News
Tesla’s production innovations are influencing Toyota’s EV strategy: report
In late February, reports emerged stating that Japanese carmaker Toyota had conducted a teardown of the Tesla Model Y, one of the electric vehicle maker’s best-selling cars. The veteran automaker was reportedly quite shocked at the Model Y, with one executive stating that the all-electric crossover was a “work of art.”
This was partly due to Tesla’s constant innovations that have been implemented with the Model Y. The vehicle, after all, may look understated and unassuming on the surface, but underneath the hood, the Model Y is a tour-de-force of technology and disruptive manufacturing processes.
Citing four people reportedly familiar with the matter, Reuters recently noted that Toyota is planning a factory overhaul as part of its efforts to develop a new, dedicated platform for EVs. The publication’s sources also noted that Toyota recognizes that it needs to match Tesla’s design and manufacturing innovations if it wants to drive down production costs and develop a high-margin electric vehicle business.
Koji Sato, Toyota’s new CEO, may confirm the development of a new EV architecture at his first briefing as the company’s chief executive on Friday, the publication’s sources noted. However, it is unclear whether the plan has been formally approved. If it does get implemented, however, the new EV platform would be the result of a comprehensive review of the company’s electric vehicle strategy that was undertaken last year.
Toyota has caught quite a bit of flak for its slow adoption of battery electric cars. The company’s current production architecture, the e-TNGA system that was launched in 2019, produces EVs alongside gasoline cars and hybrids on the same assembly line. Such a system is not ineffective, but it lacks the cost savings Tesla was able to achieve through its manufacturing innovations. Thanks in no small part to these innovations and cost optimizations, Tesla is estimated to have made nearly 8x the profit per car as Toyota for the third quarter.
While Toyota has placed its bet on hybrids and alternative systems like hydrogen fuel cells, the automaker has seen the global demand for electric cars outpace its modest estimates, thanks in no small part to the strong sales of vehicles like the Model Y crossover. Unfortunately for Toyota, its battery-electric crossover, the bZ4X, faced an early recall over loose wheels and had limited sales.
Toyota’s lack of electric vehicles seems to be affecting the company’s sales already. In the first quarter of 2023, Toyota’s US sales fell by nearly 9%, while General Motors experienced an 18% boost, partly driven by higher demand for EVs from fleet and commercial customers. This was despite GM only selling over 20,000 electric vehicles during that period, substantially less than Tesla. Data from S&P Global Mobility also suggest that Toyota and Honda have seen many customers switch to electric vehicles.
Katherine Garcia, director of the Clean Transportation for All Campaign at the Sierra Club, emphasized that if Toyota doesn’t focus more on EVs under CEO Koji Sato, the company risks “leaving money on the table” as eclectic vehicles become more prominent. Christopher Richter, an analyst at CLSA, also highlighted that Toyota needs to prioritize EVs over hybrids in its future production.
“Some of the statements that came out of Toyota when Akio Toyoda was CEO sort of made it sound kind of like hybrids are going to be there forever. No, it’s your standby. It’s your hedge. EVs have to be first,” Richter said.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla parked 50+ Cybercabs outside its Texas Factory with some crash tested
Dozens of Tesla Cybercabs have been spotted at Giga Texas crash testing facility ahead of launch.
Drone footage captured by longtime Giga Texas observer Joe Tegtmeyer shows over 50 units of Tesla Cybercab at the Austin factory campus, including several units clustered by Tesla’s on-site crash testing facility.
The outbound lot at Gigafactory Texas sits just outside the factory exit and serves as the primary staging area where finished vehicles are held before being loaded onto transport carriers or dispatched for validation testing. On any given day, the lot holds a mix of Model Y and Cybertruck units alongside the growing Tesla Cybercab fleet, as can be seen in the drone footage captured by Joe Tegtmeyer.
Roughly 50 Cybercab units are visible across the campus, parked in tight organized rows. Most of the units visible still carry steering wheels and pedals, temporary additions Tesla included to satisfy current safety regulations while the vehicles accumulate real-world data ahead of full regulatory approval for a steering wheel-free design. Tesla operates dedicated Crash Labs at both its Giga Texas and Fremont facilities that are purpose-built for controlled structural crash tests. Historically, automakers begin intensive crash testing roughly one to two months before volume production kicks off. The Cybertruck followed almost exactly that pattern. The Cybercab appears to be on the same track facility that we first saw back in October 2025. The first production Cybercab rolled off the Giga Texas line on February 17, 2026. Volume production is now targeted for April. Musk previously wrote on X that “the early production rate will be agonizingly slow, but eventually end up being insanely fast,” and separately stated Tesla is targeting at least 2 million Cybercab units per year. Commercial robotaxi service in Austin is targeted for late 2026.
