I’m joined by Sandy Munro, a well-known auto expert and design consultant as we dive into Tesla, the auto industry, Cybertruck, structural battery pack, single piece castings, Elon Musk, VTOLs, and the future of transport.
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Timestamps:
00:00 - Introduction
00:30 - Design meeting details with Elon Musk
4:30 - More specifics on SpaceX design review meeting
6:23 - Elon Musk as engineer
10:30 - Elon Musk CEO vs other OEM CEOs
15:40 - Tesla w/o Elon Musk scenario
20:05 - Biden EV tax incentive
22:12 - Tesla ramp of 4680 battery cells
25:25 - Quantumscape - more bullish or less bullish?
27:55 - 4680 cells for Austin and Berlin
32:50 - Structural battery pack advantages
42:35 - More details on front and rear single piece casting
46:10 - Improvements in cost, range, performance
51:00 - Why not a single piece casting for entire car
56:15 - Cybertruck production process
1:02:15 - $25,000 cybercar?
1:05:24 - Lucid Motors believable?
1:07:03 - Chinese EV makers going global
1:12:25 - Big Tech chances in auto
1:16:35 - Tesla Van
1:20:20 - $25k Tesla as platform
1:22:25 - Last-foot delivery with VTOLs
1:29:30 - Conclusion
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💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.
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