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Tesla Model Y teardown forces Toyota to see an inconvenient truth: report

Image Credit: Tesla Inc.

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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. 

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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. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla begins Holiday Update rollout with some surprise features

On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.

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Credit: Grok

Tesla has started the rollout of the 2025 Holiday Update, as several owners reported it had arrived in their cars via a software update.

Tesla’s Holiday Update is rolling out as Software Version 2025.44.25.1, and includes several new features. We did an extensive breakdown of what was included in another article, but we’ll list the new additions below:

  • Grok with Navigation Commands (Beta) – Grok will now add and edit destinations.
  • Tesla Photobooth – Take pictures inside your car using the cabin-facing camera
  • Dog Mode Live Activity – Check on your four-legged friend on your phone through periodic snapshots taken of the cabin
  • Dashcam Viewer Update – Includes new metrics, like steering wheel angle, speed, and more
  • Santa Mode – New graphics, trees, and a lock chime
  • Light Show Update – Addition of Jingle Rush light show
  • Custom Wraps and License Plates – Colorizer now allows you to customize your vehicle even further, with custom patterns, license plates, and tint
  • Navigation Improvements – Easier layout and setup
  • Supercharger Site Map – Starting at 18 pilot locations, a 3D view of the Supercharger you’re visiting will be available
  • Automatic Carpool Lane Routing – Navigation will utilize carpool lanes if enabled
  • Phone Left Behind Chime – Your car will now tell you if you left a phone inside
  • Charge Limit Per Location – Set a charge limit for each location
  • ISS Docking Simulator –  New game
  • Additional Improvements – Turn off wireless charging pad, Spotify improvements, Rainbow Rave Cave, Lock Sound TRON addition

On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.

It seems the release is a bit of an apology to a particular group, as it has only made its way to Hardware 3 vehicles, particularly the ones using the AMD Ryzen chip.

Tesla has excluded FSD-purchased and subscribed vehicles that are utilizing Hardware 3, so it seems there is a strategy to this limited rollout.

Two Surprise Additions

Tesla has added two additional features with the Holiday Update, which include a new Storage Space for Dashcam feature that shows how much space you have used and remaining on your USB drive.

Additionally, Tesla gamified Supercharging with a new “Charging Passport” feature, which we reported on earlier today.

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Tesla announces major milestone at Gigafactory Shanghai

First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually.

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Credit: Tesla

Tesla has announced a major milestone at its Chinese manufacturing facility, Gigafactory Shanghai, confirming on Monday that it had built its four millionth vehicle.

Tesla Gigafactory Shanghai first started building cars back in October 2019 with Model 3 assembly, just ten months after the company broke ground on the plant’s 86-hectare piece of land.

First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually. Production continued to ramp up, and by September 2023, less than three years after it started building Tesla’s EVs, it had built its two millionth vehicle.

Fast forward to December 2025, and Tesla has confirmed that four million cars have rolled off of production lines at the plant, a major milestone in the six short years it has been active:

The capacity at Giga Shanghai is exceeding 950,000 vehicles per year, and this year, the company has delivered 675,000 cars through the first three quarters. It is also the only plant to manufacture the Model Y L, a longer wheel-based configuration of the all-electric crossover that is exclusive to the Chinese market.

Gigafactory Shanghai’s four million cars have not all stayed within the domestic market, either. For a considerable period, the factory was exporting a significant portion of its monthly production to Europe, helping Gigafactory Berlin supplement some Model Y volume and all of its Model 3 deliveries. This is due to the Berlin plant’s exclusive production plans for the Model 3.

The site is one of the most crucial in the company’s global plans, and Gigafactory Shanghai’s incredible pace, which has led to four million production units in just about six years. It’s fair to say that it won’t be long until we’re seeing Tesla celebrate the plant’s five millionth vehicle produced, which should happen sometime late next year or in early 2027, based on its current manufacturing pace.

The company also builds the Megapack on the property in an adjacent Megafactory.

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Tesla gamifies Supercharging with new ‘Charging Passport’

It will also include things like badges for special charging spots, among other metrics that will show all of the different places people have traveled to plug in for range.

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Credit: MarcoRP | X

Tesla is gamifying its Supercharging experience by offering a new “Charging Passport,” hoping to add a new layer to the ownership experience.

While it is not part of the Holiday Update, it is rolling out around the same time and offers a handful of cool new features.

Tesla’s Charging Passport will be available within the smartphone app and will give a yearly summary of your charging experience, helping encapsulate your travel for that year.

It will also include things like badges for special charging spots, among other metrics that will show all of the different places people have traveled to plug in for range.

Tesla will include the following metrics within the new Charging Passport option within the Tesla app:

  • Charging badges: Iconic charging badges for visiting places like the Tesla Diner, Oasis Supercharger, etc., Explorer Badge, and more
  • Total Unique Superchargers Visited
  • Total Charging Sessions
  • Total Miles Added during Charging Sessions
  • Top Charging Day
  • Longest Trip
  • Favorite Charging Locations

This will give people a unique way to see their travels throughout the year, and although it is not necessarily something that is needed or adds any genuine value, it is something that many owners will like to look back on. After all, things like Spotify Wrapped and Apple Music Replay have been a great way for people to see what music they listened to throughout the year.

This is essentially Tesla’s version of that.

With a handful of unique Superchargers already active, Tesla is also building some new ones, like a UFO-inspired location in New Mexico, near Roswell.

Tesla is building a new UFO-inspired Supercharger in the heart of Alien country

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