A recent episode of Sandy Munro’s Tesla Model Y teardown series has revealed that the electric car company utilized friction stir welding (FSW) for the crossover’s thermal management system. The welding technique is commonly used among aerospace companies, like SpaceX, as a way to maintain the strength of aluminum parts while securing a reliable bond between pieces.
Munro’s analysis of the Octovalve coolant system revealed Tesla’s techniques for the revised thermal management portion of the Model Y. Munro discovered the Octovalve on April 4 after digging into the Model Y’s internal build. The new coolant assembly seemed to be a revised version of the Model 3’s “Superbottle,” which served as the heart of the sedan’s thermal management system.
A car’s thermal management apparatus is responsible for controlling and maintaining proper temperatures in critical portions of the vehicle. In the case of the Model Y, the Octovalve is responsible for motor, battery, and cabin cooling, according to Munro. The Detroit auto veteran said that typically, these systems should not be cooling the cabin if they are controlling battery or motor temperature. The thermal management system in the Model Y seems to be controlling the cabin, the battery, the electronics, and the motor nonetheless.
The Octovalve seems to be a state-of-the-art system as it uses, “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,” Munro said.
With the assembly overlooking the temperature for these many parts of the vehicle, the system is subjected to drastic and sharp temperature changes. Over time, the difference between heat and cold can begin to weaken portions of the car part, especially if it was exposed to excessive temperatures during manufacturing. This is where some SpaceX-grade solutions come into play.
Tesla chose to utilize friction stir welding for its aluminum portions of the coolant assembly. “This is a cool way of putting two parts of aluminum together, some other materials as well, but aluminum is kind of the most suited for it. And in essence, what happens is you have a stylus that spins around very very quickly. It pokes through the two pieces of metal that you want to friction stir weld. Then, it goes around the outside edge, and what it does is it uses the plastic state or thixotropic state of the aluminum to bind it together,” Munro said.
Simply put, the process allows aluminum to reach a temperature that allows two pieces of metal to come together with a strong bond, but it never turns the metal into a soft, liquid-like state. “It’s like soft butter, butter that you could see is firm, but you could cut it with a knife.”
The advantage of using this process is that the heat from the welding process only applies to the outer edges of the metal. The additional material that is not bonded to anything does not see the heat and is not weakened by the welding process. Stir welding is also time effective as it can be completed in a short period, but it is a careful process that does not apply unneeded stress upon the rest of the assembly.
SpaceX uses friction stir welding for its rockets, as it increases strength by exposing only the bonded portions of two pieces of metal to each other. Friction stir welding was used by SpaceX back in 2008 when the company was combining barrel sections of the Falcon 9’s second stage. “The FSW joins metal without flames, sparking, inert gasses, or fumes, and produces a far superior weld in aluminum-lithium alloys as compared to traditional methods,” SpaceX said in a news update.
In the spirit of humor, Tesla and Elon Musk saw the Octovalve as a perfect opportunity to not only improve the performance of the vehicle temperature regulation system but also as an appropriate time to sprinkle in some additional humor in the form of an Easter Egg. The Model 3 donned a cape-wearing bottle-figured superhero for its “Superbottle” system, while the Model Y includes a snowflake-stamped Octopus as an Easter Egg.
Tesla has increased the effectiveness of its thermal management with the introduction of the Model Y’s Octovalve system. Elon Musk stated that it was some of the best engineering he had ever seen. The welding process could increase the longevity of the machine through its lack of exposure to excessive heat and stress during manufacturing.
Watch Munro’s video on the Model Y’s Octovalve welding below.
News
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
Tesla’s Holiday Update is going to be on its way soon, and although we have no idea what the company is planning to implement into vehicles with the 2025 iteration.
However, the wishlist is extensive, and owners are hoping to get a vast array of new features, both useful and artificial. That’s the fun thing about owning a Tesla — not everything is necessary, and it’s okay for your car to be fun.
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
🚨 All I Want for Christmas (in the Tesla Holiday Update) is:
1. More streaming platforms
2. Summon for Cybertruck
3. Easier Navigation adjustment for a preferred route instead of the optimal choiceWhat else? pic.twitter.com/qapS1jXAuB
— TESLARATI (@Teslarati) November 16, 2025
In past years, Tesla has brought both useful things and fun things with the Holiday Update. The Custom Lock Sound, new Light Shows, and even High Fidelity Park Assist have all come in past updates, among many other things. But for 2025, people want even more, and here’s what we have seen most frequently thus far:
More Streaming Platforms
This is a personal request of ours, and it’s something that we feel is long overdue.
