A TESLA Technology Tour !

Sources : i'm Buying So Much Tesla Stock Before This Happens.

Sandy Munro & Associates

Table of Contents
Intro..............................................................................................................................1
Tesla lies.......................................................................................................................2
TESLA innovates at the speed of thought.....................................................................3

Intro
if I was a CEO of a big OEM I'd be um I'd be wetting my shorts right now that slide is
everything that says
uh if you if you're investing in ice Vehicles you're screwed and the Bon heads that are
saying oh yeah we're going to sell short those clowns
I have no idea they're not Engineers I don't know who they are but they're not Engineers I
couldn't believe it when I saw that the stock went down that thing should be skyrocketing
that should be to the Moon
Are you kidding what you just heard was the Gospel of according to EV can't believe how
excited we are here at Monroe my prediction 2030 that's the end

No not possible Tesla is not going to be sitting still that's where people are wrong 10
years on what you have now inside of the uh inside of the the Tesla vehicles
• is Tesla going to stop doing any R&D
• is Tesla going to do uh
• is is Tesla going to tell their Engineers okay now we want everybody stop so that
the rest of the world can catch up no
• they're not stupid they're not stupid at all they're nobody can catch up because
they're not going to stay still they're not static
• is Tesla really years ahead of other companies with their Electronics you bet your
bottom dollar
I have said in the past that they're 5 to 10 years ahead and um actually this board is a
good example, yes this is years ahead of everybody else
they're 10 years ahead of everyone else when it comes to Casting and the housings um
and
um probably five years when it comes to uh the electric motor design because
those are easy to to to catch up on

the major strengths that Tesla has is um uh batteries electric motors um um and
electronics um their electronics are superior to everyone Maybe by 5 to 10 years
their electric motors are lighter than everyone else's um
they have put um some Magic ingredients into the the Steels and the aluminums
and uh so they have they have things that we don't see anywhere else
their magnets are better than everyone else they have ingredients
dely

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Tesla lies
I'll tell you one thing that I found out , you you probably don't believe this but Tesla lives
they understate continuously continuously
we've been doing testing and whatnot and uh they say oh yeah we're using this and then
we go over with our little spectrometer go beep oh no it ain't that is super Deluxe stuff I
mean
they they understate a lot and that's the same with the electronics if you don't know an
awful lot about Tesla you're going to fall behind the curve thinking that you do don't
believe almost almost anything you read in the in the newspaper or seeing a Blog that's
that's basically generated by Tesla is a lie

they understate you and by the way all those patents that you're running and looking at
that's a subre fuge as well they're real stuff they don't patent it until actually they've got
it into production
when it comes to the uh the Tesla ads system I don't know people are going to catch up
because Tesla's got a million cars on the road and they're all Gathering data that's what
you need if you're going to try and if you're going to try and make something that's going
to be able to hit level five
I'm positive that Tesla's going to be the first to hit level five and I'm just as positive that
they're already at level four um they won't advertise that but um that's because Tesla lies
Tesla tells a lot of lies and they always understate oh our car can only go 350 miles bull it
goes 410 miles on and on and on and that's that's just the way it is
these guys are always understating so that they can make their competition feel better a
race car sitting all by itself with the engine running
doesn't do a
thing you put a driver in and he steps
on the gas the accelerator and Away you
go um and that's what I think really and
truly we should thank Elon Musk for he
is pushing an accelerator I mean really
and truly ask anybody on the planet or
at least in North America who Elon Musk
is and you'll get all kinds of things
happening people know who he is ask
who's in charge of Chrysler or ask who's
in charge of Ford or ask who's in charge
of BMW nobody will have a clue
because they they just aren't they
aren't uh they aren't doing the same
kind of a job as what Elon Musk is doing
I mean I really didn't care for the guy
before but it's it's hard not to like
somebody who's uh who's basically
turning the uh the whole industry on its
head
TESLA innovates at the speed of thought
it's it's not the big that eat the small it's the fast that eat the slow that leopard that you're
looking or cheetah or whatever he is he's looking for something to eat and I think that U I
think that big cat I think his name is Tesla

