements is GENIUS.
26:15 Sandy, please show us that "financial sheet" stuff, that makes us wonder. BTW, BrandenBURG is the STATE, where Grünheide is located. WolfsBURG is a City.
*THE CHANNEL GROWTH* is fantastic - Its always the people who think no one will be interested in what they do that have the fastest-growing channels i.e. Bernadette Banner My friend is a food historian / author, she lives in the middle of Transylvania in Romania and grew up under the communist dictator Ceausescu, hunting in the woods for food to survive - I said you should make a RUclips channel "who would be interested in MY boring little life..???" she said. LIKE EVERYONE. Sandy said the same LOL, one of THE BEST channels on YT.
That was a really good talk between you two geniuses, many thanks for taking the time to allow us to see what your views were on the Tesla and the German factory.
The VW discussion was the best bit of this video. Can't wait for Sandy to go through the financial statements of VW and Co (if I understood him right about doing such a video)
Wow ! I can't wait for your team to discuss what will happen in 5 years - earth-shattering indeed...Who will "get crushed like a bug" ? Maybe you can talk about some technical stuff that differentiates the "better" designs - like Silicon carbide for inverters, and heat-pump advantages, low drag tyres....I'm sure you'll find an audience for those things....
Holy cow. Please educate the public that the primary paint colors are Cyan, Magenta, and Yellow and not Aqua, Crimson and Sunflower. Cyan absorbs red light, Magenta absorbs green light, and Yellow absorbs blue light. In any case, state of the art paint means layers that reflect light differently. Electrostatically oriented nano-crystals will produce incredible colors like butterflies, insects, and Hummingbirds.
Meh. Dark coloured cars are 15-20°C hotter after, being parked in the summer sun, thus need more power = shorter range, to cool the car. Unless, you live in a very cold, climate, buy a white EV. Dark coloured cars also look dirty very quickly.
That county fair event was an act of genius. Many locals were sceptic and some were opposing the factory. By inviting them over and giving them a tour, you have a really good chance to change their minds. Not the die-hard people, but those who just don't like that new thingy. And people tend to feel connected to such places if they have a personal experience with them - make it a good one and you get a suppporter who wants to tell their friends about their nice tour through the cool factory.
@@TurreTuntematon Thank you captain obvious! These are prototype tires and according to Michelin they will come both with and without sidewalls once they hit the market.
@@daniell5826 True,but Teslas new approach will make it harder to repair. So more cars will end its lifecycle earlier..and for sure..the insurance cost will be higher.
About the guy mentioned by Sandy that was unhappy with missing OTA updates. I live in Norway, got my ID4 GTX 6 weeks back and received the first OTA a week ago. There may be different OTA programs depending on your location. The recent update I got included improvements to the navigation with respect to charging station locations and availability.
As always another great episode! Maybe False-wagon can get themselves out of this impending doom by writing some code for their ICE cars that makes it look like they are running on electricity ;-)
You offer a fascinating insight into electrification of the automobile industry, this is a revolution and you’re helping explain it to lay people like me!!
Thank you both for the deep analysis. From what I also see in the factory tour from Wolf Pack (2 Parts each ~45min) I can say: Berlin/Grünheide will rock. There must be a reason for BMW to pay NABU (one of the "greens") for delay Tesla. Follow the money. VW is also struggling with software and a good product also with production time. Tesla is creating a new generation of maschines that build the maschines. The vertical intergration is also a point, where legacy car makers are in trouble. Tesla is far forward. The GIGA Castings are a new way and I want to underline tripple Sandys words: If you need to replace the castings, total the car and be happy you still can do that and walk away to buy the next Tesla. I was sitting in a Dacia Spring (germany, also named K-ZE). It was smelling for cheapest (not only cheap) plastic. The steel plates are thin enough to deform with my fingers, the front under the hood was nearly empty (much space for a real frunk) but for safety....after I saw it, I understand why they limit to 130km/h. At this speed you will be dead in case of a crash. Ok, this Dacia costs ~15-20k € but I'm still looking forward for my Model Y Performance build in Grünheide. Yes, for a 3x price but much more infotainment, updates, handling, feeling, much more car, fun and most important: safety. I drove also the KIA e-Niro, the Hyundai Kona (also the Ioniq) and some other cars, no one can compare and compete with Tesla. In the Hundai and Kia I felt like sitting in my Opel Astra 2006. Old but stable. If I compare costs, safings, comfort, infotainment and all factors around my normal day job mobility, I can not buy any other car than a Model Y...and as a german, I can't buy any german car with a clean conscience. For the future, for my life and for my son. The important thing at the end: where do I get such a coffee mug? I need that! :) Thx to complete team to be here for us :)
@@evboy4287 Shanghai delivers the Longrange Models, Berlin will start with the Performance. Also I have actually a car (ICE, my sister drives my other electric car Renault Zoe 2013) until january 2024, so I can wait for my stocks to perform as I want. I will switch to Tesla as soon I can and as soon it make sense :) Give Tesla the time to start with Grünheide, there will be enough cars to have one in my hands until my ICE lease expires, but I actually don't have the money to pay 2 cars. Getting out of the lease can work, but with Renault it is a way you don't want go if you not need.
Fantastic video and great format. Cory brilliantly steers the content like the perfect chat show host, enabling Sandy to share his incredible knowledge. Thanks for these insights.
