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Tesla Model 3 modules are comparable to F-35 flight controller, says expert

[Credit: Autoline Network/YouTube]

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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.  

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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]

Overall, however, Munro maintained that the Model 3 is weighed down by its substandard fit and finish. The Detroit veteran said that if Tesla had been more deliberate on the Model 3’s more basic, mechanical aspects such as its panels and its doors, the vehicle could easily bring competitors to their knees. Munro even noted that if an experienced contract manufacturer had worked on the Model 3’s body, the Elon Musk-firm would have “hit every target” and “even Toyota would be crapping their pants.”

“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.

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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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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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SpaceX’s amended S-1 is sparking a major Tesla merger conversation

A single line in SpaceX’s amended S-1 just sent Tesla stock down 5% in one day.

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A single line buried in SpaceX’s amended S-1 filing is doing more to move Tesla’s stock price than anything Tesla itself has announced in months. The clause, disclosed as SpaceX prepares for what could be the largest IPO in Wall Street history, states that the company “may issue a significant amount of equity in connection with future transactions.” While this may be seen as boilerplate language in S-1 filings, the historical ties between SpaceX and Tesla, and with Elon Musk reportedly discussing a possible merger with close colleagues, investors are interpreting it as something closer to a signal.

The concern among institutional investors like Gary Black, managing director of The Future Fund, pointed directly to the amended filing on X, saying it “strongly suggests more SPCX equity will be issued,” which could potentially be used to acquire Tesla. He estimated such a deal could be 28% dilutive to Tesla shareholders since SpaceX would likely command a significantly higher valuation multiple. Black added that institutional investors he knows hate the idea of a combination because they prefer pure plays over conglomerates, which he said “nearly always gravitate to the lowest common multiple.”

The Tesla and SpaceX merger everyone is talking about is quietly building

The bull case runs the math differently. Tesla influencer and retail shareholder advocate AleXandra Merz pushed back on what she called a widespread misunderstanding of how merger-of-equals deals actually work. Rather than simply splitting the difference between two market caps, a merger exchange ratio is negotiated based on relative fair market values, meaning the lower valued company typically sees its stock reprice upward toward the deal value.

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Under her model, SpaceX enters at a $2.5 trillion valuation and Tesla at $1.6 trillion, producing a combined entity worth $4.1 trillion split evenly between both shareholder groups. That implies Tesla’s side of the deal would be valued at $2.05 trillion, a gain of roughly $450 billion from its current market cap. She cited Dow-DuPont and CBS-Viacom as historical examples of how markets reprice both companies toward the announced exchange ratio after a deal is unveiled.


The SpaceX S-1 amendments also revealed just how much financial infrastructure already binds the two companies together. As Teslarati has reported, SpaceX purchased $697 million in Tesla Megapacks, $131 million in Cybertrucks, and the two companies have shared supply chain resources, and semiconductor fabrication plans since well before any merger conversation became public. A retail poll by Tesla influencer Sawyer Merritt is finding that 36% of respondents do not plan to buy SpaceX shares at IPO and 15.3% saying their decision depends on the valuation.


Whether the merger happens or not, the amended filing is seemingly moving markets and sharpened a debate that is no longer theoretical. SpaceX is weeks away from trading publicly, and Tesla shareholders are now watching every word of every filing for clues about what Musk plans to do next.

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Tesla’s European Comeback: Registrations soar in May as recovery gains momentum

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Credit: Tesla

Tesla is staging a powerful rebound in Europe. New vehicle registrations surged dramatically across multiple key markets in May 2026, signaling a strong recovery from the challenges of 2025.

Data released this week show double- and triple-digit year-over-year gains in several countries, driven by refreshed Model Y production, supportive policies, high fuel prices, and renewed consumer interest in electric vehicles.

In France, registrations exploded 655 percent to 5,446 vehicles, marking Tesla’s best May performance ever in the country. Norway, a longtime EV stronghold, saw 3,345 new Teslas registered, up 29 percent from May 2025. The company even captured a commanding 21.5 percent market share there, according to Detroit News.

Growth extended to other markets as well. Sweden posted a 71 percent increase to 858 registrations. Denmark jumped 136 percent to 1,750 units, where the Model Y became the top-selling vehicle overall. Spain climbed 113 percent to 1,690 sales, while Portugal soared nearly 350 percent to 1,463.