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and I believe that things are going to be changing so rapidly in the near future that that
uh that battery weight and battery cost is going to drop like a rock
have you noticed any of your uh recommendations to OEM in their vehicles ?
We made recommendations to Tesla and they implemented them and they
implemented them really fast now that's
not one of our customers that's an oem
but I'm going to give a speech and one
of the things that I'm going to talk
about is um changes at the speed of
thought that's not quite the speed of
light uh but it's pretty damn fast and
it's certainly it's certainly faster
than anything I've ever seen from
anybody from Bentley to GM to Ford to
Chrysler to whoever nobody mov moves as
fast as what Tesla does a good example
would be the the comments we made on the
um on this thing this is the
um um what we're calling the uh the the
super manifolds and uh this thing is the
octov valve um when we tore it apart we
made some comments about this and we
also talked about the um uh the
compressor which I don't see but anyway
at the end of the day um we made some
comments and I'll be damned if they
didn't Implement them already on this on
this casting right here alone or or
maybe it's I'm not sure but any it's
either the accumulator or the casting
they've they've made 13 changes since we
tore our car apart our car was was uh
was built in March this car was built in
July how in the heck how the I don't I
don't know of anybody that makes changes
like
that
I don't I don't know of anybody that
makes changes like that and we may we
pointed out that they should have
something over the top of the compressor
because of the noise and guess what they
designed and built something and stuck
it in and that we we made those comments
in early April and the June or July car
that we we just looked at they're
already in place as far as other
companies um other oems we've made lots
and lots of suggestions to lots of
different OEM and we're proud of all of
them um but they didn't move as fast as
what um the folks at Tesla did I mean we

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make a casual comment on a a YouTube
blog and uh boom they they got it in
place I we've never seen speed like that
nobody uh does things quite that quickly
this is um that one's still in place but
this one right here is um what what half
that Mega casting is going to look like
this is what we called a mega casting
and then Tesla comes along and says
that's not good enough that's not good
enough we have to have a machine that'll
do both sides at the same time okay
remember I was telling you about the
speed of thought this is a good example
of the speed of thought as far as a
crumple zone is concerned like I said
sometimes Tesla doesn't exactly tell you
the truth but this is where the crush
can crumple zonea whatever you want to
call it the crush can goes and fits in
here and I'll bet you dollar the donuts
they wind up with a steel or aluminum uh
Crush Zone this material material okay
so here's your big test oh what's this
made out of oh well Tesla says it's 35x
the secret ingredient is the X bull this
is 386 aluminum and um by the way this
thing fills up in milliseconds
milliseconds that's not a mistake
milliseconds not minutes and that's the
other thing oh this does not require
heat treat there's no T6 set goes on
with this thing it comes out and it's
done that is the difference between
Tesla doing stuff and um and everybody
else doing it the thing that I look at
is basically sitting in back of me right
here did Tesla tell anybody that they
were going to go to a casting that size
nope I don't think many people saw it
until I ripped apart the model Y and now
this is obsolete this is obsolete this
is only half of the size the real size
is double and I I I said that I have no
idea why they're not doing the front of
the car as well now they show they
showed last night that not only they're
going to do the rear they're doing the
front and their battery pack is
basically using the same kind of
technique and Technology they didn't say
anything about that I think what Tesla

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does is yeah they warn their competition
about what they're working on right now
or what they think they've got in hand
but I have no clue what they've got
sitting in the in reserves I think that
Tesla likes to tease I mean sitting in
front of me is the octov valve who's got
that lots of people had heat pumps but
these guys they took what everybody else
had and turned it into magic overnight I
mean I have no idea what kind of a
budget they got for R&D for vertical
integration and making things better but
I know for sure we didn't have anything
like that at Ford when I was working
there never we did lots of R&D but
nothing nothing compared to this I me
Battery Technology Heating and Cooling
technology aluminum castings that got
they got their own blend of aluminum in
I mean on and on and on even um we we're
not there yet but when we talk about the
adus board see that chip in the center
uh we can't uh we can't we don't know
how to make that thing uh we can't we we
can take every chip and take it to
Pieces but that thing that thing's scary
when you look at it from the other side
I mean look at the number of joint it's
like impossible this is impossible how
does it do that so this thing is costing
us a fortune trying to reverse engineer
that chip it's it's gigantic and it's
revolutionary this is a better chip than
Nvidia nvidia's been doing this forever
that's their their job and yet Tesla
comes up and says oh well thanks we're
not going to buy your chip anymore we're
g to buy we're going to make our own I
just think they're not a car company
they're they're they're like Edison's
lab or something I it's totally
different for me the thing that I look
at with uh with Tesla is speed how fast
did they do everything so John knows
that he came over here in early 2018 and
we looked at a pile of crap that model 3
I couldn't believe my eyes and here we
are in 2020 two years later and I told
them I said on TV that 175 parts for a
wheel inner plus who knows 200 or so
spot welds and whatnot and the next

