https://www.youtube.com/watch?v=64JbHWU2fSo - "Why SANDY MUNRO is Excited About APTERA ( & Other 3-Wheel EVs )"
- interesting points
- startups has no legacy - don't have old guys with pension, no lawyers....
- 谈到了factory，50-100M不可能，基本上300M，如果有paint就更贵了
- 开始的几百几千生产OK，再上量就是大问题
- 用supercharge，问题不大，need to buy components from Tsla?
- Tsla不会做3-wheel，但是曾经做过！before model 3
- 3-Wheel 做 4-wheel，really hard，engineering, regulation, jump orders of magnitude
https://www.youtube.com/watch?v=Q2G8v2mUA-0 - Sandy Munro Takes a Bold Stand on Hydrogen Fuel Cell EVs
- Industrial Truck is a good application for Fuel Cell
- Normal trucks should go with battery
- The truck is all about load. Battery is too heavy
- or Etol 飞行器
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