Firmware
Tesla 2026 Spring Update drops 12 new features owners have been waiting for
Tesla announced its Spring 2026 software update, and it’s the most feature-dense seasonal release the company has put out. The update covers twelve named changes spanning FSD, voice AI, safety lighting, dashcam storage, and pet display customization, among other things.
The centerpiece for owners with AI4 hardware is a redesigned Self-Driving app. The new interface lets owners subscribe to Full Self-Driving with a single tap and view ongoing FSD usage stats directly in the vehicle.
Grok gets its biggest in-car upgrade yet. The update adds a “Hey Grok” hands-free wake word along with location-based reminders, so a driver can now say “remind me to pick up groceries when I get home” without touching the screen. Grok first arrived in vehicles in July 2025, but each update has pushed it closer to genuine daily utility. Musk framed the broader vision clearly at Davos in January, saying Tesla is “really moving into a future that is based on autonomy.”
On safety, the update introduces enhanced blind spot warning lights that integrate directly with the cabin’s ambient lighting, building on the blind spot door warning that arrived in update 2026.8.
Dog Mode has been renamed Pet Mode and now lets owners choose a dog, cat, or hedgehog icon and add their pet’s name to the display.
Dashcam retention now extends up to 24 hours, up from the previous one-hour rolling loop, with a permanent save option for any clip. Weather maps now show rain and snow with better color differentiation and include the past hour of precipitation data along the route.
Tesla has now established a clear rhythm of two major OTA pushes per year. As with last year’s Spring update, that cycle started taking shape in 2025 with adaptive headlights and trunk customization. The 2025 Holiday Update then added Grok to the vehicle for the first time. This Spring follows that structure: the Holiday update introduces new architecture, and the Spring update broadens it across the fleet.
Two notable features still did not make it. IFTTT automations, which launched in China earlier this year, were held back from this North American release for unknown reasons, and Apple CarPlay remains absent, reportedly still delayed by iOS 26 and Apple Maps compatibility issues.
Below is the full list of feature updates released by Tesla.
— Tesla (@Tesla) April 13, 2026
News
Tesla launches new Model Y interior option
Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.
Tesla has rolled out a striking new interior choice for its best-selling Model Y in China, replacing the long-familiar white cabin with a fresh option: Zen Grey.
Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.
The Zen Grey interior swaps the classic black-and-white contrast for a softer, more unified palette. Seats, door panels, and center console trim now feature a warm light-grey tone that covers far more surface area than before.
Previously, black accents on the console, door handles, and lower dashboard are now color-matched in the same pebbled vegan leather, creating a brighter, less clinical cabin.
Tesla describes the material as durable and easy to maintain while delivering a noticeably more premium feel. Early photos and videos from Chinese owners show the new shade reflecting natural light beautifully, giving the spacious Model Y an even airier, more inviting atmosphere without sacrificing the minimalist design customers expect:
🚨 First look at Tesla’s new Zen Grey interior, which differs slightly in tone and in placement compared to the now discontinued White Interior https://t.co/rRRuEOrbm4 pic.twitter.com/p7uyNfO3xY
— TESLARATI (@Teslarati) April 13, 2026
The change is not an added-cost upgrade but a direct replacement for the discontinued white interior on Shanghai-built vehicles. Customers configuring a new Model Y in China, Hong Kong, or Macau now see Zen Grey as the default light-colored choice.
The update also flows to export markets supplied by Giga Shanghai, including Australia, New Zealand, South Korea, Japan, and the Philippines. Tesla has used its Chinese factory as an innovation hub before, and executives appear to be testing broader appeal with this subtler, warmer tone that avoids the high-maintenance reputation sometimes associated with bright white leather.
Beyond the interior, the refreshed Model Y from Shanghai includes minor exterior tweaks such as blacked-out badges on some trims and optional dark 20-inch wheels.
These changes arrive as Tesla faces stiff competition from domestic EV makers in its largest market. By refreshing the Model Y’s cabin without raising prices, the company is signaling continued commitment to value and constant improvement.
With over 1.2 million Model Y units already on Chinese roads, the Zen Grey launch gives existing owners a fresh talking point and new buyers another reason to choose Tesla. As deliveries ramp up this month, the updated interior is expected to become the dominant light-colored choice across the Asia-Pacific region.
Tesla has not yet confirmed whether the Zen Grey will reach Fremont, Austin, or Berlin-built Model Ys, but Shanghai’s track record suggests the option could spread quickly if customer feedback remains strong.