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thing you know you got that sitting in
back of me two years later I don't even
know how you made the machine tool fast
enough I am a tool maker that's what I I
did for a living until I got lazy and
decided to become an engineer but at the
end of the day I'll tell you that die
right in back of us that's a killer
that's there's a lot of stuff going on
there and two years here's the model y
Bingo here it is problem solved 170
Parts down to one but now remember it's
going on both sides that's got to be
more more like U 4 or 500 Parts all of a
sudden are gone how big's my stamping
shop now how many welding guns do I need
how many robots do I need I mean he just
chopped out with the front and the back
I don't even know if I need a body shop
anymore there should be a lot of guys in
the Stamping World uh that are going to
go I hope that everybody doesn't go in
his Direction I don't even know how he
got the press that makes this thing I
don't know how he got him done in two
years either it's just I'm telling you
the guy I he's like Dr Deming Deming
used to tell us all the time you know
tell what what you're doing it doesn't
matter anyways and when the Japanese
were coming to basically kick our butts
and um the Japanese told us what they
were doing and we didn't believe them
and we watched them gobble up the market
share I think Tesla is doing exactly the
same thing I think he's uh he reads what
what Dr Deming had to say and uh he
implements it like I say continuous
design Improvement who ever heard of
that I mean and yet sitting in front of
me in that thing right there the octov
valves had 13 design changes 13 design
changes since April until uh basically
last I think they were here in July and
showed us the new one and went holy
mackerel I can't believe it how do you
make 13 design changes that quickly it
would take us a year at Ford to do that
so I think the big companies as Bob said
acceleration and as I put in my
presentation acceleration is what
they've got these guys move fast and

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that's a tough job I think I said one
time let's see how the elephants tap
dance Tesla can tap dance I I'm hoping
that the rest of them can start figuring
how to do the same
thing
What makes TESLA Different ?
so let's see who makes money on EVS
well nobody there no one and none of those guys are making money on EVS so let's have
a look at Volkswagen and Tesla Volkswagen maybe soon
I think that of all of the different companies out there that could possibly make money I
believe it's going to be Volkswagen and in Tesla well five profitable quarters
Tesla has their own um R&D group working on Material Science things that we would
never do in a in a normal uh OEM never
uh we would never go and develop our own aluminum ; they're not stupid they're not
stupid at all there nobody can catch up because they're not going to stay still they're not
static they're not static
here I'll give you an example outside uh on my floor is um is the uh um Tesla Model y , the
model 3, the bolt the bmwi3, bunch of bits from jaguar and whatever. I got lots of stuff
here right okay so we have all that all that that material and we look at it and we say wow
this is good that's good M but everybody else is way way behind so we look at what Audi
put out and we know that there was things that we saw there that they could that they
could change and that that Audi now is what uh three years old how much did they
change how much on their products ? changed how much : zero zero

and the reason for that is because you have to go through a change board inside of a
inside of your factory or your company you have to go through a change board and
everybody has to look at it go I don't know that could be risky what do we do about our
investments how about the floor space that we're going to need and you know what
happens ? they die they die good ideas die
that car came out in about March early March tired of mud and sand destroying the look
of your Tesla these mud flaps no drilling no tape easy protection for your model Y and
super easy installation

they're installing a one

piece casting that takes those two
pieces and the two big pieces and two
small pieces all in one now how many
months April May June July
August five months and I couldn't get
something done in five years when I was
at Ford I could not get it through the
change it was a good idea it's something
we should have done no we the investment
Sandy you don't understand the we'd have
to throw those D away they don't
care so let's look at something else
that they've changed so if we look over
here we can show you this is what the
existing or sorry the model
3 um induction motor had copper it was

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copper with steel laminates these are
laminates but we just tore apart the
model Y and what they did was they've
changed they changed it from copper to
aluminum so this is now a cast in place
aluminum induction motor that drops the
price significantly this are huge
savings huge I cannot believe that Tesla
could move so quickly as to make that
kind of a difference
Tesla is big on Bold Investments we were
very critical of Tesla when we first U
started working on their vehicles when
we did the model 3 and then we lifted
off the top hat and started looking at
what Tesla's really all about the
electronics the motors the batteries the
connectivity all the things that really
in truly make a difference to this batch
of people Tesla people and other people
people don't care about the ones that
are looking for is there a good gaps do
the doors closed nice they those two
groups are diametrically opposite so if
we look at this this is the model y we
saw a vast difference between the model
Y and the model 3 the model 3 we thought
was pretty much junk and we made a lot
of comments about why it was that that
car really shouldn't even be on the road
this car they took a lot of suggest S
one of the suggestions that we had when
we looked at the model 3 was why are
there over 170 parts to make up this
rear end I mean that's ridiculous little
teeny patches welded uh using self self
self-piercing rivets self-piercing
rivets going this way that way whichever
way just ridiculous just a ridiculous
and then glue it was everywhere we
suggested that hey you know what you you
should be making this uh this rear
quarter area here for the wheel wells on
this could be one piece and this is the
Mega casting one of them there's two
Mega castings that are joined together
and that's what basically makes up the
whole rear end of the car and we had
suggested X but they they gave us x
squared when they came up with this this
is the big one of the biggest castings
we've ever seen certainly the biggest

