Sandy Munro reveals Cybertrucks HUGE advantage over Ford & GM
ฝัง
- เผยแพร่เมื่อ 26 ส.ค. 2024
- Sandy Munro reveals Cybertrucks HUGE advantage over Ford & GM
👇👇 The Electric Viking store/merchandise 👇👇
shop.theelectr...
Size guide and other help for the store 👇
theelectricvik...
🔔 Subscribe and hit the notification bell! ► www.youtube.co...
Join me on Patreon ► / theelectricviking
Join as a member in The Electric Viking TH-cam►
/ @electricviking
Members-only videos (see videos before anyone else)►
• Members-only videos
👇👇 Please donate here for Shanna (Viking's wife) if you can 👇👇
gofund.me/ef66...
See what happened to Shanna:
• Stage 4 can go to hell...
The Electric Viking on other platforms:
Rumble ► rumble.com/c/T...
Facebook page ► / theelectricvikingfb
Facebook group ► / theevfbgroup
Twitter ► / theevking
Instagram ► / theelectricvking
Pinterest ► / theelectricviking
Telegram ► t.me/theelectr...
TikTok ► / theelectricviking
👇 See more about me 👇
• You've been asking; he...
👇 My Bali trip 👇
• I went to Indonesia an...
👇 Video about My Skateboard 👇
• EASIEST & cheapest way...
👇 Subscribe to my kids channel 👇
tinyurl.com/su...
See more videos about GM:
GM, Hyundai/Kia, BMW, Mercedes, Stellantis & Honda join to create Tesla rival
• GM, Hyundai/Kia, BMW, ...
Ford Faces a $1 Billion Cost Disadvantage Compared to GM and Stellantis
• Ford Faces a $1 Billio...
Demand Crisis for Ford's Heavily Discounted Mustang Mach E
• Demand Crisis for Ford...
Ford Receives $9.2B Bailout, UAW Clashes with Biden Administration
• Ford Receives $9.2B Ba...
Jim Farley says China is a far greater threat to Ford than GM or Toyota
• Jim Farley says China ...
Ford signs new lithium deal in Canada, firms lithium iron phosphate plans
• Ford signs new lithium...
Ford & Castrol advertise oil & Ranger Raptor on electric car websites
• Ford & Castrol adverti...
Ford begins testing its NEW hydrogen Transit vans
• Ford begins testing it...
Ford's secret plan to cut 30% of its US workforce & thousands more globally
• Ford's secret plan to ...
Ford dealers suck, but not this one - Bazzy never got to go to college but he did do this
• Ford dealers suck, but...
Ford loses a crazy amount per EV; cuts Mach-E prices with new battery
• Ford loses a crazy amo...
Ford losses from EV division will explode to over $4 Billion in 2023
• Ford losses from EV di...
Elon Musk praises Ford - says its electric car strategy is smart
• Elon Musk praises Ford...
Ford slashes Mustang Mach-E prices for second time; adds LFP battery
• Ford slashes Mustang M...
The 5 reasons Ford failed so shockingly in its second most important car market
• The 5 reasons Ford fai...
Bad news for Ford & GM - China doesn't want American cars anymore
• Bad news for Ford & GM...
LDV reveals 1000hp electric pick up / ute with GM's midgate
• LDV reveals 1000hp ele...
Ford quietly reveals its GENIUS 2030 strategy to exit Europe & China
• Ford quietly reveals i...
Waymo driverless robotaxi pulled over by police in Phoenix
• Waymo driverless robot...
Race tracks & organisations across America are banning electric cars
• Race tracks & organisa...
Ford & Castrol advertise oil & Ranger Raptor on electric car websites
• Ford & Castrol adverti...
Ford's secret plan to cut 30% of its US workforce & thousands more globally
• Ford's secret plan to ...
Ford dealers suck, but not this one - Bazzy never got to go to college but he did do this
• Ford dealers suck, but...
The 5 reasons Ford failed so shockingly in its second most important car market
• The 5 reasons Ford fai...
#sandymunro #cybertruck #ford #gm #tesla
👇 👇Reference to the news/charts & videos used in this video:
www.notebookch...
This channel may use some copyrighted materials without specific authorization of the owner; but content used here falls under the “Fair Use” Copyright Disclaimer under Section 107 of the Copyright Act 1976.
Allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.
Contact us for any copyright issues. If you want a credit of any footage we are using, please let us know.
Website: theelectricvik...
Email: contact@theelectricviking.com
There are only a few groups in the world that do what Munro and Associates do. Their opinions are worth gold, even if you disagree. There are few engineers in the world that have the credentials to make their disagreements worth considering.
Credentials are irrelevant. The arguments are everything. Credential are not arguments. Arguments of authority are not arguments.
The only reason to listen to one is the lack of understanding and of time to learn enough of what is argued when you need to choose. Although it's a good trick as you can't be knowledgeable in everything. But it's always a risk.
It's very unlikely to be the case for Sandy, but most "experts" and "professionals" are completely incompetent. Just look at the media or Wall Street.
I agree 100%!
Tesla will make money on the cyber truck, 100%
@@FlorestanTrementThat wasn't what he said. If someone says something you think is dumb yiu are more likely to put off the possibility of it being true. But if it's someone that is smart you're more likely to hear them out because of their credentials. You won't agree with them but you should still hear them out.
@@lachlanB323 I disagree. Every new argument should be considered. Every old one should be at least somewhat doubted.
Whoever doesn't will risk to be incapable of ever changing their mind when shown wrong.
Coincidentally, that's one of the things Sandy tried to teach his audience.
It seems that, instinctively, most people will only change their mind based on either strong emotion or the word of the person with a higher social status they like. Like kids trusting their parents. We should trust what makes sense more.
Wow! I can't believe people are complaining about Sandy Munro. He is a gift to the entire automotive industry. He's an automotive engineering expert and has been in the space for 50 years! Who else does tear downs like Sandy Munro? He's fighting for us, the consumer. He's also kind and open minded and he questions his own convictions. That's called wisdom, folks.
Never forget - The TEAM is the thing! A big part of what makes Sandy great is his team. Elon has done the same with his companies.
Hire great people, and give them what they need to succeed!
@@Bora_H Yikes, this is where we disagree. Elon gives his people what they need to succeed? Have you heard about the mass layoffs at Twitter, um sorry, X?