I've been a Canadian for 57 years and counting. We don't use the word bonnet, as that is a British term. We use the word hood, like our big brothers down south. 🙂
@@EstOptimusNobis Sandy Munro is from the old guard. I assume in UK many have also adopted AE terms. Interesting title for your southern neighbors “big brother” - Orwellian 🧐
Not all factories are built the same. Berlin building is 3x the volume of Shanghai. Austin building is 3x the volume of Berlin. Shanghai has an output rate closer to 1 million than 500k, and Austin/Berlin are more efficient per volume unit. No way is Berlin only 500k output.
Indeed, I was thinking today about the legacy automakers and their chip shortage blues, and it dawned on me that their problem is probably that their electronics designs are old, with some of the parts already hard to source due to their march to obsolescence, even before there was a chip shortage. New parts are easier to get than old ones, always. I worked as an electronics design engineer for a design+mfg services company for about 20 years; and had a stupid, apathetic, cheap and lazy boss that always said "if it ain't broke don't fix it", and so our designs grew 15 or 20 years old, and would only update them when a part could not be obtained anymore. Bad way to work; all designs should be updated yearly. If you wait until some part cannot be sourced at all, by then 20 other parts are also very hard to obtain. And if a shortage happens when your designs are old, you're in deep trouble. Not the first time; I remember a shortage in electronics back in the 90's; it was brutal. We had to redesign a number of products to use the new then and easier to get Microchip controllers, instead of Motorola's. Plus, if you wait so long to update electronic designs, by the time you try to, the engineer that worked on it originally is probably gone, and then you are wondering what many of the parts are for, not to speak of trying to understand somebody else's firmware code ... Compounding the problem, I'm sure most legacy autos contracted out the design and manufacturing of their electronics. If the design was in-house, and the electronic assembly was in-house, and the electrical engineers that designed the boards were their own engineers, and the programmers of the chips were their own programmers, they would be able to move fast, like Tesla did, redesigning multiple versions of each circuit board to accommodate different parts, and then work 24 hours coding updated firmwares on a diet of coffee and pizza ... But if you contract out the design and manufacturing, you can call your supplier until you are blue in the face and you won't get them to do miracles for you. They got too many clients with life or death needs to service, and you'll just have to wait in line. Arugula is my favorite green. With avocado. What's wrong with it? It's not Boston Scientific; it's Boston Dynamics; and their dance videos use a lot of editing; and the movements are programmed as much as the drawing. The awesome thing is the video production. Don't even think they have "swing AI". They can't even hear the music, in the first place. Some day yes; but not yet.
Exactly the same issue in my industry: the software industry. When those new updates comes, you better make sure you incorporate those updates quickly... and not wait 10 years which amazingly a lot of companies still do...
@@robrider838 Exactly! Every time a library in use gets updated it should trigger a rebuild and test. By the way, I saw another video today about the chip shortage; I forget now what channel or title; possibly Asianometry, not sure; that raised another contributing factor: When the pandemic first hit, there was an immediate dip in car orders, and most automakers suspended parts ordering, including semi's. At the same time there was a surge of demand for semi's by the home electronics sector. So the fabs just retooled for the home appliance needs. When the automakers tried to order parts again they got the "sorry, you're S.O.L." Had they been in posession of any brains they wouldn't have slowed their chips ordering; they would have kept ordering and built a chip reserve; but they believe in 'just in time' like a religion. Then there was the Renesas fab fire in Japan.
Stop talking nonsense, how many vehicles is tesla making compared to those companies?! Its a fraction, the whole chip Market was affected because all the chips produced are used.
@@alanmay7929 *_"Stop talking nonsense, how many vehicles is tesla making compared to those companies?! Its a fraction, the whole chip Market was affected because all the chips produced are used."_* You are the nonsense king. Look at the absurdity of your logic: How is the comparative numbers of vehicles made by different companies in any way related to the subject of shortage? Then the amazing, unimaginable revelation that the shortage is due to "all the chips produced are used." I mean, that is absolute genius! Who could have figured that out? Your post could really get into the Guinness Book of World Records; just a matter of finding a way to quantify and measure _imbecility._
@@privateerburrows yeah troll, tell me why is everyone struggling for chips, even apple the biggest TSMC customer is affected, there are litteraly dozens of chip manufacturers around the world for all types of applications, heck even tesla isn't epargned.
Amazing stuffs!! 😁 Tesla is not only build a modern car. The way they are doing publicity is also next generation. Traditional auto would be throwing money on Ads and still can't even get the same publicity as what Tesla do.
Cory's macro vs micro decisions comment near the end is so right on. I spent 30+ years as a very little guy (sub $1M gross) in the chocolate candy industry routinely outperforming all comers with inputs being the same. It was attention to detail more than anything that made my products (and services) noticeably superior time and time again. Problem was it wouldn't scale very well where actually my business model likely would have broke somewhere not far past $1M. I really enjoy watching the Tesla (and SpaceX) manufacturing genius pull off big manufacturing scaling AND big increases in quality. Thanks Monro for all the insider insights! Really looking forward your episode of prognostications on the auto industry players future....
I laughed when the pipe length part came on, because it is so true. I am planning a new electricity plant, after watching Sandy we started to look hard at how we could do our boreholes, and thanks to Sandyfying our mindset we saved 60 kilometres of drilling boreholes.
Yeah, every kilometer became 20 percent more expensive, but the savings and efficiency uptake took that back with a vengeance.
Now I have a new Sandyism to spread around. "Don't save me any money, I can't afford it." Gold...
