By Gary S. Vasilash
Sandy Munro is a Tesla teardown artist.
“Teardown” as in Munro and his team at Munro & Associates taking apart Teslas—and other electric vehicles—and then carefully cataloging and assessing each element that goes into making an entire vehicle.
Munro brings to the activity a 30+ year understanding of what it takes to build a vehicle with best practices. And because he is deeply versed in things like design for manufacturing, he is able to identify where those best practices aren’t being performed.
While Munro had done extensive work on analyzing vehicles that have internal combustion engines, he says that that is behind him for the simple reason that he believes that electric vehicles are going to take a considerable portion of the new vehicle market.
He says that somewhat analogously to Moore’s Law in computing, there is Munro’s Law that has it that if 2022 has electric vehicles at 5% of the new car market, then it will be 10% in 2023, 20% in 2024, 40% in 2025, 80% in 2026.
Given the amount of money global OEMs are spending on developing battery production capacity, it seems that they don’t disagree with Munro.
One of the interesting things that has happened to Munro’s career is that whereas the suburban Detroit firm that he heads once performed its work in relative obscurity, some of the work that the company is doing—like his teardowns of the Model 3 and Model Y—have been put on a YouTube channel, which has led Munro to considerable fame or notoriety—depending on your point of view—particularly within the Tesla community.
On this edition of “Autoline After Hours” Munro talks with “Autoline’s” John McElroy and me on a variety of subjects, including his fame among nine-year-olds. Seriously. (Munro points out one reason why an increasing number of EVs will be sold is predicated on kids influencing their parents, and he thinks that OEMs who ignore the young do so at their peril.)
You can watch the entire show here.