Uploaded May 2021 | Updated September 2026, 22 hours ago
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.
leandesign.com
twitter.com/MunroAssociates
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 mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, 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: youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
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.
leandesign.com
twitter.com/MunroAssociates
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 mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, 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: youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
