Sandy Munro Sits Down With David Lee On Tesla Disrupting the Auto Industry
In this episode of David Lee On Investing, Sandy has a chance to talk in-depth on his experiences with Tesla and Elon Musk in particular.
The Interview starts off by talking about how Sandy and Cory got a chance to speak directly with Elon Musk at SpaceX in Boca Chica Texas. Sandy explains the process behind getting the interview as well as the ensuing design review that Sandy was asked to participate in talking about improvements on to be made on the rockets at SpaceX.
The interview covers Sandy’s impressions on Tesla, Elon, the direction of the automotive industry, especially electric vehicles as well as some surprises that may come up.
Sandy Talks Ride and Drive on the 2021 Polestar 2 – Ep 4
Sandy takes the Polestar 2 for a spin in this fourth installment of Munro Live’s video series on this vehicle.
Sandy first navigates out of the back of Munro, pointing out that we are going to be tearing down in detail the Mustang Mach E that is sitting in our parking lot. Sandy’s attention is then immediately drawn to the navigation/infotainment display remarking that it makes sense to him.
The rearview from a physical perspective is kind of tight, so Sandy says he will have to rely more on the camera and sensors. Sandy plays around with the one-pedal driving, explaining his experience there.
For his overall impressions though, please watch the video below:
3IS Comes to Munro to Discuss Comparing Tesla, Ford, and VW’s Electrical Architectures
In this long format, podcast-style episode of Munro Live, Sandy and Dave Warner from Munro spends just over 40 minutes discussing the electrical architectures of the Tesla Model Y, the Ford Mustang Mach-E, and Volkswagen’s ID.4.
3IS researches automotive electronics and electrical systems, creating databases on the main EV systems including Body Electronics, Infotainment, Navigation,Telematics & Connectivity, ADAS / Safety, Automated Vehicles, Chassis Control, Powertrain, EV / HEV, and more.
The discussion first starts off with introductions then moving swiftly into comparing the number of ECUs in the vehicles, number CAN Buses, ethernet usage, LIN Buses, usage of LVDS Channels, audio and the pitfalls of “parts-bin” engineering, usage of fuses and relays. Finally, the team talks about the specific architecture of the ID.4, the Model Y, and the Mustang Mach E, diagnostic systems, and ultimately which system the team thinks is best, covering all of the plusses and minuses.
If you are truly interested in the nitty-gritty of EV electrical, then this is the episode for you:
Sandy Talks Ride and Drive Experience of the Mustang Mach-E Ep. 5
Well Munro Live fans, we are coming to the end of this first series on the 2021 Mustang Mach-E with Sandy evaluating the vehicle’s Ride and Drive experience and it doesn’t fail to impress. Sandy’s expectations were met, stating that, “it feels as fast (in terms of acceleration) as the Model 3 and Y” and that, “everything feels like it is in the right place.”
Sandy has no problem with the navigation systems unlike the Volkswagen ID.4 even though he was traveling to one of his most disliked and seldom traveled destinations – the mall. Sandy, however, is not a fan of the placement of the Monroney sticker (the window label required on new cars) as it is blocking his vision when lane changing.
Sandy finally gets a chance to open up a little with the car and gets a real sense of what it can do, remarking that, “going 90 feels like 30.” So far this is the most impressed with another EV that Sandy has been since the Tesla Models and even thanked his old team at Ford for bringing to the EV future a real Mustang experience. He is so impressed in fact that he announces that he is going to tear apart and fully analyze one of these cars now. Wait for it subscribers! I think you will have a lot to be surprised and intrigued about.
Coming to the Great Lakes Crossings Mall, Sandy pulls up to a Charge Point DC Fast Charging station. Sandy likes the fact that he can pull in frontwards as the placement of the charging port is at the front of the car. But once he gets charging he is not impressed with the performance of the charging station itself – calling it, “not fast,” and, “a waste of my time.”
To watch the closing remarks and to catch all of the funny commentary moments in the drive itself, you will have to watch the video:
Well, here we are at episode 4 of the 2021 Ford Mustang Mach-E Review and all we can say is wow! Sandy and the team are not easily impressed, but the Mustang Mach-E is definitely an impressive car. Sandy even exclaims that, “From a suspension standpoint: If I gave Tesla an A, this would get an A+, and the reason for that is because they are so simple and so inexpensive, and they’re doing the job!”
