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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 analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
