Sandy Munro recently gave an extended Q&A at TeslaCon Florida 2022. I was there as well, to give a presentation on the state of the EV market and market trends. I recorded Sandy's Q&A and
. I was there as well, to give a presentation on the state of the EV market and market trends. I recorded Sandy’s Q&A and was happy I did, as it was full of gems and other minerals. Below are a few video snippets of the Q&A and a little text commentary and summary for each.
In this first one, Sandy talks a bit about his evolution from being a major Tesla critic to being a Tesla superbull. For people who followed along back then, Sandy’s original assessment of Tesla vehicles is that they had very poor quality. Some top Tesla short sellers and attackers highlighted this with great enthusiasm. However, upon digging in further and as time went on, Sandy became super impressed with Tesla engineering, Tesla’s software approach, and Tesla’s rapid pace of innovation.
One last highlight from that video before jumping to the next one: Sandy included an extremely short presentation before the Q&A. A key part of that was a chart on theof Tesla, Toyota, Honda, Daimler, GM, Volkswagen, Stellantis, Hyundai, Ford, BMW, and Lucid. Tesla was through the roof over at about 15. Honda and Toyota were next best, barely in the “grey zone” , at about 2. Everyone else was in the “danger zone” solidly below 2.
The last snippet I’ll highlight in this article is a short one on Tesla’s self-driving hardware. Chuck Cook asked for Sandy’s thoughts on Tesla’s removal of ultrasonic sensors and low-definition radar from its cars . Sandy indicates that he’s a fan of many things Tesla is doing, but not this. His strong preference is to use forward-looking infrared cameras. Learn more here:
That’s it for a first round of highlights from this Sandy Munro Q&A. Stay tuned for more soon. Or go straight to
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