News
Tesla engineers share Model 3 steering, drivetrain, and suspension secrets
The Tesla Model 3 is practically taking over the electric car market, establishing a strong presence in every region where it is released. A key reason behind this lies in the fact that the Model 3 happens to be a really fine automobile that just happens to be electric. It’s quick on its feet, handles nimbly despite its weight, and it provides a ride that is both sporty and comfortable.
One of the UK’s most established motoring magazines, Autocar, spoke with a number of Tesla engineers to gain some insights on the design and development process of the Model 3. The result was an extensive discussion in how a clean-sheet design and a serious commitment to safety could make all the difference when creating a car that is, for all intents and purposes, intended to reinvent the automobile.
Tires
Immediately emphasized by the Tesla engineers was that the Model 3’s chassis and suspension were designed using a ‘first principles’ clean-sheet approach. This started with the Model 3’s tires, which the engineers fondly described as the “unsung heroes” of the vehicle, being critical to its feel and drivability. The development of the Model 3’s tires began back in 2015, when Tesla started working with manufacturers to create the ideal tires for the electric sedan.
The engineers noted that the tires of a high-performance electric car like the Model 3 are challenged in different ways compared to gas-powered automobiles. This is due to a number of factors, including the vehicle’s weight and its instant torque. Since the bulk of an EV’s mass is situated lower down compared to a vehicle with an internal combustion engine, there is less vertical force buildup on the outside pair of tires to generate grip when cornering.
To address this, Tesla focused on tread stiffness, even developing new compounds to deliver a good combination of cornering grip and low rolling resistance for the Model 3’s tires. Sound-absorbing foam placed inside the tire cavity further increases comfort during driving by suppressing noise. The Model 3’s rear wheels hold some interesting secrets as well. The engineers revealed that each rear wheel of the electric sedan has six degrees of freedom, with five links and one damper, though the links are split to allow superior control over forces that are transmitted through the vehicle’s tire contact patch.
Safety Systems and Steering
The Model 3 has earned a perfect 5-Star Safety Rating from the NHTSA, the Euro-NCAP, and the ANCAP. This comes as no surprise, considering that the vehicle is designed from the ground up to emphasize safety. The Model 3’s front suspension, for example, was specifically designed to provide maximum protection in small-overlap frontal collision crash tests.
Sacrificial links that are designed to snap when the front wheel and suspension get damaged are also integrated into the vehicle, allowing the Model 3’s front wheels to rotate. This moves the front wheels outside the Model 3’s body, while pushing the car, its occupants, and its battery pack from the point of impact. These safety systems extend to the Model 3’s dual-motor AWD variants as well.
Tesla designed the Model 3’s electric power steering system to have a rapid 10:1 ratio. The power steering is equipped with full redundancy with separate power feeds taken directly from the vehicle’s high-voltage battery. The engineers also mentioned two electronic modules and two inverters providing “hot backup” to the system if one fails.
Brakes
The Model 3’s braking system is quite unique, in the way that Tesla opted to equip the electric sedan with more expensive four-pot brake calipers at the front wheels instead of a single-piston sliding mechanism. This gives the Model 3 superior pedal response, and it opened the door for the electric car maker to design its own piston seals that fully retract the brake pads after braking; thus, boosting available driving range and cutting drag. Such a system adds to the Model 3’s efficiency, which has proven superior to other premium electric vehicles like the Audi e-tron and the Jaguar I-PACE.
Elon Musk has mentioned multiple times in the past that brake pads in a Tesla will last for the lifetime of a vehicle. This is no exaggeration, according to the Tesla engineers, who noted that the Model 3’s discs and brake pads are designed to last for around 150,000 miles. This is made possible by the Model 3’s regenerative braking system, which allows drivers to slow down the vehicle without using its physical brakes. As for rust issues, the engineers pointed out that Tesla has developed new anti-corrosion techniques for its electric cars.
Suspension
Perhaps the most interesting tidbit discussed by the Tesla engineers involved the Model 3’s suspension. In true Elon Musk fashion, Tesla actually used concepts from NASA when it was refining the suspension settings of the electric sedan. The electric car maker based the Model 3’s suspension settings on a study by the space agency about how long the human body can be subjected to a certain frequency without feeling uncomfortable. Considering that the vertical frequency of a suspension’s movement affects comfort and drivability, Tesla engineers settled on a vertical frequency that is equivalent to a brisk walk or a slow run to give the Model 3’s chassis a comfortable, sporty feel.
The Model 3’s suspension has impressed a number of industry experts, among them being automotive veteran and teardown expert Sandy Munro of Munro and Associates. During his teardown of the vehicle, Munro noted that the Model 3 has areas of improvement in its body and finish, but everything from the electric car’s suspension, all the way down to its tires, is flawless. In a segment on YouTube’s Autoline TV, Munro mentioned that the person who tuned the Model 3’s suspension could easily be an “F1 Prince.”
During the electric car maker’s second-quarter earnings call, Elon Musk mentioned that the “story for Tesla’s future is fundamentally Model 3 and Model Y.” While the Model S and Model X were made to prove that electric vehicles could be superior alternatives to gas-powered premium sedans and SUVs, the more affordable Model 3 — and in extension, the Model Y — would likely be the cars that could reinvent the automobile and encourage mass-market car buyers to rethink what a vehicle could be like. Based on the Model 3’s success so far, it appears that Tesla is so far succeeding in this endeavor.
H/T to JPR007.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.
SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.
More price target movement:
🚀 Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
🚀 Barclays raised its target to $300 from $254 (Overweight).
🚀 Citi increased its target to $240 from $200 (Buy),
🚀 UBS moved to $230 from $210 (Buy)
🚀TD Cowen raised its target to $224 from $200 (Buy).
🚀Morgan Stanley held an Overweight rating with a $300 target.
🚀Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.— TESLARATI (@Teslarati) October 21, 2026
Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.
The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.
Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.
These elements prompted a wave of price-target increases:
- JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
- Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
- Barclays raised its target to $300 from $254 (Overweight).
- Citi increased its target to $240 from $200 (Buy),
- UBS moved to $230 from $210 (Buy), and
- TD Cowen raised its target to $224 from $200 (Buy).
- Morgan Stanley held an Overweight rating with a $300 target.
- Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.
Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.
The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.
Tesla reports Q3 Earnings today: here’s what to expect
SpaceX confirms Starship 15 launch window with massive ambitions
