News
Tesla vehicle reviews are pointless…Here’s why
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Tesla vehicle reviews are probably one of the most worthless things to read, in my own opinion, especially if they’re coming from a large group or entity with interests that anyone can trace through the money. Earlier this week, Edmunds put up a scathing review of the Model S Plaid, calling it “a waste of money” and saying it was nothing more than a marketing tool to make an aging vehicle relevant once again. Despite these words, which caught the attention of many readers within the first 48 hours, the Edmunds driver couldn’t wipe the large, shining smile from his face as he felt the instant torque of the vehicle take off like a rollercoaster.
For something that is such a waste, it sure provided a lot of enjoyment to the Edmunds staff. Of course, vehicle performance is not necessarily a baseline for whether an automobile is “good” or not. If a car is fast, people will like it because fast cars are just fun to be in, whether you’re a driver or a passenger. However, reviews on electric cars, Teslas in specific, do not get a fair shake, and it’s not necessarily anyone’s fault, per se. Instead, I see it as an opportunity for people to put their opinions out there without speaking in generalities or thinking their point of view is a fact. Of course, you could say the same about this newsletter.
For me, the comprehension of electric cars, Teslas in specific, needs to be examined by someone seasoned and completely understanding what is going on under the hood (I use that term loosely, now) because without the basic comprehension of what you’re driving, you really are not qualified to speak on it. Additionally, whether something is a “waste of money” really comes down to the consumer. If you’re buying a Model S Plaid for the performance statistics, you’re getting the fastest car in the world for millions of dollars less than its competitors. Sure, if you’re buying it for range and a daily driver, it could be considered a “waste” as the Long Range variant is likely a better option. However, some people realize they won’t have their money forever, and the additional $40,000 cost is simply arbitrary in their point of view.
For me, there are just too many factors as to why reviews are pointless when it comes to certain cars, especially with fast ones. I will discuss a few of them here, and I look forward to hearing your point of view with the others.
Credit: Tesla
Internal Interests
Tesla fans are quick to point out when a product gets a negative review or any sort of pushback. Many of them claim inside interests without really doing their own due diligence, claiming that some entities have their pockets lined with oil money or anything else the mind can grasp. Sometimes, however, they’re not far off. CarMax purchased Edmunds back in April, which means that the company is no longer independent and is owned by a large company with ties with Chrysler, Mitsubishi, Toyota, and Nissan.
It is always important to see what interests some entities have when they speak about a car or any product, for that matter. Simply enough, people with the ability to put their name on an article or a video and put it out there for millions of people to digest have a responsibility to remain partial. It doesn’t always work that way.
Opinionated Points on Features
This is one of my biggest points. Edmunds was quick to dismiss the usefulness of the Yoke, claiming that “the Yoke was a Joke.” Yes, they really wrote that on Twitter.
The Tesla Model S Plaid is nothing more than a marketing exercise designed to draw attention to an aging car. Also, the yoke is a joke. Our full review of the fastest car we’ve ever tested: https://t.co/f1SkdDmRhI pic.twitter.com/A1UUKWODEV
— Edmunds (@edmunds) September 7, 2021
The thing is, I have monitored the Yoke since it was going to be included in the Model S, and while I have spoken to numerous government agencies and Tesla employees about the Yoke, the wheel is really personal preference. The car is obviously built for performance, and performance vehicles, especially open-wheeled cars, like F1 series vehicles, use a Yoke for complete control at high speeds. It is likely Tesla didn’t go with the Yoke for this reason, but it may have included it as a hint toward a steering wheel-less cockpit in the future. That’s my idea, anyway, especially as the company surges toward autonomy.
I have NEVER come across a single person who has disliked driving the Yoke for what it’s worth.
Of course, a review does include some personal preference, and that’s expected. However, to slash a vehicle in this way that is likely the most advanced car on the market in terms of software, performance, and technology in this way smells of too much opinion, for me. Stick to the facts, is it a good car? Is it functional? Does it do what the automaker said it would do?
