Model 3 - China - electrification trends with Sandy Munro - Autoline

[Brando]

SPECIAL GUEST: Sandy Munro, Munro & Associates

my below comments DO NOT begin to cover the scope of this interview

Electrics charge at night. Wind, about 1/2 time, blows at night. Note: Sun doesn't shine at night. PS - Even France is moving away from Atomic Power. Too costly.

Model 3 - still no competitor - over built? so what. Continuous improvement, it just takes time. Even with Tesla "disadvantage" of not selling EVERYWHERE - out doing everyone else.

SEC legit beefs?? are you kidding??

Edward Deming - deming.org - Deming Award, Japan, side note India won the first time outside Japan.

 

[mblakele]

Actual content starts about 9-min in. Suggest listening at 1.5x

 

[mblakele]

Munro says he has no stock position, but he sounds very bullish about Tesla's tech.

In a couple of places Munro talks about the idea of reducing wiring harness run lengths in future Teslas by laying power lines only, and sending wireless communications signals (CAN signals? over bluetooth or wifi?). He seems pretty sure of himself, but if this is well-known I've missed it. I recall Musk saying that the Model Y would vastly reduce wiring harness, but he didn't say how.

 

[Brando]

Since Elon was convinced to use more Model 3 parts in Model Y - I don't think Elon has re-confirmed the drastic cut in wiring,
Model Y ? China Factory for both Y & 3.

Anyway, less wiring will come, just not sure of exactly when. Model S/X - would that be considered a "refresh"?

Continuous Improvements - seems only Tesla actually does this - hard for people to understand. (causes many to whine)