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Sandy Munro spits facts about Tesla, the Detroit 3 & the trajectory of the US vehicle industry

(Credit: Tesla)

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Munro Live has become a channel where car expert Sandy Munro can educate the public on the inner workings of vehicles. In his latest video, Munro doesn’t hold back and spits out truths about the US government’s approach towards improving the local auto industry and its chosen champions in the fight to dominate the global car market.

Munro drives home two main points in his video. First, American EV maker Tesla doesn’t get the recognition or credit it deserves, particularly regarding their technological advancements like its artificial intelligence development. Second, legacy OEMs such as General Motors and Ford don’t have the technology to beat Chinese automakers in the global car market, specifically when talking about autonomous driving technologies. 

Munro’s Tesla AI Day Review

Munro seemed very impressed by the technology and progress Tesla revealed during its AI day event. In his video, he particularly focused on Tesla’s D1 chip, which was developed in-house. 

“It defies the imagination. One chip, one chip that Tesla has developed in recent history here could take the place of pretty much any major computer that might’ve been hanging around in the early 2000’s. These advancements are things that will save lives. Lots of lives,” he said.

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While Tesla AI Day seemed to be a success by Munro’s standards, the government’s reaction to Tesla incurred his ire. He noticed that the same week Tesla AI Day took place, both the NHTSA and US Congress started investigating the EV maker’s Autopilot system. 

To put things in perspective, Munro spit out some facts about vehicle safety. He shared that 212,500 vehicles fires were responsible for 560 civilian deaths in 2018. Teslarati was able to confirm Munro’s numbers on vehicle fires with National Fire Protection Association (NFPA).

In 2018, a little over 17 million vehicles were sold in the United States, and EVs only made up 2% of total vehicle sales. A total of about 360,000 electric vehicles were sold in 2018, and 38% of that number was just the Tesla Model 3. 

Over the years, Tesla vehicles and fires have been a mainstay in mainstream media (MSM). With regards to EV fires, Munro pointed out that gasoline burns easier than batteries and even invited people to try it out—although his video editors warned people against doing so at home. According to the NFPA, collisions were the main cause of vehicle fires that resulted in death.

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Munro’s Rant

After spitting some facts about electric vehicle safety. Munro drove his point home. “I’ve driven almost every self-driving car or even autopilot car and it’s crap,” Munro said about the progress legacy OEMs have made with autonomous technology. He chided the government for continuously praising traditional automakers for their “participation” in self-driving development while continuously bashing Tesla for making actual progress in the field. 

He also noted that Tesla was the only US car company that still made true, blue American vehicles that could trump the main competition in the global autonomous car market: China’s upcoming EV makers that are just as focused on tech as Tesla. 

“The Chinese are creating [self-driving] systems right now that are equivalent or better than anything GM, VW, BMW, Daimler, Toyota, Honda, Kia, Ford, and anybody else that’s out there is gonna be making, and we’re crushing the only source of real American ingenuity? Are you kidding me?” Munro remarked. 

Overall, Munro’s message was clear: veteran OEMs in the United States and the traditional auto sector in general are on track to be overtaken by fast-moving, upstart automakers in China that prioritize tech and innovation in their vehicles. Tesla is ahead of the pack right now, but if the company slows down due to continued resistance from the powers-that-be, then it would not be surprising if China’s champions like NIO and Xpeng become the golden standard for in-car tech and autonomous driving in the near future. 

Watch Sandy Munro’s self-described “rant” in the video below. 

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The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla Cybercab launch is imminent after latest sighting at Giga Texas

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Credit: Joe Tegtmeyer | X

Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.

The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.

Today, things were a bit different.

Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.

Giga Texas drone operator Joe Tegtmeyer noticed the change today:

Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.

The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.

Tesla Cybercab specs revealed: range, curb weight, range ratings, and more

The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.

It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:

Tesla’s Robotaxi dreams just took a massive step toward reality

We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.

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Elon Musk says this part of Tesla ‘makes no sense’

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Justin Pacheco, Public domain, via Wikimedia Commons

Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.

SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.

These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.

Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.

Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.

Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.

Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook

However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.

Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.

Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.

The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.

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Tesla Full Self-Driving faces major pushback in Europe

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Credit: Tesla

A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.

The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.

TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.

Tesla Full Self-Driving gets first-ever European approval

Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.

Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.

TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of ​vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.

This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.

This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.

However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.

Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.

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