@@davidhunternyc1in this case the emphasis is on HIS people.
@@davidhunternyc1 You're right. I'm compartmentalizing. The Twitter thing seems to be just a shitshow. Who knows why? Seems like engineering machines is more suited to his nature. I hope he figures it out!
@@davidhunternyc1 Twitter was wildly overstaffed, was losing money hand over fist, he did the only thing he could .... I loath Twitter by the way.
Cybertruck will take advantage of some of the new unboxed assembly method. Specifically the doors with interior trim will be made separately from the body in white.
Cybertruck is supposed to have a 3500 pound load rating where the Ford Lightening only has 1500 limit. Directly because of the weight difference.
The 'Unboxed' process shown by Tesla is so much more than that. Not having a paint line is pretty huge all by itself.
'Unboxed' is going to require another year to finish design and engineering. Strength is going to be tricky, and I think they didn't want to wait even longer to deliver CT. Making 'Unboxed' and 'Exoskeleton' work together will take some serious work!
@@Bora_H While it may not be fully 'unboxed' I guarantee it's going to be at least partially used. 48V low voltage system means they are likely using POE connections. Those would be quick and easy to each door and so why wouldn't they assemble most of it off the line then just pop it on in an extremely limited section of the main assembly line? We know how the Austin Model Y's are made. This truck will be made with more advances than just that.
I wouldn't mind driving cyberuglytruck if they were giving away for free.
Hey Sam, not sure about your math, but Sandy did not say the Cybertruck will be lighter than the Lightning. He said the Cybertruck will be around 4 tons, which is 8000 lbs. The Lightning weighs 6500 lbs.
That's what I heard as well. 8000lbs puts it closer to the rivian's weight, and some cybertruck photos showed three amber lights on the front which is required for a truck over 80 inches long for US DOT standards
I could see 3000 metric kg 3 metric tons) being misconverted to 6000 lb, when it's 6600 lb. Either way if Sandy said 3-4 US tons, a variant with 6000 lbs would be lighter than the average Lightning. It would simply have one motor axle or less batteries and lower range.
@@garbagevision9515 you mean wide right?
@@samgford yeah, over 80 inches wide
The Cybertruck is compelling. However, it also has a polarizing look. I’ve purchased several cars based on appearance, over the years, as long as they met my minimum requirements.
And yes, I am a Rivian reservation holder. It meets my needs, looks good to me, and has a few cool features as well.
The world would be boring if everyone drove the same vehicle, wore the same clothes, etc, etc.
Sandy is great. You are too, Viking!
Cannot agree more. Some shop for look. Some shop for functionality. Some shop for performance. Some shop for price.
The competition has to have a competitive product . If It hasn't got the range , price and functionality of Tesla then the competition will fail 🧐 not to mention the charge network as well.
Nothing has a "polarizing look". Polarization is in people's heads; not in the objective reality. And so-called "taste" changes by itself, unexpectedly, with people who chose to be slaves to it. It is like with nutrition; I tell most of my friends and people I know to stop eating sugar, bread, wheat products and starches. 90% of them say, paraphrasing, "I CAN'T; (because) I LIKE IT". Slaves to taste. So they go on until they are diagnosed type 2 diabetic, and once forced to cut down on sugar and carbs, suddenly they discover they didn't like them _THAT_ much, after all ... Enjoy your Rivian for now. I got a Cybertruck resevation.
@@cryptoslacker-464 Keep in mind Ford is converting to the Tesla charging system. Ford is on their first generation EVs. It'll take time to convert to a pure EV platform. Anyway, the Cybertruck is a 'see what I got' vehicle. Wait until a work a day guy has to load something over the side. ;-) It's ugly and I don't care for EVs since I'm a dinosaur car guy.
“The world would be boring if everyone drove the same vehicle”--- You mean like driving down the street and seeing 5 teslas, that all look the same (disgusting), all are the same color (there are like 5 color options, and the cybertruck will be “One” color). All the same gross wheels…. And basically Zero Trim changes within models. I get physically ill seeing these cars “litter” the streets….
Sandy is an authority in automotive, he's oozing experience, big fan of is I am. Everyone makes mistakes, he and his team are usually so spot on. OEMs have so much catching up to do !!
US full size pickups sold about 1.9 million last year. 20% of that market is 375K. Tesla has planned to make that many next year. Probably not a coincidence.
There's no way they hit 375k in year one of production. MAYBE by the end of next year they can come close to that 'run rate'.. maybe.. still, highly unlikely. I'd expect maybe by the end of 2025 they'll hit that kind of production rate. But.. we'll see
@@airheart1on the contrary - they already have the production line with that planned capacity. They always surprise us with further improvements. I suspect they will build another production line for CT either in China or Europe during the next year.
@@airheart1 Lets hope lack of paint will help increase production rate to high levels quicker. Imagine not having to deal with paint flaws and setting up a multi color paint line to "get it right".
Not possible!
@@Alarix246no way is the same CT going to be built in China or Europe. They'd need to shrink it. You don't see f150s on those places. I've seen them only in South America. I didn't see them even in Northern Africa, and I've never been to Australia, so I don't know.
Modern assembly plant paint shops cost hundreds of millions of dollars, which is normally amortized into the cost of the vehicles. The cybertruck factory doesn’t need it.
Just another way they are driving down cost.
And final paint needs to be inspected, takes extra time to dry / harden out, and causes quite a few warranty claims etc etc. Driving up costs even further. Smart and bold move to delete it.
Tesla showing off the wrapped CTs was a brilliant move. Modern wraps are very nice, and perfect for CT!@@williamdrijver4141
on point!!! they will corner the truck market just like they cornered every other market they enter. All you need is one category killer per category
Tesla is going to kill the yesteryears Tesla Killers, so what else is new? Actually, history will show they killed themselves.
Legacy auto makers' biggest disadvantage is their legacy leadership, legacy engineering and practices. The existing dealership/sales arrangement is also a cancer they need to jettison.
Legally, they are wedded to Stealerships - they are an anchor that loses them EV sales - EVs have little service, or maintenance - which is where Stealerships make their money - so they will only sell them at over-inflated prices....