Sandy's way of looking at things and his team with just a few videos helped you to make that happen. Imagine how much more you could do if were around them for a 3 day workshop. What I am impressed with is that you were willing to Sandyfy your thinking and take a SECOND LOOK. My first ideas are usually not the best and doing things how they have always been done without asking why is DANGEROUS. The value you gave your company due to this channel is immense and I hope you look at every project as if you had Sandy and Team over your shoulder.
Can we assume "The Cheque's in the post"? 😉
@@rogerstarkey5390 Definitely a beer or five if I ever get the chance of handing them out.
And yet, the Hyundai Kona is one of the most energy-efficient EVs out there, with owners easily getting upwards of 5.5 miles/kWh without really trying, and as much as 7.5 if they do. Even on my daily commute I'd often see 6+ miles/kWh. They must be doing something right.
@@dVb9 How's the battery recall doing? All been completed by now?
"I want money, or I want steaks"
- Sandy Munro, 2021
Sandy's nuggets never fail to bring a smile.
This sounds like a T-shirt series. Sandy’s quotes!
“Too many people think the future is a reflection of the past” Sandy Monroe
Steaks now or Wagyu A5 later
I was there, I can tell you much more about the photos and stuff. The big building inside the factory you show at the start, is the stamping press that makes all the panels for the top of the car, before they are welded together. All the factory workers stood by the lines and you could ask the, anything. They know what every robot, handle or thing did, it was so interesting and so great to be able to get all this knowledge.Only the new colors was a secret, but they hide some cars with the new colors in the factory. I only found the red. I also have photos and video I can share,free of charge.
Well put on the video and photos.
Upload it to you channel
@@jasons7044 Done, but it is in Danish. I am working on subtitles, give me a few days, then you have subtitles.
@@HansMilling 👍
@@jasons7044 I have added english subtitles now
Giga Texas is said to have a similar open house event. I really hope Sandy and Corey go to it and record some video for us on their thoughts and experiences.
Good idea!
@@MunroLive With a Cyber truck on order and a 2021 Model Y that I have never taken on a road trip, I want to make the trip from Canada to Giga Texas for the big event. (We can visit the US starting next month.) I'd be happy to swing by Detroit and pick you up Sandy, I might even let you drive!
Most excellent idea!!
@@briansilver3412 Heck let the Model Y drive!😁
@@youmakeitreal That's the spirit!
I eat this stuff up. More content like this would be fantastic. Thanks Sandy and Cory.
Makes good breakfast
16:32 According to the application documents from Tesla the battery pack will be installed with the seats already mounted.
That is mind blowing! Elon beating the "production is hard" horse to death these days, but when I see what they have there, man, I'm afraid for my job...
Thanks for the clarification. 👍
And thank you very much for the hours and hours of astonishing drone footage from the construction site of Giga -Berlin- Grünheide! 🥰
Looks like Sandy gets a steak dinner!
@@StormyDog, I thought they were debating whether the carpet would be included between the seats/battery during installation or if the carpet would be installed after the seats/battery were attached to the body. They both seemed to agree that seats would already be mounted on the battery before the body.
@@CL-gq3no Watch it again: 16:32
I now have a new favorite quote from Sandy: "don't save me any money - I can't afford it". This episode reminded me a bit of Click and Clack's Car Talk (R.I.P. Clack) in the best of ways.
Please do a follow-up when you settle your bet and don't skimp on the arugula!
I love Tom and Ray! Would have loved to have gotten their impression on EV's.
Click and Clack were great!!
That's a fun quote, but this one is right on the money:
"if you do nothing in this industry
it's like you're being in a parade
you sit down for a while
and the elephants are right in back of you
they'll crush you like a bug
and that's what's happened
too many people thinking that the future
is only going to be a reflection of the past"
@@UnlikelyToRemember That's poetic.
Click and Clack. I miss them so much.
Monroe and all the wonderful people he's brought together are simply the best at sharing what's going on in the world of cars. Sandy shares more information in 10 minutes than all the others share in 10 hours. Thanks to all of you and your team.
He knows there's a difference between saying and doing.
I watched an interview recently with JB Strudel and he remarked, when they released the Model S in 2012, it was widely acclaimed as the best car made, and they thought they would have to go as fast as they could and try and carve out a niche as all the ICE manufacturers would start producing EV’s. He added, they were astonished that nothing happen!! I have zero empathy for them, their Boards, Management and ultimately shareholders were asleep at the wheel, content in taking fat cheques…hubris is an amazing thing and they will pay a very very large price as their road to be competitive is at least a decade behind and that’s assuming Telsa does nothing from this day forth
Thanks for sharing your insights, Sandy and Cory! Giga Berlin was the first car factory I’ve ever been to, and so much to learn from you. Hope to meet you and the team at Giga Austin one day.
Our pleasure!
That open cabin floor creates a whole bunch of opportunities.For example it's a lot easier to get the dashboard the steering wheel and all these other pieces that go into the front part of the cabin into the body. Access for welding is improved etc.
Are you thinking adding those items before lowering the body onto the platform?
@@BjorckBengt
It looks like the firewall is the same colour as the body, so it's not the casting.
If so, the steering column, dash, pedals etc will be installed on the body.
They may build a rolling chassis, or may drop the body with dash, etc onto the battery, then bolt the front/ rear castings with suspension on afterwards?
Or body > castings > drop onto battery/ floor with seats?
@@BjorckBengt I'm almost sure. Much easier to bolt all the stuff onto an open, flat platform instead of maneuvering them through door openings. Simpler robots, less floor space needed, faster assembly.
