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Tesla Model Y teardown first impression by Sandy Munro

Credit: YouTube | Munro Live

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The Tesla Model Y Performance has officially arrived at Munro and Associates office in Auburn Hills, Michigan, as automotive industry veteran Sandy Munro and his team begin their full teardown of the new all-electric crossover. Munro specified the teardown would consist of a complete disassembly of the vehicle starting from the inside of the car.

The teardown will allow Munro in his team to thoroughly assess Tesla’s newest vehicle by examining the quality of the car from its parts to its build quality. Additionally, Munro clarified that his team would be extremely focused on four main components of the vehicle. These include the lithium-ion batteries, electric vehicle motors, inverter/converter system, and the wire harness.

Munro’s red Model Y was delivered from California to the Munro office on March 30, 2020. Munro offered his first impressions of the vehicle on the following day by complementing the build quality of the crossover. “In the past, we’ve thrown rocks at what Tesla came out with, but I can tell you right from here…this [car] looks in pretty good shape.”

Munro did take his gap gauge to the crossover and noticed an extreme improvement in the vehicle’s build quality compared to the Model 3. Upon inspection, the front driver and front passenger doors were identical from all angles that Munro measured.

There was a slight discrepancy of just a single millimeter between the two door’s “sills,” or where the bottom of the door meets the frame of the car, but Munro notes the difference would only be visible to some of the most trained eyes. This led to the automotive veteran complimenting Tesla on the vast improvement in the fit and finish between the Model 3 and Model Y.

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The gaps located above the Model Y’s lamps were also flawless and indicated a perfect four-millimeter space on each side, allowing Munro to give credit once again.

There were a few gaps that Munro advises Tesla to work on, but he was quite happy that he received an early version of the vehicle because it would allow the Silicon Valley-based carmaker to make improvements as time went on. “I’m sure that [Tesla] will start tuning things in, just as I was certain that the Model 3 would start tuning things in. Again, all in all, not bad,” he said. “For an early-stage product, this is pretty good.”

The rest of the teardown process of the Model Y will consist of multiple live stream events from the Munro headquarters. On Wednesday, April 1, MunroLive will officially kick off its first live stream with a complete analysis of the vehicle, as he will complete a further breakdown of the Model Y from its fit and finish to its thermal system.

On April 14, a live stream of a rapid disassembly of the vehicle will begin at 8 A.M. EST. “Our team will work around the clock until the Model Y is completely disassembled. The team will dig into the intricacies of the batteries, HV electronics, thermal systems, and user interface,” MunroLive.com notes.

The complete teardown will be available for viewing at MunroLive.com. The already completed portions of the teardown, including a description of the teardown process and the first impressions, can be viewed here, or on the Munro Live YouTube channel. Munro’s breakdown of the gap gauge measurements is available below. 

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla expands its branded ‘For Business’ Superchargers

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Credit: Francis Energy

Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.

Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.

It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.

Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.

“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.

Tesla launches its new branded Supercharger for Business with first active station

The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.

Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.

Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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