Sandy Munro doing live questions - and a lot of them revolve around Tesla:
Cherry picked some quotes /paraphrasing:
TS: 1:30:52
Q: Why does it seem that Tesla is the only company who can do 300+ miles
A: "Because they think
ahead. That's why they can get 300 miles.
The number of electronic modules in a Tesla is 5.
For a ID4: 68, for at Mach E: 48:
Why? I have a parts bin, and I am a
slave to the parts bin. ... 'We already have it, we can just use that.'
It adds extra connections, extra weight.
Anytime you have extra anything your quality goes down. It drives mileage.
...
Tesla is very clever at understanding how to milk a battery - better than anyone else."
Tesla has 75 kWh, ID4 has 100 kWh.
It should go further but it doesn't. Why? 'Cause it weighs too much - everything is too complicated.
You add add add, weight weight weight!
"
TS 1:29:52
Q: What are your thought on Tesla focusing on innovation instead of advertising and PR.
A: "What a great idea! Someone should else should think of that too!
Tesla gets in the news everyday. Why? Because they have a leader.
Do you know who runs WV, Ford, GM, Toyota, KIA, Honda, Hyundai?
No.
When you have a leader like that at the helm, why would you need advertising, why would you need PR"?"
TS 1:35:19
Q: Whats the cost difference between EV and ICE?
A: The breakeven point is 100 dollar per kWH. That's already been done.
Our last calculation is 86 bucks for sure right now. On their way to 60 with the new 4680 cells.
Saved the best for last:
TS 1:37:18
Q: "Who is the biggest competitor to Tesla"
A: <5 second pause>
"None. There are no competitors to Tesla. <Pause>
There are no competitors to Tesla. But when they
do come, they will be Chinese!"
Mic drop
Edit: Timestamp corrections
