In this episode of Munro’s teardown of the VW ID.4 battery pack, Sandy talks about all of the battery design that he likes and doesn’t. This teardown is done in partnership with SABIC to develop a pack that is constructed out of thermoplastics.
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.