Automotive veteran Sandy Munro thinks that Tesla’s build quality issues can be solved by one simple step: caring more about the product.
A recent interview with Alex Guberman of E for Electric revealed that Munro, while a Tesla fan, is concerned about the build quality issues that have been talked about with the company’s most recent vehicles, especially the Model Y.
When talking about the problems the electric automaker was having, Munro certainly didn’t hold back. He used past examples of his career as his evidence that something in Tesla’s production lines doesn’t seem right.
“When I was at Ford, I was brought into plants because the quality was poor,” Munro said. “I was not a very pleasant person to deal with if I didn’t get what I wanted. If it wasn’t perfect, I was not your best friend. I’d move people out. I’d move new people in. Occasionally, I’d fire only executives or supervisors or managers. I’d fire them because it was their job to make sure that everything worked.”
Munro is not entirely confident that the same thing is going on in Fremont.
“I don’t think that happens at Tesla. I don’t think they care enough to really go in and do what they need to do to make the body a perfect product.”
Tesla has battled numerous points of criticism from automotive enthusiasts and some owners of the company’s vehicles. However, many of these issues have been confronted openly by Elon Musk, the CEO of the electric automaker.
In a leaked email from June, Musk told company employees that minimizing the number of errors during production was crucial to the future of Tesla. “It is extremely important for us to ramp Model Y production and minimize rectification needs. I want you to know that it really makes a difference to Tesla right now,” Musk wrote.
Tesla has experienced some supply chain ramp challenges, which is expected with new products. Add the month-and-a-half layoff that the Fremont plant had due to the COVID-19 pandemic, and there are undoubtedly going to be some issues with manufacturing.
Musk highlighted that the Model Y was the top priority for production and manufacturing engineering in the email as well, indicating that the quality control issues would be confronted head-on.
It is important to note that all automakers experience issues within manufacturing from time to time. Not every car that rolls off of a production line is going to be a perfect prototype. Whether it is built by a robot or by a human, mistakes are going to happen. It is the car company’s job to fix the problem by finding solutions, which Tesla has been vocal about doing.
Munro has been openly supportive of Tesla’s mission and products in recent memory. After teardowns of both the Model 3 and Model Y, Munro has encountered several media outlets that have attempted to pull thoughts about Tesla from his mouth.
While most interviews have shown Munro’s support for the electric automaker, Guberman had the unique opportunity to hear some of the more critical thoughts that the auto vet had to say about Tesla’s cars.
Tesla is expanding its production line for the Model Y at the Fremont factory to keep up with increases in demand. The addition of supplementary production lines could help the company keep up with its targets and not rush the manufacturing process, which could also improve the build quality of the electric crossover.
Watch Sandy Munro’s interview with Alex Guberman from E for Electric below.
Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
