Sandy Munro & Cory Steuben On Tesla's Master Plan Part 3 - Autoline After Hours 639
ฝัง
- เผยแพร่เมื่อ 1 พ.ค. 2024
- GUESTS:
- Sandy Munro, Vehicle Teardown Specialist, Munro & Associates
- Cory Steuben, President, Munro & Associates
TOPIC:
Sandy & Cory were at Tesla's Master Plan Part 3 in Austin, Texas, and share their insights on its new assembly process, its 48 volt system, its corporate philosophy and even some things they weren't supposed to see.
PANEL:
- Gary Vasilash, on Automotive
- John McElroy, Autoline.tv
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Hope Autoline and Munro do a quarterly discussion like this. There is so much change happening and it would be good to hit some of the biggest changes of the quarter and see how trends are holding up.
Nice job Autoline and Munro.
At least once a year. That gives enough time to do a proper retrospective on whatever was discussed in the previous episode which a shorter quarterly discussion would not.
@@Darwinist Considering they only get about hour, I think the quarterly pacecwill give more time to cover more topics.
Yes, please.
You know normally Kevin, you would never see something like this ever. That how much innovation is taking place in Tesla.
@@mandarinandthetenrings2201 Yes, I have been closely following Tesla since late 2019. I do believe the other factor is just investments in EV tech are finally reaching high levels. The pace of change was slow due impart to lack of investment. Tesla kicked the doors open and now there is a race to improve. Tesla's problem solving company culture is willing to break norms and tradition. This has been a fa tor of the pace change as well.
So awesome to have Sandy, Cory, Gary and John talking together in the same program! Great stuff! Please do it again as often as possible :-)
I really enjoyed this episode. Besides the guests, I love that everyone, not just John and Gary, where throwing questions and stories at each other. It was like, walking in on some guys talking in the family room.
I think Tesla has brought enthusiasm back to the auto industry.
Talking at happy hour, more like it. "After hours" for real😂
@@roxter299roxter7I mean, I'm really only enthusiastic about Tesla. It's the same old crap with the rest of them.
Yes that's a true discussion
Ok, for those really don't know, Corey is the parental control to Sandy so that our kids can watch Munro videos with us. 😄
He does seem tu put Sandy in his place sometimes
@@andreiionescu205 When you get older like Sandy you don't really care about what you say much. You'll say what you want to say and to hell if someone doesn't like it.
They made an effective and interesting team.
Great show. Enjoyed having Sandy and Cory on.
And congrats on reaching 100k subs. Very impressive given the depth you cover the automotive space in!
They make them a little more easy to understand...amazing!
Cory Steuben is the thought leader to watch in the auto business.
Sandy is grooming him for his retirement. He is taking Cory to every interview and conference to meet all the “Who” in the industry
@@simoc24 Cory is the president of the company. It is cory's job to do this stuff. The handing off of relationships is not "grooming". Cory is more competent than any automotive CEO. He does not need to be groomed.
@@_PatrickO He's smart, but it still takes a long time to groom someone to be a big industry executive, it's all about the relationships in addition to the knowledge.
@@anydaynow01 That is a lie. His lack of a business background is why he is so good. The last thing you want is a president or CEO that has a business degree and thinks like a business person. Business people just move stuff around and collect big paychecks while doing nothing. Tesla is successful because they do not hire people with business degrees and replaced managers with software so engineers self manage. Tesla competitors cannot catch up because half their payroll are managers that contribute nothing of value to the company. Managers are paid more, so tesla likely has 2-3 times as many engineers as any similar sized company because other companies waste their payrolls on managers.
@@_PatrickO Really good stuff you wrote. I love the study of Tesla. In history they will be studied and revered for being the very first modern company ever in the world that used blunt, self deprecating honesty as a major tool for gaining public support. Cory got it really wrong when he said Elon isn't eloquent on stage. Elon carries with him a blunt honesty and integrity that is palpable, and when he speaks, you know you better damn well listen because he doesn't speak like a typical manager who uses arbitrary politics to steer the conversation. Elon has an eloquence that is totally umatched, and it's because of the transparency and honesty. Tesla has turned the entire world upside down by showing that honesty actually wins in the end.
