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Tesla teardown specialist Sandy Munro lays the law on TSLAQ over false allegations
When Sandy Munro started his analysis of an early production Tesla Model 3, he was aghast at the vehicle’s quirks, and he made his disapproval known. Munro did not pull his punches back, pointing out the vehicle’s build quality issues and outlining exactly what was wrong with the all-electric sedan. Yet as soon as his analysis took him beyond the Model 3’s bodywork, Munro found something remarkable: Tesla’s tech was beyond everyone else’s in the automotive industry, and it’s not even close.
By the time he was finished tearing down the Model 3, Munro was already quite impressed with Tesla. Everything, he noted, from the Model 3’s suspension down to its batteries was on point, and the company’s tech was insane. Munro suggested that if Tesla had only paid more attention to its basics like build quality, the electric car maker would have wiped the floor with legacy automakers. These developments could all be reviewed through Munro’s multiple appearances at Autoline After Hours, where he is featured as a guest from time to time.
Munro and his company, Munro and Associates, eventually took on their next Tesla project by tearing down an early production Model Y. The veteran was gracious enough to share his insights on the vehicle through a series that he and his team uploaded on YouTube. The video series documented every step of the Model Y’s teardown process, and while Munro still observed a number of build quality-related points for improvement in the all-electric crossover, he was impressed overall. So impressed, in fact, that Munro opted to share his enthusiasm for the vehicle openly. Recent videos even include “tips” for Tesla that could improve their vehicles further.
#MunroAssociates Tips For #Tesla E3 – Night Vision HUD & Wire Reductionhttps://t.co/WlzodSDwWO pic.twitter.com/5dDEu9LzU9— Munro & Associates (@MunroAssociates) July 25, 2020
This did not sit well with Tesla critics, particularly the online TSLAQ group. Tesla critics and short-sellers are known to propagate the occasional conspiracy theory, whether that involves accusations of abuse by the Tesla CEO to alleged cover-ups by government agencies that are supposedly paid by the electric car maker to do their bidding. Granted, most of these conspiracy theories are just noise, but sometimes, this noise can result in very real repercussions. Unfortunately, this exact thing happened to Sandy Munro.
When it became evident that Munro was openly supportive of Tesla and the Model Y, it did not take long for the TSLAQ Twitter community to insinuate that the teardown expert was actually being paid by the electric car maker for good publicity. Notable short-sellers joined in on the insinuations, TSLAQ trolls dared Munro to file a lawsuit against them, and some members of the media who are known to be critical of the electric car maker brought up the fact that the teardown expert’s stance on Tesla changed over time.
These, of course, neglect to explore one possible explanation for Munro’s shift on his stance about Tesla. While Munro was openly critical of the Model 3 during his first look at the car, he was eventually won over by the tech and innovation that was put into the vehicle. The Model Y, which followed the Model 3, embodied many of Munro’s own points for improvement that he raised during his analysis of the all-electric sedan. Perhaps, just perhaps, Tesla is improving as an automaker, and the company’s electric cars are really in the bleeding edge of automotive tech.
Ever the fighter, Munro has posted a stern response to the insinuations leveled against him by Tesla critics. In a YouTube video, Munro laid down the law on TSLAQ, declaring that neither he nor his company is being paid to talk positively about the electric car maker. And in true Munro fashion, the teardown expert came with evidence, explaining exactly how innovations like the Octovalve are only possible in a company that works like Tesla. Following is his statement.
“Munro and Associates is not, I repeat, is not paid by Tesla to say or do or receive anything that we have. I know that some people are saying things like that. They don’t know what they’re talking about. I have to try and defend myself periodically, and this is it. So, I can tell you a little something right now that the Tesla haters or basically the people that are trying to drive me out of business are saying — that Tesla would never tell you.
“So this is part of the Octovalve. And what we’ve noticed is, we had one of our customers come in with a brand new Tesla. It was built about one month ago and we noticed that their product, the product that you’re seeing here — the aluminum supermanifold — their product had 13 design changes associated with it. Thirteen. I’m going to tell you. I couldn’t get one design change through in a year when I was at Ford Motor Company. They (Tesla) did 13 in three months. That’s why they’re kicking some serious butt.
“Another thing that we found was when we got our vehicle, there was no shroud around the compressor. Their vehicle had an excellent design for a shroud, and it looked spectacular. Now am I saying things that Tesla told me to tell you? I don’t think so… Munro and Associates and myself as the number one associate, we are in this strictly for the right reasons. I am not bought by anyone. No one in this company is bought by anyone. We are a consulting house that tells the truth all the time — good, bad, or ugly — and I’m just starting to find out about this. It’s all crap. Don’t believe any of it.”
Most of the tweets posted online which suggested that Munro was a paid shill for Tesla have already been deleted, though some screenshots of the posts have made the rounds online. It is through these that it was revealed that Sandy Munro has started preparing a lawsuit to hold the TSLAQ members liable for damages, seeing as one of his key clients was affected by the accusations. Based on a message sent by the veteran teardown specialist to a key Tesla critic, it appears that Munro is dead serious, and he is looking to hold those involved in the issue accountable.
Watch Munro’s statement on the allegations in the video below.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