Those are also their advantages. People don't seem to realize the biggest customers of their trucks aren't the people buying one truck. They are buying 50 trucks or more. When my company orders trucks they order hundreds at a time. The box of the cybertruck is unique, but it makes absolutely no sense for people that are using it for work. If a company has hundreds of thousands of dollars worth of accessories for their fleet they don't want to get rid of them to have to buy all new stuff. The dealership network also means if something goes wrong it's more likely that we can get parts quickly and have somewhere to send the truck if our company mechanics can't fix the trucks. Also ICE won't be going anywhere for a long time. It's easier for us to get fuel shipped in when we are building in the middle of nowhere. Until we have our natural gas pipelines in and power generation up and running we are running off generators. I build the infrastructure to get the materials needed to build evs. It's some of the most challenging environments in the world for a vehicle to deal with. The phrase "the coldest place on earth" is not uncommon to hear where I'm at.
@@pin65371 _The box of the cybertruck is unique, but it makes absolutely no sense for people that are using it for work._
I don't understand. *Why* isn't the Cybertruck suitable for a work environment? Because it's bigger than the F150 box? Because it has 110 and 220 volt power outlets, plus an air compressor built in? Because at the press of a button the bed can be closed off for security? Because the Tesla bed and side panels are stainless steel and will never scratch or rust? Because there is a built-in loading ramp for heavy items? Because the Tesla has a load capacity more than 1,000 pounds greater than the F150? Because the Tesla costs less than a comparably equipped F150?
I admit, those are all compelling reasons not to buy a Tesla if you are going to use it as a work truck, but I have to wonder why Tesla has two million pre-orders for a truck that can't be used that way.
@@douglasburnside Because it has one way to access the box while the F150 has 3. The F150 hybrid has up to 7200 watts of power out of the box. I can also put a box cap on the truck that can securely store whatever I need and is cheap since millions of F150s have been built so the aftermarket support is established. The Cybertruck is for people that would buy a Hummer. The whole rust thing is over rated as well. I work in mining and our trucks arent all rusted up. Our trucks get beat up pretty good and still a running strong. We have a whole graveyard of trucks that have been rolled and hit by heavy equipment though.
It’s the Monroe and associates that’s the real power here, Sandy has surrounded himself with excellent engineers who understand “lean design” they know their shit 😁👍
Sandy is brilliant and fair.
He said Tesla will never be a big car company in 2016.
@@davidbeppler3032 do you have any capability to allow people to adjust their view over time as reality, facts and information changes? In 2016 Tesla had significant production issues. SIGNIFICANT. They STILL have some. They have just come a long way and improved in ways no one really saw coming. This is how reality works. Cherry picking statements from the past without context or referencing how they've evolved.. is idiocy. And some of those improvements are, in no small part, due to Munro and his team
You should never question the wisdom of Sandy. He had done the work. And knows the truth.
@@airheart1 I am pointing out that Sandy was wrong. He was adamantly wrong and very much so for many years.
@@hamiltonasseiro6671 He refused to do the work until he saw a Model 3 in person.
The cybertruck has many advantages over the big three automakers, including Rivian Motors. It’ll be interesting though how people warm up to the untraditional look of the Tesla truck. Price will play the most important role in its success, and also range. If Tesla gets those right, plus builds a rugged truck that can handle all the things traditional automakers trucks do, they may put the final nail in the coffin.
The biggest disadvantage of the Cybertruck is the unique look. With an F series truck I have three sides of access to the box. The Cybertruck has 1. We can also put caps on the box with built in toolboxes off the sides. If I need a grinder I can just go to the drivers side front tool box and the grinder is hanging there on the hooks. If I need an impact gun I can go to the passenger side back tool box and the impact gun is hanging there and the impact sockets are stored in a pull out shelf so I can quickly find what I need. Then we still have the box for bigger stuff which we can slide in from the tailgate.
@@pin65371 Toolboxes can be in the frunk. Maybe it's a bit less storage but it's way more secure and doesn't use up bed space. As for reaching over the sides - so many truck owners already don't do that. The bed is empty how often on the trucks we see on the road!?
@@pin65371- Unless Tesla Changed it, the "Side Sails" will have a Lockable Access Space, that you can customize for your "Toolbox Style" as required! Over 100 Cubic Feet of Lockable Storage, per their Info!
@@pin65371a chassis cab truck is not a pickup. You have a chassis cab with a utility body on it. For now, Tesla is not offering one of those. As far as access from the sides, most of todays pickups for all practical purposes are not accessible from the side without a ladder. And many of them also need a ladder to access them from the rear as well. (Note the tailgate ladder options on many of the trucks) that’s why I am a fanboy for the ford maverick pickup. You can actually access the pickup box from the side while actually standing with both feet on the ground.
the shape is efficient, if it was all bubbly it would hold a lot less & weigh more cost more & have lower range. i find efficiency be sexier than it being shaped to be analogous to a womans breasts personally
Sandy is the man and I’ve been following them
From day one. Those guys do a great job and they know what they are talking about
The other thing people forget is CTs drag coefficient is a lot better than the other bricks helping it's range and energy efficiency.
I think the cyber truck starts with 15-20% margin until they burn down the backlog which will take 3-5 years and then they ramp down to maybe as low as 10%. There is just no reason to sell the truck at low margin unless they ramp up the rates to 1M+.
Listen to what Sandy said! He was hoping it would be 3 tons but looks like it will be 4 tons. Heavier than he wanted !
Was he talking about the Cybertruck or the Lightning?
Why do I have a feeling in 15 years, there will be Cybertrucks with 500k miles on them that will look and operate like they're almost new?
Mechanically yes - I'm still not convinced current battery cells won't go inert due to calendar aging about the 15 year mark. Hopefully the new generation of cells will do better.
High on crack?
@@ohger1 Ive had Bosch cordless drill lithium batteries for over 20 years ( as a contractor who uses them often) and they still work fine although they have less run time
And still look like an 8 year old designed them 😉
Thats amazing longevity on Bosch batteries. I have Chinese stuff from Ryobi and Craftsman at 10-12 years but performance is way down. Can't function in power hungry tools just lite work.
Sandy is a legend & he knows what he’s talking about!
I remember Sandy's outspoken admiration of your channel! :D
Hard to imagine CT much lighter wt with 3mm SS, hope it's true. CT clearly depending on better efficiency therefore less battery, plus castings, and so on. Unfortunately not so much an exoskeleton but maybe hybrid, inc. *some* exo-frame coupled with interior structure.
