Join me and Cory Steuben as he reviews all the different ways Tesla has an advantage over their competitors from manufacturing, the factories, the business model and the team. 

Between, Cory, Sandy and the other associates at Munro & Associates they are likely the best in the planet who knows the most about how different cars are made and about the auto industry and the competition in the auto industry.

Cory is the President of Munro & Associates who is the de facto leader in reverse engineering and teardown benchmarking. They tear down all sorts of cars and they know every single part and every single price, the supply chain and what it takes to manufacture these parts. 

Cory Steuben on Twitter:@corysteuben

Sandy Munro on Twitter: @teardowntitan

YouTube Channel:  MunroLive

Website: Munro and Associates website is at https://leandesign.com/

Time stamps:

00:00:00 Introduction

00:02:12 Tesla's GREATEST advantage

00:12:14 Should OEM's start from scratch? What are the components that matter?

00:22:41 Tesla's manufacturing advantage

00:25:58 What gas car manufacturers have forgotten

00:31:52 Factory as an advantage

00:37:32 Software as an advantage

00:43:41 Tesla's operating margin

00:48:26 Raw materials/batteries as an advantage

00:51:30 Price as an advantage

00:53:38 Tesla should NOT do a compact car!

00:57:55 Project Highland (revised Model 3)

01:02:41 About Cory and the Munro and Associates Story

01:08:40 How MunroLive started

01:10:28 How do they afford to tear down so many cars?

01:12:50 Munro business model

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Let's get brighter!

Herbert

Follow me on Twitter: @herbertong

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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor.  All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views.  No guarantee is given regarding the accuracy of information on this channel.  Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.  Author is long TSLA and other stocks at time of original video publish date.

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Episode ID: 1000598291460

GUID: df08e256-6eb4-40c8-a3f9-06718ad88634

Release Date: 06/02/2023, 15:12:18