News
Tesla Cybertruck teardown series starts with looks at interior, underbody
The Tesla Cybertruck has been delivering to initial customers over the last few months, giving many a chance to take a closer look at the automaker’s manufacturing. In a pair of recent features, automotive manufacturing veteran Sandy Munro and his team take a look at the Cybertruck’s interior and underbody to discuss some of Tesla’s design decisions in building the electric vehicle (EV).
Earlier this month, Munro announced when he took delivery of his pair of Cybertruck units, adding that the team would be initiating a larger teardown series on the vehicles in the coming weeks. Since then, Munro has started the series, but hasn’t yet begun “tearing anything down” quite yet.
We are excited to announce the beginning of our @cybertruck teardown! pic.twitter.com/kNZ4T2c9bw
— Munro & Associates (@MunroAssociates) March 5, 2024
Instead, Munro Live debuted an intro video to the Cybertruck teardown series just a little over a week ago, showing a quick look at the vehicle in a discussion between Sandy and fellow Munro and Associates engineer Jordan. In the first video shared this week, engineer Carl reviews the Cybertruck’s interior,
On Thursday, the Munro Live team also shared another video in which they hoisted a Tesla Cybertruck into the air to examine various underbody manufacturing elements, including the suspension, the battery pack, and more. As usual, Munro has fairly high praise for many of Tesla’s structural design decisions, at one point suggesting that Tesla should be “teaching welding classes to the rest of the planet,” and adding that “nobody can beat Tesla when it comes to material science.”
You can watch the first three Cybertruck teardown videos from Sandy Munro below, including an introduction to the series, a review of the Cybertruck’s interior, and a feature on the EV’s underbody.
Tesla Cybertruck Teardown Introduction with Sandy Munro
Tesla Cybertruck Interior Discussion with Carl of Munro Live
Tesla Cybertruck Underbody Discussion with Sandy Munro and team
Munro has also shared teardowns, reviews and other content about Tesla’s EVs in the past, and in December, he also joined a few Tesla executives in a tour of Gigafactory Texas and a discussion about the Cybertruck. Munro has generally been positive about Tesla’s manufacturing decisions, with the company typically aligning with his expertise in lean manufacturing.
Tesla has been ramping up Cybertruck production at Giga Texas, with over 300 units spotted in a recent drone flyover of the facility. Along with Sandy, several celebrities have been taking delivery of the Cybertruck since Tesla debuted the vehicle in late November, recently including Big Sean, Steve Aoki, Jay-Z and Beyoncé, Lady Gaga, and a number of others, still.
Tesla produces 1,000 Cybertrucks’ worth of 4680 cells at Giga Texas last week
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