I don't always agree with Munro , but when states an opinion, he explain that. Yes he is a grumpy old man. So am I and proud of it.
You are absolutely right that the Legacy automakers will be wondering why and how they lost market share with trucks.
They don't have the faintest idea what is happening around them, because they don't understand disruptions.
I think they understand. They're just powerless to do anything about it.
Board members live in a different world. Thats why.
@@KidHorn7001I'm not sure they do understand. Someone who goes to work for GM or Ford doesn't do so to disrupt, but rather because those companies appear much as they were generations ago, with a bare minimum rate of change. The companies' pasts suggest that they think that they can put off change by noisily making some "new" technology, then saying oh well that didn't sell, and thereby make it go away. A company like Tesla actually making it work foils that, but still their focus is on "make it go away". Also that of the unions, asking the government to make it go away (as though the government is all that big a factor in what's happening; the "goal" of 50% EV sales by 2030 appears to be simply an extrapolation of what's already happening (smart that)).
@@bearcubdaycare
Exactly. It's erroneous to think that just because a company is large and successful, they consider economic aspects beyond their contemporary experience.
Most trucks are bought by weekenders. Cyber truck fills that void really well
In my opinion, legacy automakers face significant challenges due to their outdated leadership, engineering, and practices, as well as their existing dealership/sales setup. However, the Cybertruck seems promising, and I can see it making a big impact to the truck market if Tesla gets the pricing and range right. I get what Sandy states in his analysis. It's insightful, and he praises the Cybertruck's potential. While its unconventional design may be polarizing, its advantages, like lighter weight and improved handling, could be game-changers. The success of the Cybertruck depends on other factors, like towing capability, charging convenience, and how well it addresses market demands. Tesla's lead in the EV market and dealership-free sales approach give it a significant advantage. Nonetheless, it remains to be seen how legacy automakers respond to this disruption. (More) online ordering, maybe?...
Well, one company is run by an engineer, visionary, and innovator. The others are run by MBA's. Successful car companies were pioneered by "car guys." That has not been the case for the big three for decades. Their failure to look forward more then a year or two will lead to a slow demise!
Legacy automakers need to find bat shit crazy CEOs to keep pace with Elon's lies. Where are the 250,000 $39,000 Model 3s wit FULL autopilot Elon promised on the road two years ago? He was blubbering about buying one for $39K and Making over $30K a year has a fully auto part-time Uber. Check out his other lies.
Sam. There is another issue at play also. I am buying cybertruck as I am 60 years and I need fsd. Older people can get their licenses revoked. FSD may be the only thing that keeps old people driving on the road and maintain our freedom to go where we want to.
If my memory serves me right, I hated Sandy's guts after the first tear down of the M3, but at the time I knew nothing on actual fabrication of a car, but soon after when Sandy got floored my the newer M3 killed me, I laughed so hard I teared up.
Became a solid fan of Sandy after that.
3:30 in DFW Metroplex. I'm prejudiced because I've been on the Cybertruck waiting list since November of 2019. I love Sandy Munro and think his organization is priceless. Sandy doesn't sugar coat his opinions nor his delivery. 😊
Glad you're channel is picking up steam! Keep up the good work!
Good attempt at getting your/you're right
Thanks, you too!
Totally agree with everything you said Sam. GM, Stellantis, and Ford are screwed literally Cybertruck will be the best truck on the road
As long as the gas options are out there for Ford and GM. Cyber tRuck doesn't stand a chance. You can buy an W/T Ford/GM truck with an 8ft bed, 600 miles of highway range at $45k. The CT is a novelty item in the current truck world.
Dude.. you are in for a big surprise
This is going to open the door for so many aftermarket gas truck refurbishment companies.
still patiently waiting for mine....
I agree with @Bora_H, Sandy and his team are damnd fine engineers who know their stuff and don't pull any punches and will give their straight opinions.
Didn’t Sandy say in the clip he hoped the Cybertruck would be 3 tons but it looks like it will be 4 tons “oh well it is what it is”?😮Am I missing something.
Exactly. I am confused about this video also. It seems obvious that stainless steel exterior is much heavier than aluminum exterior of Model Y.
Yeah, I think Viking miss heard. Kinda like that time he said the factory in Mexico didn't qualify for thr IRA because it wasn't in North America😂
All kidding aside, Viking, I love ya, but you mixed this one up.
😂and Sam is always complaining about”Main Street media” not telling the truth. Probably doing too many videos. But they are entertaining even if he goofs up now and then.
Based on specs and performance for the price I think you're correct, the Cybertruck will dominate. The only thing that may slow it down is the looks. I would think a lot of buyers just won't be able to get past the looks of the truck because it's so different than the conventional pickups we're used to seeing.
It's just plain ugly. To me it's the ugliest vehicle I've ever seen. Uglier than a Nash Rambler.
well they can buy the heavier lower ranged lower space legacy shapes instead :P
but any business' ext who plans to stay in bussiness will be buying the cheaper more efficient version, it wont take long before theres whole corporate fleets of them/their in peoples consciousnesses as the premium pickup on market
they will also undoubtably be taken into service in large numbers by the US army & like unimogs & humvees will quickly get a rep as the hardest truck about(deserved or not)
imagine not having to have massive fuel dumps of deiseal delivered to front so you can refuel trucks imagine all it needs is a power grid at end of trip, they will be able to pull them up to a aircraft carrier in dock and charge a dozen at a time from reactor ext
Sandy mentioning you, saying “support Electric Viking”. Is why I went straight to Patreon!
Thanks Mate!
Awesome video as always
Having said that, I'm pretty sure the F-150 and the super duty 250/550 and 650 750 have the same cab..
Same cab or bed? The bed payload is where the difference lies. Truck cabs don’t vary much like you said across those models
Analysis is solid. Will be interesting once the various auto journalists on youtube get their hands on the Cybertruck and do side by side vs. ICE and EV trucks.
The real question though about Cybertruck is can it be repaired? I mean it's very unconventional design will be it's undoing if it can't be repaired easily (bodywise) from minor crashes without major cost. If insurance companies dump it because of repair costs then it won't do me any good to purchase one if I can't insure it. I guess we'll see.
If traditional insurance companies won't insure Tesla will.
