News
Tesla’s sustainability focus is evident down to the Model Y’s thermal system
It is no secret that Tesla’s main focus revolves around sustainability. Its mission is to accelerate the advent of sustainable energy, which is one of the reasons why every vehicle the company releases is designed to be a preferable alternative to cars powered by the internal combustion engine. This point became especially evident recently when the Model Y’s thermal system was compared side-by-side to that of the Ford Mustang Mach-E.
As discussed by automotive teardown expert Sandy Munro in his Munro Live YouTube channel, the Tesla Model Y’s thermal system is quite a feat in first-principles thinking and engineering. This could be seen in custom-designed components such as the Octovalve, as well as the hoses that Tesla used for the system. Munro noted that overall, the Model Y’s thermal system only uses 10 hoses with a total length of 6.35 meters, which is very conservative compared to other electric vehicles in the market.
Munro and Associates is currently in the process of tearing down the Ford Mustang Mach-E, and one of the things that caught the team’s attention was the all-electric crossover’s thermal system, which the automotive veteran candidly dubbed as a “nightmare.” This “nightmare” was represented by the lengthy, twisted cacophony of hoses that Ford used for its all-electric crossover’s thermal system. Compared to the Model Y, the Mach-E uses 250% more parts, which likely makes the vehicle more costly to build.
The teardown team found that the Mustang Mach-E’s thermal system had a total part count of 35 pieces, and the total length of its hoses stood at 18.42 meters, over two times longer than the hoses used in the Model Y. The fluids in the Model Y are significantly less than those used in the Mustang Mach-E as well, though they essentially play the same role.
As noted by members of the electric vehicle community who are familiar with thermal systems, the Mach-E also uses conventional rubber coolant hoses, which are generally heavy and not easy to recycle. These rubber hoses are very cheap, however, despite the fact that they require a lot of energy to manufacture. In contrast, Tesla appears to be using nylon materials for the Model Y’s tubing, which is more recyclable and more energy efficient to produce. Nylon tubing is significantly lighter than the rubber hoses used in the Mach-E, but it is several times more expensive.
Munro and Associates only showed a glimpse of the engineering prowess displayed by Tesla team when it designed the Model Y, but one thing was immediately evident when the all-electric crossover’s thermal system was compared to the Mach-E. The Tesla Model Y is created from the ground up to be a vehicle that’s designed for a renewable future, and its components seem to have been selected with sustainability in mind. The Model Y’s nylon hoses, which are more expensive but more sustainable, seem to be part of this strategy.
Tesla’s experience in building electric vehicles is evident in the Model Y’s components. Veterans like Ford, on the other hand, seem to still be learning the ropes. But this is not the most thought-provoking conclusion from Munro’s comparison of the Model Y and Mach-E’s thermal system. While the Tesla is miles ahead, Munro emphasized that the Ford Mustang Mach-E is already the best non-Tesla electric car that they have torn down and analyzed to date.
Watch Munro’s comparison of the Tesla Model Y and Ford Mustang Mach-E’s thermal system below.
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Investor's Corner
Elon Musk’s 2025 pay package gets support from Tesla’s biggest bull
ARK Invest founder Cathie Wood has previously stated that she is quite confident that the vote on Elon Musk’s 2025 Performance Award would pass.
Cathie Wood, CEO of ARK Invest and one of Tesla’s most ardent bulls, reiterated her support for Elon Musk’s 2025 CEO Performance Award.
Wood highlighted that Musk’s leadership attracts incredible talent, and it has allowed the companies he leads such as Tesla to become disruptors in their respective fields.
ARK Invest supports Musk’s leadership
Elon Musk’s 2025 CEO Performance Award has received a mixed reception. Proxy firms such as Glass Lewis and Institutional Shareholder Services (ISS) have stated that they would be voting against Musk’s pay package. Other entities, such as the State Board of Administration of Florida (SBA), have stated that they would be voting in favor of Tesla’s proposals.
ARK Invest founder Cathie Wood, for her part, has previously stated that she is quite confident that the vote on Elon Musk’s 2025 Performance Award would pass. She also stated that a favorable result to the vote for Musk’s 2025 pay plan would be beneficial for Tesla.
“Elon Musk is the most productive human being on earth. And a human being who attracts incredible talent, people who want to solve the world’s hardest problems. This is a win-win for all of us if Elon succeeds this time,” Wood stated. Musk appreciated Wood’s comments, stating, “Thanks Cathie!” In a post on X.
