Sandy Munro, Munro & Assoc.; David Welch, Bloomberg; Gary Vasilash, AD&P; John McElroyAutoline.tv January 3, 2019 @ 3:00PM EST It is live cast but I don't have the URL, yet. Bob Wilson
This was an awesome episode, probably the best I've seen from them. Lots of great insight. Actually, just finished writing up a post about it >here<.
Besides the great stuff about how various systems have been engineered, I thought the China angle was most significant. Tesla is a hugely popular brand in China, and if the penalties for being manufactured outside the country are removed, along with lower labor and other cost savings, the price could be nicely competitive and create a lot of revenue.