@@rrolf71 No, that is physically impossible... Only the front seats, console, wiring and perhaps carpet and light trim will be attached to the pack before assembly. The rear seat and entire dash assembly will need to be added to the body at other steps in the process.
It also means that battery pack replacement/repairs is orders of magnitude more complex than it was before! If Tesla cannot pass the cost-savings down to the consumers in MUCH lower prices, the legacy effect of the "structural" battery will mean many cars being scrapped as economically impractical to repair and that flies directly in the face of what they say they aim for!
Sandy, what is really Inspiring is to see how forward thinking you are. We need a few Sandys at car companies if they want to survive the change that is coming.
It is even more important to get bean counters to get off the short term economies and the CEOs chosen for their direction to the future. Costs are inevitable but productive future profit requires vision change at all levels. I have heard Sandy mention past suggestions that were inline with Tesla but failed to get implemented both while working for companies and in recommendations after analysing products. When companies get to the top, they stop, they fall back on cheap profits, glitzy ads and telling people they are number one. Tesla is innovating but mostly it is listening, thinking and doing. Tesla is not concerned about who got the idea first but whether it fits to what is needed now. And more importantly, it is a team effort from top to bottom. When they lose that they will begin to fall behind.
True, but what we also need even more are people willing to ACT and LISTEN to guys like Sandy who are working at these companies TODAY. Sandy worked at Ford for a few decades, made his way up and they let him LEAVE. How many other Sandy's are looking at the Exit today? Everyone that works at Munroe is a mini Sandy and they either got fired or left before they would be let go from other companies because management was so "smart" and they didn't fit. THAT is the BIGGEST ISSUE. Those people leave and go work at Tesla or do their own thing like Sandy.
Agreed, but not only at car companies, image what a world we (or our children/ Grandchildren) could be living in if we had forward thinks in our leaders.
I see your assumption is wrong.
Can’t wait for giga Berlin to ramp up. Thank you fir all the updates. Your channel is on 🔥
It's, going to take awhile, for now GigaBerlin is using Stamped parts and Batteries from CHINA, but will transition to parts made on Site, including 4680 Cell and Stamped parts.
@@markplott4820 ? Giga Berlin is not producing anything…..
@@alchygold3551 - only PAINT shop, and Gigacasting is working, the stamping machines & robots were empty, and not stamping anything.
Stamped parts & Batt are from CHINA.
Tesla advertising campaign channel ,PERIOD!!!!!
Meanwhile legacy autos in Germany are starting to sweat. Especially considering it takes 30 hours to build an id3 and only 10 hours to build a model 3. Tesla can build more EVs faster and with less factories.
This Berlin factory is the proof of the pudding for a whole lot of converging technologies that disrupts the "always done like this, and will last for ever like this". And thanks to Cory and Sandy, it is always something to learn from your appearances. Even for a Norwegian like me. Keep up the good work!
What exactly do you mean by "even for a Norwegian like me"?
@@jinpingthebear110 , I'm a bit of the kind "not invented here", as many Norwegians are. Despite that I perfectly understand what Cory and Sandy explain and what it will end up into. I should convert to adapt to one or more of the disruptive technologies, and gain all that comes from it. I'll start right now.
@@tucsonor I thought every norwegian already got an EV because of your oil money.
@Christel Mef , I think they are saying they are inspired by the applications of technology, not that they own or don’t own an EV. And that maybe they prefer Norwegian goods? - not sure about that though.
@@jinpingthebear110 I do have two Nissan Leaf, and it is not due to oil money or the disruptive technology. This explain,: ruclips.net/video/aKycf6sHZ6Y/видео.html
“Cory’s on a diet. He’s eating egg whites and arugula…whatever the hell that is.”
Classic.
Arugula - my daughter's name. Careful.
Cory's on Keto? Awesome. Keep it up Cory!
@@rennyschweiger yiu can eat meat on keto
Wow, it is really spelled like that. When i heard it on bob's Burgers i thought it was much more close to polish "rucola" since to me he sounded like "rugola". Arugula would sound hilarous read in polish.
@@potencjalnypracownik2966 i literally had to google wtf is arugula even if i use english on daily basis. 🤣
Cory was most spot on, Sandy got to give him credit for being right. Some of the first picture from the factory was the press.
Sandy's experience is unmatched. When he says something, you better take notes
yeah that's why I am watching it again ..very compressed and lot of knowledge
As far as I’m concerned, Munro is leading and knows the EV industry in the US. Ford has been smart to show up at his door and listen to him. GM is betting the farm on the Ultium platform. ~1800 lyrics is a joke. startups handle more volume than that. Good thing they took their Corvette engineers and put them all on Ultium. If Ultium fails it’s curtains for GM. We must be better than the Chinese or it will be history repeating itself. Toyota’s arrogance is astonishing. Sandy knows more than he saying however, I think he has an NDA with Apple. Unfortunately for Apple they can’t seem to find a manufacturing partner that can keep their mouth shut… Lol
tons on email, shame?
Yeah - good points - when you buy a Tesla you buy into the Tesla system - it's more than just a "you've bought our experimental car - goodbye!" that the other EV builders seem to be offering. With Tesla you have support, continued updates and improvements, a car the company really cares about, and the charging network growing and working. It's a unified whole.
I’ve got a Tesla and 2 of my colleagues have other EV’s. By chance we’ve all very long journeys recently and it was a breeze in my Model 3. My colleagues in a Ford Mustang and Volvo XC40 both got into serious stress and delays as they both encountered public chargers that weren’t working and it ruined their journeys. The guy with the Volvo is sending it back (it’s a company car).
