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Tesla doesn’t have any real challengers from legacy auto, concludes auto expert
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.
Model Y Teardown Q&A | Sandy Munro 🚙🔋🔌 “I don’t think anyone right now has a way of challenging Tesla.” https://t.co/uqS4f7hvF8 $TSLA #Tesla #EV @elonmusk pic.twitter.com/29bfhYQN81
— Tesla New York (@TeslaNY) May 25, 2020
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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.
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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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
