Grid Connections #6: Sandy Munro on Tesla, Electric Vehicles and more!

  Ko‘rishlar soni 11,120

Grid Connections

2 oy oldin

Ep. #6 with Sandy Munro from Munro & Associates discussing his background, misperceptions about EVs and where the automotive industry is headed.
Listen to this episode on Apple Podcasts: apple.co/2ZZ5z7O
Listen to this episode on Spotify: spoti.fi/2FPzKHt
We sit down with Sandy Munro, Founder of Munro and Associates. They specialize in reverse engineering, benchmarking and supply chain management. We discussed his background starting with his time at Ford to why he began Munro & Associates and the current state of Electric Vehicles. Sandy’s new youtube channel (Munro Live) focuses on taking a part just about anything (including Teslas) and how to improve the manufacturing process. In today’s episode we discuss the future of U.S. manufacturing, the current state of Electric vehicle manufacturing, how Tesla is standing out in the automotive space and where the automotive industry is headed.
Watch our previous panel on Tesla’s Battery Day hosted with Sandy Munro: uzpost.info/vision/video/o7GqqaOXgZd_aWA.html
Become a Patreon member to unlock more full videos like this: www.patreon.com/Gridconnections
Website: grid-connections.com/
Twitter: ConnectionsGrid
Sandy's Company Website: leandesign.com/
Munro Live UZpost Channel: uzpost.info/down/j--iMtToRO_cGG_fpmP5XQ
Interview Sections
0:00 Intro
0:55 Sandy's Background
6:43 US Manufacturing & improving education for a career path
19:15 Electric vehicle supply chain abroad: Perceptions & Quality
32:10 Misperceptions about electric Vehicle technology
39:33 How Tesla's impact on the automotive market
44:45 Tesla's use of castings announced on Battery Day
52:57 Tesla Vs other EV manufacturers
1:02:00 Three-wheeled EVs
1:07:08 Barriers to EV adoption and Tesla's affordability
1:11:40 Electric pickup trucks and market penetration
1:18:51 Emerging EV technologies
1:24:32 Ways government can incentivize EV technology
1:26:58 Sandy’s UZpost Channel Announcement
1:31:56 Outro