I'm looking forward to the video with the Munro staff on projections. That will be gold
edit: btw to give proper credit where credit is due you could share the links in the description of the video :)
29:06 “Too many people thinking that future is only gonna be a reflection of the past” Sandy 2021.
Wow. This the lesson learned based on 1000’s of year.
you need lessons, lol, from them ???
Brilliant references to Gali and Dave Lee, leading youtubers and most knowledge. You wrote Deming, Ohno and Goldratt often. An Episode on Tony Seba rethinkx of energy and transportation disruption would be awesome. His videos are on RUclips and he references Tesla, obviously.
Long before Rethinkx!
Lol, Cory's like: "dude why'd you share about my diet?" Going to funny to see who eats the sandwhich.
There's a lot "At Steak" 😉
What I find so interesting is that Sandy is on top of or ahead of the manufacturing systems after 40 years. This must be so exciting to know what you know and see how much better it can be and that it is being done.
“It’s not gonna be a pile of crap…. It’s not gonna be a Toyota Corolla” daaaaaamn shots fired shots fired!!! 🤣🤣
You two make a great team. Keep it up.
Thanks, will do!
Seems Tesla is learning from their past mistakes and putting a lot of thought into fixing the inefficiencies of Freemont. They took their model 3 tent ideas applied to shanghai and now seem to have gone after the shanghai model and refined further for Berlin and Texas.
They wanna be experts in manufacturing, and their factories are showing that instead of fixing one factory standard mold, they are willing to iterate their factory design. That means they will identify the unforeseen problems with these new facilities as they ramp up, and their next one will be even better, rinse and repeat and you end up with the best manufacture capability in the market.
"I am hoping that they all rot..." Had to hit like for that quote
Thanks Sandy and Cory, I have seen them all, on the day came out. Fantastic!!
"We've beaten that one to death" HA! I have to say, I absolutely love these videos and Sandy Munro specifically because he always tells it like it is! Welcome to the real world folks, no deception here.
Please turn on English Closed Caption. Thanks for sharing
Sandy's point about reduction of parts (consolidation) and efficiency is spot on. This is why a PC costs 1/10th what it did when it first came out. Far fewer parts - modularity (which has an expense) ONLY when it can be justified. And therein lies the second lesson - first order decisions vs full order decisions. Remember when wheel bearings were pressed into a casting? Then the whole bearing and casting became one orderable part - there is an analysis of the efficency of that, the assembly cost, repair cost, inventory cost etc etc. The full burdend costs. Not just is the bearing less esxpensive.
As a Tesla shareholder and someone that's written bullish articles about it as well, I appreciate your intelligence, thoroughness, and no-holds-barred approach. It's the best kind of comeback to all the short sellers and people claiming Tesla is a fraud.
The chuckle when he's about to mention the ID.4 ses it all.
these weirdo slides they present....
why they do this?
Elon Musk was hailed and treated like a rock star when he came on stage at the fair. And exactly like happens when you are a rockstar with a band, the monitor did not work properly and did not show what the audience was seeing. And then there were screams and lovecalls and requests from the public. Even a lady asked whether her son could apply while still in school. I can't imagine stuff like that happening in the USA. Anyway, these are the things that real rockstars experience all the time. It was funny to see that.
The Germans treasure their engineers. I still remember my first visit to Germany, where I saw some big civil engineering project, with a prominently displayed marble plaque naming the chief engineer of the project.
As it should be.
Best thing was that he took the time to answer questions from the audience while they were trying to fix the technical stuff. But it did mess up his presentation that ended up being very messy.
The school system in Germany is such that kids get to go to a technical school real early. They can start an apprenticeship at 16 according to the kid's vocation, if I'm not mistaken. Companies like BMW offer apprenticeships and they hire them after their apprenticeship. The whole system is efficient and I wish more countries were more invested in helping the kids figure out their professional lives long before they hit 16 years of age, instead of wasting the children's time with general knowledge classes and a mostly useless curriculum.
Everytime he has a presentation i'm amazed how the crowd is engaged, like he was presenting a quiz at a local pub, people just interacting, commenting on his sneakers and asking him to talk german:)
An employee at Giga Berlin said once they get final approval from the government, they can start production within 2 hours.
Yes I can confirm I saw the video of him saying 2 hours as well.
Maybe the screened off parts of the factory are done and ready to run?
The whole crew is probably on call and waiting by their phones, ready to grab their lunch boxes and head in!
They probably setup one production line, make the adjustments and put up the next production lines one at a time to make sure everything works and learn from the mistakes.
Thas is at least the way I would do it.
I'm kind of guessing it would be prototype testing level of production - everything has to be in synch...
Love the Sandy + Cory team. The videos with both of you together are the best you put out.
Just wanted to say thanks for putting out great content
I appreciate that!
This was the MUST SEE Video that I wanted after everyone else uploaded their videos of the factory. I am so glad you did this!
Please film the results of your bet 😜🤘 As always thank you guys, I was hoping you would do this analysis. Y'all did an amazing review 👍 Respect from Montreal 🇨🇦
As a Service Manager in a legacy brand dealership that fully embraces ICE... I probit my Service Advisors from watching Sandy. I got 5 years to retire and I don't need my young staff bailing on me and exiting the industry.
Aesome stuff, thanks for the education.
I've been waiting for this video to come out!
Mounting the seats on the battery is such a brilliant idea. You now have a MASSIVE hole in the floor to install the dash, rear seats, etc. I bet the driver and passenger seats are pre-wired with the carpet rolled up underneath. After the battery install, just plug in the wire harness and cut the ties holding the carpet back.
