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The counterfactual to this argument is that his clients would be much more likely to purchase his products if there was something to learn from a competitor like Tesla. They buy his services and reports to learn. If Tesla is vastly superior, and Munro understands how, that is critical to the Big three. Knowing or having some small boutique industry firm take pot shots at Tesla doesn't get them anything. This isn't being reported on NPR and CNN.

In reality, I think this has almost no impact on his business other than a little bit of publicity. Well run companies on the scale of GM are going to be just as interested in the data on a competitor whether their competitor is better or worse. There is always something to be learned. Ford is going to learn different things from Hyundai and from Mercedes...but they are going to learn.




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