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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.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
