

News
Tesla Model Y vs Model 3 casting comparison shows that legacy auto’s ‘soil-your-pants’ moment is at hand
Back in April 2018, automotive teardown expert Sandy Munro mentioned that if Tesla had contracted an experienced automaker to produce the early-production Model 3’s body, the electric car maker would have “wiped the floor with everybody.” This is because from the suspension down, the Model 3 was a stellar piece of engineering, despite its body having several issues.
Its electric motors were compact, powerful, and cost effective; its batteries are the best in the industry, and its driving dynamics give the impression that the vehicle was riding on rails. Munro noted that if Tesla had hit a home run with the Model 3’s “dinosaur technologies” like its welds and casts, even veteran auto giants like Toyota would appropriately be “crapping their pants.”
It has been nearly two years since Munro mentioned those words during an appearance at YouTube’s Autoline After Hours. Tesla has changed a lot since then, and the company has even released its latest vehicle, the Model Y crossover. Sharing 75% of the Model 3’s parts, the Model Y is designed as a mass-market electric vehicle, and one that can be even more disruptive as its sedan sibling.
Munro, for his part, has acquired and started a teardown of the all-electric crossover. And based on his findings thus far, it appears that Tesla’s “dinosaur technologies” have improved vastly since the Model 3. This is most evident in the rear casting utilized on the two vehicles.

One look at the Model Y and Model 3’s rear casts shows that the two vehicles are already worlds apart in terms of build quality and design. Munro noted that he did not like the Model 3’s rear casting at all, since it was also over-engineered, with about 100 parts utilized for its rear trunk.
In a way, the Model 3’s rear casting represented the hubris that Elon Musk has admitted to in the past, as it showed Tesla essentially trying to fix something that is not necessarily broken. The result of this was a lot of challenges for Tesla, and a lot of issues with the early-production Model 3’s rear casting.
The Model Y is an entirely different animal. The all-electric crossover features what could only be described as a giant rear casting that is the complete antithesis of the Model 3’s. It has few parts, its welds are consistent, and it features a trunk tub that is similar to those utilized by the world’s best automakers. It’s pretty much what the Model 3 could have been if Tesla was more experienced when they started building the all-electric sedan.
If the Model 3’s rear casting was an exercise in hubris, the Model Y’s rear cast is an exercise in humility. It showed that Tesla is flexible, and that it’s willing to learn, even if it meant abandoning its initial plans and starting from the ground up. Tesla evidently abandoned the early-production Model 3’s rear casting and trunk design. And it’s all the better for it.

A lot of this could be attributed to Elon Musk himself. Munro has noted in the past that he and the Tesla CEO had talked over the phone during his Model 3 teardown, where Musk explained the reasons behind some of the findings about the all-electric sedan. Munro’s firm later sent Tesla a pro bono list of over 200 suggestions that can improve the Model 3’s body.
These suggestions seem to have come to life in the Model Y. Granted, the teardown process for the all-electric crossover has only just begun. Still, several aspects of the vehicle, most notably its rear casting, shows that Tesla did learn from the Model 3, and it has become a much more mature automaker today. Other suggestions from the teardown expert were also applied to the Model Y’s other components, such as its wiring.
It should be noted that Tesla’s fast evolution is partly due to the company’s Silicon Valley startup roots. Startups are notorious for quick, drastic changes in direction, and workers at these companies are required to be tough and flexible. Tesla embodies this, making the company notoriously challenging to work for compared to conventional car companies like GM or Ford.

Yet despite this, Tesla has ranked consistently among the most attractive firms for engineering students. This is because in Tesla, conventional corporate bureaucracy is replaced with an open communication system that allows even interns to share their ideas with company executives. Some of the issues in the Model 3’s early production lines, for example, were addressed by interns, who were later hired full-time by Tesla.
The Model Y is a crossover, which means that it is competing in one of the fastest-growing segments in the auto industry today. With the Model Y, Tesla has the chance to make its biggest mark in the market yet. Fortunately, the electric car maker appears to have done its homework before it released its newest vehicle. One could even argue that Tesla released the Model Y at the perfect time. A mass-market all-electric vehicle that can disrupt the market of crossover SUVs requires a mature company, after all, and Tesla has only started to fit this bill recently.
Just two years ago, Munro mentioned that if the Model 3 had a properly-built body, veteran automakers like Toyota would be “crapping their pants” because of how outclassed they would be. With how the Model Y is turning out, it appears that legacy auto would be wise to keep some extra pairs of pants for the coming years, just in case.
Watch a deep dive into the Tesla Model 3 and Model Y’s rear casts in the video below.
Investor's Corner
X clarifies xAI prediction market rumors, hints at future plans
Musk’s AI firm denied rumors of a Kalshi deal but left the door open. Prediction markets + AI could change how we forecast everything.

