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Tesla ‘Superbottle’ proves that the Model 3’s disruption lies in its vertical integration
During a recent interview with Tesla owner-enthusiast Sean Mitchell, Detroit veteran Sandy Munro of Munro and Associates mentioned that among the Model 3’s unique components, its “Superbottle” is one of the most innovative. Combining two pumps, one heat exchanger, and one coolant valve in one cleverly-designed bottle, the Model 3’s cooling system is arguably the most unique in the auto industry.
The traditional automotive industry is all about suppliers and outsourcing the different components of a vehicle to different companies. This results in cars having redundant components. The Chevy Bolt, for example, has three cooling systems: one for its battery pack, one for its cabin, and one for its electronics. This is not the case with the Model 3, as the fondly-named Superbottle handles the entire cooling system of the whole vehicle — battery pack, cabin, and electronics included.
The Superbottle has garnered much recognition even among noted gearheads such as Jalopnik‘s David Tracy, who used to design automotive cooling systems himself. Munro, for his part, noted that the Superbottle actually gives several advantages for Tesla, such as increased modularity and packaging space, potential weight savings, reduced final assembly costs, and reduced final assembly time, to name a few. For Munro, the novel cooling system is the very definition of Tesla’s vertical integration.
“The Superbottle is a great example of how the normal automotive companies don’t work together, and Tesla does. That Superbottle crosses many lines that you can’t cross here (in Detroit). If I’m in charge of engine cooling or battery cooling, I don’t want nothing to do with cooling the cabin. And yet, we’ve got the motor cooling, the battery cooling, and electronics, all going through one little bottle that’s got some clever little ball valves that open and close to make sure that everything’s getting heated or everything’s being cooled to where it needs to be. We all thought that was the best thing in the whole damn car,” Munro fondly commented.
Discussing the Superbottle further, Munro mentioned how the cooling system is fitted with a bottle avatar dressed as a superhero. According to the auto veteran, this funny little character is a notable representation of just how different Tesla is as a car maker, as such fun Easter Eggs in a vehicle will never be allowed in traditional automakers. Together with the vertical integration that is showcased in the Superbottle, Tesla’s apparent support for creativity among its engineers and designers is something that is simply not present in traditional automakers today.
In a recent video, Tesla investor-enthusiast Galileo Russell of HyperChange TV noted that innovations such as the Superbottle could open the doors for the electric car maker’s other products. It is most certain that the Superbottle will end up in the Model Y, and variations of it would likely be used in other vehicles such as the Pickup Truck, the Semi, and the next-gen Roadster. Perhaps, Russell mused, Tesla’s Superbottle solution could even be utilized on the company’s upcoming HVAC products, which Elon Musk hinted at during his extensive podcast with Joe Rogan last year.
Tesla catches a lot of flak due to the fact that the company and its CEO, Elon Musk, seems unwaveringly intent on reinventing the wheel. With each new vehicle that it introduces, Tesla steps farther and farther away from traditional automakers. This is represented by the fact that the company is currently developing a literal giant casting machine for its Model Y crossover, which is expected to reduce the number of parts for the vehicle. And this is just the tip of the iceberg, as Tesla is also developing its custom Silicon for its full self-driving projects. It is then no surprise that when Sandy Munro was discussing how traditional automakers are playing catchup to Tesla in the EV market, he noted that “really and truly, all the domestics (automakers such as Ford and GM) are way behind.”
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Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
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Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
