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Tesla Model Y underbody shows zero compromises in safety and innovation
The Tesla Model Y is turning out to be a box full of good surprises for teardown auto expert Sandy Munro and his team. In a recent video showcasing the ongoing teardown process of the Model Y, Munro discussed how the all-electric crossover took no chances in terms of its wiring, brakes, quick-connects, and rear body structure.
Sandy Munro is familiar with Tesla’s vehicles, having torn down an early-production version of the Model 3 sedan. During that time, Munro pulled no punches in criticizing Tesla for the Model 3’s fit and finish, but he admitted that he ate crow as soon as his firm finished analyzing everything from the suspension, electronics, batteries, and electric motors.
By the end of the teardown, Munro was impressed enough with the Model 3 that his firm gave Tesla a goodwill list of improvements that the electric car maker can do to make its mainstream sedan better. Based on Munro’s recent walkthrough of the Model Y’s underbody, it appears that Tesla took the teardown expert’s tips to heart, and then some.
Immediately noticeable from the Model Y’s underbody was the flexible corrugated wrap Tesla used for the vehicle’s 12V wires. Munro noted that the use of flexible corrugated wrap is rarely done since it’s pretty much overkill, time-consuming, and expensive, but they do increase safety and minimizes the risk of shorting. So far, it appears that Tesla is one of the few automakers to go the extra mile with its 12V wiring system to ensure that its newest vehicle is as safe as possible.
Quick connects were also used by the electric car maker, which are much better than normal connectors since they never leak. The teardown expert stated that other automakers go for cheaper connectors such as screw fittings since quick connects are much more expensive. That being said, quick connects are also more reliable, highlighting Tesla’s focus on safety and longevity once more.
Brake calipers for the Model Y were also beefier compared to the Model 3, which should help stop the larger vehicle just as well as its sedan sibling. Observations from reviewers of the all-electric crossover mentioned that the Model Y drives like a legitimate canyon carver, and Munro himself has mentioned that the vehicle rides like it’s on rails. The vehicle’s large brakes may play a role in this.
But perhaps the biggest point of innovation for the Model Y’s underbody so far has to do with its rear, which is dominated by a gigantic aluminum casting. Munro explained that the Model 3’s boot was something that he did not appreciate since it had too many unnecessary parts. The Model Y, on the other hand, seemed to embody the actual suggestions Munro had for the Model 3. Overall, the teardown expert noted that he was glad to see his firm’s recommendations being implemented by Tesla in its latest vehicle.
Tesla may have a significant rebellious streak with its disruptive cars and equally disruptive business model. Yet despite this, the young carmaker has always been open to change and improvement, and this is something that was evident in the Model Y. Musk recently noted that “High quality and critical feedback from Munro & Co. is much appreciated!” This definitely appears to be the case, since the Model Y is looking to be a vehicle unlike anything that is on the road today, and one that embodies not just lessons learned from the Model 3 ramp, but suggestions from experts in the auto field as well.
Watch Sandy Munro’s walkthrough of the Tesla Model Y’s underbody in the video below.
Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
Tesla stock tumbles after earnings, one of its sharpest single-day declines
Elon Musk is not happy about this Tesla Full Self-Driving approval delay
