News
Tesla Model Y ‘future proof’ Autopilot-Infotainment link hits two birds with one stone
The Tesla Model Y is proving to be a vehicle that’s loaded to the brim with optimizations. From its wiring to its casting, the Model Y seems to be designed to be as future proof as possible. And if a recent set of tweets from a noted Tesla hacker are any indication, this future proofing may even extend all the way into the ethernet links used in the vehicle’s Autopilot computer and infotainment system.
Tesla owner-hacker @greentheonly recently posted images of computer components used in the Model Y that were evidently different from the ones used in the Model 3. Among these, the most notable change lay in Tesla’s use of upgraded ethernet links for the Autopilot computer and the infotainment system. While the Model 3 is equipped with 100 mbps links, the Model Y was equipped with links that are capable of 1 gigabit speeds. This change also necessitated a harness update in the all-electric crossover.
What is rather interesting is the fact that Tesla does not really need a 1 gigabit ethernet link for its electric cars today, or perhaps even in the near future. This is because the updated component in the Model Y is not related to the performance of Full Self-Driving or Autopilot at all. It is simply the link between Hardware 3 and the Model Y’s infotainment system.
Tesla community members from the r/TeslaMotors subreddit have stated that the 10x improvement in the Model Y’s ethernet link may actually be quite excessive specs-wise. Tesla enthusiast u/ShaidarHaran2 mentioned that it’s challenging to think of a process or task that would require gigabit speeds. Even if Tesla were to roll out improvements in the transmission of virtual display elements like traffic cones, lane lines, and other inner-city driving images to the infotainment system, the Model 3’s 100 mbps links would be more than enough.
Considering that the Model Y’s ethernet links are pretty much overkill with this update, it appears that Tesla may have adopted the computer upgrades primarily due to two potential reasons. One, the change may be motivated by a need to future-proof the all-electric crossover further. And two, the move to 1 gigabit links may partly be due to cost efficiencies. A lot of this may be motivated by the general trend of the tech sector.
Tesla Model 3 owner u/NetBrown of the r/TeslaMotors subreddit, who works as a network engineer, noted that it has become very difficult to find 100 mbps ports at a reasonable price today. Thus, it would actually be more practical for Tesla to use 1 gigabit links for the Model Y considering the costs of the components today, even if it’s a bit overkill in terms of speed. Card
Of course, it should be noted that Tesla is a company that rolls out incremental improvements to its fleet of vehicles as soon as something better is available. While these new computer parts are available in the Model Y now, it would likely be only a matter of time before the same system is adopted to Tesla’s other vehicles like the Model S and Model X. Newer Model 3 sedans may also have adopted these upgraded ethernet links as well, considering that the all-electric sedan shares 75% of its parts with its crossover sibling.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
