Cybertruck Engineering, State of Auto & Predictions for 2024!
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- Опубліковано 22 тра 2024
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I had a chance to sit down with Sandy Munro and jam out about Cybertruck and predictions for the future of the auto industry. It's always a good time when these two engineers get together.
So grab your favorite drink, and relax, let's go!
Sandy's Channel: / @munrolive
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I was lucky to work with Sandy back at McDonnell Douglas on the C-17 in 1995-ish. He taught us engineers how to improve quality and cost by part count reduction. We ended up reducing the cost of each airplane by $50M per unit. The engineers had fun learning and achieving success in these redesign projects. I was one of the leaders from McDonnell Douglas and had some one on one time with Sandy. It’s where I understood the role of change agent. Sandy and I would talk about cultural pushback on doing things differently. I’ve been a change agent ever since. Finishing up my career at Boeing in January 2025. Sandy was an important waypoint in my career.
Boeing now and days would make me retire too. They have been dropping the ball at every play
@@zmblion I’ve had multiple discussions with our Presidents. We’ve lost our mojo. It’s a risk averse company and the executives are incentivized by financial goals. As a result, there’s no one with burning in their belly about new products. On the commercial side, we don’t have a new airliner in the pipeline, on the defense side, we just respond to proposals from the government. We are pushing the ball on anything from our own motivation. It’s been a great place to work (34 years). I’ve been able to grow and move around to keep it fresh.
The new anti Tesla people are now online claiming Sandy doesn't have an engineering degree or you can't find any information about his degree so what he has to say about Tesla is all garbage. Maybe you should update Sandys Wikipedia page.
@@linemanap I’ve always assumed that Sandy was a Manufacturing Engineer. I do know that he was an engineer at Ford in his early days. The anti Tesla people are clueless. They are just pissed at Elon because he took their (and the CIA, FBI, and Mainstream Media) toy away from them with Twitter. Elon is amazing. Imagine being Henry Ford and Werner Von Braun in the same person. Noe has ever become a billionaire in two different fields. SpaceX can make a raptor engine every 4 days. He’s challenged their President to make a Starship every month. My company, Boeing can’t make a rocket every 4 years. Not to mention launching 200 of them.
That missing bolt from the 737MAX rudder control is part reduction count taken to extremes...
I hope they get their s*** together and start producing world class airplanes like they used to.
Hi, Ricky. I also have watched most of Sandy’s videos, and even chatted with him at the Takeover. Your questions and the ensuing discussions are clearly the best, for me. I also am an “engine engineer”, and just love sitting in on a chat between two legit engineers. Cheers.
DeLorean owner here:
I think I kinda recall what Sandy was saying about the window fire thing. But there were plenty of electrical problems with DeLoreans that time has also not been kind to lol. But Sandy's point about the DeLorean trying to solve problems that the Cybertruck is asking today. To think.. a car from 40+ years ago was thinking of problems that effected cars of the time (rust, fuel efficiency, etc) and it took a complete revolution of the auto industry with Tesla and EVs to build up to a Cybertruck that addresses these problems once again. Just astounding. And the additional items like steer-by-wire, the ethernet loop, etc.. are going to go down in automotive history as notable accomplishments that future engineers to look back at as a pivotal moment.
I always evaluate the content I watch on UA-cam, with the question “Did I learn something from this”? And I not only enjoyed the awesome discussion, but also learned new stuff. So worthwhile. Thanks!!! 😊
I can’t get enough of Sandy and I thank you for hosting him. I think he did avoid a point about the government making policy that may miss the mark. I agree with that assessment 100%, but possibly for different reasons. I worked for a major aerospace company for 43 years and about 5 of those years I had direct interactions with one of the company’s lobbyists (I wrote a number of programs to provide ammunition to the lobbyist that aggregated and charted data relating to our company’s presence by state and various countries). I have to tell you that government policy is determined by how much the company can spread the wealth, not necessarily how efficiently the product can be produced. This is a reality that is pretty much forced on the company to stay in the race. I found that sinful and every time I see the government making a major investment, I shudder at the thought of the maneuvering and palm greasing that happens behind the scenes and the resulting escalation in the final price. Prime example is the cost of the government run space program as compared to that of private space endeavors (I don’t think that I have to point out any specific companies). That doesn’t reflect on NASA, they are an incredible organization, but they have to navigate that same swamp. Thanks for a great video!!! 😊😊😊. I have to retract my comment about Sandy’s early comments - he covered my point later on in the video, so we are in complete agreement after all. 😊😊😊
Love this. Sandy’s right on point. Recycling is important. Where regulations are needed is to ensure things like the battery packs are serviceable not just replaceable.
Love how well managed your videos are. This one with Sandy is as good as it gets.
2 of my favorite creators.........talking about engineering together?..........Yes please!!!
Those guys are GOATEST !!!🐐
And both have incredible experience and insights here... respect 100, thank you for your service.
Great stuff, 48V POE is a game changer not only for the automotive industry but also for industrial control as a whole. Once companies like Rockwell and Siemens make this a standard it will unify industrial and automotive automation bringing costs down and quality up.
As I understand it, it's a variation on POE where the two functions are separated, so a Power ring main and a Comm's ring main.
The telephone companies runs their equipment at -48vdc
Yeah that’s right. They specifically said that they separated Comms and power as cost of extra pair for power was no big deal.
PoE makes more sense when you have very long runs and low power requirements.
As Canadians say, "someone has to pack the first snowball to get it rollin' ..."
What a way to end the year! Fantastic conversation among amazing engineers. Thanks for sharing knowledge
Thank you! This video is great! I know you did significant editing, but the necessary information was well highlighted. I had been wondering why Tesla was getting bad press. Now I’ve a better understanding of the situation.
But this doesn’t explain why outfits like BBC always hate against Elon. They generally do it in subliminal (underhanded) ways but sometimes directly.
I love most videos of two bit da Vinci.
But this, this is special.
Thank you for saying that!
Two really intelligent honest engineers...!!
I luv listening to Sandy reiterate things I’ve been saying for years. . .
And, having spent quite a few years in the “Newspaper” business, I can verify Sandy’s “News Hole” statement. Among other things, I was the guy who would decide how many pages an issue would have, depending on the amount of advertising that had been sold.
There’s a lot to like about the Cybertruck; 48v, Ethernet, steer by wire, four wheel steer. Sure four wheel steer has been done before, but the others are game changers. Where I struggle with the Cybertruck is that it weighs 3000kg, has a ~120kW battery and has more power than god. In a resource constrained world, what part of those numbers represents engineering efficiency. Then we come to it’s utility as a truck.
What kind range do you think it’ll get if you hook up a trailer and tow something with it? Sure it’d be interesting to check out small towns for an hour or so while it recharges, but at some point that’d get old.
So ok, most people won’t use it as an actual truck and will love it for its dynamic capabilities. If that’s your use-case, a Tesla with half Cybertruck’s weight, half its power, half its battery capacity and half its recharge time would also have amazing dynamic capabilities.
What a great segment. A "Thumbs UP" is just not enough. Well done!
Excellent video and very informative. Thanks for making it.
I like that: "I am not against the Union. I might be against the Union management." Thank you Sandy, that makes sense to me.
Nice video content. It is more than clear that the Cybertruck will become the new standard in the automotive industry. With its progressive looks and technology, the Cybertruck has a lot of tools to make the competitors have a bad time. It's always a great moment to see Sandy Munro talking about the automotive industry. Tesla enthusiast. Greetings from Europe BE.
There will be no cybertrucks in Europe. Volvo are ahead.
Lmao
What a great conversation! Love both of these guys!
Ricky, great episode!! Love the way you approach everything from an engineering perspective. I think you hit on two excellent future topics during this video - "Which companies would Sandy invest in???" and "How does government regulation help and/or hurt the transition to a renewable energy future?" As an engineer working in cybersecurity for factory automation, we deal with the government regulation stuff on a daily basis and it is definitely a story of good vs. bad. Keep up the awesome work!
Terrific interview, thanks Ricky and thanks Sandy.
Oh, and G’day from Australia 🇦🇺- all I want now is the Cybertruck down here.
Great, greater, Sandy! Yöu gotto love this guy! Thanks for your explanations from Germany 🤗👏
Two Bit da Vinci, thanks for the great content in this video.
If anyone is interested in the details about the Hyundai and replacement cost of the battery, see Motormouth's video posted two weeks ago on YT.
FYI, there's also a follow-up video by Motormouth describing a very similar situation regarding the cost of a replacement battery of a Hyundai IONIQ 5.
I submitted a comment that contained the YT link to that video, but mysteriously, the comment disappeared after a few minutes.
Ah, yt strikes again!
Yep. Standard doings. I didn’t post links, I stated some numbers that are readily available on the internet. Since they weren’t in line with the current government position on the environment, it was struck in less than 1 minute. Quite amazing really.
