It appears that Tesla’s rear casting and structure improvements for the Model Y have been designed to improve the safety of passengers who will occupy the vehicle’s future third row of seats.
As Sandy Munro continues to dive into the company’s new all-electric crossover, several clues hint toward the vehicle’s improved rear safety design. Munro mentions multiple design improvements that range from thicker longitudinal bars to prevent crunching in the even of an accident, to new bolt shapes that decrease weight and improve durability.
Munro first looks at the castings on the side rails of the Model Y. The attachment points on each side of the car indicate they are one piece and are not welded on. “They’re plenty strong, and you can see they’re just cast in place,” he said. Also, the under-seat points are 3 to 3.5mm thick. Munro suggests Tesla moved added density to other areas that may be more susceptible to being compromised in an accident. “There is a lot of good stuff here. I like that.”
According to Munro, Model Y has improved fixture points on the rear longitudinals that run from the front to the back of the car. While the two bolts on the front of the longitudinals are standard, the top bolt on the rear end is scooped out. “These are common on Japanese cars. See how it’s dished out? The Japanese use this for weight reduction, but it is also good for a shear bolt. So my guess is this may be something to do with crashworthiness,” Munro said.
Shear bolts are commonly used to protect equipment from sudden impact or excessive load. They are often referred to as “anti-theft bolts” and popular among assemblies that may be subjected to occurrences of excessive force. However, they are ideal for safety and an accident would maintain the structural integrity of the rear portion of the car, keeping those seated in the back safe from injury during a violent collision.
Speculation from the Detroit veteran suggests the Model Y’s third row of seats will be rear-facing, especially as the design of the mounting brackets only leads Munro to believe that the sixth and seventh passengers will be looking out of the vehicle’s rear windshield.
“We can’t see anything that says that we’re going to be putting front-facing seats. But, we sure can see where it could be a potential there for rear-facing seats,” Munro said.
A video Munro posted on April 4 to the company YouTube channel examined the Model Y’s potential for rear-facing third-row seats. Munro hopped into the trunk of the crossover and was impressed by the size and spaciousness, and mentioned that it was “semi-comfortable” and may be best for children based on its storage design.
Based on what is known about Tesla’s previous and upcoming third-row seating options, the design would likely be rear-facing. Jump seats in the Model S were popular among the sedan’s owners before the release of the Model X. Additionally, the upcoming release of the Plaid Mode Model S will include rear-facing jump seats that will support larger passengers instead of just children.
The Model Y was always aimed toward being the safest midsize SUV on the road. With the inclusion of an optional third row of seats, the Model Y’s rear collision safety had to be revamped and rejuvenated. The addition of shear bolts for durability and increased thickness in some areas for added strength was likely added to improve the safety of third-row passengers in an accident.
Watch Munro’s video of the improved rear castings and safety design of the Model Y below.
News
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla is reportedly bracing for the integration of Apple’s well-known iOS automotive platform, CarPlay, into its vehicles after the company had avoided it for years.
However, now that it’s here, owners are more than clear that they do not want it, and they have their theories about why it’s on its way. Some believe it might have to do with the EV tax credit, or rather, the loss of it.
Owners are more interested in why Tesla is doing this now, especially considering that so many have been outspoken about the fact that they would not use it in favor of the company’s user interface (UI), which is extremely well done.
After Bloomberg reported that Tesla was working on Apple CarPlay integration, the reactions immediately started pouring in. From my perspective, having used both Apple CarPlay in two previous vehicles and going to Tesla’s in-house UI in my Model Y, both platforms definitely have their advantages.
However, Tesla’s UI just works with its vehicles, as it is intuitive and well-engineered for its cars specifically. Apple CarPlay was always good, but it was buggy at times, which could be attributed to the vehicle and not the software, and not as user-friendly, but that is subjective.
Nevertheless, upon the release of Bloomberg’s report, people immediately challenged the need for it:
Everyone thinks they need it. I would think that too if I didn’t know how good Tesla’s interface was. CarPlay is a crappy layer on top of crappy info-navs, and people think it’s an imperative because it provides a level of consistency from car to car. They have no clue how much…
— Rich Stafford (@r26174_rich) November 14, 2025
How can it not be when the best engineers choose Tesla over Apple and Tesla’s core focus is auto vs Apple being mobile. It’s what Tesla does every day. It’s a side project for Apple. Still Apple is much better than any other auto OEM who attract lesser talent and make digital…
— Emu (@confessedemu) November 14, 2025
Some fans proposed an interesting point: What if Tesla is using CarPlay as a counter to losing the $7,500 EV tax credit? Perhaps it is an interesting way to attract customers who have not owned a Tesla before but are more interested in having a vehicle equipped with CarPlay?
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla has made a handful of moves to attract people to its cars after losing the tax credit. This could be a small but potentially mighty strategy that will pull some carbuyers to Tesla, especially now that the Apple CarPlay box is checked.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
News
Tesla CEO Elon Musk responds to Waymo’s 2,500-fleet milestone
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service.
Elon Musk reacted sharply to Waymo’s latest milestone after the autonomous driving company revealed its fleet had grown to 2,500 robotaxis across five major U.S. regions.
As per Musk, the milestone is notable, but the numbers could still be improved.
“Rookie numbers”
Waymo disclosed that its current robotaxi fleet includes 1,000 vehicles in the San Francisco Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and 100 in Atlanta, bringing the total to 2,500 units.
When industry watcher Sawyer Merritt shared the numbers on X, Musk replied with a two-word jab: “Rookie numbers,” he wrote in a post on X, highlighting Tesla’s intention to challenge and overtake Waymo’s scale with its own Robotaxi fleet.
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service. During the third quarter earnings call, he confirmed that the company expects to remove safety drivers from large parts of Austin by year-end, marking the biggest operational step forward for Tesla’s autonomous program to date.
Tesla targets major Robotaxi expansions
Tesla’s Robotaxi pilot remains in its early phases, but Musk recently revealed that major deployments are coming soon. During his appearance on the All-In podcast, Musk said Tesla is pushing to scale its autonomous fleet to 1,000 cars in the Bay Area and 500 cars in Austin by the end of the year.
“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousand cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said.
With just two months left in Q4 2025, Tesla’s autonomous driving teams will face a compressed timeline to hit those targets. Musk, however, has maintained that Robotaxi growth is central to Tesla’s valuation and long-term competitiveness.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
Ron Baron states Tesla and SpaceX are lifetime investments
Tesla CEO Elon Musk responds to Waymo’s 2,500-fleet milestone
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