Fikrlar
Mr. Quindazzi
Mr. Quindazzi 24 kun oldin
Sandy is a really interestimg guy. Makes me uneasy sometimes.
Cisco Loco
Cisco Loco Oy oldin
I knew a German toolmaker who was despondent over the fact that there were few apprentices who were interested in the art. Even with the advent of CNC machine tools, you need to know how to make the part/s
Pieter Steenkamp
Pieter Steenkamp Oy oldin
Always funny when boomers in the west refuse to credit government ( new deal in the usa, reconstruction in Europe) with them being the wealthiest generation in history while later generations struggle as corporations took over congress and removed that competition for wages.
paul sacco
paul sacco Oy oldin
Sandy, you are correct that schools don't produce tradesmen but it's not the schools pushing college. On this point you're dead wrong. As a high school guidance counselor I lectured on "The Irrational Quest For College" for years. It's the parents and politicians that are making these pushes. I constantly had my butt in the wringer for my opinion. Now, in California everybody is "college prep" by educational laws. It's the craziest damn thing. Please don't blame the schools or their personnel. We are on your side.
Alexander C
Alexander C Oy oldin
Any chance you could put in another chime at the beginning of your videos. Great interviews work👍😃
WolfsburgWarehouse
WolfsburgWarehouse Oy oldin
City Commute Kingsong 16X (Fast Electric Wheel) uzpost.info/vision/video/aa2czqSHlJ95fnk.html
John M Queripel
John M Queripel Oy oldin
Sandy maybe has read Judy Woods book Where did the towers go? Directed energy and microwave technology.
Paul Atwood
Paul Atwood Oy oldin
We embraced the Toyota method at bikeE. And a few years later I work as a design engineer at Leatherman tool group when we were transitioning to lean thinking.
Paul Atwood
Paul Atwood Oy oldin
I'd love to talk to you Sandy about my experiences in manufacturing and Taiwan and China
Paul Atwood
Paul Atwood Oy oldin
I am so grateful for the fact that I attended Benson Polytechnic high School in Portland Oregon. Talk about trades aviation, electrical, machine shop, you name it we had it and a whole lot of. I managed to found a company that built 30000 bicycles because I had that opportunity. bikeE!
Robert Therrien
Robert Therrien Oy oldin
This core competency thing.I remember meetings with the CEO explaining this. We basically, sold everything we had and killed the company.
Simply Human
Simply Human Oy oldin
Sandy doesn't like Harvard Whiz Kids.
Simply Human
Simply Human Oy oldin
45:00. WRONG!!!!!!!!! The new batteries DO NOT charge faster. The charge rate is limited by a phenomena that results in Cathode (or is it Anode) plating. That was not solved. Charging rate is not the reason for tabless design. Lower cost, faster production rate, higher energy density, lighter battery pack, and doubles as structural component are the benefits of new dry cell battery tech.
Grid Connections
Grid Connections Oy oldin
The cells allegedly do not charge at a higher rate but due to lower resistance from the tabless design (which greatly reduces heat build up) and the overall better thermal management of the cars with 4680 cells by using cooling plates on the bottom and probably the top versus the current system of running coolant parallel to the cells. The battery pack as a whole should charge at 250 kW much longer before it begins to taper down. Which would result in a faster charging experience for the driver.
tom knop
tom knop Oy oldin
8:40 the time hè explained where to find the paper haha.he could have gotten it himself in that time. What a genuine guy
Grid Connections
Grid Connections Oy oldin
Funny enough, he actually ended up going to get it but couldn’t find it in the end and I edited that part out.
zachary pernikliyski
zachary pernikliyski Oy oldin
When you ask stupid questions you get stupid answers, you did a really good job staying on message not asking stupid questions, brilliant interview Thank You, I hate when people waste good interview with stupid questions,
Scott Sankey
Scott Sankey Oy oldin
Good interview. Please lose that awful intro music next time.
mark murphy
mark murphy Oy oldin
Chase! Great job interviewing Sandy Munro! I am showing your videos to Auto Tech Students next week. The students will be assigned to view Grid Connections & comment on the global perspective and how far behind US & EU are behind TSLA & Asia.
Grid Connections
Grid Connections Oy oldin
Thanks Mark, glad you're enjoying it! You might also be interested in our next podcast with Bob Galyen the former CTO of CATL coming out on Sunday.
David To Go
David To Go Oy oldin
awesome video!
Sędziwój
Sędziwój Oy oldin
WTF with this music, can't focus on what you are talking.
Steve Carell
Steve Carell Oy oldin
I can’t get enough of Sandy! Such an intelligent man.
Ovi96
Ovi96 2 oy oldin
Great (and terrible) comments from Sandy about teachers and schools, as Robert Kiyosaki said "fake teachers". This new era of bussines mentality to outsource almost everything to China in the last 20 years is going to move us into a difficult future. Listen several times these comments from Sandy.
Reinaldo Normand
Reinaldo Normand 2 oy oldin
Excellent video. Subscribed
Grid Connections
Grid Connections 2 oy oldin
Awesome, thank you!
Macio Luko
Macio Luko 2 oy oldin
@15:20 - No wonder this circuit failed. It says it's made in Japan - What do you mean Doc? All the best stuff is made in Japan! - Unbelievable!!! For the remaining alive short sellers out there... Depending on your time horizon there is no ceiling to your losses... @38:55 I think what you're trying to say here is that their USP is crap!
Grid Connections
Grid Connections 2 oy oldin
I didn't say anything but was thinking of that same scene from Back to The Future when he said that.
Jon Becherer
Jon Becherer 2 oy oldin
Good stuff, thank you.
Grid Connections
Grid Connections 2 oy oldin
Thanks Jon, glad you're enjoying it! All feedback and thoughts for improvement are always welcome too.
vinonilam
vinonilam 2 oy oldin
Great interview and questions Thanks for letting Sandy talk without interruptions
Mike Lambert
Mike Lambert 2 oy oldin
The idea that an MBA should run a car company is flawed. Tesla is focused on design, efficiency, and quality with profit as the after effect. Starting from the objective of making a profit leads to compromises on quality and efficiency. Musk is more leader than manager. I have no doubt that he made management mistakes, but management mistakes can be fixed without damaging quality or efficiency. His staffing benefits from his focus on innovation and improvement. Engineers love challenges and he gives them plenty of challenges. Focusing on profit is fine for the bankers and investors, but it is a demotivater for engineers. Tell them to focus on quality and efficiency and stand back, they will deliver.
