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Tesla proudly hides ‘Octovalve’ insignia in Model Y, hints at next-gen thermal system
A number of the Tesla Model Y’s secrets are now coming to the surface, as auto veteran and teardown expert Sandy Munro continues his disassembly and analysis of the all-electric crossover. Among the most noteworthy of these secrets is the vehicle’s “Octovalve,” which could very well be an upgraded version of the Model 3’s unique “Superbottle,” which serves as the heart of the all-electric sedan’s thermal management system.
The Model 3 broke all conventions when it became evident that instead of using a different cooling system for the vehicle’s battery pack, cabin, and electronics, the all-electric sedan used one compact centralized thermal management system. Traditional automakers usually install several cooling systems in a car, since components are outsourced to different companies. Tesla opted for a different strategy with the Model 3, thanks to its vertically-integrated approach to its vehicles’ design.
Based on recent photographs taken by auto teardown expert Sandy Munro, the Model Y is also equipped with a novel thermal management system. But instead of a Superbottle, Tesla appears to have provided its latest vehicle with an “Octovalve” instead. Munro is yet to tear down and analyze the Octovalve, but just like its predecessor, it seems to be the heart of the Model Y’s cooling and heating system.
Interestingly enough, the use of the Octovalve instead of the Superbottle in the Model Y may be due to the all-electric crossover’s heat pump. Prior Teslas like the Model S, Model 3, and Model X have used electronic resistive heating systems, which are quick but less efficient than heat pumps.
This is speculation of course, but it appears that the Octovalve may be a novel way for Tesla to combine all heating and cooling systems in the Model Y in one unit. To make this possible, Tesla needed a customized, smart valve system that can perform all the cooling and heating tasks for the Model Y. Based on Munro’s previews, this definitely seems to be the case, as hinted at by the Octovalve’s own badge — an octopus with a snowflake on its head.
Elon Musk has mentioned the Octovalve in a previous tweet, while responding to a Tesla community member who inquired if the Model Y had a solution that is better than the Superbottle. Musk noted in his tweet that the Octovalve is pretty special on its own right, though he was quick to emphasize that all credit for the creation of the system is to the Tesla team, not himself.
“Yes. PCB design techniques applied to create a heat exchanger that is physically impossible by normal means. Heat pump also has a local heating loop to spool up fast & extend usable temperature range. Octavalve is pretty special too. Team did great work. No credit to me,” Musk wrote.
While discussing the Superbottle during the Model 3’s teardown, Sandy Munro stated that device, apart from giving serious technical and cost advantages for Tesla, is the very representation of the electric car maker’s vertical integration. By adopting such a device, Tesla pretty much saved on space, assembly costs, and final assembly time. Such is just not possible with other EVs such as the Chevy Bolt, an otherwise great electric car that utilizes three separate cooling systems.
“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 commented.
Very little is known about the Octovalve and its actual functions for now, but if speculations are correct, it appears that Tesla has created something novel for its newest vehicle’s cooling and heating system once more. This bodes well for the company’s next vehicles as well, such as the Plaid Model S and Model X, the Cybertruck, the Semi, and the next-generation Roadster. Needless to say, it would be very interesting to see what vertically integrated solution Tesla creates for its next electric cars.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
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.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
