News
Tesla Model Y teardown forces Toyota to see an inconvenient truth: report
For some time now, it appeared that Toyota would be left behind in the electric vehicle transition. The company did not seem very serious about EVs, and the electric cars that it does release seem half-hearted at best. But as per a recent report, Toyota appears to have changed its stance on electric cars somewhat. They just needed to tear down a Tesla Model Y first.
There’s something quite remarkable about Teslas. They may look the same over the years, but their internals are changed very frequently. This was certainly the case with the Tesla Model Y. Its earliest iterations are quite different from its latest versions, particularly those that are built in Giga Texas that use both front and rear megacasts and a structural 4680 battery pack.
As noted in an Automotive News report, Toyota engineers recently conducted a teardown of a Tesla Model Y. The best-selling all-electric crossover did not just show the innovations that Tesla implemented on the vehicle. It also made Toyota realize that if they wanted to catch up in the emerging EV sector, they would have to get very serious about electric cars.
Beneath the Model Y’s rather unassuming exterior was a car that could be described as a “masterfully simplistic vehicle structure built with an advanced manufacturing prowess,” the motoring publication noted. It was also something that would most likely incite envy among veteran automakers. A Toyota executive who looked over the Model Y’s components reportedly noted that the vehicle was nothing short of a work of art.
“Taking the skin off the Model Y, it was truly a work of art. It’s unbelievable,” the executive said.
If there was something that became evident for Toyota’s executives when they tore down the Model Y, it was the fact that the Japanese veteran automaker’s manufacturing expertise has been exceeded — at least when it comes to electric cars. This was evident in the Model Y’s internals, which has been updated over the years to make it better and more cost-effective to build.
The Model Y’s megacasts, which were made possible by Tesla’s work with companies like IDRA to create Giga Press machines, eliminated numerous parts that make production more complicated. Toyota appears to have gotten its hands on a 4680 Model Y as well, as the publication referenced the all-electric crossover’s battery being part of the vehicle’s structure itself.
Toyota reportedly estimated that Tesla’s approach, which the company developed over many years of painstaking optimizations, effectively eliminated hundreds of parts and about 220 pounds of weight. Innovations in the Model Y also boosted the Model Y’s battery range and lowered its overall costs. A Toyota executive described Tesla’s approach to the Model Y as a “whole different manufacturing philosophy.”
Another executive reportedly noted that what Toyota needs at this point is something different from what the veteran automaker has been doing so far. “We need a new platform designed as a blank-sheet EV,” the executive said.
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Energy
Tesla Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.
Elon Musk
Elon Musk shares big Tesla Optimus 3 production update
According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.
Tesla CEO Elon Musk has stated that production of Optimus 3 could begin this summer. Musk shared the update in his interview at the Abundance Summit.
According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.
“We’re in the final stages of completion of Optimus 3, which is really going to be by far the most advanced robot in the world. Nothing’s even close. In fact, I haven’t even seen demos of robots that are as good as Optimus 3,” Musk said.
He also set expectations on the pace of Optimus 3’s production ramp, stating that the initial volumes of the humanoid robot will likely be very low. Musk did, however, also state that high production rates for Optimus 3 should be possible in 2027.
“I think we’ll start production on Optimus 3 this summer, but very slow at first, like sort of this classic S-curve ramp of manufacturing units versus time. And then, probably reach high volume production around summer next year,” he said.
Interestingly enough, the CEO hinted that Tesla is looking to iterate on the robot quickly, potentially releasing a new Optimus design every year.
“We’ll have Optimus 4 design complete next year. We’ll try to release a new robot design every year,” Musk stated.
Tesla has already outlined broader plans for scaling Optimus production beyond its first manufacturing line. Musk previously stated that Optimus 4 will be built at Gigafactory Texas at significantly higher production volumes.
Initial production lines for the robot are expected to be located at Tesla’s Fremont Factory, where the company plans to establish a line capable of producing up to 1 million robots per year.
A larger production ramp is expected to occur at Gigafactory Texas, where Musk has previously suggested could eventually support production of up to 10 million robots per year.
“We’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk said previously.
The comments suggest that while Optimus 3 will likely begin production at Fremont, Tesla’s larger-scale manufacturing push could arrive with Optimus 4 at Gigafactory Texas.
Elon Musk
Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai
Tesla’s humanoid robot was presented as part of the company’s exhibit at the Shanghai electronics show.
Tesla showcased its Optimus humanoid robot at the 2026 Appliance & Electronics World Expo (AWE 2026) in Shanghai. The event opened Thursday and featured several Tesla products, including the company’s humanoid robot and the Cybertruck.
The display was reported by CNEV Post, citing information from local media outlet Cailian and on-site staff at the exhibition.
Tesla’s humanoid robot was presented as part of the company’s exhibit at the Shanghai electronics show. On-site staff reportedly stated that mass production of the robot could begin by the end of 2026.
Tesla previously indicated that it plans to manufacture its humanoid robots at scale once production begins, with its initial production line in the Fremont Factory reaching up to 1 million units annually. An Optimus production line at Gigafactory Texas is expected to produce 10 million units per year.
Tesla China previously shared a teaser image on Weibo showing a pair of highly detailed robotic hands believed to belong to Optimus. The image suggests a design with finger proportions and structures that closely resemble those of a human hand.
Robotic hands are widely considered one of the most difficult engineering challenges in humanoid robotics. For a system like Optimus to perform complex real-world tasks, from factory work to household activities, the robot would require highly advanced dexterity.
Elon Musk has previously stated that Optimus has the capability to eventually become the first real-world example of a Von Neumann machine, a self-replicating system capable of building copies of itself, even on other planets. “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet,” Musk wrote in a post on X.
Tesla Energy gains UK license to sell electricity to homes and businesses
Elon Musk shares big Tesla Optimus 3 production update