Cars are made to be tested individually
The most logical way to know if a car is for you is to drive it yourself. You should never go off of someone else’s opinion completely. It makes no sense to do this. If cars were meant to be bought off of the basis of someone else’s experience, nobody would drive PT Cruisers (they’re horribly ugly), and everyone would drive what someone else wanted them to drive. Let’s not forget: Cars, while a meaningful portion of life because they get us to work, events, and anywhere we need to go, are supposed to be enjoyable and fun. Not one person on this Earth wants to drive a car they hate if they don’t have to. Hell, when my Dad bought me a 2003 Taurus in college because my Jetta died, I hated it. It was like driving a boat. I was embarrassed by the putrid blue color. I hated the seats, the stereo, and in the winter, I had to keep one hand on the driver’s door because the latch wouldn’t work, and the part was on backorder. There is nothing like driving on the interstate to get to class on time and holding the door shut for dear life, hoping you don’t roll out. I had no other choice, I was a broke college kid, and it was a car that got me from Point A to Point B. But I will never again drive a car I hate.
The thing is, someone I went to high school with loved their 2003 Taurus. They talked about its powerful V6 engine and its fine leather interior. It was a car they enjoyed. I am sure it was a nice car, I didn’t like it.
This goes to my point: Just because someone else hates it and thinks it is a pile of junk doesn’t mean it actually is. It’s just an opinion. Do you want to know if a car is good or not? Drive it yourself and tell your friends what you thought of it. Your opinion of the car won’t change theirs.
I will say this: It is important to have these pieces of literature to show us the negative portions of a car. Like if the software isn’t great, or the touchscreen is not very responsive, or if the center console doesn’t move properly. Those are understandable pieces of criticism, but none of them are opinionated. If the software isn’t great, people will see that. It might keep them from buying a car prematurely.
With all of that being said, there is plenty of evidence to suggest the Plaid Model S is a great vehicle, and there is other evidence that suggests Tesla has things to work on. Whichever side of the ball you’re on, believe in your opinion, but be open to other’s points as well. Additionally, make the final decision about a car on your own time, don’t go off of someone else’s words. That’s how you end up with something that you really do not enjoy driving.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
News
Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
News
Tesla Cybercab’s unorthodox paint process explained
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.
Investor's Corner
Tesla has a Cybercab problem nobody saw coming
Tesla’s Cybercab line now builds robotaxis faster than Tesla can deploy them, Lars Moravy says.
Tesla’s Cybercab line in Texas can now build the two seat robotaxi faster than the company can put it into service, according to Lars Moravy, Tesla’s Vice President of Vehicle Engineering. “We don’t run every day because the line can run so fast. It’s currently outpacing our deployments,” Moravy said in a new Cybercab deep dive from Munro Live. “So, it’s a bit of a race right now. Who’s going to go faster? Right now the manufacturing line’s ahead.”
Tesla’s official Robotaxi account shared a Cybercab analysis video on X on Monday, calling it a “Cybercab engineering deep dive.” Moravy’s comments go further than what he told analysts on the Q3 earnings call last week, when he said the Cybercab line’s listed capacity of more than 125,000 units a year undersells what it can actually run.
The tour shows where that speed comes from. Tesla’s unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested on their own before they meet on a short final line. That final line has just 25 fully automated stations, which Tesla’s team estimated is a fifth to a tenth of what a Model Y needs. The full line is about 78% automated, the framing line is already at 100%, and the layout uses roughly 50% less floor space per vehicle. The stated goal is “100% automation in 10 second cycle time,” or one finished Cybercab every 10 seconds.
Tesla also deleted the paint shop. Only the side modules are coated, and the exterior panels get their color inside the molding machine. Engineers said the car is designed to run at least 500,000 miles, which matters for a vehicle that will spend most of its day carrying riders.
The battery got the same treatment. The Cybercab uses an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla, with each module potted separately so a single failed module can be swapped instead of the whole pack. Wireless battery management boards replace a wiring harness, and new contactors are fast enough to drop the pyro fuse entirely. Tesla’s battery director graded the pack an A minus, compared with a D for the Model Y structural pack and a B minus for Cybertruck. Up front, the drive unit runs an 11:1 gear ratio versus roughly 9:1 on most Teslas, since the Cybercab does not need a high top speed.
Cybercab engineering deep dive — Robotaxi (@robotaxi) October 26, 2026
The deployment side is now the bottleneck Moravy described. Tesla had more than 50 Cybercabs working the Formula 1 weekend in Austin, and Texas records show 463 Cybercabs registered. Tesla said on its earnings call that Cybercab service will launch in Dallas next month, and Moravy said the company is aiming to get Cybercabs to customers by the end of 2026. Every unit built so far has gone into Tesla’s own fleet since the line moved into volume production in April.
Munro Live also asked when it could get a Cybercab to tear down. Tesla’s answer: “Not yet.”