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Tesla Model 3 analysis triggers legal woes for teardown expert Sandy Munro

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Detroit veteran Sandy Munro of Munro & Associates is reportedly being threatened with a lawsuit over his teardown and analysis of the Tesla Model 3. The possible lawsuit was mentioned briefly by Autoline Network host John McElroy during a recent episode of Ask Autoline on YouTube.

McElroy only provided very few details about Munro’s legal troubles, simply stating that the threat of a lawsuit was coming from an entity connected to the Model 3 teardown and analysis. The legal troubles of the teardown expert have resulted in several speculations about the identity of the possible plaintiff, with Tesla critics at one point suggesting that Tesla itself was probably behind the threat of legal action against Munro.

These speculations were promptly curbed by CNBC reporter Lora Kolodny, who was able to get in touch with Munro himself through email. Kolodny clarified in a Twitter post that Munro is not under threat of being sued by Tesla, nor by any TSLA bulls or bears; rather, it is from a corporation that would remain unnamed for now. Munro also informed the CNBC reporter that he had signed a contract limiting his ability to do press, at least for the time being.

“This has nothing to do with [Tesla] or the different factions; bulls or bear(s). There is nothing I can do until they publish their report,” Munro wrote.

Munro’s legal woes resulting from his teardown of the Model 3 comes as investment bank UBS concluded that Tesla would not be able to make any money from the $35,000 base trim of the electric sedan. UBS’ findings stand in stark contrast with those of Munro’s, who estimated that the $35,000 Standard trim Model 3 could give Tesla an 18% profit. It should be noted that both UBS and Munro & Associates are only estimating the costs of the base Model 3, particularly since Tesla is expected to start production of the electric car’s Standard trim by Q1 2019.

While UBS and Munro & Associates have their differences about the profitability of the $35,000 Standard trim Model 3, both firms agree that the technology present in the electric car is beyond that of competitors like the Chevy Bolt EV. When explaining why he had to “eat crow” with regards to the Model 3 (he was initially skeptical of the vehicle due to its fit and finish), Munro noted that Tesla’s battery pack in the electric car is the best he has seen to date. This sentiment was shared by UBS in its study of the Model 3, with the bank stating that Tesla’s battery packs have a cost advantage due to its cylindrical cells, which are more economical than the pouch cells Chevrolet opted to use in the Bolt.

Just like Munro, UBS was also impressed with Tesla’s powertrain in the Model 3, which was developed entirely in-house. UBS noted that this is completely different from GM’s strategy with the Bolt, since LG supplied roughly 90% of the electric car’s powertrain content. Part of UBS’ report was the conclusion that Tesla delivered “the best powertrain at the lowest cost,” and that the Model 3’s powertrain is “next-gen military-grade tech years ahead of its peers.”

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UBS’ report claims that Tesla would be losing about $5,900 for every $35,000 Standard trim Model 3 it sells. Nevertheless, it must also be noted that when UBS conducted an analysis of the Chevy Bolt last year, the investment bank concluded that GM was losing $7,400 on every Bolt that was sold at its $37,000 price tag before government incentives. UBS was quite optimistic about GM’s plans for a self-driving car ride-sharing service, which could give the veteran automaker recurring revenue. That said, UBS is also not accounting for Tesla’s possible revenue from the Tesla Network, the company’s planned self-driving car ride-sharing service.

Watch Autoline’s John McElroy briefly discuss Sandy Munro’s possible legal troubles resulting from his Model 3 analysis in the video below.

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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Tesla is opening Cybercab rides to a select few

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Credit: Tesla

Tesla has opened a new sweepstakes to allow the public to be among the first to take an initial ride in a Cybercab. This all-electric, steering-wheel-less, pedal-less vehicle is the centerpiece of the company’s autonomous ride-hailing platform, Robotaxi.

There are two ways Tesla fans can get to Austin to take part in the first public rides of the Cybercab: by riding on the Robotaxi platform by August 23, or by mailing a very specific entry to their Headquarters at Gigafactory Texas.

Tesla announced the latter portion of the sweepstakes last night:

Tesla will give one entry into the sweepstakes if you mail a 3″ by 5″ piece of paper with your full name, mailing address, telephone number, email address, and date of birth to their address:

Tesla, Robotaxi Sweeps Event

1 Tesla Road,

Austin, TX 78725

There is a limit of one entry per stamped envelope. You can send as many as you’d like, but they must be in separate envelopes.

The company’s unique strategy to give people the opportunity to ride in a Cybercab before pretty much anyone else outside of the company is a hilarious but spot-on representation of how Tesla operates. In classic fashion, they had the perfect response to the event:

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Cybercab will launch later this month, it appears, especially as it plans to announce the winners of the sweepstakes on August 25. The car has already been operating internally, as employees have been able to utilize the Cybercab for rides in some capacity, something it announced earlier this month.