From the hallow cast cradles to a mysterious reservoir and something Sandy is calling the T-Rex bar, there are lot’s of interesting finds under this car, including the fact that Ford has made this battery very easy to drop out and change – great for serviceability but also allows for battery quick change is that business model pans out in the future.
But to get the full details you have to watch the show:
The Legacy Of The EV1 – From Creation To Destruction
Automotive News recently released a great article and reflection video testament to the now extinct EV1 by GM. In this video and article, Automotive News covers its advocates and detractors, its innovations for the time, and hints to its demise. This comes on the heels of the 25th anniversary of the car’s creation.
For those of you that are unaware, Sandy Munro had a hand in the EV1’s creation, working with GM on the project. Sandy laments, “That was a pivotal point that GM could have basically dominated this market completely… no one else was thinking about this… there never would have been a Tesla.”
“I think that the EV1 was the best project I ever worked on,” says Sandy, which is a big statement coming from a man that has worked on some of the most profitable and innovative automotive platforms that have existed.
To watch the video and to read the whole article, click on the link below:
2021 Volkswagen ID.4: E3 – Hoist Review, Front and Rear Suspension
In this episode of Munro Live Sandy conducts a hoist review and has a look under the car examining it’s structure, suspension, as well as brakes and other exposed/visible parts from underneath the vehicle.
First Sandy removes the aeroshields so that he can inspect the underbelly of the car. Sandy remarks that he finds, ” there are cross car beams all over the place,” and is a little surprised at the over engineering displayed here. That being said, perhaps this plays into VW long history of making very safe vehicles, but it seems a bit much to Sandy’s keen eye. Sandy, being the father of the Lean Design methodology, always teaches that part reduction and design simplification is best when creating a product, especially a new vehicle platform.
Moving on to the suspension, Sandy finds a coil spring over a shock absorber with a stabilizer. This would be the general configuration of a more economy-priced vehicle. Sandy points out that this is in contrast to what you would find in a higher end vehicle such as a BMW or what we found on the Tesla cars we have torn down.
Sandy goes on to show of the steering mechanism/box, he explains why European cars all have pass-by shrouds, why the rear wheels have drum brakes, and much more. To get the full Sandy analysis, you have to click below to watch the full episode.
This first episode in the series where Munro analyzes the Volkswagen ID.4, Sandy gives his first impression on what he sees when viewing the exterior and interior of the car. Also, it should be noted that this is the rear-wheel drive version of the ID.4.
Sandy starts off with a walk around the vehicle giving his impressions on the wheel choice, fit, finish, and quality, and the overall look of the vehicle.
Sandy then moves on to the interior where he discusses the seats, stearing wheel, infotainment system, and more. There is a slight mishap where Sandy also get locked in the back seat because the child locks are on; this also causes him to reveal his true feelings about child locks.
After that Sandy Looks at the trunk and gives his final impressions. To watch this episode, click below:
In this episode, Sandy has a sit-down conversation with Zen Matoshi, investor and Partner of Faraday Future at Munro & Associates’ headquarters in Auburn Hills, Michigan. The episode starts off with Sandy and Zen talking about humble beginnings and sharing their origin stories and moves into Zen talking about his background in banking and wealth management, becoming an angel investor, the beginnings of Hyperloop, Tesla, and moving into Faraday Future.
The conversation moves on into where the two see the future of the Automotive industry, the future of batteries and energy storage, sustainable transportation, and reducing the costs of transportation. Zen also goes on to explain what he thinks about the valuations of legacy car companies vs. the new EV companies, as well as the cost of maintenance, dealerships, and when will the industry completely flip.
Road Trip – E8: Silicon Valley Tesla Owners meet Sandy
In this episode Sandy and Cory meet-up with the Silicon Valley Tesla club and Sandy tells stories for over 30 minutes.
In this episode, you will find out all sort of things about Munro and Sandy, a sort of “ask me anything” session. Topics covered include how Sandy hires and why it is different, racing, self-driving cars and how they will impact the future, the future of EV, and much more.
But to hear it all, you will have to watch the video here: