Same here (you get tired of the ‘news’ and linear TV at age 69). Most of the young people I know have done the same too and choose what they want to access and when
What a brilliant podcast. Sandy is so knowledgeable and at the same time made it light hearted but honest. I’m 66 years old and I can remember the Japanese coming to the uk and taking over the auto industry by building cars that were both cheaper and a lot more reliable. And as sandy says we are seeing history repeating itself but from China. All I can say is company owners and directors haven’t learned anything. I’m a car enthusiast and have said years ago if the Chinese get there act together Europe’s car industry is done and they have because while the European car makers like BMW and MERCEDES were allowing the Chinese to build their cars they we’re learning to build there own. What a great guy.
Joint ventures you are referring to is not unique to China. South Korea and Turkey are examples of copying American weapon systems through forced joint ventures and kit assembly of U.S. weapons and then learning from it and making your own and exporting it. Turkey and South Korea have been stealing US arm sales from developing country because they’re much cheaper than Western weapons while performing just like it. Korean Airlines is South Korea’s state airline but also aviation contractor that went from maintaining U.S. military aircraft in South Korea to manufacturing portions of it to now design and manufacturing their own fighter jet with the help of Lockheed Martin.
You're 66 years old so you must have an idea when did the decline of British companies started??? I was born in 90s and since I've started observing things I haven't seen British companies competing with US, German and Japanese players at mass scale. When did it start????
@@arminius6506 the answer to your question is it all started in the late 70s with the introduction of the Datsun sunny 120y. And then by the middle 80s Japanese cars were in full flow to the uk. Then British leyland as it was called Ended up doing joint partnerships with Honda. By about the 2000s it was all over for BL as it was known at that point because of bad management and no money to invest in new cars. And as a result eventually mini was sold of to BMW Jaguar Land Rover to TATA motors. Jaguar to Ford and finally MG to China. By about 2010 there was know British owned car industry left, even RR is owned by BMW and Bentley by VW group. Sad. Only small niche car makers are left.
Wow. Just typing this after 12 minutes. Sandy's views on TV news, China and way outdated attitudes in the west match mine. I went to China two decades ago, yes two decades not years, and couldn't believe how much they were moving forwards. I worked in the automotive industry. The people I worked with over there were intelligent, hard working and motivated. My employer was an engine design consultancy. Quite honestly, they didn't need our services all that much then. Now, they're the ones showing us how it's done. Tariffs and propaganda can only hide us from reality so long. American, Japanese and European car and energy companies can be protected but will lose their export markets and then go bust anyway if they lock into the past.
Yes! Same here - I went to Shenzhen and Beijing around 15 years ago for telecoms projects. We thought Huawei and ZTE were just making clones for the third world - but to see the size and scale and level of advancement of their R&D - whoosh - they bypassed the U.S. and European suppliers!
Its not just China - on a much smaller scale I moved from the Uk to Bulgaria 15 years ago. It was horses and carts on dirt roads. NOW it looks like Dubai in comparison to the UK. In my carpark on a working class commi block there are 15 brand new cars and they are not little cheap things, 5serese BMW's C--Class mercedes, there is a BMW X6 Mtech
My German-made Mercedes cost 4 times as much in China as it did in the USA. My Chinese visitors told me it was because China had an immense tarriff structure on imports, to protect their domestic auto industry. Every country does what's best for itself. We don't have to bend over and give up our sovereignty.
@@F8Tributo QUOTE: "In addition to the 15% tariff, China collects a 10% tax from buyers of gasoline-powered cars. Cars and SUVs with very large gasoline engines, which are mainly imported, pay an additional tax of 40%" So NO it did NOT cost 4 times as much Can NO ONE use Google???
Haven't listened to Sandy before so I don't have any pre-conceived notions towards him like it seems a few commenters do. Seemed pretty honest and straight forward to me. I enjoyed this conversation.
Sandy is a fantastic motor industry 'insider' who speaks the truth, not corporate garbage. Well done to Aptera too for a unique, innovative and exciting product......go Aptera!
😂😂😂 Yes, the design is retro and quirky. And solar panels are very "Tomorrow's World" for nerdy schoolboys still living in the 60s ... but will it sell in enough numbers to make a profit for the money men? We'll soon know if the renaissance thing is justified.
Sandy is one person I listen to when he talks. I have seen him on other videos and he gives a simple and honest description of what he sees. I fantastic chat!
@@t1n4444 Sandy's opinions are based on many years of experience and very deep knowledge. He's been in the auto industry for many decades and done some amazing work in vehicles as well as other projects. He helped design a major passenger jet, he worked on the Space Station design, he worked on the EV1, he's created a company that does expert work for other companies that are having product problems. But perhaps the most important thing about Sandy is he lets facts drive his opinions. When he first saw the Tesla 3 he dismissed it because the body was not up to industry standards. He drove it around a parking lot and, based on its performance, decided it was worth a closer look. He then took one into his company shop, tore it down, and became a Tesla believer.
A mate of mine raced bikes in UK in the 60’s. He said the Japanese arrived one year and they had a good laugh although they didn’t leak oil. The Japanese were there to test and learn. They came back the following year and won everything.
The Japanese replaced the kick start with a battery ignition start. This opened a new market to the motorcycle market away from the grease and macho market.
@@stephengreen8986 I've been ridding for well over 50 years and had Japanese, British, European and American motorcycles. The idea that electric start is somehow responsible for the rise of the Japanese industry is so simplistic it's ridiculous. The key motorcycle model to look at is the Honda 750/4. Yes it has electric start but it's way more than that.
I so enjoyed the interview. Thank you guys. I hope CEOs of big car manufacturers listen so they will not vanish in the next decade. Brilliant conclusion. I love the type of humour you both guys have. All the best!
@@freddybell8328 all the time! Basic research is never funded by companies. To take a recent example, who do you think funded Geoffrey Hinton and his basic research into artificial neural networks as early as the 80s that form the foundation for today's LLM's? Even as late as AlexNet, by Ilya Sutskever who later founded OpenAI, basically the precursor to the LLM, that research was funded by taxpayers at the University of Toronto. The same is true for pretty much every technical innovation around us. Companies don't fund basic research because it's too long term and too risky. To go back to the same example, for many years, many thought the neural network idea was dead, yet we as a society funded people to continue the investigations. There was absolutely no guarantee of a payoff, or for any eventual payoff to materialize within the next hundred years. The same is true of all basic research.
@@freddybell8328DARPA has funded early research into the internet, tft screens, chips, and much more. DARPA is probably funding amazing stuff today which is currently hidden.
When the Engineers who have the knowledge and enthusiasm to make a company work, then get replaced by bean-counters, who can't see beyond the bottom line, and look at the world through last months figures. Then everything goes pear-shaped. Toyota, VW, Boeing, etc.
Many people have been kidnapped by populism and politicians. Free competition is the most beneficial to consumers and industry. The States has our advantages, and China has their own advantages. Mutual cooperation is the fastest way to promote technological progress. However, in order to win votes, they start to shape an enemy that does not exist, which is harmful to both sides. I have been to China many times. To be honest, the culture and environment there are not warlike, but peaceful and orderly. Every time I return back, I am shocked by the mainstream media reports about China, which are completely not on the same planet as where I actually went. It is difficult to understand when the States‘ hatred for China for no reason began.
Well Robert is right about the lower wages in China. It's not just the work hours to put a car together but also the work hours in the other parts of the supply chain. On top of that China can source almost everything from their own country
It used to be way cheaper. Chinese wages have shut up dramatically in the past few years. Way more expensive than Mexico in approaching usa wages for assemblers
It is the best guest you could ever invite ❤️❤️❤️😎 All the best from Poland🇵🇱😎👍 100% good view on our reality... I've studied mechanical engineering, but unfortunately been working in construction (small builder in UK and in Poland), but cars and other vehicles has been always my first love❤️😎 Thank you gents for what you are doing and sharing with us 👍❤️🚗😎👍
Sandy is the most fascinating and hilarious guy. I've followed Munro Associates for a few years. Rule of thumb: when Sandy speaks, you listen, and listen good [sic].
I discovered Sandy just before covid, he is by far my most favourite capitalist. I love his take on how to get ahead in big industry, "say no". Regarding wire harnesses; resistance is based on the cross sectional area not on the diameter meaning the move from 12-48V means a conductor diameter reduction by 50%. The savings due to the move from can bus to ethernet I don't know but that could be substantial due to the vast increase in bandwidth and reduction in required cabling.
@@4203105 I wonder how much of the problem is capitalism versus publicly traded companies. It seems for publicly traded companies everything revolves around this quarter’s stock price. You look at a privately held company like SpaceX. They are executing on a long-term vision while not having to worry about stock price.
@@4203105 ; yes, Sandy is a capitalist. He has a repair business and a RU-vid channel for profit. As for his comparison between China and Japan, while an argument can be made that Japan didn’t have an unfair advantage with cars in the 1970s/80s, it’s pretty clear that China has a supply chain advantage and has more backing from the Chinese government with EVs.
Sandy is correct about the Triumph motorcycle. I owned a Triumph Bonneville in 1960, and I would work on it all week so I could ride it on Sunday. Then I got smart and bought a BMW motorcycle, one of the best purchases I ever made.
This is a great discussion. The world has changed and the acceleration of change it's stressing everyone... people should be allowed to purchase the Chinese cars to really see what they're producing and deliver a serious wakeup slap to our car manufacturers to wake up... and speed up.
Sandy is the disciple of professor Deming who was instrumental in building Japans post war auto industry. Deming was probably the most important person for Japan since 1946. Sandy helps to build missiles, fighter jets and cars all over the world. Simpler, cheaper, lighter… Call Munro.
Loved this interview, Sandy Munro is always fantastic. I love watching the stuff on his channel. You guys should also try to get an interview with Tu Le from Sino Auto Insights if you’re interested in the China angle.
There's a very interesting channel , Inside China Business. A US veteran telling it like it is in 5-10 minute reports explaining (basically) how US Government and by proxy, business is screwing up. It's not a pretty picture and many in these comment sections won't like or admit what he relays, but it's the truth. Most research is from verifiable US and European Media sources.
@@DAVIDTATLITUG David, you could be correct. Or, thousands of us could receive our Aptera and company goes bankrupt like Fisker and Arcimoto. However, there are over $1 billion of orders in reservations so there’s no demand problem. Unlike other EV companies, 90% of production equipment has been eliminated by fiber body, no paint shop, and outsourcing. They need lots on money so hopefully a “white knight” appears.
Nikki at Transport Evolved did a make by make breakdown on Q2 EV sales 2 days ago. The Republican/Petroleum cabal is in full swing trying to kill EVs....but sales are still rising
Fantastic video Didn't realize how much I have missed Sandy His comments clear my brain Must be because I don't have to sieve the bullcrap It's amazing what uses your mental and physical energy When you don't have to do it, the world is much clearer and pleasant See. I am a poet and don't know it Thanks
Weve just arrived in Mallorca. I bought Key&go from Goldcar. Looks very expensive (299€ for Citreon c3, 10 days) but if you bought the basic price plus excess insurance it works out about €60 more. We arrived in the car hire desks in arrivals, it was packed with people. We had the keys from the vending machine in 5 minutes. We've been in these size ques before and they can be up to 2 hrs. Definitely worth the money. Thanks for the great videos.
I have never listened to Sandy before.. but I thoroughly enjoyed this episode.. the man knows what he's talking about..very honest and straight forward.. he is quite a character.. awesome 👍👌
just proves that talented engineers like Sandy and the one who should not be named, need a good PR team to be understood and influence masses, for now they come across... polarising. at least. Great job Robert to run a more positive agenda in general which makes a great difference
Great video guys! I drive a 60 km flat stretch of the trans Canada highway 4 days a week and I see broken down ice vehicles including semi’s almost everytime either going or coming back. In 9 years not one electric i will be at the Fully Charged Show again in Vancouver, BC 🇨🇦
@@rogerstarkey5390 True, because of big fat old motor companies, and their lobbying in all governments..... no innovations in Europe... , big companies don't like competition.... so they lobbying for laws that protect their place on the market... That is my view on that.... Try to homologate/register self made car in Eourope.... good luck... so how the hell new companies should be created... and then grow.... to larger companies... that is why we don't have innovations in Europe etc... And Chinese let everybody try, and the best florish... that is how I understand a classic capitalism, and common sense.
@@derekelliott3971 Yeah, some things he is direct about aren't always 100% accurate. He has the same bias as any reporter, simply because all humans are.
Robert and Sandy brilliant thanks I love cut to the crap highly qualified opinion . so rare as Sandy repeated. He talked about CNN, we have similar b/s mongers ie GB news et al .. Sandy’s insights firmly kicks em into touch .. more please
Our media are all as bad as GB News - all of them, from The Grauniad to The Mirror, to the Torygraph to The Sun, to The BBC, to Channel 4, and all the others. All scum.
Sandy nailed it. He’s a straight shooter whose perspective on things is from one who does things. The west has grown complacent. Greed has irreparably broken it. Good on the countries that work to create & build the infrastructure we need for the future. I’m not afraid and don’t feel threatened.
It's a brilliant show, but just as an enthusiastic viewer, could you put everything under the banner of fully charged, with the subsets on the website? Fully charged is a great name, it describes the. Mission perfectly
I lived and worked in the US for 16 years. During that time, I saw Americans embrace Diesel engines, when they had just a decade before they had shunned them. Why! Because GM and Ford didn't make very good Diesel engines. That was just a preamble to what is happening right now. America, UK, and most of the European market place, didn't embrace battery/EV technology, because of lazy greedy capitalistic approaches to share value and short term economic thinking. Just what Sandy is alluding to. Then what happens? The huge weight of the status quo is brought to bear against those who want to move ahead with the new tech. It's called protectionism. Whereas the US is all about "open market" NOT! They are now very afraid of the economic beast that they helped to create. Just watch what's going to happen in next few years, chaos in the global market.
Aptera is a great concept but so was the Sono Sion - both solar charged cars, but at different ends of the spectrum. The problem is not the concept, but getting the funding these cars it into production. Sono failed to do that and died a death and until I see Aptera roll cars off the production line and prove themselves as manufacturers, I wouldn't get my hopes too high.
Aptera is something totally different. Only 10 main parts to manufacture a vehicle is a amazing accomplishment. The Sono Sion would have made it to production is they could have done something similar. Same thing with the Lightyear Zero. The production method for both those cars was too much like legacy. Really, Aptera is the only current start up that seems to be trying to do it right from the start. And the BinC method of Aptera can be used on other vehicle types too. Sandy is excited about Aptera for a reason.
17:50 gotta screw those workers into the ground for the higher profits Sandy! Ironic. You even pointed out that one of the reasons that Chinese costs are lower is because firms accept lower profits than western investors will.
I'm anti-capitalist, but one of the thing that irks me the most is the total lack of understanding cuŕrent economists have of how their own system works, and what is our current situation. Neoliberalism is a hell of a drug...
daamn Sandy :)) stole the show for me. What. a. rant. @Rogan.... or @Lex, there is a man, who you guys, i think, you could be inviting soon. And kudos to Robert for giving the stage
I'm pretty certain that when I'm in the market, my first electric car will almost certainly be Chinese. They are streets ahead. The west's legacy cars aren't even close.
@@TeamBehrens I checked out his channel and he's got his eye on several chemistries and manufacturing improvements. The hype cycle is real, but these advances are genuine.
@@TeamBehrens Sakku - printed solid state. Looks expensive to make and much slower than cylindrical production. Quantumscape is the solid-state-with-a-liquid-electrolyte he was referring to. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-yZhKqpleAXM.html
I love sandy he is anational treasurer. Sandy has the best insights on technology he knows his shit. On they day he leaves us we will be lesser without him
YOU CAN'T THINK OUTSIDE THE BOX UNLESS YOU SPEND TIME LIVING IN THE BOX Some years ago the IMF hello presentation on the viability of renewables like solar and they said you can do it but the payoff will be 30 to 35 years, you're better off putting your money in a fixed deposit. I asked what is this based on and they said 8 to 11 cents per kilowatt hour, I counted with down here electricity is 35 to 40 cents per kilowatt hour, the payback will be 3 to 5 years. And then I asked "does IMF stand for Ignoring Many Facts" Scientia Habet Non Domus, (Knowledge Has No Home) antiguajohn
What is ironic is that certainly in the UK no-one in Government AKA power watches these types of RU-vid channels. Because if they did they would know hydrogen and is not going to figure in road transportation. I must have been watching these types of videos for about 4-years now. I have heard Sandy say the same points multiple times. Which for me does not lessen his message. Batteries are going to be the new oil. What concerns me is can the UK keep up with the change from ICE to EVs? I hope so, because if not we will all me be a lot poorer. The automotive industry in most advanced western countries is one of the major drivers of the economy. If the UK does not retain a successful automotive industry there will be tears.
I reckon the new Labour govt has a Herculean task on its hands to achieve ending new ICE car sales by 2030. To have *any* chance of success must surely mean large scale imports from China. So, what prospect of UK tariffs against Chinese EV imports?
Geely is more like Stellantis, which manages more than a dozen brands. (geely, Lynk & Co, zeekr, volvo, Polestar, Proton, Lotus , smart.....) BYD is more like Toyota and Volkswagen.
Kia/Hyundai had the same battery problem (LG) as the Bolt but they handled it differently than GM and it went away. GM dragged their feet and denied and it went on and on.