Article Image

IPFS News Link • Transportation

Sandy Munro Believes in Verticalization, E-Trikes, And Fuel Cells

• https://insideevs.com, By: Gustavo Henrique Ruffo

If all you can afford to watch during the week are short videos, save this one for when you have more time. If Sean Mitchell and Sandy Munro talk about the future of the automotive industry, that certainly deserves our full attention. To sum the video up, Munro made his bets on the future of the automotive industry. You may disagree with him, but he believes in verticalization, electric trikes, and fuel cells.

Munro has already spoken about verticalization dozens of times. However, this video makes us understand a little better why he believes this is the right way to go. If you develop what you need instead of simply buying from suppliers, you create a competitive advantage that will make your products stand above the others, such as Tesla has done with the Octovalve. 

The engineer even bets it was designed by SpaceX, as well as the heat pump. According to Munro, these are two great examples of non-automotive design. As long as things work as planned and have strict quality control, that's the best way to go. He also praises that Tesla has created its three mega castings and that this will kill body shops as we know them. A little bird even told him Tesla bought another 11 high-pressure die casting machines, probably from the IDRA Group.

Apart from Tesla, there are other car companies that believe very much in verticalization. According to Munro, they are Volkswagen and Toyota, in that order. It is probably not by chance that they are also the largest automakers in market cap after Tesla: investors know how much value proprietary designs hold.


AzureStandard