News
Tesla Model 3 battery details revealed in partial teardown and analysis
The Tesla Model 3’s battery pack was given a partial teardown treatment recently, thanks to the efforts of automotive veteran Jack Rickard and his team at EVTV. Rickard, a car enthusiast who conducts electric vehicle conversions, was ultimately impressed with how the Model 3’s battery was assembled, as well as the refinement of its design.
Rickard’s team was able to acquire the battery pack from a totaled Model 3. Upon removing the pack from the vehicle, the electric car conversion specialist’s interest was piqued by the covering of the battery modules. According to Rickard, the sections of the battery pack directly above the Model 3’s 2170 cells had a thin pad that was strangely wet.
This particular section mentioned by Rickard appear to be the “fluff” that Elon Musk mentioned during Tesla’s Q1 2018 earnings call. According to Musk, the fiberglass mats, which are placed on top of the battery pack, became one of the scenarios that proved human hands can work better than robots.
“They’re basically fluff. We tried to automate the placement and bonding of fluff to the top of the battery pack, which was ridiculous. ‘Flufferbot,’ which was really an incredibly difficult machine to make work. Machines are not good at picking up pieces of fluff. Hands are way better at doing that,” Musk said.
Another particularly compelling observation highlighted by Rickard was that the four modules of the Model 3 battery pack were not identical, with two modules featuring 25 cell groups in series and the other two featuring 23 cell groups in series. Rickard’s team did not tear down the battery packs down to its individual 2170 cells, but it was mentioned that each one of the cell groups includes 46 2170 cells that are connected in parallel. Overall, the vehicle appears to have a total of 4,416 2170 cells, at least for the Model 3’s long-range RWD configuration.
The Model 3’s battery weighs 1,054 pounds, which, according to the group, places the energy density of the pack at around 168 Wh/kg. The individual modules of the Model 3 battery are lined with a ribbon-like circuit that goes across the top of the modules and into a BMS board. The BMS boards are sub-boards that are installed on each module, and are, in turn, connected to a main board using only two pins.
One of the Model 3 battery pack’s BMS boards. [Credit: Jack Rickard/YouTube]
Ultimately, the EVTV team was impressed with the Model 3’s battery, with Rickard even dubbing it as the “best battery ever built to date.” The electric car conversion specialist also noted that the Model 3 battery would likely be a favorite among the DIY community. Considering that Tesla is attempting to achieve a production rate of 5,000 Model 3 per week by the end of Q2 2018, Rickard noted that the electric car’s batteries would probably be abundant in the market. This bodes well for DIY enthusiasts like Rickard, who could utilize the modules as batteries for RVs, home battery units, and electric car conversions, among other projects.
Jack Rickard and his team’s observations about the Model 3’s battery are in line with the findings of Sandy Munro during his firm’s teardown of the vehicle. In a recent episode of Autoline After Hours, Munro dubbed the Model 3’s pack as the best in the industry, noting the .2 milliamp differential between each of the battery blocks.
“Nobody can balance batteries that close. Nobody. Nobody’s ever done that,” Munro said.
Watch Jack Rickard and his team’s Model 3 battery teardown in the video below.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