X dismissed rumors of xAI entering prediction market partnerships. In a recent X post, Elon Musk’s company clarified that xAI had not yet entered formal partnerships in the prediction market.
However, xAI clarification hinted at future exploration in the prediction market, aligning with X’s goal to become an “everything app.” The speculation underscores AI’s potential to reshape predictive analytics.
“Recent speculation about xAI’s involvement in the prediction market space has been circulating. While we’re enthusiastic about the potential of this industry and engaged in various discussions, no formal partnerships have been confirmed to date. Stay tuned!” noted the X team.
X’s statement followed a Tuesday post by Kalshi, hinting at a collaboration with xAI, which was deleted hours later. Kalshi suggested that xAI could leverage AI to analyze X’s news and social media data, enhancing betting decisions on political and economic events.
Bloomberg reported Kalshi aims to use xAI for tailored insights, enabling users to wager on outcomes like Federal Reserve rate changes or elections through derivative contracts.
“There’s deep alignment between prediction markets, social media, and AI. Prediction markets capture what people know — AI scales what people can know,” said Kalshi CEO Tarek Mansour. “This is just the beginning of a long collaboration to unlock the full potential of prediction markets.”
The prediction market industry fits X’s vision to evolve into a comprehensive platform, capitalizing on its trend and news leader role. While xAI’s denial quashes immediate partnership claims, its openness to discussions signals potential interest in prediction markets, where AI could amplify real-time insights.
xAI’s cautious stance reflects its focus on strategic AI development while navigating speculative buzz. As X pursues its “everything app” ambition, prediction markets could enhance its ecosystem, blending social media’s pulse with AI-driven analytics. With no partnerships confirmed, xAI’s future moves may yet redefine how users engage with event-based predictions, positioning it at the forefront of AI innovation.
Elon Musk
Elon Musk sends stern warning to Tesla vandals, doubters
Elon Musk sent another warning to vandals that have attacked Tesla for political reasons.

Elon Musk has sent a stern warning to Tesla vandals, doubters, and attackers, who have subjected the company and its owners to political violence through arson and other modes of retaliation.
Over the past few months, Tesla showrooms and vehicles have been hit with numerous attacks from those who have opposed Musk and his political involvement with the Trump Administration. Although Musk has stepped back from his role within government significantly since the start of May, the company is still looked at as a political target.
While the White House has put a clear-cut line on the acts, calling them domestic terrorism and holding those responsible for the damage they have done, there are still numerous and daily instances of keying cars or worse.
Yesterday, Musk continued to send stern warnings to those who oppose Tesla and choose to handle their distaste for the company with violence and vandalism. In a Bloomberg interview at the Qatar Economic Forum, Musk was asked if he took what has happened to Tesla “over the past few months personally.”
Musk replied simply but sternly: “Yes.”
“Did you take what happened to Tesla over the past few months personally?”
“Yes.” –@elonmusk pic.twitter.com/mNbgkpgZEo
— TESLARATI (@Teslarati) May 20, 2025
He went on to say that not only will those who vandalized the company and its products owned by consumers be held to the fullest extent of the law, but also those who fund it.
Musk also said during a CNBC interview yesterday that very few people buy a company’s products because of the CEO’s political beliefs, and many people do not even know where those CEOs stand on various social issues.
Although Musk has gone out of his way to be transparent about his beliefs, he has a valid point. He obviously felt that, because of his influence, he held a duty to uphold American values and protect what he felt was an attack on free speech and human rights.
Disagreeing with Musk and his political stances is totally reasonable, but damaging products that consumers bought from his companies is not impacting him directly. Instead, it is making consumers’ lives more difficult.
News
Tesla Model 3 gets perfect 5-star Euro NCAP safety rating
Tesla prides itself on producing some of the safest vehicles on the road today.

Tesla prides itself on producing some of the safest vehicles on the road today. Based on recent findings from the Euro NCAP, the 2025 Model 3 sedan continues this tradition, with the vehicle earning a 5-star overall safety rating from the agency.
Standout Safety Features
As could be seen on the Euro NCAP’s official website, the 2025 Model 3 achieved an overall score of 90% for Adult Occupants, 93% for Child Occupants, 89% for Vulnerable Road Users, and 87% for Safety Assist. This rating, as per the Euro NCAP, applies to the Model 3 Rear Wheel Drive, Long Range Rear Wheel Drive, Long Range All Wheel Drive, and Performance All Wheel Drive.
The Euro NCAP highlighted a number of the Model 3’s safety features, such as its Active Hood, which automatically lifts during collisions to mitigate injury risks to vulnerable road users, and Automatic Emergency Braking System, which now detects motorcycles through an upgraded algorithm. The Euro NCAP also mentioned the Model 3’s feature that prevents initial door opening if someone is approaching the vehicle’s blind spot.
Standout Safety Features
In a post on its official Tesla Europe & Middle East account, Tesla noted that the company is also introducing new features that make the Model 3 even safer than it is today. These include functions like head-on collision avoidance and crossing traffic AEB, as well as Child Left Alone Detection, among other safety features.
“We also introduced new features to improve Safety Assist functionality even further – like head-on collision avoidance & crossing traffic AEB – to detect & respond to potential hazards faster, helping avoid accidents in the first place.
“Lastly, we released Child Left Alone Detection – if an unattended child is detected, the vehicle will turn on HVAC & alert caregivers via phone app & the vehicle itself (flashing lights/audible alert). Because we’re using novel in-cabin radar sensing, your Tesla is able to distinguish between adult vs child – reduced annoyance to adults, yet critical safety feature for kids,” Tesla wrote in its post on X.
Below is the Euro NCAP’s safety report on the 2025 Tesla Model 3 sedan.
Euroncap 2025 Tesla Model 3 Datasheet by Simon Alvarez on Scribd
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