Love how now John finally gets it. Took him 5 years but Tesla will eventually win everyone over
I was shaking my head every time I watched autoline for years... I took it as the voice of Detroit, and it was clear Detroit didn't get it back then.
This is right. I stopped watching John for a few years and now it's almost like I'm in a parallel universe. Props to him for being able to recognize evidence in front of him and change his stance.
Completely agree. I could actually watch it now. But before he was just repeating the CNBC BS.
John Davis of MotorWeek is next!
@@petersilva037 Yep if they want the views on a platform like TH-cam they had to go with the times.
Sandy Munro drinking game, take a shot everytime he says “At the end of the day”
Lol
Love ya Sandy!
Congrats Autoline on 100k+ subscribers!
When these 4 guys are together, I would watch a 4 hour video of their discussions. Let’s make this every few months.
Notice how much different the content is with knowledgeable people like Sandy and Cory on. You never hear the usual guests discuss Tesla this way.
LOLOL!
6 volt. That’s his new name.
Severely underappreciated conversation.. it was so insightful! ❤
Yep, it's tragic it doesn't have more views. Probably one of the most profound conversations I heard about EVs so far this year.
I got so much out of this episode. So many thanks to all of you!
Munro and Associates may not have Tesla as a client, but all Tesla engineers are big fans of Monro Live videos.
Congrats on the 100K John! I do remember that I originally learned about Sandy Munro from your show, specifically the one where he was talking about tearing down the BMW i3. I watched that and thought "these guys really know what they're talking about!" Keep up the great work!
Same! 🎉❤
Yea, then it came out that the Munro was secretly a Tesla investor while devoting majority of his time on social media to pushing Tesla left and right. Absolutely disgusting. Lack of basic integrity.
Yes it’s like finding out that the doctor that diagnosed you with cancer has invested in the company that made the scanner he used on you.
@@jonhroarulstad5775 Take it easy. Life or death it's not. Hyperbole much? 🤡
Listened to this twice so I could take notes on 2nd listen. Amazing stuff. Thanks guys. Congrats John on the 100k here's to a million been enjoying the content since 2010
1:29:28 note that every car with FSD hardware is capable of training in shadow mode and providing data back to the mothership for FSD training. That hardware is also used in the autonomous safety features that come with every car. Also, every car now sold by Tesla comes with basic Autopilot (autosteer and TACC) included. So it's not wasted even if the owner never subs to FSD.
A like just for the OEM's heart attack pills alone! 😂
Thank you Autoline for bringing up wraps vs paint. Since so many sports car enthusiasts already put custom wraps on their cars, it seems the auto industry could save a fortune returning to Ford's old idea of making cars in one color.
Primer w clearcoat
Every "Tesla fanboy" (yes, I am) was discussing wraps immediately after the presentation.
I'll go further, "plastic" (composite) panels, (not using carbon)
Clip on, cheap.
.
(I wrote this before Sandy mentioned it at 22:00 )
I hope plastic body panel elements are much improved because I remember the days of faded hoods, roofs, trunks and fender tops from the older days. They lasted about 3-4 years before they were embarrassing to drive.
@@SteveBueche1027 BNW i3 plastic body holding up 9yr. So far
Is it possible to make the wrap shine like paint though? Every wrap I've ever seen is dull and makes an expensive car look cheap.
Congratulations John on 100k. You make each day a little better. I always look forward to watching ALD during my lunch break. Keep up the good work!
Two of my favorite channels cross pollinate once again, what a great way to head into the weekend! 🎊 🎉
John is right about the 6 volt days. When I was growing up, my parents bought a brand new 1959 VW, and it had a 6 volt battery.