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casting we've seen in a in a in a car
company this is just spectacular and not
only did they do what we said was
getting rid of the wheel inner and
turning it into something new they this
thing's got all kinds of stuff the the
shock and suspension system already
built in
all kinds of little areas where I don't have to have a secondary operation to put in a clamp
or something it's all built right into the casting
this is brilliant and one of the things that I really went crazy on was the the little well if
you like thatth that I said this should be one piece and it should be made out of plastic
you know
what normally if we give criticism there's going to be an engineer that has what we call
the ugly baby syndrome don't call my baby ugly well if we look at this obviously they
don't care about ugly babies this is one piece and I'm pretty sure that now uh if you uh if
you go in and have a look at a at a Tesla Model 3 you're going to find that's been made
into a plastic part
they don't stand still and they don't care about
they have no Pride when it comes to making the change
they're they're interested in making sure that the product is as good as it can possibly be

let's talk about some of the Innovation

so if we uh if we look at this, this is the Octo valve and um and this is really kind of a
brilliant thing
when we look at this we're looking at uh the the chamber that's inside that basically gives
you a short circuit or makes it hot or cold inside the car or makes it hot or cold for the bad
battery
all in one little blob as it were there's a lot of things that kind of
look like maybe uh that there's there's there something different here something
different this doesn't look quite right for a for uh a North American or sorry
any car company and
that's when we start looking at this these are the um these are the U uh manifolds that
that we found inside these things fit together like a glove and and and quite frankly
the uh the the way that these things are manufactured are are are absolutely brilliant

the costing uh for this is much much less than than what you'd see for something other
than that if we look at a conventional car company we're looking at dozens and dozens of
pieces all over the different parts of the car to try and do what these three parts are
going to be doing or three this the
subassembly is going to be doing in in one area inside the vehicle we look at the
electronics the the difference between this and what was in the model three only one
difference really and that is the improvements they made improvements to this uh dcdc
converter
and they also made the improvements on
the model 3 if you buy a model 3 they
don't care about you know only big
changes com in at model year they make changes all the time and they don't care
about what model year came out
they don't they don't care about it they changed everything and then we start looking at
this and it's not hard to see that uh where it used to be an Nvidia chip it's a Tesla chip
they designed it themselves

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vertical integration they are doing a fabulous job at moving moving up the food chain
because they don't want to have to pay somebody else
uh they don't want to pay that profit they want to keep the profit inh housee people say
oh it can't possibly be right we've been criticized for our costing and whatnot but you
know what our costing is accurate because what we're doing is
we're costing a chip like that we reverse engineer these things so we're we're costing this
chip not by what Nvidia would sell it for but what it cost to manufacture

that's why that's why a lot of the costs on the Tesla are different than what internal
people will will discuss and say well no it can't cost
that it has to cost this because they're thinking it's bought from the outside

there's a thing called a sketa basically it it means that it's a blind spot it's a it's something
where uh the information that you're giving me doesn't match anything in my head so it
can't be right
that kind of stuff is what's happening to the car companies
they can't they can't figure it out it doesn't make sense to them and that's
kind of what we see here with the uh with the the problems associated with
the uh uh with the car companies

now trying to move move ahead let's look at one of the aspects that I think is just
absolutely staggering if we look at the high voltage wiring for the Tesla Model 3 over
there that one cable does it all because everything else is integrated

they're their engineers and whatnot work as a team coming together even the guys over
here because we know that on the uh we know that on the octov valve there was a lot of
stuff that was done by the uh Engineers over at SpaceX that that's a big deal having
somebody design it it looks more like a circuit board than it does uh a mechanical uh
device
same thing is true here everything was in the electronics Bay so that one cable does
everything and unfortunately for the Chevy bolt those are the cables you need to have in
order to do what this is doing
these kinds of things hold everything back they are not really a car company what they
are looking at I think is energy and how are they going to control energy and quite frankly
I think that that without a question of a doubt Tesla is the best Energy company
new Energy company on the planet and
they will dominate I'm sure of it

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