Deep Dive 1/3/2019 Sandy Munro Podcast with Autoline

[anthonyj]

Bloomberg guy is a dumbass. He said that the Model X isn’t selling well compared to the S

 

[Electroman]

The youtube comments on that idiot are hilarious and spot on.

I certainly don't get bull sentiment from Bloomberg guy.

But you get a lot of bullshit from him.

 

[Rarity]

Regarding the battery not providing additional stiffness to the car, one potential upside is that you can modify the battery pack without having to go through the entire homologation process.

 

[Vitold]

The car has so many pieces because it is the safest ever tested:

 

[GregRF]

22:43 - Motor Comparison

Tesla Model 3 (Halbach array)
Cost: $754.14
Weight (kg): 46.1

BMW i3
Cost: $841.54
Weight (kg): 48.37

Chevy Bolt
Cost: $836.44
Weight (kg): 51.49

Strengths:
Bolt - Take existing car and put in EV components to get it to market ASAP.
i3 - Carbon fiber, welding two different types of aluminum
Tesla - Everything else!

Model 3 crash test results are the same with or without the battery.

53:00 - Tesla Superbottle! Epitomizes the difference between legacy automakers and Tesla.

In the UBS report that seems to be based on the same info they had more detail:

 

[kengchang]

In the UBS report that seems to be based on the same info they had more detail:
View attachment 367380

UBS gets their information from Sandy and pretty sure they were the one slapping potential lawsuit

 

[kbM3]

That Bloomberg guy seemed like a clown when he talked about how the competition will easily stifle Tesla's growth... and then again about debt and such..

Exactly my thought.

Sandy had just pointed out numerous Tesla advantages that set them apart:

1). How bright Tesla engineers are (one of the top 5 destinations in the world for top tech talent)
2) Cost savings through vertical integration.
3) No legacy organization with competing departments and fiefdoms (Superbottle example).

Doesn’t even include:
1) Elon is by far the brightest CEO.
2) No cannibaliztion of existing products worries.
3) No legacy dealership model.
4) Shareholders invested for steady dividends and not growth.
5) ...