Mike Lambert
Mike Lambert 2 oy oldin
The idea that an MBA should run a car company is flawed. Tesla is focused on design, efficiency, and quality with profit as the after effect. Starting from the objective of making a profit leads to compromises on quality and efficiency. Musk is more leader than manager. I have no doubt that he made management mistakes, but management mistakes can be fixed without damaging quality or efficiency. His staffing benefits from his focus on innovation and improvement. Engineers love challenges and he gives them plenty of challenges. Focusing on profit is fine for the bankers and investors, but it is a demotivater for engineers. Tell them to focus on quality and efficiency and stand back, they will deliver.
Gregorio
Gregorio 2 oy oldin
Great interview! Love this guy
Grzegorz Kapica
Grzegorz Kapica 2 oy oldin
Sandy; your advice is gold. I share your opinion on VW; they learned their lesson on cheating reality. Now I see in them the only company that can compete with Tesla.
Kaz Sozdik
Kaz Sozdik 2 oy oldin
No dislikes???
James Bell
James Bell 2 oy oldin
First time watching your channel. Came for the Sandy Munro content from STMP but will definitely check out your backlog.
Kyle Kennedy
Kyle Kennedy 2 oy oldin
I could listen to Sandy all day long...
vince2x2
vince2x2 2 oy oldin
"The luxury of adversity" Another Sandy Munro gem. Great interview! Thank you.
Grid Connections
Grid Connections 2 oy oldin
Glad you enjoyed it!
Stephen Kaizer
Stephen Kaizer 2 oy oldin
43:15 I want to hear more about that!
Kenny O'Brien
Kenny O'Brien 2 oy oldin
You did an excellent job interviewing Sandy. You asked really great questions and then just let him talk uninterrupted. Thank you!
Todd Feldman
Todd Feldman Oy oldin
Agreed, great interviewer.
Day Adventure
Day Adventure 2 oy oldin
100% Great questions. You have a talent.
Michael Flynn
Michael Flynn 2 oy oldin
Best of luck with your channel.
Tesla Dude
Tesla Dude 2 oy oldin
VW has so many software problems. They may be able to make through??
Katie Greene
Katie Greene 2 oy oldin
@ 12:00 I agree 100% Sandy and Mike Rowe would get along great. Our public education is designed to create office workers, and tends to cater to female strengths. Many young adults with university degrees cant even fix their own toilet. I am seriously afraid that when the baby boomers are all retired that we won't be able to deal with our own shit here in the USA (literally)!
Christian Pattison
Christian Pattison 2 oy oldin
Came here from Solving the Money problem , great interview .
James Bell
James Bell 2 oy oldin
Me Three !!!
Tesla Dude
Tesla Dude 2 oy oldin
Me too, agreed
Brandon Fouts
Brandon Fouts 2 oy oldin
Chase - go research books about Deming find a good one and READ it. and perhaps deming.org charge time - adjust - don't obsess about it - charging at home and NEVER going to a gas station again - what more could you want.
Cloud Storage
Cloud Storage 2 oy oldin
I came her from 'Solving The Money Problem' and this channel is a little gem. Subscribed ! 🙂
Cisco Loco
Cisco Loco Oy oldin
Me three
zagabog
zagabog Oy oldin
So. did I, this channel definitely deserves more views. I've subscribed.
Brent Johannsen
Brent Johannsen 2 oy oldin
Me as well, anyone who gets to interview Munro gets my views.
Kenny O'Brien
Kenny O'Brien 2 oy oldin
Same same. He's Steven Mark Ryan, and he loves you all!
Bilbosilius Zwackelbaggins
Bilbosilius Zwackelbaggins 2 oy oldin
Me too. Every time he features something with Sandy, I go straight to the description and watch the source^^
Oleg S
Oleg S 2 oy oldin
I'm a union electrician. I also have a philosophy degree. Been out of work for three weeks now. The coronacrisis is really taking a toll. Good trade. Management are still pricks.
Nathan DuPhene
Nathan DuPhene 2 oy oldin
I want to become a union electrician. I worried that the 'Rona would take out that field for a while.
AnthonyMann Wexford
AnthonyMann Wexford 2 oy oldin
Very enjoyable interview. Thank you and new sub :0)
RCdiy
RCdiy 2 oy oldin
Chase - Charging is chemistry limited. The new cell design does not speed up charging. This was clarified on the last earnings call.
Nathan DuPhene
Nathan DuPhene 2 oy oldin
@Charlie Fox The "max charge rate" will not improve. Most time spent Supercharging is not spent at max rate. Theoretically, as Grid Connections states, a higher charge rate may be able to be maintained for a longer time. Thus, total charge time for a given KW/H could be reduced in many situations.
Charlie Fox
Charlie Fox 2 oy oldin
@David Montoya I recommend Tesla’s last earnings call. They said no, generally, for the new battery and faster charging.
David Montoya
David Montoya 2 oy oldin
@RCdiy Will tab-less allow for faster charging? The new cells have so many layers, it's a complex topic. Form factor, tab-less, anode, cathode, etc.
Grid Connections
Grid Connections 2 oy oldin
True, the chemistry does play an important part at the cell level. However the improved cooling (horizontally vs vertically) and lower overall battery resistance does mean the battery will be able to hold at a certain charge rate longer before having to throttle down. Which will lead to a reduced total charge time for the total battery compared to the current battery tech.
Yu Shao
Yu Shao 2 oy oldin
this video deserve a lot more view.
Grid Connections
Grid Connections 2 oy oldin
Thanks Yu! We're very grateful for getting to have Sandy on the podcast and we're really excited for our scheduled upcoming guests.
Jack Davids
Jack Davids 2 oy oldin
May I say that you’re very handsome
Dave Froman
Dave Froman 2 oy oldin
Considering this channel only has 54 subscribers you must have a previous relationship with Sandy for him to take this time. As an Engineer myself I love listening to his analysis because from our industries perspective he is spot on.
Charlie Fox
Charlie Fox 2 oy oldin
I really love these long form Munro interviews where he is allowed to just talk.
Grid Connections
Grid Connections 2 oy oldin
Thanks Dave, glad you like it! We really enjoyed working with him previously hosting Autoline's breakdown of Tesla's Battery Day: uzpost.info/vision/video/o7GqqaOXgZd_aWA.html&feature=emb_title
Thanh Truong
Thanh Truong 2 oy oldin
1:11:20 He does say he "studies the blade".
Thanh Truong
Thanh Truong 2 oy oldin
1:05:00 I believe the word you're looking for is "spontaneous". I feel honor being the 20th viewer of this interview. Great job with the interview Chase. Sandy's opinion is always fascinating to me (I am an engineer myself).
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