Thank you!
You're welcome!
I'm an engineer myself and worked for a while in the automotive industry, and have had many arguments about saving money no matter what the cost, There are 2 very different cases that come to mind, one was where a $17 plastic moulding was placed over the inlet manifold to make it look pretty under the bonnet, but they didn't have 20c to fix decal in the dash that looked woeful, and the other was awarding a contract to supplier 'A' over supplier 'B' for a price reduction of 50c resulting in a 80,000 vehicle recall. And yes, the cost reduction itself was directly linked to the reason for the recall. That's why I like these guys, because it's all about the quality of the end result and yes, being minimalist but not for minimisation's sake.
Seriously, I could listen to you guys for hours!! So fascinating!
Thanks!
I've been a fan of Sandy since I've first seen him on Autoline Daily/Autoline Network RUclips channel & it just boggles my mind that certain people & manufacturers don't believe their own eyes when Munro & Associates quite literally lay it out on the table for all to see the comparison of companies & their technologies & ideas & implementation
Love this analysis from the engineering experts of experts!
Thank you Sandy and Cory you Rock!
Thank you Sandy and Corey!
I'm sure you mean Boston Dynamic's dog.........which is now owned by Hyundai😀
I love these presentation style videos. Calm, relaxed, informative, and great to fill my Sunday morning!
Good ol' Sandy, outspoken and direct.
Great episode, appreciate the analysis and insights 👍🏼
Glad you enjoyed it!
A Munro look into the future coming soon absolute gold dust. Sandy second that on NHTSA their statements on FSD demonstrate a level of confused thinking a 5 year old would be questioning.
Love your work gentlemen.
Let’s hope you can get a tour in Texas as it begins to crank up!
It's literally the saying a death by a Thousand Cuts
Sandy's sense of humor is great..there were so many moments of them in this video..hidden under technical details..
“Don’t save me any money. I can’t afford it”. . . Going to use that (with full credit, of course)
I’ve a Nero and I can tell you it’s range is way more than you’ve stated. In warm weather I’m getting over 300 miles of range, however I have to agree it’s an ice car with a battery pack. Now Kia and Hyundia have a from the ground up BEV so let’s just see how that compares.
Thanks Guys! Another excellent video! As for exactly how the center of the MY will be constructed at Brandenberg, I think i heard a rumor that they will start with 2170s and transition to 4680s later. My understanding is that 2170s need more hardware around them than 4680s so maybe there will be some kind of middle lower frame piece with 2170s in first cars produced.
You and your team should write a book to capture all these conversations. They are the wealth for a lot of future designers and engineers!
Will munro going to GigaTexas if they invited like this, loves to see him and explaining whats new in texas
Sandy wears cowboy boots, so he should fit right in there in Texas.
*I AM ALWAYS* totally blown away by the way Tesla approaches things with a totally fresh piece of paper and radically simplifies things...
Putting the battery and seats and console in from below cos you got rid of the floor that was totally surplus to requirements is GENIUS.
Another great informative video! Thanks Cory and Sandy. :)
Our pleasure!
26:15 Sandy, please show us that "financial sheet" stuff, that makes us wonder.
BTW, BrandenBURG is the STATE, where Grünheide is located. WolfsBURG is a City.
24:16 He meant Boston Dynamics if you're wondered, here's the video he mentioned. ruclips.net/video/fn3KWM1kuAw/видео.html
Love it, I just had to watch it again, so awesome.
*THE CHANNEL GROWTH* is fantastic - Its always the people who think no one will be interested in what they do that have the fastest-growing channels i.e. Bernadette Banner
My friend is a food historian / author, she lives in the middle of Transylvania in Romania and grew up under the communist dictator Ceausescu, hunting in the woods for food to survive - I said you should make a RUclips channel "who would be interested in MY boring little life..???" she said. LIKE EVERYONE. Sandy said the same LOL, one of THE BEST channels on YT.
VW's reaction:
Oh F*ck, we're moving too slowly still!
That was a really good talk between you two geniuses, many thanks for taking the time to allow us to see what your views were on the Tesla and the German factory.
“I want money or i want steak!” LOL LOVE IT
The VW discussion was the best bit of this video. Can't wait for Sandy to go through the financial statements of VW and Co (if I understood him right about doing such a video)
Lets go Branden-berg
Brandenburg
@@Stefan_Dahn Playing off "Lets go Brandon" type it in the search bar if your unfamiliar with this meme..
Wow ! I can't wait for your team to discuss what will happen in 5 years - earth-shattering indeed...Who will "get crushed like a bug" ? Maybe you can talk about some technical stuff that differentiates the "better" designs - like Silicon carbide for inverters, and heat-pump advantages, low drag tyres....I'm sure you'll find an audience for those things....
One thing everyone seem to miss about the giga factory building is that it is just One quarter of a "terra factory"😅
Yes, it will be a 2M factory at some point.
Lol...
What did happen to the refrigerator tear down?! please keep it going. 👍
Holy cow. Please educate the public that the primary paint colors are Cyan, Magenta, and Yellow and not Aqua, Crimson and Sunflower. Cyan absorbs red light, Magenta absorbs green light, and Yellow absorbs blue light. In any case, state of the art paint means layers that reflect light differently. Electrostatically oriented nano-crystals will produce incredible colors like butterflies, insects, and Hummingbirds.
Meh. Dark coloured cars are 15-20°C hotter after, being parked in the summer sun, thus need more power = shorter range, to cool the car.