Predictions are that gas price will increase, in the US, in the coming months. How much is up to debate but some suggest prices well over $4 per gallon. The question now is, is this going to increase EV sales? During the last run up I knew of several EV owners who just smiled as the drove by people lined up for gas at the new inflated price and supply reductions. The future will be interesting.
Now they have plenty of negative equity and are buried in their vehicles. Depreciation has killed repeat buyers as they can't trade out of what they bought in the last 2 years
Gas is over $5 in WA
@@rotart12arx3 The only people who have seen real bad depreciation of their vehicle are those who bought them in 2021-2022 when Tesla inflated its prices to manage demand. I bought my Model 3 in 2019, and I could sell it now for 65% of what I paid for it. Not bad after 4 years and 85k miles.
One should not look at the depreciation relative to the price of then, but to the price of a comparable model now... Both new EVs and used ones went down in price (something which could be expected as it is written in Tesla's Master Plan Part 2))... the difference between new and used stayed pretty much constant... at least in my country.
4 bucks a gallon? That's CHEAP! I'm in Vancouver, Canada and have been paying as much as $5.50 USD up to $6.60 USD per gallon FOR YEARS NOW !!! I only WISH that $4 USD per gallon would come back to the Metro Vancouver area!
V
@@StarGateSG7 ... and the Europeans still with a car requiring gas or diesel, are paying close to (or sometimes more than) €2/l, or USD 8-8.5/USG!
But, charging at home myTesla M3, it costs me the equivalent of $0.9/gallon! As I drive quite a bit per year, it makes for huge savings!
Ford stopped ramping up because they promised a $37k electric pickup and raised it to $50k. Dealers also marked them up $20k+. NO ONE bought them and people canceled their orders, including myself.
Hi Sam, I found you thanks to Sandy Munro’s recommendation and watch what you both have to say daily. Anyone insulting Sandy or anyone else for that matter won’t be worth reading or listening to that’s for sure. Sandy made a good point re the CT, he suspects it’ll attract a whole new profile of buyers and not necessarily classic pick-up truck drivers. He reckoned that many will buy a Rivian as it matches the classic pick-up spec. Who knows, but if the CT wins over the pick-up market, it will have a huge effect on the American public. Lordstown had all the hallmarks of a De Lorain style scam. Canoo looks cool and practical
Desirability beats capability in a lot of cases. However, I think there are enough customers for both Tesla and other automakers. A large number of truck buyers don't need them and will never use the capability of the truck or just "try it out" once. They just use it as a daily driver but with the idea that they could use it as a truck if they ever need to.
Anyone remember late last year when some analysts said GM would overtake Tesla in electric vehicles within a few years 🤣
they have been saying that for years, they have been pushing their prediction back a year ever since 2015.
No need to wait for a few years, GM is already leading the EV revolution according to our leader, and "it matters".
GM is a joke and does nothing but LIE about their EV plans trying to stay relevant.
Analysts don't seem to get the years and investment spent on design improvements, supply chain especially batteries, and sales model, and how much those matter taken as a whole. A successful EV (as opposed to merely an EV) isn't a tweak to a gasoline vehicle; it's a sex change operation, changing more than it leaves alone. That's a big catch-up. Or, they get it, but they're like the movie reviewers that'll review any film as "great" merely to see themselves quoted in an ad. "This model will surpass Tesla's in a year...in GM's dreams." "This model will surpass Tesla's - John Doe, Podunk Herald"
In order for the cyber truck to be a success, they will have to sell 500,000 a year. You are never going to get people to pay $80,000 for that many cyber trucks. They are going to run out of customers. This very thing has happened to the F 150 lighting.
False equivalency, Ford is an inferior design, good first effort, but even Ford says they are working on a new ground up EV replacement
So why invest in a known outgoing, outdated product, these are not inexpensive toys
And when the updated model comes, the current model will have poor resale value
Tesla's business plan has always been to start at the high end and work down. Initially production costs are high and the volume produced is low, which matches the demand at the high end. But as production ramps and production costs come down Tesla lowers the price. The plan worked with the Model Y, now the best selling car. If consumers are happy with the Cybertruck the same thing should happen with it.
I have watched a couple of your videos and I don’t know much about EV’s, however l pulled in at Caboolture roadhouse and parked next to a double charger, there was 2 cars charging and one waiting. I went in for lunch and emerged an hour later(got reading a good article). They were all still in the same place. The one waiting didn’t look like a happy camper. In fact none of them did.This is about 20km north of Brisbane.
CyberTruck will be the best selling truck in 2024, mark my words...................
Selling or delivered (registered with an actual numberplate)?
Ev truck I could see if the 4680s ramp accordingly in 2024. But best selling pickup of any kind? 🤔
I think that's a 2026 or later if ever sales goal. And would sadly take over 500,000 unit's to do against ice truck's, spread across fleet rwd only trims, a cheaper dual motor version etc.
People here in murica love dey gas guzzlers to much to trade in for one of dem commie ev truck's.
Nah, it’ll take longer than that to ramp up production to outsell the legacy dinosaurs…
They can build even close to the Ford F series sales
If the bookies were taking bets on Cybertruck on sales, I would stick some money on it, I think Cyber truck will take ten years to fulfil back orders while all the time ramping up production to a million a year over the next three years.
5 years.. not 10
@@cohenkevinloriqueen818 Maybe... but with about 2.5m pick ups sold in the USA each year and with the cyber truck pulling in non pickup owners as well, I see Cyber truck outselling all over brands by the end of year 3 because everyone will want one, who can afford it... and they will go on the waiting list to get one.
I love Sandy too. His company has the best insight to the EV market from an engineering point of view. A couple years ago, I was trying to decide between an F150 and an F250 and I went through all the interior dimensions, and they were identical. By the way your content is my favorite on TH-cam.
Ya, he didn't research that. They absolutely share the same cab. It makes sense when you think about it. GM does change the cab slightly but not much. Mainly just to get better viewing angles so I don't know if it translates to being bigger internally or not.
It all depends on the quality of the cybertruck. I can't wait for the first review!
Well it wont rust like legacy trucks do
@janvisser6643 - I don't think you will have anything to worry about in that regard.
@tabbott429 It can still corrode though! Stainless Steel has the issue of Bi-Metallic Corrosion aka Galvanic Corossion where dissimilar metals have a differing electrical potential and in East Coast/West Coast saltwater marine climates OR where road salt is used heavily, pitting and corroding will occur via a anode/cathode current-leakage process. Hopefully, Tesla uses end-user-replaceable ZINC-block-based Sacrificial Anodes which can be bought at any auto parts dealers for a few bucks installed every few years to prevent Galvanic Corrosion!
