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Tesla teardown specialist Sandy Munro lays the law on TSLAQ over false allegations
When Sandy Munro started his analysis of an early production Tesla Model 3, he was aghast at the vehicle’s quirks, and he made his disapproval known. Munro did not pull his punches back, pointing out the vehicle’s build quality issues and outlining exactly what was wrong with the all-electric sedan. Yet as soon as his analysis took him beyond the Model 3’s bodywork, Munro found something remarkable: Tesla’s tech was beyond everyone else’s in the automotive industry, and it’s not even close.
By the time he was finished tearing down the Model 3, Munro was already quite impressed with Tesla. Everything, he noted, from the Model 3’s suspension down to its batteries was on point, and the company’s tech was insane. Munro suggested that if Tesla had only paid more attention to its basics like build quality, the electric car maker would have wiped the floor with legacy automakers. These developments could all be reviewed through Munro’s multiple appearances at Autoline After Hours, where he is featured as a guest from time to time.
Munro and his company, Munro and Associates, eventually took on their next Tesla project by tearing down an early production Model Y. The veteran was gracious enough to share his insights on the vehicle through a series that he and his team uploaded on YouTube. The video series documented every step of the Model Y’s teardown process, and while Munro still observed a number of build quality-related points for improvement in the all-electric crossover, he was impressed overall. So impressed, in fact, that Munro opted to share his enthusiasm for the vehicle openly. Recent videos even include “tips” for Tesla that could improve their vehicles further.
#MunroAssociates Tips For #Tesla E3 – Night Vision HUD & Wire Reductionhttps://t.co/WlzodSDwWO pic.twitter.com/5dDEu9LzU9— Munro & Associates (@MunroAssociates) July 25, 2020
This did not sit well with Tesla critics, particularly the online TSLAQ group. Tesla critics and short-sellers are known to propagate the occasional conspiracy theory, whether that involves accusations of abuse by the Tesla CEO to alleged cover-ups by government agencies that are supposedly paid by the electric car maker to do their bidding. Granted, most of these conspiracy theories are just noise, but sometimes, this noise can result in very real repercussions. Unfortunately, this exact thing happened to Sandy Munro.
When it became evident that Munro was openly supportive of Tesla and the Model Y, it did not take long for the TSLAQ Twitter community to insinuate that the teardown expert was actually being paid by the electric car maker for good publicity. Notable short-sellers joined in on the insinuations, TSLAQ trolls dared Munro to file a lawsuit against them, and some members of the media who are known to be critical of the electric car maker brought up the fact that the teardown expert’s stance on Tesla changed over time.
These, of course, neglect to explore one possible explanation for Munro’s shift on his stance about Tesla. While Munro was openly critical of the Model 3 during his first look at the car, he was eventually won over by the tech and innovation that was put into the vehicle. The Model Y, which followed the Model 3, embodied many of Munro’s own points for improvement that he raised during his analysis of the all-electric sedan. Perhaps, just perhaps, Tesla is improving as an automaker, and the company’s electric cars are really in the bleeding edge of automotive tech.
Ever the fighter, Munro has posted a stern response to the insinuations leveled against him by Tesla critics. In a YouTube video, Munro laid down the law on TSLAQ, declaring that neither he nor his company is being paid to talk positively about the electric car maker. And in true Munro fashion, the teardown expert came with evidence, explaining exactly how innovations like the Octovalve are only possible in a company that works like Tesla. Following is his statement.
“Munro and Associates is not, I repeat, is not paid by Tesla to say or do or receive anything that we have. I know that some people are saying things like that. They don’t know what they’re talking about. I have to try and defend myself periodically, and this is it. So, I can tell you a little something right now that the Tesla haters or basically the people that are trying to drive me out of business are saying — that Tesla would never tell you.
“So this is part of the Octovalve. And what we’ve noticed is, we had one of our customers come in with a brand new Tesla. It was built about one month ago and we noticed that their product, the product that you’re seeing here — the aluminum supermanifold — their product had 13 design changes associated with it. Thirteen. I’m going to tell you. I couldn’t get one design change through in a year when I was at Ford Motor Company. They (Tesla) did 13 in three months. That’s why they’re kicking some serious butt.
“Another thing that we found was when we got our vehicle, there was no shroud around the compressor. Their vehicle had an excellent design for a shroud, and it looked spectacular. Now am I saying things that Tesla told me to tell you? I don’t think so… Munro and Associates and myself as the number one associate, we are in this strictly for the right reasons. I am not bought by anyone. No one in this company is bought by anyone. We are a consulting house that tells the truth all the time — good, bad, or ugly — and I’m just starting to find out about this. It’s all crap. Don’t believe any of it.”
Most of the tweets posted online which suggested that Munro was a paid shill for Tesla have already been deleted, though some screenshots of the posts have made the rounds online. It is through these that it was revealed that Sandy Munro has started preparing a lawsuit to hold the TSLAQ members liable for damages, seeing as one of his key clients was affected by the accusations. Based on a message sent by the veteran teardown specialist to a key Tesla critic, it appears that Munro is dead serious, and he is looking to hold those involved in the issue accountable.
Watch Munro’s statement on the allegations in the video below.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