Unless, you live in a very cold, climate, buy a white EV.
Dark coloured cars also look dirty very quickly.
That county fair event was an act of genius.
Many locals were sceptic and some were opposing the factory.
By inviting them over and giving them a tour, you have a really good chance to change their minds.
Not the die-hard people, but those who just don't like that new thingy.
And people tend to feel connected to such places if they have a personal experience with them - make it a good one and you get a suppporter who wants to tell their friends about their nice tour through the cool factory.
I would love to see Sandys review of the air less tires that will soon hit the market!
Which ones? Link?
@@TurreTuntematon Michelin Uptis
@@_-martin-_ I had a look. These are worthless in cold climates as water and ice would block those holes and make the tyres like stone.
@@TurreTuntematon Thank you captain obvious! These are prototype tires and according to Michelin they will come both with and without sidewalls once they hit the market.
@@_-martin-_ Ah, then it would be different. Let’s wait for them to actually hit the markets.
Sandy and Cory are the MAN!
"I will choke on a arugula sandwich" - Sandy 😂😂
"Eat humble pie" ...
time stamp?
Woooow!! Giga Berlin is cranking right now 👍🏽
In case of crashes, they can recycle the material; and throw it back into the casting machine.
Yes,but if you can't repair it will cost you a lot in insurance. Insurance prices will skyrocket
@@venti4268 if the collision was bad enough to crack the cast mold, the car would be totaled anyways.
@@daniell5826 True,but Teslas new approach will make it harder to repair. So more cars will end its lifecycle earlier..and for sure..the insurance cost will be higher.
About the guy mentioned by Sandy that was unhappy with missing OTA updates. I live in Norway, got my ID4 GTX 6 weeks back and received the first OTA a week ago. There may be different OTA programs depending on your location. The recent update I got included improvements to the navigation with respect to charging station locations and availability.
As always another great episode!
Maybe False-wagon can get themselves out of this impending doom by writing some code for their ICE cars that makes it look like they are running on electricity ;-)
You mean the ICE that are used for mining lithium, copper, aluminium..... for building factories, roads..... for agriculture!?! Wtf!
You offer a fascinating insight into electrification of the automobile industry, this is a revolution and you’re helping explain it to lay people like me!!
Thank you both for the deep analysis. From what I also see in the factory tour from Wolf Pack (2 Parts each ~45min) I can say: Berlin/Grünheide will rock. There must be a reason for BMW to pay NABU (one of the "greens") for delay Tesla. Follow the money.
VW is also struggling with software and a good product also with production time.
Tesla is creating a new generation of maschines that build the maschines. The vertical intergration is also a point, where legacy car makers are in trouble. Tesla is far forward.
The GIGA Castings are a new way and I want to underline tripple Sandys words: If you need to replace the castings, total the car and be happy you still can do that and walk away to buy the next Tesla.
I was sitting in a Dacia Spring (germany, also named K-ZE). It was smelling for cheapest (not only cheap) plastic. The steel plates are thin enough to deform with my fingers, the front under the hood was nearly empty (much space for a real frunk) but for safety....after I saw it, I understand why they limit to 130km/h. At this speed you will be dead in case of a crash. Ok, this Dacia costs ~15-20k € but I'm still looking forward for my Model Y Performance build in Grünheide. Yes, for a 3x price but much more infotainment, updates, handling, feeling, much more car, fun and most important: safety.
I drove also the KIA e-Niro, the Hyundai Kona (also the Ioniq) and some other cars, no one can compare and compete with Tesla. In the Hundai and Kia I felt like sitting in my Opel Astra 2006. Old but stable. If I compare costs, safings, comfort, infotainment and all factors around my normal day job mobility, I can not buy any other car than a Model Y...and as a german, I can't buy any german car with a clean conscience. For the future, for my life and for my son.
The important thing at the end: where do I get such a coffee mug? I need that! :)
Thx to complete team to be here for us :)
The Berlin Tesla Model Y will have a lot of parts from German automotive suppliers. Why wait then? You can buy imported.
@@evboy4287 Shanghai delivers the Longrange Models, Berlin will start with the Performance.
Also I have actually a car (ICE, my sister drives my other electric car Renault Zoe 2013) until january 2024, so I can wait for my stocks to perform as I want.
I will switch to Tesla as soon I can and as soon it make sense :)
Give Tesla the time to start with Grünheide, there will be enough cars to have one in my hands until my ICE lease expires, but I actually don't have the money to pay 2 cars. Getting out of the lease can work, but with Renault it is a way you don't want go if you not need.
When it comes to colours, I've been wanting a green option since the beginning. Metallic green would really hit the spot for me.
"Too many people thinking the future will be a reflection of the past." ~Sandy
Fantastic video and great format. Cory brilliantly steers the content like the perfect chat show host, enabling Sandy to share his incredible knowledge. Thanks for these insights.
Could they just clear coat the Aluminum? Would be an intresting look. Would they save time and costs?
Or could they anodize to save cost of paint?
Outstanding analysis as always! I never miss a Munro Live.
@21:20 “And what we have here is a bonnet”.
Nice to hear Sandy using the term “bonnet” - giving away his Canadian roots 😉
I've been a Canadian for 57 years and counting. We don't use the word bonnet, as that is a British term. We use the word hood, like our big brothers down south. 🙂
We say bonnet in Australia
@@moestrei British English - “bonnet” and “boot” AE: hood and trunk
@@EstOptimusNobis Sandy Munro is from the old guard. I assume in UK many have also adopted AE terms. Interesting title for your southern neighbors “big brother” - Orwellian 🧐
@@johntolkien9629 Yes, same in Australia and some people here say Froot instead of Funk.