ARK Invest has been one of Tesla’s most loyal bulls
Tesla is ARK Invest’s single largest holding, with the firm holding an estimated $1 billion worth of TSLA, as noted in an Insider report. Wood previously said she expects the approval of Musk’s pay package to trigger “super-exponential growth” for the automaker, as new products like the Cybercab and Optimus expand Tesla’s offerings.
“Because think about it. It is a convergence among three of our major platforms. So, robots, energy storage, AI, and it’s not stopping with Robotaxis. There’s a story beyond that with humanoid robots, and our $2,600 number has nothing for humanoid robots. We just thought it’d be an investment, period,” Wood stated during an appearance at Steven Bartlett’s podcast The Diary Of A CEO.
Investor's Corner
Tesla VP for AI software makes a case for upcoming Elon Musk shareholder vote
Elluswamy reiterated the idea that Tesla is indeed at a critical point in its history.
Tesla’s Director of Autopilot Software and VP of AI Software Ashok Elluswamy has shared his thoughts about CEO Elon Musk’s 2025 performance award. While the executive typically discusses topics related to the company’s tech and AI initiaives, Elluswamy made it a point to make a case for Musk’s proposed pay package.
Tesla’s VP for AI Software shares his insights
In a post on X, Elluswamy reiterated the idea that Tesla is indeed at a critical point in its history. This is because the company is changing from a leader in electric vehicles and a major player in the energy storage market to a powerhouse pioneer in robotics that are powered by real-world AI. As per the executive, Elon Musk’s leadership of Tesla is more relevant now more than ever. He also reported an X article he previously wrote about Elon Musk and Tesla.
“This note regarding the importance of Elon leading Tesla is more relevant now than ever. Tesla is at a critical juncture, as it is metamorphosing into the world leader in robotics. Creating large-scale, useful robots requires expertise across engineering design, manufacturing, real-world AI software, chips for AI, and more. Elon is, quite likely, the only person on Earth with deep skills and the right instincts across all these domains,” Elluswamy stated.
A push to support Musk’s 2025 performance award
In recent weeks, Tesla executives such as Board Chair Robyn Denholm have been encouraging TSLA shareholders to vote in favor of Elon Musk’s 2025 performance award, as well as other proposals that the company’s directors have argued are critical to the future of the company. These proposals, Tesla executives noted, are necessary to ensure that the company can achieve the ambitious targets of Elon Musk’s Master Plan Part IV.
Elon Musk’s pay package, as well as the company’s proposals, would be decided at the upcoming 2025 Annual Shareholders Meeting, which would be held at Giga Texas on November 6, 2025. Needless to say, Tesla’s future might very well be decided during the event.
Elon Musk
Tesla Cybercab steering wheel dilemma gets final answer from Elon Musk
Tesla Cybercab is the company’s autonomy-geared automobile that will eventually begin the phase-out of human drivers. In recent days, however, there has been speculation regarding the vehicle’s equipment and whether it would be fitted with a typical steering wheel and pedals.
CEO Elon Musk put an end to this discussion, at least for now, as he maintains the vehicle will not have anything that would remotely resemble any possibility of any sort of manual operation.
The problem is, there is a flaw in his logic, and his justification for the reasoning is an opinion. But Musk has a special ability; he has the final say on what goes on at Tesla, and if he does or doesn’t want manual controls in the new vehicle, he’ll get his way.
On the All In Podcast on Friday, Musk gave his final answer to whether the Cybercab would have a steering wheel or pedals by stating it would not when the production units start rolling off lines in Q2 2026.
He provided a further explanation:
“The reality is, people may think they want to drive their car, but the reality is that they don’t. How many times have you been in an Uber or Lyft and said ‘I wish I could take over for the driver, get off my phone, and drive to my destination? 0.0 times.”
🚨 Elon Musk says Tesla will NOT put a steering wheel in the Cybercab (via All In Podcast):
“The reality is, people may think they want to drive their car, but the reality is that they don’t. How many times have you been in an Uber or Lyft and said ‘I wish I could take over for… pic.twitter.com/SGu3to5anA
— TESLARATI (@Teslarati) October 31, 2025
Although the units that have been spotted on public roads in recent days are equipped with a steering wheel and pedals, it is because Tesla is testing the vehicle in real-world situations, and manual controls are required for it.
Tesla Cybercab spotted testing on public roads for the first time
Some Tesla fans in the community have said that the car seems more geared toward being suitable for manual operation as opposed to a fully autonomous vehicle primed for driverless ride-hailing.
Earlier this week, Tesla Board Chair Robyn Denholm said that if the company had to put a steering wheel or pedals into the Cybercab, it would.
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