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Tesla Model 3 analysis triggers legal woes for teardown expert Sandy Munro
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.”
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.
Tesla Robotaxi services in Austin have been operating since last Summer, but Tesla has admittedly been delayed in its expansion of the geofence, fleet size, and other details in a bid to prioritize safety as new technology rolls out.
But those barriers are being broken with new guardrails being removed from the program.
Tesla has achieved a significant advancement in its autonomous ride-hailing program. As of May 4, the Robotaxi fleet in Austin, Texas, has begun operating unsupervised during evening hours for the first time. This expansion moves beyond previous limitations that restricted unsupervised service to daylight hours, typically ending in mid-afternoon.
Tesla Robotaxi in Austin is operating unsupervised in the evenings for the first time today.
Previously in Austin, unsupervised operation ended mid-afternoon
— Robotaxi Tracker (@RtaxiTracker) May 4, 2026
The change brings Austin in line with operations in Dallas and Houston. Those cities have supported evening unsupervised runs since their initial launches in April, and both recently received additions of new unsupervised vehicles to their fleets. This coordinated progress across Texas strengthens Tesla’s regional presence and provides a broader testing ground for the technology.
This milestone carries substantial weight in the development of autonomous vehicles. Extending operations into low-light conditions meaningfully expands the Robotaxi’s operational design domain (ODD)—the specific environments and scenarios in which the system is approved to operate safely without human intervention.
Nighttime driving presents unique technical demands: diminished visibility, headlight glare from oncoming traffic, reduced contrast for identifying pedestrians and lane markings, and greater variability in camera sensor exposure.
Tesla’s pure vision approach, powered by neural networks trained on vast real-world datasets rather than lidar or pre-mapped routes, must handle these variables reliably. Demonstrating consistent unsupervised performance after sunset validates the robustness of the end-to-end AI stack and its ability to generalize across diverse lighting conditions.
Beyond technical validation, the expansion holds important operational and economic implications. Evening hours often coincide with peak urban demand for rides, including commutes, dining, and entertainment outings.
Enabling service during these periods increases daily vehicle utilization, allowing each Robotaxi to generate more revenue while gathering additional high-value training data. Higher utilization accelerates the virtuous cycle of data collection, model improvement, and further ODD growth.
Looking ahead, this step paves the way for more ambitious rollouts. Success in low-light environments positions Tesla to pursue near-24-hour operations, potentially integrating highways and expanding into varied weather patterns. Regulators worldwide frequently demand evidence of safe performance across day-night cycles before granting wider approvals.
Proven capability in Texas could expedite deployments in planned cities such as Phoenix, Miami, Orlando, Tampa, and Las Vegas during the first half of 2026.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Moreover, scaling evening service supports Tesla’s long-term vision of a high-efficiency robotaxi network. Greater fleet productivity lowers the cost per mile, making autonomous mobility more accessible and competitive against traditional ride-hailing.
As the company iterates on software updates informed by nighttime data, reliability is expected to compound rapidly, unlocking denser urban coverage and longer-distance trips.
In summary, the introduction of an unsupervised evening Robotaxi service in Austin represents more than an incremental schedule adjustment. It signals a critical maturation of the underlying technology and sets the foundation for broader geographic and temporal expansion.
With Texas operations gaining momentum, Tesla is steadily advancing toward transforming urban transportation at scale.
Cybertruck
Tesla Cybercab just rolled through Miami inside a glass box
Tesla paraded a Cybercab in a glass display at Miami’s F1 Grand Prix event this week.
Tesla set up an “Autonomy Pop-Up” at Lummus Park in Miami Beach from April 29 through May 3, 2026, embedded within the official F1 Miami Grand Prix Fan Fest. The centerpiece was a Cybertruck towing the Cybercab inside a glass display case marked “Future is Autonomous,” rolling through the beachfront crowd.
Miami is on Tesla’s confirmed list of cities for robotaxi expansion in the first half of 2026, making the promotion a strategic promotion that lays groundwork in a target market.