Not all factories are built the same. Berlin building is 3x the volume of Shanghai. Austin building is 3x the volume of Berlin. Shanghai has an output rate closer to 1 million than 500k, and Austin/Berlin are more efficient per volume unit. No way is Berlin only 500k output.
Depends on Shifts, supply chain, raw materials. max may be a million or more eventually
Indeed, I was thinking today about the legacy automakers and their chip shortage blues, and it dawned on me that their problem is probably that their electronics designs are old, with some of the parts already hard to source due to their march to obsolescence, even before there was a chip shortage. New parts are easier to get than old ones, always.
I worked as an electronics design engineer for a design+mfg services company for about 20 years; and had a stupid, apathetic, cheap and lazy boss that always said "if it ain't broke don't fix it", and so our designs grew 15 or 20 years old, and would only update them when a part could not be obtained anymore. Bad way to work; all designs should be updated yearly. If you wait until some part cannot be sourced at all, by then 20 other parts are also very hard to obtain. And if a shortage happens when your designs are old, you're in deep trouble. Not the first time; I remember a shortage in electronics back in the 90's; it was brutal. We had to redesign a number of products to use the new then and easier to get Microchip controllers, instead of Motorola's.
Plus, if you wait so long to update electronic designs, by the time you try to, the engineer that worked on it originally is probably gone, and then you are wondering what many of the parts are for, not to speak of trying to understand somebody else's firmware code ...
Compounding the problem, I'm sure most legacy autos contracted out the design and manufacturing of their electronics. If the design was in-house, and the electronic assembly was in-house, and the electrical engineers that designed the boards were their own engineers, and the programmers of the chips were their own programmers, they would be able to move fast, like Tesla did, redesigning multiple versions of each circuit board to accommodate different parts, and then work 24 hours coding updated firmwares on a diet of coffee and pizza ... But if you contract out the design and manufacturing, you can call your supplier until you are blue in the face and you won't get them to do miracles for you. They got too many clients with life or death needs to service, and you'll just have to wait in line.
Arugula is my favorite green. With avocado. What's wrong with it?
It's not Boston Scientific; it's Boston Dynamics; and their dance videos use a lot of editing; and the movements are programmed as much as the drawing. The awesome thing is the video production.
Don't even think they have "swing AI".
They can't even hear the music, in the first place.
Some day yes; but not yet.
Exactly the same issue in my industry: the software industry. When those new updates comes, you better make sure you incorporate those updates quickly... and not wait 10 years which amazingly a lot of companies still do...
@@robrider838 Exactly! Every time a library in use gets updated it should trigger a rebuild and test.
By the way, I saw another video today about the chip shortage; I forget now what channel or title; possibly Asianometry, not sure; that raised another contributing factor:
When the pandemic first hit, there was an immediate dip in car orders, and most automakers suspended parts ordering, including semi's. At the same time there was a surge of demand for semi's by the home electronics sector. So the fabs just retooled for the home appliance needs. When the automakers tried to order parts again they got the "sorry, you're S.O.L."
Had they been in posession of any brains they wouldn't have slowed their chips ordering; they would have kept ordering and built a chip reserve; but they believe in 'just in time' like a religion.
Then there was the Renesas fab fire in Japan.
Stop talking nonsense, how many vehicles is tesla making compared to those companies?! Its a fraction, the whole chip Market was affected because all the chips produced are used.
@@alanmay7929 *_"Stop talking nonsense, how many vehicles is tesla making compared to those companies?! Its a fraction, the whole chip Market was affected because all the chips produced are used."_* You are the nonsense king. Look at the absurdity of your logic: How is the comparative numbers of vehicles made by different companies in any way related to the subject of shortage? Then the amazing, unimaginable revelation that the shortage is due to "all the chips produced are used." I mean, that is absolute genius! Who could have figured that out?
Your post could really get into the Guinness Book of World Records; just a matter of finding a way to quantify and measure _imbecility._
@@privateerburrows yeah troll, tell me why is everyone struggling for chips, even apple the biggest TSMC customer is affected, there are litteraly dozens of chip manufacturers around the world for all types of applications, heck even tesla isn't epargned.
Thanks Cory. Loved the show!
We need a‘Sandy’s predictions’ as regular episodes.
Who you call we here?
Good morning Sandy and Friends! :]
"Don't save me any money. I can't afford it." Great wisdom.
And in the end Tesla's margin is bigger than the one the cheaper manufacturers have.
"... the consumer should care how inefficiently designed the vehicle is" you guys are bringing this to life! Great job
Amazing stuffs!! 😁 Tesla is not only build a modern car. The way they are doing publicity is also next generation. Traditional auto would be throwing money on Ads and still can't even get the same publicity as what Tesla do.
Cory's macro vs micro decisions comment near the end is so right on. I spent 30+ years as a very little guy (sub $1M gross) in the chocolate candy industry routinely outperforming all comers with inputs being the same. It was attention to detail more than anything that made my products (and services) noticeably superior time and time again. Problem was it wouldn't scale very well where actually my business model likely would have broke somewhere not far past $1M. I really enjoy watching the Tesla (and SpaceX) manufacturing genius pull off big manufacturing scaling AND big increases in quality. Thanks Monro for all the insider insights! Really looking forward your episode of prognostications on the auto industry players future....