V
Nice to hear some definitive specs on the Cybertruck. The bed space is a big thing to me and the reason why I have not bought any ICE trucks.Most of the stock units on the lots have 5.5 foot beds which are too short for what I want. The Rivian has an even smaller bed. As far as Mr. Munro is concerned, I have a great deal of respect for his assessments. He also does not come off as arrogant. He and his people just state their observations.
How about it gets released before all these assumptions are made
That is not the direction time usually flows.
As a retired construction worker, business owner, i would love to see a video on how the aluminum ford body holds up to a air hose fitting impacting it vs rolled steel. I loved fords for work, but NEVER allowed anything to be loaded over the side. The CT is an awesome everyday work truck platform due to its construction, power and the worry free usage.
The aluminum ford diesel was my choice. I pulled fifth wheels, debris trailers, it was great, but was always cognizant of the fragile body... just my point of view.
It will interesting to see 'mods' people will come up with to make it the 'tool' that handles there tasks...
The biggest problem is pounding out a dent in aluminum vs. steel.
The big issue I see is that if anything at all goes wrong with it, or if there's any manufacturing defects in the exoskeleton or the casting, you're basically fucked.
In the US you are bang on. In Europe, Tesla is a premium brand and need a smaller car and a smaller (Truckla?) pickup. Pickups in europe are a work vehicle only and are generaly kept for 10+ years in many cases 20, so electrification will take longer.
It’s strange that people are trying to bash Munro’s comments while all he does is to give objective reviews on Tesla’s products. Based on what we’ve seen so far, he’s spot on, being able to tell very early on why Tesla has big advantages over competitors. No doubt, his reviews have helped many investors successfully predict the trajectory of Tesla in EV market. With all the noise created by the media, many of them are not friendly to Tesla or Elon Musk, you only have to focus on the fundamentals of superior technology behind Tesla’s products to make a long-term bet on its stock. At the end of the day, a superior product at affordable price will always be a winner.
Could not sleep Sam? Welcome in the club. I happens sometimes.
You’re spot on Sam , I totally agree. Even the styling of the cyber truck is growing on me as at first I didn’t like it.
I value your opinion Sam as well as Sandy's! Both of you are among the best on the Web! Also like Lars from Germany!
Thanks! 😃
Great presentation I am a Tesla investor and find your presentations invaluable. I think you are on the money with your information
i remember thermoking making a 3/8" steel pipe with 5 holes drilled in it for a damper door pivot rod that could have been stainless(because it was in wet enviroment) but wasnt. the replacement cost for another ferrous pipe was like 35 bucks . this is why tesla is will crush ford/chevy/fiat.
The part that Tesla is saving money and people don’t think about is on labor, Tesla workers aren’t union. Ford and GM and the rest of the dealers decided to really screw the customers by adding ridiculous upcharge prices on the vehicles. I don’t understand why people would buy a 50k car with a 25k mark up. People don’t think about the you will have to pay for an additional $347 a month for the next 6 years just because the dealer thinks that the car is worth more because of demand. Now people are getting their cars getting repo or stuck with that car for a long while. That’s part of the reason why a lot of people aren’t buying anything right now. Unfortunately, all the union car company dealers can’t do anything about the dealers doing that.
Not sure about the info on interior cab space. At 6:55 it's stated the F250 has more interior space than a F150. The F150 and F250 share the same cab so the space is the same minus the difference in seat sizes.
Great pointers on latest CyberTruck info…
If Sandy is right, the Cybertruck will be 2,000 pounds lighter than an F150 Lightening, but will also be much stronger and have much more cargo capacity. The reasons are structural battery pack, large castings, strength added by the stainless steel body. The Cybertruck also has a much more streamlined shape. The biggest factors affecting range are air resistance at highway speeds and weight. Cybertruck should have much better range and performance for a given battery size.
How does a CT have more cargo? that bed is tiny. Legit confused.
I don't know about that. The weight of the tow vehicle has a lot to do with its towing capacity. It isn't just power. You don't want a light weight vehicle that is pushed and pulled all over the road by its trailer and weight has a lot to do with traction, too. That is why you don't tow a heavy trailer with a Chevy S-10 even if it has a 400 hp V8. Try to move a heavy trailer with a light weight truck and you will just spin your wheels. And to my understanding, Tesla vehicles prefer narrow tires. That could be an issue.
F150 bed options for SuperCrew cab are 5.5 and 6.5 foot. CT is 6.5. And fits in a standard garage.@@Furyswipes
minor disagreement: the CT will have the bigger bed storage, but the Lightning has the bigger frunk storage.
Minor quibble, but ya gotta give credit where credit is due.
@@pookatim True, but long-distance towing on the highway isn't very practical with electric vehicles yet anyway.
1:30 a personal fave pic of CT to date. Really looks good there, not just the cartoon wrap.
I'd leave mine bare SS, should have put order in for the measly $100 but don't need one, would be fun tho, crashing around dirt roads in Sierra foothills right out my back door.
My only complaint with Munro is he got hooked by the Aptera scam.
You and sandy are awesome
Im getting one to match my thumbnail pic on TH-cam 😁Actually im getting one to prove to my dad that its better than the Tundra he just bought!! And its made out of the Stainless Steel, I bought the cyber whistle to check out the material the cyber truck and starship were being made with and its awesome, none of this rusting after 3-4 years or it has 2000 parts to chance breaking down. I think it will be funny to see the First accident (hopefully no one is hurt or killed) between a F150 vs Cyber truck wreck because I doubt the f150 will be able to drive away afterward!!
One thing about the Cyber truck that concerns me is how it will be insured. How are repair shops going to repair a truck with an exoskeleton? Can outside parts be repaired or replaced?
Understanding on the street is Cybertruck has shock look for the sake of shock. Need to communicate better is form follow function due to manufacture limitations.
from what I heard the problem with F150 was mainly the fact that people preordered the cheapest possible version. but Ford is delivering the higher tier (with the price update). People are not 'when we pay premium price we expect more', people were after basic spec to have a new working mule. ANY trim and price update just force them to remove deposit.
