During the Tesla Model Y’s teardown by auto veteran Sandy Munro, it was observed that the all-electric crossover only had two massive casts for its rear underbody. This was seen as a significant improvement from the Model 3, whose rear casting was notably over-engineered with about 70 pieces of metal. Yet even with these improvements, Tesla and its CEO, Elon Musk, noted that eventually, the Model Y’s rear underbody will only be comprised of a single piece.
Aerial footage of the Fremont Factory suggests that the electric car maker has begun to test the production of the Model Y’s single-piece rear casts. Tesla enthusiast Gabeincal recently conducted a flyover of Tesla’s Fremont facilities, from the Roadrunner line in Kato Road to the new developments in the main vehicle production plant. Based on the Tesla enthusiast’s drone footage, it seemed evident that the company is currently deploying what appears to be a second “Giga Press” machine on the grounds of the Fremont factory.
The “Giga Press,” which is produced by Italy-based Idra Group, is arguably one of the largest of its kind in the market, with a clamping force of 55,000 to 61,000 kilonewtons. So far, there are two of these machines in the Fremont Factory, and one is already producing vehicle parts. Interestingly enough, the parts that were spotted in the drone flyover seem to be single-piece casts for the Model Y’s rear subframe.
With this in mind, it appears that Tesla is now at a point where it is optimizing the Model Y’s production process. Reports have pointed to Gigafactory Shanghai also receiving a “Giga Press” for its Model Y production line in its Phase 2 zone, and filings from the electric car maker indicate that Giga Berlin will deploy a whopping eight “Giga Presses” for its operations. The utilization of these machines, together with other innovations, should allow Tesla to improve its operating costs, as observed by auto teardown expert Sandy Munro during his analysis of the Model Y.
Elon Musk has previously stated that the idea for using large casts for the Model Y was inspired by the Hot Wheels versions of Tesla’s vehicles. “As Sandy accurately pointed out, the rear of the Model 3 looks like a patchwork quilt. It’s not great… The current version of the Model Y has basically two big high-pressure die-cast aluminum castings that are joined. Later this year, we will transition a single piece casting that also integrates the two rear crash rails,” he said.
The Tesla Model Y is still being ramped in the Fremont Factory, and with the “Giga Presses” coming online, it would only be a matter of time before the production of the all-electric crossover could be optimized and improved. This bodes well for Tesla overall, especially considering that the company faced numerous challenges during the ramp of the Model 3. The ongoing Model Y ramp, as well as the relatively quick deployment of the “Giga Press” machines, shows that Tesla intends to evade the issues that plagued it during the Model 3’s initial production.
Watch the recent footage of Tesla’s “Giga Press” machines at the Fremont factory in the video below.
Elon Musk
Tesla China posts strong February wholesale growth at Gigafactory Shanghai
The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.
Tesla China sold 58,599 vehicles wholesale in February, reflecting strong year-over-year growth. The figure includes both domestic deliveries in China and vehicles exported to international markets.
The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.
Tesla’s February wholesale result represents a 91% increase year over year, compared with 30,688 vehicles in February 2025. Month over month, the result was down 15.2% from January, when Tesla China recorded 69,129 wholesale units.
The February total reflects combined sales of the Model 3 and Model Y produced at Gigafactory Shanghai. The facility produces the two vehicles for both domestic sales and exports.
Gigafactory Shanghai continues to serve as Tesla’s primary vehicle export hub, supplying vehicles to markets across Asia and Europe. Data compiled by Tesla watchers shows that 18,485 vehicles were sold domestically in China in January 2026, while exports accounted for 50,644 units during the same period.
Tesla has also been extending financing programs in China as it pushes to strengthen domestic demand. The company recently extended its seven-year ultra-low-interest and five-year interest-free financing programs through March 31, marking the second extension of the promotion this year.
The financing initiative was first introduced on January 6 as a strategy aimed at offsetting higher ownership costs ahead of China’s planned 5% NEV purchase tax in 2026. The promotion was originally scheduled to expire at the end of January before being extended to February and then again through the end of the first quarter.
Tesla’s efforts come amid growing competition in China’s EV market. According to data compiled by CNEV Post, Tesla’s 2025 retail sales in China reached 625,698 vehicles, representing a 4.78% year-over-year decline. Part of that decline was linked to the Model Y changeover to its updated variant in early 2025, which temporarily reduced deliveries during the transition period.
News
Tesla Model Y L spotted on transport trucks in Australia
One of the sightings was reported along Victoria Parade in Melbourne, and it showed multiple Model Y L vehicles on a transport carrier.
Tesla’s upcoming Model Y L has been spotted on transport trucks in Australia. Sightings of the six-seat extended wheelbase Model Y variant have been reported on social media platform X by members of the Australian Tesla community.
One of the sightings was reported along Victoria Parade in Melbourne, and it showed multiple Model Y L vehicles on a transport carrier.
The sighting follows earlier observations by Tesla enthusiasts in Sydney, where a covered vehicle believed to be a Model Y L was spotted at a Supercharger.
The Sydney sighting drew attention after observers noted that the vehicle’s tare weight appeared to match the ADR approval listing for the Model Y L, suggesting it could indeed be the extended wheelbase variant of the electric SUV.
Tesla has previously confirmed that the Model Y L will launch in Australia and New Zealand in 2026. The confirmation was reported by techAU following a media release from Tesla Australia and New Zealand.
The Model Y L expands the existing Model Y lineup with seating for six passengers. The vehicle features a longer body compared with the standard Model Y in order to accommodate a spacious second and third row.
Tesla has opted for a 2-2-2 seating configuration instead of a traditional seven-seat layout for the Model Y L. The design includes two individual seats in the middle row to provide easier access to the third row and additional passenger space.
Tesla Australia and New Zealand has also stated that the Model Y L will be covered under the company’s updated warranty structure beginning in 2026.
Tesla has not yet announced pricing or official range figures for the Model Y L in Australia.
Elon Musk
Elon Musk shares timeframe for X Money early public access rollout
X Money is expected to enable financial transactions within the app, expanding the platform’s capabilities beyond social media features.
Elon Musk has stated that X Money, the digital payments system being developed for social media platform X, is expected to enter early public access next month.
The update was shared by Musk in a post on X. “𝕏 Money early public access will launch next month,” Musk wrote in his post.
As noted in a Reuters report, X Money is being developed as a digital payment service that’s directly integrated into the X platform.
The system is expected to enable financial transactions within the app, expanding the platform’s capabilities beyond social media features.
Musk has previously discussed plans to introduce payments and financial services as part of X’s broader development.
Since acquiring the platform in 2022, Musk has discussed expanding X to include a range of services such as messaging, media, and financial tools.
Elon Musk has shared his goal of transforming X into an “everything app.” During a previous podcast interview with members of the Tesla community, Musk mused about turning X into something similar to China’s WeChat, which allows users to shop, pay, communicate, and perform a variety of other tasks.
“In China, you do everything in WeChat… it’s kickass… Outside of China, there’s nothing like it, people live on one app. My idea would be like how about if we just copy WeChat,” Musk joked at the time.
To prepare for the rollout of X Money, X has partnered with payment company Visa to support the development of payment services for the platform’s users. The move could allow X to tap into the growing demand for digital and in-app financial transactions as the company builds additional services around its existing user base.
Tesla China posts strong February wholesale growth at Gigafactory Shanghai
Tesla Model Y L spotted on transport trucks in Australia