This was not Tesla’s first time using Miami as a showcase city. In December 2025, Tesla hosted “The Future of Autonomy Visualized” at its Miami Design District showroom, coinciding with Art Basel Miami Beach. That event featured the Cybercab prototype and Optimus robots interacting with attendees. The F1 pop-up this week marks Tesla’s return to Miami and follows a pattern Tesla has been running since early 2026. Just two weeks before Miami, Tesla stationed Optimus at the Tesla Boston Boylston Street showroom on April 19 and 20, directly on the final stretch of the Boston Marathon, letting tens of thousands of runners and spectators meet the robot for free, generating massive earned media at zero advertising cost.
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year. On the production side, Musk told shareholders that the Cybercab manufacturing process could eventually produce up to 5 million vehicles per year, targeting a cycle time of one unit every ten seconds. Scaling robotaxis to 10 million operational units over the next ten years is a key condition of his compensation package, alongside selling 20 million passenger vehicles.
As for the Cybercab’s price, Musk has said buyers will be able to purchase one for under $30,000, with an average operating cost around $0.20 per mile. Whether those numbers hold through full production remains to be seen.
Cybercab at F1 Fan Fest in Miami
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Tesla Semi gets new product launch as mass manufacturing hits Plaid Mode
While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.
The Tesla Semi is getting a new production launch as mass manufacturing on the all-electric truck is gearing up to hit Plaid Mode.
Tesla has introduced a game-changing addition to its commercial charging lineup with the new 125 kW Basecharger for Semi. Launched this week as part of the new “Semi Charging for Business” program, this compact unit is purpose-built for depot and overnight charging of Tesla Semi trucks.
While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.
Our new 125 kW Basecharger is designed for longer dwell times and overnight charging of Semis. It’s the “home charging” for heavy-duty fleets.
It features a fully integrated design that eliminates the need for a separate AC-to-DC cabinet, simplifying installation. The 6 meter… https://t.co/ovy1C4PsRW pic.twitter.com/vBUCNMzs57
— Tesla Charging (@TeslaCharging) May 1, 2026
Delivering up to 60 percent of the Semi’s range in roughly four hours, perfect for overnight top-ups during mandated driver rest periods or while trucks are loaded or unloaded. Its fully integrated design eliminates the need for bulky separate AC-to-DC cabinets.
Tesla engineers tucked one of the power modules from a V4 Supercharger Cabinet directly inside the sleek post, resulting in a compact footprint. It also features a six-meter cable for layout flexibility. This is one thing that must have been learned through the V4 Supercharger rollout.
Installation and operating costs drop dramatically thanks to daisy-chaining. Up to three Basechargers can share a single 125 kVA breaker, slashing electrical infrastructure requirements. The unit outputs 150 amps continuous across an 180–1,000 VDC range, matching the Semi’s high-voltage architecture while supporting the MCS 3.2 standard.
Tesla Semi sends clear message to Diesel rivals with latest move
Priced from $40,000 for a minimum order of two units, the Basecharger is far more affordable than the $188,000 Megacharger setup for two posts. Deliveries begin in early 2027. Buyers also receive Tesla’s full network-level software, remote monitoring, maintenance, and a guaranteed 97 percent or higher uptime—critical for fleet reliability.
This launch arrives as Tesla accelerates high-volume Semi production at its Nevada factory, targeting 50,000 units annually. By pairing affordable depot charging with ultra-fast highway options, Tesla removes one of the biggest obstacles to electrifying Class 8 trucking: infrastructure cost and complexity.
Fleet operators stand to gain lower electricity rates during off-peak hours, dramatically reduced maintenance compared to diesel, and quieter yards at night. The Basecharger isn’t just another charger—it’s the practical bridge that makes large-scale electric semi adoption economically viable.
With the Basecharger handling “home” duties and Megachargers powering the road, Tesla is delivering a complete ecosystem that could finally tip the scales toward zero-emission freight. For trucking companies ready to go electric, the future just got a whole lot more charger-friendly.
Tesla Robotaxi service in Austin achieves monumental new accomplishment
Tesla Cybercab just rolled through Miami inside a glass box