The truck market and styling will have to adapt in the direction of Cybertruck. People will get it when they see the huge cost and performance penalty of old style truck styling. Having a weight and aerodynamic drag and other advantages will still help the Cybertruck with towing.
Big dumbo ear mirrors also need to go ASAP, replaced with side view cameras to get lots of free range.
Except people that use them for work. The Cybertruck has one point of access to the bed. We use all three. The drag inefficiencies don't matter if the truck is efficiently laid out.
Also when I was coming back from work last night the cameras on the truck were useless. None of the sensors worked either. Everything was covered in mud including the side mirrors.
@@pin65371 The people who vouch for Cybertruck are not truck owners or drivers. Lets see how they will deal with situation like you said when all the cameras and sensors are covered with mud. Maybe Cybertruck comes standard with a little green guy that will keep the cameras and sensors clean from mud? Who knows. We can only speculate at this point, right?
@@JupiterAscending2 I ran a snow plowing service with the old 1960's Power Wagons, worked construction and did light logging. That was back when you could order a 600 series truck cut down from the factory to fit a 3/4 ton body. Never was slothful enough though to mud my trucks (since I was paying the repair bills myself and wanted them to last a long, long time) which is the same for most truck owners today who use them more like station wagons than I did. Most people who own trucks today will likely never do anything close to off roading aside from a trip to the garden center to pick up some potted plants and such after which they might take it straight to the detailers or perhaps have them come and clean it for them in their own driveway. The Cybertruck and most others have to target the mainstream buyers and not primarily those after a work truck.
Most modern truck owners would find a real work truck intolerable with its vinyl floor mats, vinyl seats, limited body side molding, basic radio, plain steel wheels, 16 ply tires and heavy multi-ton payload capacity.
The Cybertruck will appeal to the majority of modern truck buyers and not those in niche markets looking for work trucks or heavy tow vehicles. This changeover in demographics was brought about by the truck manufacturers themselves when the presented pickup trucks and SUV's as a much safer alternative for moms going out to pick up the groceries which was basically false advertising and really just a plain old deception since it was more to be able to sell higher profit vehicles that didn't have to meet the stricter safety regulations imposed on regular passenger vehicles.
Best!
@@JupiterAscending2 Tesla can EASILY ADD pulsed compressed air blast ports near each camera to keep the water and mud out of the lens assembly. Tiny air-jet nozzles pointed directed at the lens would EASILY CLEAN everything in a mere second. The Cybertruck already has an onboard air compressor so the air lines for each camera could be added with just a few hours of CAD/CAM/FEA work!
V
Sam, there is no difference in interior space between the F150 and F250, they’re both voluminous with virtually the same cabs. CT interior volume will likely be similar though I doubt rear headroom and cab access will be as good because of its rakish shape. [I drive an F150]
Will the Cybertruck be the first 4 door full size pickup with long bed with the ability to park in a garage? Most garages in American are too short for these long ICE trucks.
Sandy is the man. I love his analyses.
Sandy said at 23:00 in that video that he sees these trucks will be for different markets- Rivian for the Off-Roader, the Lightning for the average construction worker, and the Cybertruck for the adventurer, they will not directly compete among them, but that eventually, it was the public who will decide who works best for the buyer. (Sandy also said his wife indicates the Rivian is the best vehicle she ever had, and she has a Model Y too!!!) But the problem with Legacy OEMs is their Leadership and PRIDE. Tesla has offered every car maker all his Patented Portfolio for them to use at will when needed, and as far as I know, NONE of them are taking advantage of this. All of them want to stay in the past and use their legacy procedures, and re-invent the wheel for their EVs, just that theirs is a squared wheel, while Tesla's is Round. Tesla has many advantages in the Business model that no Legacy OEM like GM, FORD or RAM will catch Tesla in the next 10-15 years And at this moment, regardless what my buddy at my side thinks, TESLA IS THE STANDARD FOR EVs AND THE FUTURE!!!!
Very well said indeed!
Even though it's goofy looking and I don't see it working well for landscapers, this truck is going to wipe out the Detroit big 3. As pointed out the big 3 put all of their eggs in to this one basket since it was their biggest profit maker. Now Tesla is about to knock the basket over and send it rolling down the hill.
Tesla can take about 20% of the market at best for at least another year or three. Is that all it will take to put the big three out of business? I hope not!
Landscapers don't buy half tons. These are homeowner rigs.
Not to mention what it will do to the oil companies.
I think it's so funny you can see what appears to be an empty liquor bottle about 2:57, sitting inside the car lol. Guess they got the party started a bit early that day!
CT has to be over a weight so businesses can take advantage tax breaks.
It's possible the 500 mile range one will be, but the 350 mile won't break it. Maybe it just will as well though...
Cybertruck is literally taking our understanding of a truck and saying let's make the best vehicle possible with no compromise.
We have no idea what is the BOM for the Cybertruck , is stainless steel if its not structural really a good idea. It appears to be a body in white design for about the same price as a model Y with twice the mass and battery?
Is there a question?
@@dereksollows9783 How much can Tesla cash burn on a $50k Cybertruck which would Osborne Y sales before they see a net positive on the balance sheet. Is it just about killing Ford's, Rams and GM's cash cows?
stainless steel body = no rust, and no worry about expensive paint damage... yeah, it seems worth it to me. Also Dents will be super rare and hard to achieve. also just looks so cool and unique.
It sucks buying any other new vehicle and immediately knowing that it is just sitting there rotting in the elements every day... this won't be of concern for Cybertruck owners.
I hope Tesla comes out with a variant That addresses long distance towing range. if you make a vehicle with a competitive range with a smaller battery pack, towing range will suffer. I would hope to see a 450 to 500 mile range from their top spec if only to allow acceptable range while towing. The Silverado which is not very efficient has a huge battery which give it 450 miles of range. that equates to about 250 miles when towing. which is about 100 more miles than the F150 Lighting. Perhaps a trailer power train can be made to boost range when trailering so the base vehicle doesn't need to always carry around unnecessary battery weight.
People that tow OFTEN should stick with ICE. 75% of light duty truck buyers RARELY tow anything heavy so the market wont care about towing with an EV truck for a while. People like to complain about towing range but MOST people dont tow that buy LIGHT duty trucks
If they apply whatever the heck they are doing with their semi then there will be no problem with towing. The Tesla semi needs a tear down from Sandy.