John is the encyclopedia 👍
All the motorcycles of the 50's and into the 60's were 6v as well
Thank you John and Gary for dumbing things down. It's much easier for us non-engineers, to digest.
Great interview. :) Thanks for hosting Sandy and Cory from Munro Live.
It's crazy how VW can post 4 pictures of a concept, & they're "beating Tesla to market". Yet Tesla spent 4 hours detailing their strategy to manufacture a 25k car, & the masses are bored. Thank you for sharing all of your experience with the rest of us.
^^^
Because we all know the $25k car will be delayed by 5 years and cost $35k when you can actually buy one.
@@guylr7390 True. However, the average internal combustion vehicle will be more than double that price and barely profitable while Tesla will have nice profitability.
I'm with @Guylr on this one... So much high tech and new manufacturing standards and they cannot get their fabrication gaps in order!!! 😳 I own a 23 model Y and a 2019 eTron and the finishing quality and manufactured details is not even close. Model Y liner is FREAKING plastic! For a 60K+ car??? Really?!?! I'm glad our model Y is my wife's car and not mine.
VW have publicly stated that they take 30 hrs to build an ID3 while acknowledging Tesla takes just 10 hours to produce a Model 3. VW are throwing Billions of $$$ at developing the doomed Cariad software without any hint of success while safe in the knowledge that their MEB platform is far far behind the industry leaders. We need VW to get back to world class form, but sadly they are doing a really terrible job of attempting to compete with industry leaders. VW have been in possession of Teslas Model S blueprints & plans, freely published by Elon in 2014 and they still can’t produce a EV to match the 2014 Tesla model!! BW have been given every opportunity and thus far have failed miserably. They even shot themselves in the foot by sacking Herbert Diess, their visionary former C.E.O. I hope they can do enough survive.
Wow I didn’t realize that was 2 hrs. I thought that was an hour. I was waiting for Gary to talk about the rare earth material Tesla is scrapping in the motor. Tesla just has a way of changing the way things have been done. Love it let’s do it again.
Two hours of EV info heaven !
Just awesome, thank you all.
Good show and the guest are very knowledgeable 👍
I interviewed at GM Tech Center as a graduating engineer in 1980. They talked about all the pay and benefits. I was more interested in the engineering and what I could contribute. They would not acknowledge the Japanese competition. The Tech Center was beyond amazing. So much talent and potential.
Just finished the show and I'm going to watch it again Thank you Autoline Network
Great conversation. Thank you John and Gary!
Was riveted by this show. Very nice
Great show/conversations guys! Thanks!
Congratulations on 100K Subs. I've been really enjoying this forum. The talent on the panel has been solid. It's like I need to apply for college credits. I hope you get to the next milestone soon.
very good show, bring these guys again next time 👍
Amazing to see you four hold an in depth panel like this. Way more info than I could have imagined from one event. I hope you continue to do these. I'll be watching this one over a few more times till the next one comes out.
It was clear that some people that have no expertise except complaining, will not get the investors presentation. Is good that people like Sandy and Cory that understand so much about the car industry and the manufacturing process are soooo excited. Good job having them on your channel.
Guys, Austin 750k, Mexico 1.25M, Fremont 500k, Germany 1M. 2 years they outsell GM.
I highly doubt Mexico will have a million within 24 months. But the rest looks even conservative to me. I can see Austin making a million in 2025
This was such a great episode! Really enjoyed this group of guys getting into the details and devoting the time to not just have sound bite conversations. Excellent program, kudos to all!
I was blown away by part three. I loved it.
Deeply loved and appreciated the no BS, direct, factual interaction amongst the entire group. This is my favorite format. ❤🎉
Great chat, gents! 👏🏻
I've always wondered if Sandy will ever get invited to speak at a MBA conference 🤣
You're assuming that will be "a thing".
This combo of Monro and Associates and Autoline really works well.
Fantastic show guys, thanks so much.🙂
sandy imitated john's distinct voice on outsourcing in one of his videos, I laughed out loud.
I remember that, too funny
That's his "MBA voice" 😉
An excellent discussion, thank you.
