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Tesla doesn’t have any real challengers from legacy auto, concludes auto expert

(Credit: @nate_mccomb/Twitter)

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Tesla will not be challenged by any automaker in electric vehicles, according to Sandy Munro, who sang high praises of the electric automaker during an hour-and-a-half Question and Answer session on the Munro Live YouTube channel.

Munro has spent the last two months uploading a teardown series of the Tesla Model Y, venturing where no other independent engineering firm has before by looking at the finer points of Tesla’s newest vehicle. His experience with the Y has led Munro to state that no carmaker in the world has a chance to challenge Tesla.

“I don’t think anyone right now has a way of challenging Tesla,” Munro said during the Q&A session.

Tesla holds several impressive accomplishments with vehicles in terms of electric mobility. The Model S Long Range holds the longest EPA range rating of any mainstream EV on the market, with 391 miles of driving on a single charge. Its Model S Performance is one of the quickest electric cars on the market with a 0-60 mph time of 2.3 seconds.

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Meanwhile, the Model 3 and Model Y, both of which have been torn down by Munro, are mass-market vehicles that offer range and performance statistics that are available for a reasonable price.

Tesla is a fairly young carmaker, but it’s build quality has improved over time. As noted by Munro, Tesla has managed to improve the quality of its vehicle, as evidenced by his observations with an early production Model 3 Long Range RWD and an early production Model Y Performance. But it goes past the idea that the cars have improved by having noticeably smaller panel gaps and fewer build issues upon delivery.

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The company’s battery tech and performance are unmatched, and with more improvements on the way, there is no end in sight to Tesla’s indisputable dominance in the EV sector. Tesla is the leader in electric mobility, and there is no secret that the company has established itself as the industry standard for battery-electric cars.

Munro’s recognition of the lead Tesla has in the sector is more significant because of his knowledge of the industry as a whole. Munro and Associates have been opened since 1988, and the company has spent those years examining and improving the issues with the automotive industry. Sandy Munro and his team of engineers have tested cars and trucks from many automakers, meaning they’ve seen what most car companies have to offer in terms of product quality and development.

It is no secret that Munro has felt positively about Tesla’s development. Improvements made by the company from the Model 3 to the Model Y have undoubtedly opened his eyes to recognizing Tesla’s streamline development as an automotive manufacturer. Advances have established Tesla as Munro’s favorite to win the race of EVs, a competition that the company has a sizable lead.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk sends first warning to SpaceX short sellers

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Credit: Grok

In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.

The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.

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Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.

The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.

In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.

This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.

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Elon Musk reveals what Tesla stock surge could do to Bill Gates

Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.

Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.

Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.

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As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.

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Tesla reveals first vehicle model to receive Starlink integration

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Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.

Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.

Credit: @Starscream_SJC | X

Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.

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Along the display, Tesla wrote this message about Cybercab:

“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”

Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.

Tesla hints at Starlink integration with recent patent

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The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.

Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.

This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.

Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.

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SpaceX adjusts Starship Flight 13 test launch target date once again

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Credit: SpaceX

SpaceX has updated its target for the thirteenth integrated flight test of Starship, aiming for as early as Thursday, July 23. The 90-minute launch window opens at 5:45 p.m. CT from the company’s Starbase facility in South Texas.

The target flight was initially rescheduled for today, but SpaceX pushed it back again.

This latest adjustment follows an aborted attempt earlier in the week and reflects the iterative, rapid-development approach that has defined the Starship program. With the vehicle already stacked and ground teams making final preparations, the mission represents another step toward proving the full reusability of the world’s most powerful rocket system.

The original launch attempt on July 16 was scrubbed at T-0 when several Raptor engines on the Super Heavy booster failed to ignite properly. The automatic abort system triggered just as the engines began their startup sequence, preventing liftoff.

SpaceX CEO Elon Musk confirmed that some engines did not start as expected, prompting the decision to replace two Raptors on Booster 20 to ensure reliability. The issue occurred despite a successful full-duration static fire earlier, highlighting the complexities of coordinating 33 engines under flight conditions.

This cautious approach underscores SpaceX’s commitment to safety amid an aggressive test cadence.

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SpaceX comes with a slew of changes for Starship Flight 13

Flight 13 builds directly on the lessons from Flight 12 in May 2026. The Super Heavy booster’s primary goals include a successful liftoff, ascent, stage separation, boostback burn, and controlled splashdown in the Gulf of America.

Hardware and software modifications address the off-nominal flip and boostback burn problems from the prior flight, where propellant slosh and engine relight issues led to an uncontrolled impact.

For the Starship upper stage, objectives include deploying 20 operational Starlink V3 satellites, the first real payload of this type, performing a single Raptor engine relight in space, and executing a controlled entry, descent, and splashdown in the Indian Ocean. Propulsion upgrades aim to improve engine-out capability after one vacuum Raptor was lost on Flight 12.

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Additional test elements focus on heat shield performance. Six satellites carry cameras to image the tiles during flight, while white-painted tiles and upgraded attachments on flaps and the aft skirt will gather data for future reusability.

The FAA completed its mishap investigation into Flight 12 earlier this month, clearing the regulatory path.

This suborbital mission, the second with V3 vehicles, advances Starship toward operational missions, including potential crewed flights and support for NASA’s Artemis program. Success would mark significant progress in rapid reusability and satellite deployment from the massive system.

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