Tesla weirdly confirms Cybercab employee rides, a huge milestone

Moving forward, the big goal is to get Cybercab out on the roads and integrated into the public Robotaxi fleet, one that will pick up real-world ride-hailers and give them a ride from Point A to Point B.

No matter which way you cut it, it appears Tesla is close to putting a vehicle with no steering wheel and no pedals on the road to help people travel autonomously.

You can ride along with us in our first Cybercab ride from the We, Robot event in October 2024. The video is embedded below:

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Tesla reveals plans for Robotaxi charging hub in Austin

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Credit: Grok Imagine

Tesla has revealed plans through permit submissions for a massive Robotaxi charging hub in Austin, Texas.

Tesla plans to build the Supercharger hub in multiple phases, with the second phase potentially introducing wireless induction charging, something the company has been developing for the Robotaxi fleet.

Initially, 48 Tesla Robotaxi-geared Superchargers will be built on a lot just across from the St. Elmo, Texas, Service Center. There are about 80 additional spots that will not be impacted by phase 1 of the construction process.

Filings show that the second phase of the project will turn those 80 additional spots into wireless charging for Robotaxi, but it might be an error. The Key Notes state that item 3 is listed as “V4 Charging Cabinet to Support 80 Wireless Chargers in Phase 2. However, the drawings point to V3 Cabinets that are already tied to Superchargers:

There are roughly 128 total spots in the lot, but it is unclear if they will all be used for charging based on what appears to be some sort of typo in the blueprint.

This is among the first Robotaxi charging hubs Tesla has started to develop, as it currently has four others planned throughout various areas: one in Phoenix, one in San Antonio, another in Irving, which will serve the Dallas-Fort Worth area, and another in Las Vegas.

These projects are necessary as Tesla expands its Robotaxi program. Now that preparations have started for the public launch of Cybercab, Robotaxi will likely be expanding aggressively, especially over the next two to three years.

Last night, The Information reported that Tesla was planning to launch Cybercab as soon as the end of August. Hours later, Tesla then announced it was launching a competition for fans to potentially ride in Cybercab during its first public rides.

Tesla Cybercab launch preparations have begun

Tesla’s plan to expand its charging infrastructure in the regions where Robotaxi will initially operate is great preparation for the expanding service. There is still a lot to do, including launching the Cybercab on time.

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Tesla Semi gets its largest order yet

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Credit: Einride

Tesla got its largest order for the all-electric Class 8 Semi yet, a 500-unit order from Einride AB, a Swedish trucking company.

Einride made the announcement this morning following its second-quarter earnings call. The company said it plans to use 500 Tesla Semi units on its fleet intelligence platform, called Saga AI. The deployments will serve large companies like Amazon and will extend Einride’s electric freight network across logistics routes in California, New Jersey, Texas, Illinois, and Georgia.

The deployment is being carried out in several phases over the next two years as Tesla ramps production of the Semi at its dedicated production facility in Sparks, Nevada. Einride will receive its first Semi units in September.

Saga AI

Saga AI is Einride’s dedicated fleet intelligence platform. It enables scaled adoption of electric trucks for freight use and allows shippers to integrate electric capacity without the operational burden or capital risks of managing a fleet. This helps integrate cost-efficient logistics and makes budgeting and forecasting much more accurate.

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Tesla Semi’s Adoption

The Tesla Semi is now gathering large-scale clients past those who have helped the company operate a Pilot Program to gain initial information and feedback from real-world drivers.

Perhaps the biggest and most notable is that of Frito-Lay and PepsiCo., who have worked with Tesla for the past several years to dial in the finer details of the truck, including its efficiency and operation-related components.

Tesla Semi gets strange-but-understandable comparison from Jay Leno

There has been tremendous progress in that time, and it even catalyzed Tesla to make some design changes, which were unveiled earlier this year.

But Einride CEO Roozbeh Charli says his company’s partnership with Tesla will continue to push those things forward:

“This deployment is yet another proof point that we can execute at the scale our customers demand. Working closely with Tesla to bring next-generation Semis into active operations quickly and at scale is a testament to the strength of that partnership, and how quickly this technology is maturing from promise to daily operations.”

Tesla Semi is already winning over truck drivers

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Additionally, Dan Priestley, the Director of the Semi Program at Tesla, said the partnership is ideal due to Einride’s focus on sustainable transport:

“Einride is at the forefront of sustainable freight, and we are thrilled to deepen our relationship with them through this order of 500 Semis. EV heavy trucks provide lower costs per mile from fuel savings, reduced maintenance, and better uptime over diesel trucks. These savings increase further through operational efficiency when deploying EV trucks at scale, and we are excited that Einride recognizes this and look forward to supporting their deployments.” 

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