How Tesla Is Revolutionizing the Auto Industry w/ Sandy Munro (Ep. 352)

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. https://leandesign.com https://twitter.com/MunroAssociates https://www.youtube.com/channel/UCj--iMtToRO_cGG_fpmP5XQ 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 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA 💁🏻‍♂️ 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. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Subscribe to Dave Lee on Investing on Soundwise