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Tesla Full Self-Driving expansion in Europe continues with new addition

The May results build on a broader turnaround for Tesla in Europe. The company’s sales on the continent had declined sharply in 2025, dropping between 27 and 28 percent amid production shifts, intense competition from Chinese rivals like BYD, and shifting consumer sentiment.

Early 2026 showed signs of life, with registrations rising about 45 percent across Europe in the first quarter and continuing upward momentum through April, up over 46 percent region-wide.

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Europe’s overall electrified vehicle market (including BEVs, PHEVs, and hybrids) grew about 21 percent in May, providing a favorable tailwind. Tesla’s gains align with this trend, boosted by government incentives and high fuel costs that make EVs more attractive.

Earlier data from March and April already hinted at strength in Germany, where registrations had surged dramatically in prior months.

Analysts note that while competition remains fierce, Tesla’s refreshed lineup and Europe’s policy support for EVs are helping the company regain ground. The May surge suggests the worst of the 2025 downturn may be behind it, positioning Tesla for stronger performance in the second half of 2026.

This rebound is welcome news for the EV pioneer, demonstrating resilience in a competitive and evolving market. As more data rolls in, investors and industry watchers will be closely monitoring whether this momentum can sustain through the summer and beyond.

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Tesla plans ingenious improvement to one of its best features

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Credit: Tesla

Tesla is planning to improve one of the best features on its lineup of cars, a new patent shows. Tesla’s massive glass roof on its premium models is among the coolest additions to the all-electric vehicles, but the design certainly has its complaints, especially from those who live in even slightly warm climates.

Tesla has published a new patent that promises to transform cabin comfort in its electric vehicles, particularly those equipped with the expansive glass roofs.

The document, identified as US20260091643A1 and titled “Airflow Optimization for Cabin Comfort“, addresses that common complaint. Sunlight streaming through windshields and panoramic roofs creates localized hot air pockets near the dashboard and headliner. These pockets generate significant temperature gradients that conventional heating, ventilation, and air conditioning systems struggle to manage evenly.

The exposure to direct sunlight can make the cabin extremely warm, and even after cooling down the interior temperature, combating the continuous stream of sunlight and heat is a challenge. It uses precious energy that is especially pertinent to range and efficiency.

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The patent explains how standard dashboard vents push cool air upward, only to entrain warmer air from these stagnant zones and distribute it throughout the occupied cabin space. This process forces the blower to operate at higher speeds, increasing energy consumption and reducing overall efficiency.

In electric vehicles, where every watt impacts driving range, such inefficiencies prove costly.

Research from AAA indicates that air conditioning can diminish range by up to 17 percent under hot conditions. Tesla’s innovation shifts the approach by extracting heat at its source rather than attempting to dilute it after mixing occurs.

Engineers describe a suction HVAC unit connected to dedicated intakes positioned strategically on the upper dashboard surface and within the headliner.

These intakes link to a hot air pocket extraction duct that channels the warmest air directly into the system’s plenum for conditioning. As the blower activates, it simultaneously draws recirculated cabin air and targeted hot pocket air through filters and cooling coils before redistributing conditioned airflow.

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It seems somewhat reminiscent of the Tesla heat pump, which aims to combat colder temperatures.

Tesla highlights Model Y’s heat pump innovations in new promotional video

This method reduces entrainment, lowers peak temperatures, and achieves more uniform comfort levels. Testing data reveals that facial temperature gradients drop from 21 degrees Celsius, or 69.8 degrees Fahrenheit, in conventional setups to just 12 degrees Celsius (53.6 degrees F) with the new system. Blower speeds and compressor power requirements decrease appreciably as a result.

The design incorporates smart controls that monitor sunlight intensity and internal temperature distributions in real time. Suction activates selectively only where needed, optimizing energy use without constant high demand. Furthermore, the extraction duct serves a dual purpose.

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In the summer months, it pulls hot air inward for cooling; in winter, it reverses to direct warm air outward for rapid windshield defrosting. This versatility allows the reuse of existing hardware with minimal modifications, potentially enabling retrofits in current Tesla fleets.

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