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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.
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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.
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Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