Sure, Netflix, Disney+, and Hulu are all great — but there’s a lot of meat left on that bone. HBOMax, Paramount+, and even YouTube TV would be a great option for those of us who have subscriptions and want to watch Live Events while Supercharging or eating in our cars.
The fact that Tesla has not added more platforms to its in-car Theater in a few years has been, dare I say, disappointing?
Full Self-Driving for Europe
This is something not even Santa can help with. Although his Elves are known for their high productivity, we’re not even sure they could convince European regulators to open the door for FSD’s entrance into the market.
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
FSD is definitely capable of handling European driving conditions, but regulators are truly dragging their feet through the mud with the approval process. Tesla has tested FSD in several countries in Europe, but nothing has been set in stone yet.
Deeper Grok Integration
Many owners have said something about how Grok is truly not super in-tune with the vehicles. This is something any owner will experience.
It seems Grok should be capable of handling all in-car requests; everything from changing the A/C to a specific temperature to adding a stop within the Navigation should be handled by Grok.
Instead, Grok cannot handle those things currently. You have to speak to the car itself using the microphone button on the steering wheel.
Interestingly, some vehicles already have the Grok logo replacing the microphone. It is likely the most realistic request of all.
‘Learn’ Mode for Full Self-Driving Arrival Options
Although it is great for public destinations, FSD still does not allow you to choose a set parking spot at your residence. It also does not allow you to choose preferences for parking in large parking lots.
Renters, and even those who live in purchased townhomes, often have assigned parking spots. Full Self-Driving v14 has done a great job of doing half the work, but there have been too many times when I’ve arrived home, the car pulls me into a spot, and I’m forced to manually back out and park in my assigned space.
Many people also do not like to park toward the entrance of a store, me included. Parking away from the front of a store eliminates parking congestion and usually is a safer bet for your vehicle to keep from being dinged by careless drivers who swing their doors open.
Navigation Adjustments
Sometimes you don’t want to turn left on the street the navigation chooses. Maybe you want to go a block down and check out that new Portuguese restaurant that just opened on the way to your next destination.
This is only possible currently by inputting a waypoint that would take you that way. Instead, the center screen could be opened, and the driver should be able to select an alternative route by simply touching a street they’d rather travel on.
Investor's Corner
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Elon Musk
Tesla CEO Elon Musk teases autobiography following fallout with Isaacson
“I need to tell my story myself and highlight lessons that I learned along the way that would be useful to others.”
Tesla CEO Elon Musk teased the potential for an autobiography following his fallout with author Walter Isaacson, who wrote a book on the serial entrepreneur in the past.
Isaacson met with C-SPAN’s American’s Book Club on November 13, and went into detail as to why he disagreed with Musk’s place in politics, especially with how he handled Department of Government Efficiency (DOGE):
“It’s a shame because had he gone into government and focused on what he’s good at…He could have changed the government for good, but instead…he started, you know, let’s get rid of this part of USAID and firing people.”
It’s sort of a shame to see Isaacson cast stones in the direction of Musk, whom he spent a significant amount of time with, aiming to put forth an accurate and realistic depiction of perhaps the greatest entrepreneur in the modern era.
However, Musk did not come back at Isaacson. Instead, he highlighted the need for what could potentially be his autobiography, aiming to “highlight lessons that [he] learned along the way that would be useful to others.”
I need to tell my story myself and highlight lessons that I learned along the way that would be useful to others
— Elon Musk (@elonmusk) November 17, 2025
Musk’s time in government was met with harsh criticisms from many, but there was a lot of support for the work that he did during his time with DOGE as well. Eventually, Musk’s responsibilities with DOGE started to wind down, and he pledged to step back from government to focus on his companies.
A Musk-written biography would potentially be a great book for those who are interested in his story, but also those who plan to enter entrepreneurism, tech, or the sciences, as there truly could be some excellent lessons within.
However, Musk’s recently approved compensation package and the tranches that could pay him $1 trillion in shares will likely take up most of his time. Tesla also has a lofty goal of launching Robotaxi and expanding the ride-hailing service to other areas of the country in the coming months.
@teslarati With a pedestrian in the crosswalk, Tesla Full Self-Driving shows off its courtesy. Human drivers? Not so much. #tesla #teslafsd #fullselfdriving ♬ AMERICAN HEART – Maxwell Luke
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
Tesla CEO Elon Musk teases autobiography following fallout with Isaacson
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