If you need to tow often and far, stick with a diesel as long as you can. Maybe by the time you are forced to go with an EV truck the manufacturers will have solved the towing problem without needing a giant battery pack.
@@tabbott429 The Lightning won't even really do fairly light duty towing... A 5K pound camper and only 100 miles of range. While most 1/2 ton truck owners don't go around towing max weight (thankfully, as a 1/2 ton can barely do that safely), a lot of them do a dozen times a year or so of a 2-3 ton tow. I strongly agree with the idea that there needs to be an option with a big enough battery to get at least a couple hundred miles of towing range with a reasonable trailer. While _most_ light truck buyers may never tow, I think a substantial minority do tow. At least 2/3rds of the trucks I see have a towing hitch installed, which implies at least some degree of towing.
But realistically, we might end up in a world where everybody who tows ends up buying a diesel, and the gasser market goes all electric.
My only worry is with a truck that weighs less if it will have the same capacity of weight in bed. If it turns out it is significantly less it takes away a huge market.
1st year Cybertruck will probably be very expensive as maybe only the top tier trim level is produced with 3 or 4 motors… maybe $100-$110k because I think Tesla is taking the position they will be profitable from Day 1. They have enough orders with enough fan base to charge as much as they want the first year, perhaps longer and people will pay it. Tesla will not take a loss like Rivian, Ford or Lucid and price the Cybertruck for profit now, not later. Starting 2 or 3 years down the line I think we’ll see lower priced trim levels going down to $60k or so.
I wish the Cybertruck was 6 inches shorter. I going to modify my garage door in San Francisco, Calif. I will put a 4x6 inch piece of lumber to push the garage door into my house by 5.5 inches. The Cybertruck is 231 inches long and so is the apron on my house. Pushing the garage door inwards will allow me to legally park my truck. If the truck sticks out pass the sidewalk, I can get a big citation. Also I will make a device so the Cybertruck tire can land onto thus preventing the truck from going pass my device. This will make it easy to backup without destroying my Garage door. It will all work out. Lucky I have crazy construction skills. After retirement, I remodel 2 homes in Los Angeles for my son. It was no small job, I removed all the vertical studs an replace with new studs then shear wall with plywood. This was a low budget job but an expense modification that meant. I did electrical plumbing and anchor bolted house. Amazing experience, everyone should try once in their life.
Initially Sandy seemed not too interested in Tesla until he started checking specs, teardowns, and comparisons to the competition. He is open minded checking out pros/cons both sides of the fence. He does not become politicized on one side no matter what.
Engineering and doctors(scientists) think differently. We weigh the pros/cons/risks/benefits and decide a common sense solution or deduction. Common sense it’s like kryptonite nowadays.
Our news is biased. Sandy really tries to be objective. There are still flat earth people and we never landed on the moon people. I bought my first Tesla in 2017 as well as stock. I saw his vision of the Grid and cars of the future. Sandy has seen his future. Tesla with space X know hardware and software. As well as durable metals/materials in space
Sandy Munro has disclosed in earlier years he had invested in Tesla stock. I consider that a bias though enjoy some of their videos.
6:58. The F150 and SuperDuty F250/350 share the same cab from the A pillar back so can’t be larger.
GM, Ford, Stellantis likely will be improving their products in the next four years as well to compete.
They will be competitive but they will still lose market share to Tesla. If they can just open up and admit they are losing market share instead of faking their numbers to please investors like GM is doing now.
Still about 8 years behind, and Tesla will also keep improving.
The GM and Ford way seems to be to make something new with big fanfare, not sell many, and then assume that'll make the new thing go away, because the barriers to entry in the car industry are high. But Tesla's years of work on production, automation and supply chain, as well as making the direct sales model work, have put them where they produce and sell large numbers, profitably, with designs that make most competitors' offerings at a similar price pale. The drone fly through video of the Berlin factory tells the story visually, and the social media posts of buyers describing how they preferred the Tesla buying experience tell it in story fashion. You can't depend on barriers to entry, like production, supply chain and dealer network, against a company that already has the best selling car model in the world. But there's still no "turn the battleship" level of change that would be needed for GM and Ford to catch up, rather than merely distract consumers, lobby politicians, and hope it goes away, even though that didn't always work well in the past. A competitor with products perceived as better, able to build and sell profitably at far less than it costs you to build profitably, with the ability to lower prices while still expanding production and remaining profitable, doesn't go away with a small GM or Ford side project for a few years. But that's all one sees.
Sandy is great. His analysis is the best.
Being able to purchase a truck without worrying about getting robbed by the dealership is a huge benefit and advantage. You can buy a 109k Raptor R for 160k if you want 😈 I say keep it I’m getting a Tesla.
I'm an engineer in robotics and mechatronics, Sandy is a good engineer and works with other good engineers but I don't always agree with his assessments. I knew Robotaxi was not going to work as it can't work as it is designed, it needs an overhaul and more internal sensors. Many of the preorders were by people wanting to use the cybertruck as a Robotaxi and preordered 10 of them as they thought they could send them out to earn money while they sat back and raked in money. A lot of the preorders will disappear when it comes time to pay in full. People will snap them up but I expect a lot of issues with it's off road ability as that is a completely different segment to build vehicles for. 4 tonnes is a heavy off road vehicle to bounce around. I expect breakages in many of the early versions.
"What the hell happened?" Seems to be a common mantra of all of the old-line manufacturers because they DO NOT LOOK AHEAD !!!
Hello! I don't disagree exactly. I would point out that Tesla has a waiting list that is at least 6-9 months before you can get your truck. Other companies are selling now thru a network. They are already producing at scale. Should the car companies clean up the differences they would at least be on par. Regards
Good morning from Germany! I agree with you, but i see one issue with the Cybertruck- the design. I personally like the model 3 and y a lot, but the design of the cybertruck is so different. I would not buy it.
I really like your channel. You seem like a really stand-up, dude. I hope your family is well. 👍
I appreciate that
Agreed.
Also Corey lost loads weight and looks great!
Afternoon mate
Not gonna lie, I tried to buy a lightning at $49k price point because it has two way charging that can use the 98kwh battery as your house battery. If I could have gotten one at that price, I would have.
Tesla build vehicles in 10 hours. VW need 30 - to build an inferior product. Game over, methinks.