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Tesla Model 3 modules are comparable to F-35 flight controller, says expert
Tesla Model 3 critic and Detroit veteran Sandy Munro discussed much of the results of his company’s teardown of the electric car in a recent episode of Autoline After Hours. In a lengthy discussion with the network’s panel, Munro explained what he liked about electric car, even gushing at one point and saying that the Model 3 electronics are comparable to a flight controller found on the Lockheed Martin F-35 Lightning II stealth multirole fighter.
In his most recent Autoline interview, Munro noted that his team is almost finished with its analysis and teardown of the electric car. While the Detroit veteran still maintained that he doesn’t have much good to say about the vehicle’s mechanical components, the Model 3’s electronics, battery, and suspension are a completely different matter.
According to Munro, the Model 3’s Automatic Drive Modules are a class above the industry, featuring a design architecture that is usually found on high-end electronics and government-grade machines. Munro even compared the Model 3’s drive module to the flight controller of the F-35, which he is familiar with due to his company’s work for the US military.
“If you look at this thing, this is cellphone technology. This is the technology we would see in really high-end computers, normally for the government. When you look at this, you’re looking at the same kind of technology you’d see on a flight controller for an F-35, and we kind of know a little bit about that too. We do work for the military. Everything here smacks of cellphone technology and defense technology,” Munro said.
The Detroit veteran further stated that Tesla could very well be the leader in battery tech today. According to Munro, prior to tearing down the Model 3, he believed that LG’s battery modules used in the Chevy Bolt EV are the best in the industry. Tesla’s batteries, however, are on a completely new level. Munro was particularly impressed with the differential between each one of the Model 3’s battery blocks.
“We went through there, and the difference was .2 milliamps. Holy, nobody can balance batteries that close. Nobody. Nobody’s ever done that,” Munro said.
Apart from the Model 3’s battery and its electronics, Munro also noted that the suspension for the Model 3 was excellent. The teardown specialist went so far as to state that the person who designed the car’s suspension could easily be an “F1 prince.”
A close-up of the Automatic Drive Module of the Tesla Model 3. [Credit: Autoline Network/YouTube]
“Dr. Jekyll and Mr. Hyde, that’s where they are. And that’s the good thing for the auto industry because if it would have just been a normal car from the mechanical side, from, like I say, the dinosaur technologies; if it came out decent with all the other stuff, they’d mop the floor with everybody,” he said.
Overall, Munro ultimately concluded that the Model 3 is a car that the industry should not dismiss, and that anyone in the automotive business who chooses to ignore Tesla’s progress is doing so at their own peril.
“Anybody that doesn’t look at the electronics on the Tesla (Model) 3 is out of his mind. They’re in peril. This is not some Mickey Mouse outfit that you can just dismiss. Anybody that’s in the car industry that ignores this car is doing it at their own peril,” Munro said.
“This is big stuff. This is not inching up. This is revolutionary, and everybody else is sitting there twiddling their thumbs.”
Sandy Munro is the CEO of Munro & Associates, a company specializing in vehicle teardowns and analysis. Previously featured in two of Autoline’s YouTube segments about the Model 3, Munro took a very critical stance on the electric car’s build quality, calling the Model 3 a “miserable job” and admitting that he “hated” some of the vehicle’s design elements. In a later video about the Model 3’s ride and drive, however, Munro admitted that while the vehicle’s fit and finish were horrible, its handling and performance were great.
Watch Autoline After Hours’ episode featuring Sandy Munro and the general results of his company’s Model 3 teardown in the video below.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
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Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
Tesla will be ending one-time purchases of its Full Self-Driving (FSD) system after Valentine’s Day, transitioning the feature to a monthly subscription-only model.
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
No more FSD one-time purchases
As per Elon Musk in his post on X, “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.” This marks a shift in how Tesla monetizes its FSD system, which can now be purchased for a one-time fee or accessed through a monthly subscription.
FSD’s subscription model has been $99 per month in the United States, while its one-time purchase option is currently priced at $8,000. FSD’s one-time purchase price has swung wildly in recent years, reaching $15,000 in September 2022. At the time, FSD was proficient, but its performance was not on par with v14. This made its $15,000 upfront price a hard sell for consumers.
Tesla’s move to a subscription-only model could then streamline how the company sells FSD. It also lowers the entry price for the system, as even price-conscious drivers would likely be able to justify FSD’s $99 monthly subscription cost during periods when long-distance travel is prevalent, like the holidays.
Musk’s compensation plan and FSD subscription targets
Tesla’s shift to a subscription-only FSD model comes amidst Musk’s 2025 CEO Performance Award, which was approved by Tesla shareholders at the 2025 Annual Shareholders Meeting with roughly 75% support. Under the long-term compensation plan, Musk must achieve a series of ambitious operational milestones, including 10 million active FSD subscriptions, over the next decade for his stock awards to vest.
The 2025 CEO Performance Award’s structure ties Musk’s potential compensation to Tesla’s aggressive targets that span market capitalization, vehicle deliveries, robotics, and software adoption. Apart from his 10-million active FSD subscription target, Musk’s compensation is also tied to Tesla producing 20 million vehicles cumulatively, delivering 1 million Tesla bots, and having 1 million Robotaxis in operation. He must also lead Tesla to a market cap of $8.5 trillion.
If successful, Elon Musk’s 2025 CEO Performance Award could make him the world’s first trillionaire. It could also help Tesla become the world’s most valuable company by market cap by a notable margin.
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