Happens to me too. Naysayers can be hateful to data
@@HansSchulze welcome brother
Love this guy for just being so blunt. that’s a beauty of the back half of life you can call it as you see it because you don’t give a damn or you’ve seen enough that it’s a difficult to ignore it or to the line
My 2019 model 3 battery had to be replaced because a tow truck operator put the car jack in the wrong place. It cost just over 20k their insurance wanted to scrap my car but I got my insurance involved and they worked with Tesla to get it fixed. No problems since it’s been 3.5 years and 50k miles.
interesting.. thanks for sharing
Where is wrong and right place.. These cars need strong undersides and massive protection from salt corrosion and water intrusion ❤. Can they hold up in the rust belt after 12 years or will they usually destroy themselves ? Scary to buy a used EV or have an old one in snowy wet areas.
My first time viewing your channel and locked your discussions with Sandy. You do an excellent job and are so well prepared. Thanks for what you do.
Accurate
The one question that I would have liked to have been asked of Sandy is what does he think of Corey Steuben joining Lucid? Corey has kept off UA-cam but during his time at Lucid, they have brought out the Gravity and there are signs of sales in Saudi Arabia. What impressed me the most was for the first time, to my knowledge, comparing a Tesla to a non-Tesla, Tesla lost (price, features,...)
That was all off the record lol
@@TwoBitDaVinci As it should be.
My impression is that the Lucid is well engineered in terms of performance, but it is not well engineered for manufacturing and keeping down costs, and the management of Lucid spent a lot more money than it should have. I doubt that Lucid will survive in the long term, except if it gets bought out by another company.
I'll watch any vid with Sandy in it. He always has interesting things to say.
Hear hear!
You can see them both lighting up over shared experiences with the F18 flight computer, game recognizes game haha
Awesome episode!!! It’s nice to hear truth and wisdom. Thank you
Great interview. Sandy is priceless. He’s a gem.
Sandy was spot on everything! Best video ever on theses issues
I've wondered if Volkswagen consciously chose to give people a bad experience at Electrify America in order to slow the adoption of EVs. After all, they consciously chose to do dieselgate.
If Volkswagen was smart, they would have taken their punishment as an opportunity. They should have pivoted heavily to EV. They had to build the network, may as well make the vehicles that use that charging network. It also would have been better press than the black eye of dieselgate. They should have made the conscious decision to move forward and become a leader in the EV realm.
Good Point
As a German, i can tell you, Vw is total corrupt, and total fixed on cheating Ice Cars.
@@moarpwr4414if! But Vw... fundet by Hitler, grew up in ww2, later their business Model was cheap Energy from TerroruSSia, work with corrupt gernan unions, and cheap labour in eastern Europe, and cheat, cheat, cheat with Pollution.
I think people do not understand how this is working. As far as I understand is, that the chargers are not from VW and they actually changed some to a different company. Also what people do not understand is, that sometimes it is the fault of the car. There is a communication protocol that both sides need to speak well enough to have everything working smoothly. And this is the problem. When people talk about Tesla they do not understand that they have the same source code in all their cars and only have to test it against one charger. That reduces the probability for communication errors. It is not that they are significantly better by design.
Hanlon's_razor:
"Never attribute to malice that which is adequately explained by stupidity."
Normally you can not get me to watch a UA-cam video that is over 15 minutes long. Boy I am glad I did. Currently you have 86K of views. It should be 86 million.
It will be...
Great vlog awesome info, doesn’t get better that this 👍👏👏👏👏👏👏💙💙
Wow, a simply fantastic interview Ricky👍
Sandy is the man! Not too many with his pedigree willing to keep things real with people.
Aaaaaaand how much experience he have in electric vehicles besides of course taking more than one apart
Fantastic conversation and content. The 48 minutes and 54 seconds felt like only a five minute video. Was sad that the conversation ended…
Can’t wait for delivery of my Foundation Series Dual Motor AWD. Thank you Sandy for all your videos/input/observations/thoughts/knowledge as yours input was a huge part in my decision to pull the trigger and spend the $to move forward. I feel confident that this is going to be a great truck.
Same here. I heard that the Foundation Series is limited to the first 1000 customers. Do you think that is true? I saw Feb-Apr as the expected delivery time frame when I confirmed mine. Have one of the first 500 Model Ys made. It had some initial quality issues, but has been a solid car for the most part. My son drives my original Model S still going strong with about 180K miles.
Thanks for having Sandy on, he is priceless and has a lot to say worth listening to. Loved this episode and would agree with Sandy regarding the CT becoming the automotive standard with all its innovations. Legacy Auto is in Big trouble! Loved the discussion on the lamestream Media.
This is great content! Thanks!
Good questions and great discussion. Nice to see an interview going some depth into the technical side.