You guys are great together. There's a lot of reciprocal respect, and everybody brings a different slant which makes the analysis much more interesting.
By the way, Tesla will pass up GM around October, 2025 based on monthly sales. It could be sooner if ICE vehicle demand falls.
You won't need to wait until 2028 or 2029.
Elon has a stretch goal of 2M for 2023. With a poor macro-environment, I think it will likely be less. But that same macro-environment would almost assuredly drive GM's sales lower in 2023. If Tesla can increase sales 50% in 2024 (in line with Tesla's historical CAGR and their current guidance) and GM continues to have sales declines, 2024 may be the year that Tesla passes GM in sales. That said, I also think 2025 is a good prediction-however, based on monthly sales, I would guess before October.
Great show guys! Thank you!
Munro Live is doing a great education job, but Autoline has done a great education job for the auto industry for decades. Autoline's global news allows its viewers to understand the global scale of the auto industry and it's issues, not just what new model is coming out and the corporate strategies behind them.
🤔
A very enjoyable episode indeed. While John has clearly seen the light following a “Road to Damascus type conversion” Gary appears less convinced. Does Gary doubt the now clearly inevitable writing on the wall?
This is pure gold! And big congrats to 100k!
My take-away from the Tesla investor day was the display of management strength. It amazed me that nearly every one of them had been at Tesla for a decade or more, and all of them were still relatively young!
No Steve. Tesla "moat" is there innovation. Thru innovation they can make a cheaper better car. If you outsource your parts your totally screwed!!!
Great show btw. I’ve been hate/love watching this channel for 5 years, and I always come back for more.
Autoline is the first to introduce Sandy to me with the BMW i3.
After that I try to listen to every program he's on.
So much fun listening! Thank you all!
Have been watching this 3 times. Loved them
This is truly a Master Class! Thanks, Guys.
This needs to be a monthly gathering!
Always love when Sandy is on the show, and I love his channel, too. Congrats on passing 100k subs!
Very helpful and interesting. Thanks a lot
What an awesome show, so much good information!
Fantastic show. I can’t believe all this is free.
Thank you guys love it 90 minutes goes in 20 minutes it`s just so good
These guys have so much knowledge and insight. Very informative video!
Thank you for sharing! 🙂
This is a great episode! Loved hearing Cory and Sandy’s insights from their time visiting Tesla’s GigaTexas plant and their observations. Fantastic show, John!
Maybe I am over optimistic, but from where I’m sitting,with the factories that are being built and when they’re going in production, like the one in Mexico, and the further ramping up production in the other existing factories.I believe that Tesla will reach the target out selling GM sometime between I’d say 26 or 27. I believe that 2028 is a very conservative number.
And losing GM ICE sale along the way doesn't help them.
All you really need to do is chart General Motors annual production for the last 10 years, Draw a line through them to establish a trend and you will see that General Motors is essentially out of business by 2026. Tesla probably will exceed their production by early 2025.
I'm going out on a limb ...
GM making Tesla Superchargers (branded as GM) and receiving "grants" to provide cashflow rather than a direct "bailout".
If GM (etc) still can't make profit, let them die and spend the equivalent of the bailout where it's most effective.
.
The most important objective at the moment (and moving forward) is for "a country" to be in the new game.
The IRA (late, and reluctant) is the only opportunity for the US to be in that game before the Petrodollar economies start having "issues".
(Don't shout at me.... It's going to happen!)
The free extra hardware is for data collection investment. It is like twitter data helping Gpt-3 get developed.
I could watch Sandy Munro and Cory all day, awesome video. These guys can see the automotive future.🙌🙌👍
Excellent conversation
Thanks for doing this.
Great interview.... I really enjoyed it. Keep up the great work.
Great show. Thank you !!
soooooooo wunderful to hear you discuss!!! thousand thanks!!!
Congratulations Autoline! Such journey it has been going back to the days with a brew in the cooler.
