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Tesla Model 3 single-piece casting will come, but not anytime soon, Elon Musk says
Tesla will “likely” switch the Model 3 sedan to a single-piece casting design in the future, CEO Elon Musk said in an interview with Sandy Munro. However, the design will not be on its way anytime soon, as Musk said the Berlin and Texas Gigafactories need to have production efforts well underway to sustain demand fulfillment.
The Model 3’s current design is not a single piece casting and is comprised of 70 different metal parts welded together to create the vehicle’s underbody. Tesla improved upon this design in its Model Y crossover by using a massive, single-piece casting to eliminate 69 total parts. The single-piece design is effective for manufacturing purposes and increases structural rigidity in the event of an accident.
As the Model Y and Model 3 dominate Tesla’s current sales and delivery figures, Munro mentioned to Musk that he was disappointed that his new Model 3 teardown did not reveal a single piece casting similar to the Model Y design. However, Musk indicated Tesla’s mass-market sedan would eventually use the single-piece casting, it would just take its next two production facilities to be in operation for it to happen.
Musk told Munro:
“At some point, we probably will switch to a single-piece casting, but I think we need to get the Texas factory and the Berlin factory going. We do have an issue. It is hard to change the wheels on the bus when it is going 80 MPH down the highway. So, Model 3 is…well, was most of our volume. Model Y will exceed Model 3, but we just need an opportunity to redo the factory without blowing the cash flow of the company.”
In its Q1 2020 Update Letter, Tesla showed the two designs. The Model Y casting (right) was two pieces at this point in time. Thanks to the introduction of Tesla’s Giga Press from IDRA, the automaker has eliminated the two-piece design in favor of a massive one-piece casting. The elimination of so many parts was a huge advantage for Munro, who detailed the casting advantages in several teardown episodes last year.
Tesla Model Y owner Tony Pham then showed the one-piece casting design on his vehicle while having a third-party accessory installed into his all-electric crossover. Pham’s Model Y was delivered in late 2020, proving that Tesla has been utilizing the one-piece design for several months.
Model Y single piece rear casting!
VIN 97k, delivered 12/23/2020. Thanks @TeslaFrunk for the rear kick sensor installation pic.twitter.com/jkIGwX265v— Tony Pham – “Quick Bandit” license plate mount (@TonyTesla4Life) January 10, 2021
Tesla’s single-piece design is widely thought by automotive engineers, including Munro, to be the most advantageous way to build a car. In Munro’s opinion, other automakers have ignored a single-piece design’s advantages due to their stubbornness to keep things the same. “Thousands of engineers, big-time executives, walk by [the idea]. They don’t do it,” Munro said.
One of Tesla’s manufacturing process’s main advantages is that it continues to refine its techniques and never admits that its current processes are the best way to handle things. Tesla is always looking to improve the situation of its manufacturing and production lines, always seeking different techniques and new ways to build its vehicles. The issue now is that Tesla’s vehicles are becoming so popular that its limited production lines cannot be halted to update some production techniques, especially to mass-market vehicles that have been produced for several years. Musk’s analogy of the bus going 80 MPH down the highway is extremely accurate, especially as Tesla is coming off of its largest production and delivery year in company history. Halting Model 3 production lines for an update to the vehicle’s casting design would be detrimental at the current time.
While it is likely that Model 3 single-piece castings could happen down the road, it is not something to expect soon. With Musk indicating that Giga Berlin and Giga Texas need to be in operation for this to occur, these facilities will likely need to have Model 3 production numbers high enough to offset the closure of lines at Giga Shanghai and Fremont. With Berlin focusing on Model Y production initially, it is likely that Model 3 lines will not be ramped for at least a year, so the single-piece Model 3 casting may not be seen until at least 2023.
Elon Musk’s full interview with Sandy Munro is available below.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