Thank you Ricky and Sandy. This was informative and engaging and I really enjoyed it. Next time, I'd love to hear Sandy's thought on the brake by wire setup we saw Brembo testing in the model 3 a year or so ago. I convinced myself the new Model 3 would have it, but no news.
Pretty sure if Tesla doesn't use it, Sandy will hate it. That's his pattern.
Must watch!
Thank you Ricky and Sandy.
The guy with the ionic five I believe the dealership took him for a ride.
There was another person who came forward after that story broke who expereienced the same thing from a different dealership on the opposite side of the country. The UA-cam channel Motormouth explains both stories.
Great job! This interview/discussion thoroughly covers important aspects of the EV and legacy auto industry. Media coverage, union management, and government regulations without informed insights into the real world are also discussed using examples and logical reasoning instead of emotion. I wish more UA-cam content was this informative, but this video sets the bar too high for that to happen. Congratulations to both of you.
I disagree with some of his statements.
We are in a cold war with the CCP. We need to have our own lithium plants, and our own technology.
Rare earth metals aren't rare. Just a pain, and toxic to mine.
We are moving away from China, because if we didn't? They'd have incredible leverage against us. Companies wouldn't have incentives to move away, because we can't compete.
We need to view the wider picture.
Also China doesn't play fair, and started the trade war.
Outside of that I agree with him.
@@dianapennepacker6854what statements? You seem to be making handwaving points. Talking about cobalt? Latest batteries trying to cut cobalt in half later this year in MP.
@@HansSchulze Watch the videos about Sandy talking about some choices politicians have made that hurt the automotive industry, but are good geopolitically, and for our security. We are in a cold and trade war. Sandy isn't thinking long term.
Cobalt? I didn't bring up cobalt. You did.
I said rare earths. Like lithium, neodynium, germanium, etc. China does have leverage on cobalt through deals struck with the Congo government. Also germanium with Myanmar. Yet as you said Cobalt is being substituted out.
Great interview Attenborough! I love your style. I wish it u would have asked Sandy about Aptera, he says he doesn't invest in much but he has time and money in Aptera. Also cool insight to your history with f18! Wishing you your family and team a safe,happy and successful 2024.
Thank you David! Happy new year and all the best for you and yours as well!
Wonderful interview. So many gold nuggets of information to learn about.
That's great new information, especially about government influencing hybrids. The only shares other than Tesla I have, in small comparison are with Lithium America's Corp and Nouveau Monde Graphite.
Great interview, great editing!
Another wonderful interview with Sandy. Thanks
Sandy at his absolute finest. Always appreciate his perspective.
Great comment about dealerships. During the gfc in Australia, the first industry to be mentioned in parliament as at risk was the used car industry. Sad beyond sad.
This is one of the ma-fia of modern day. There are a dozen or more, not including medicine. Which YTer will have the bulls to expose this to the people, who currently believe that everything they love is fine, and everyone else is a conspiracy?
Love Sandy's insight
I would love to meet Sandy. He is brilliant but so humb;le and down to earth.
Interesting perspective on the auto market.
Many thanks for great videos this year. May 2024 be electric!
Thanks for a great video. It is a pleasure to listen to two engineers talking, and the video is not pitched at a level which assumes the audience knows nothing.
Good interview. Thx!
29:00. "It's easy to make up rules, if you're a total dumb fu*k. And that's a fact." LMFAO... Sandy is a legend.
Call my revivifier. Doc is a great surgeon - he'll stitch your aks back on for you!
34:10 truer words have never been spoken
So many of these cyber trucks seen at Home Depot loading up lumber and materials. It’ll be good to see them all hanging around the construction sites, side tool boxes, special over head pipe and lumber racks, a nice deep cross bed tool box behind the drivers side. It’ll be cool!!
You will probably have better luck finding them at the mall.
What about VW????
If i could double or triple the thumbs up i would. Engineering content.
U tube heart shovel Ana middle finger button
Great recap first time here
Awesome help you guys
Great interview.
Happy new year and thanks for the great video. I’m an owner of a 2023 f-150 lariat extended battery. Just making an additional observation related to the IRA - the rebate. My truck would have qualified for the rebate as-is under 2022’s rules; under the IRA, I would only have qualified if I bought the standard battery - so in my opinion this tracks with what you are saying about politicians making stupid decisions. They’re encouraging people to purchase cheaper, less effective vehicles and penalizing us when we buy the better ones. The other interesting fact is that the rebate is simply “switched off” at 80k+ sticker price, rather than pro-rated away over a span of sticker prices…. Regardless I love my truck and my only wish would be that it had the heat pump they are bringing out in 2024. I look forward to the ability to use tesla chargers though I am sure Tesla owners aren’t enthused! Thanks again
Tesla owners are caring and sharing people.