Great point, Cory. You have brought the ancient figures up to date. And then to add all the extra 'value '(that abuseds word) as the strengthened pillars, sensors, dwell wipers etc. etc. ! So much more going into modern vehicles compared to older ones.
As an MBA (and engineer) I enjoy when you all put on your MBA hats! Congrats on the Subs!
Thanks fellas, a great insight to a bold new world.
Great show!!!! Cory & Sandy are Rockstars !!
More of this please!!!!!
Great session!
My family was all Toyota. Half the cars we bought in the last 30+ years where Toyota or Lexus. Now we are all Tesla. We still haven't bought as many Tesla's as Toyota's. We now have 3 Tesla's.
Toyota is still the leader
Great show. Audience will enjoy the facts that came out of this.
New respect for Corey. Raced winged sprint cars on dirt. 👍
Seriously, that is the deep end of thrills in motorsport
I see Gary smiling in agreement constantly and I feel exactly the same. Wonderful podcast. Thanks
More in disbelieve or not understanding (like me not understanding the constant FUD agenda and twisted statistics in mass media in spite of the facts)...
The old guys at Radio Shack wouldn’t listen to us store managers and where are they now?
thanks guys
Great conversation and insights. Thanks. And congrats on 100K subs. BTW - Tesla also saves money by not advertising and not selling through dealers (who mark up the EVs). And no dealers means Tesla has direct control over price so they can better manage delivery backlogs. Also Tesla doesn't wait until the next model year to introduce product improvements or cost savings into the production line.
For someone who "doesn't advertise" Tesla sure does show a regular marketing expenses in every financial report.
Wonder where this all money goes... surely can't be astroturfers, it absolutely cannot be that at all!
@@SkywalkerWroc they do have a “big” marketing budget, still less than 1/10 of GM 😅 they do make videos to post on Twitter, and Semi day or Cybertruck day costed millions to do those one day functions. The most expensive is probably Giga Berlin opening event. That was HUGE
Actually, they DO do some advertising in China, once in a blue moon
Wait till people need service
That day is here
Did you know more Teslas are being registered in Ukraine war zone?
Odd
Wonder what they need wrecked Teslas for?
Bombs maybe?
I know they use batteries for drones.
But Lithium make for great rocket fuel
The Tesla wars will be blamed on Musk when they start. It's real easy to make a bomb drone with a wrecked Tesla.
Forget about molotov cocktails we got oxygenated gun powder now.
You guys won the internet today.
Yes. Saved you all an hour and fifty minutes.
Lol. Skipping this video would be a mistake
Ha, I'd never miss that chat for anything. That's why Blinkist is so shit.
Ok, but it's fun watching ....
Congrats on the 100k
That was awesome. Cheers from Sydney, Australia
Amazing explanation and vision by Sandy!
The thing that most impresses me about Tesla is the success of Gigafactory Shanghai. They are literally outcompeting Chinese BEV OEMs (the most competitive BEV makers on the planet)...in China! I think BYD is studying Tesla Investor Day and planning their factory revamps and corporate restructuring now. Tesla and BYD will dominate the automotive industry in the latter half of this decade.
Hey, Gary - you mad, bro? Two hardcore engineers spitting facts, and all you can do is throw shade
Doesn't Mary Barra always say that GM will beat Tesla by 2025? I think she uses the word Tesla in that sentence.
She avoids saying the “T” word. Here’s how: Barra first made the prediction to CNBC in October 2021, replying “absolutely” when asked if she thinks GM can catch up to Tesla by the middle of this decade. She let’s the reporter say Tesla. 😉
She WILL retire before 2025 👍
3 reasons why a cheaper electric car should be front wheel drive:
1. Centralization of wiring, heating, cooling, wires, pipes, radiators etc for the cabin as well as for the motor.
2. Generally speaking FWD is safer.
3. Most braking power regeneration can be extracted from the front wheels as the back obviously gets lighter during braking.
Thanks!
Very good discussion.
Excellent, thx you