The unions weren't upset by the amount of pay the CEO made but by her raise in pay while the average workers pay went stagnant
wait till they hear about qElmo...
Based on results. GM had a good revenue year.
now that was a real interesting conversation, ty!
100% on the phev worst of both worlds comment. After a nightmare with a kia phev thats been back to the dealers more times than I can recalll, we've got a M Y and its amazing.
Same here- sort of. I had a Mitsubishi PHEV- terrible. Switched to a Model 3- absolutely fabulous!
Ricky, I have a good friend that his wife had a similar accident in Puerto Rico with a Tesla M3 on a car that was 3 months old. Tesla asked for $25,000 to replace the battery and the insurance company paid it. Not $60,000 but still very expensive and if the car was not new but 3 years old may insurance may have decided differently.
EXCELLENT.
I hope you do a deep dive video into edison motors soon with your views on their pickup ideas compared to the tesla
Hey Sandy Love the vest! very festive
Wonderful show for sure.
Bought NMG today @ 2.65 after doing some due diligence. Thanks guys!!!
@@user-dl2hw3hh9f fire away!
This conversation rocks ❤
@MyTeslaWeekend has a media tracker they started. He counts the top 25 stories on google news (in incognito), and the positive/negative counts. Tesla is bashed much more than positive articles (this is only looking at 'headlines', sometimes the content is slightly better.
That's normal good, happy news has never sold well
Excellent video!
I just watched Gung Ho which is an excellent movie about the car industry and unions. It’s on UA-cam now
Great interview!
Good one Sandy.
Great interview❤🎉
awesome episode! thanks for talking about media liars.
The ether ring/loop should also be redundant. This is to maintain communication in the case of a cable break, the communication will continue on both sides of the ring. It would be interesting to see the methodology they are using to enable this as integrating the canbus over ethernet either POE/SPE, plus the higher speed requirements for cameras and higher bandwidth devices. I think there is a case that this architecture could become a standard (like NACS) likely under SAE. I wonder how they have integrated legacy 12VDC components or if they upgraded all their components to 48VDC .
Completely agree with Sandy the government has jumped too quickly in restricting batteries from abroad. It would be more suitable in 2 years time to make this restriction.
2 OF MY FAVORITE PEOPLE TALKING ABOUT MY FAVORITE COMPANY AND TRUCK
Great interview! YES, I'd like to see a video of Sandy's investment picks. Perhaps make a game of it. Sure to generate lots of views IMO.
On the Ioniq 5 battery issue I read on reddit there was a tear in the external battery cover and a dent in the bottom metal casing. From Monro's Ioniq 5 battery teardown that lower casing of the battery is where all the cooling ducting is. Again, from reddit, Hyundai said that the dent damaged the cooling ports and so battery cooling can't be assured so the whole pack needs replacing. My own speculation as to why the battery is so expensive, they don't make them in the US and they don't have a stock of them in the US to do a fair cost replacement. And replacements would have to travel by ship and it would be months before they arrived. They have decided it better to total the vehicle to deal with the few being damaged this way and change things once there is US manufacturing set up. $0.02
Great one Ricky, been following Sandy for a while now and yes he pisses me off occasionally but I can't say he's ever been wrong, keep up the great work!!
He's getting old. Cut him some slack!
Great Interview!
Sandy is a Coming to America fan. He’s wearing a McDowell’s uniform vest. 😂
Thanks Ricky
(24:30) It is good that materials science and engineering have gotten better -- it's been decades since I've heard of someone throwing a rod...
Food for thought: part of the reasons Greek philosophers didn't like a representative democracy was because people would elect their representatives based on what was promised to them, our representative government will not elect an engineer or someone who knows what's going on unless they get good at telling people what they want to hear.
Sadly true.
cool interview
I just had a funny realisation: There's a whole industry out there for simulated racing and one of the key problems there is to implement the best force feedback into the wheel. The interesting thing with drive by wire is that it's a very similar problem. I wonder if an enterprising brand like fanatec or simcube would/could venture out into OEM drive by wide supply for the auto industry...
Thanks Ricky happy new year. I want to know about the Cybertruck, can it do an auto wheel alignment with its 4W steering?
I would think that with the power off, the wheels would go to their straight ahead neutral positions allowing adjustment of toe, camber and caster. Don't know for sure though.
Fundamental mechanical alignments would be required as part of the set-up.
I actually have stocks in Volvo the car company. It’s one of the few traditional car oems that might have a chance to survive the ev transition.