News
Tesla Model Y vs Model 3 casting comparison shows that legacy auto’s ‘soil-your-pants’ moment is at hand
Back in April 2018, automotive teardown expert Sandy Munro mentioned that if Tesla had contracted an experienced automaker to produce the early-production Model 3’s body, the electric car maker would have “wiped the floor with everybody.” This is because from the suspension down, the Model 3 was a stellar piece of engineering, despite its body having several issues.
Its electric motors were compact, powerful, and cost effective; its batteries are the best in the industry, and its driving dynamics give the impression that the vehicle was riding on rails. Munro noted that if Tesla had hit a home run with the Model 3’s “dinosaur technologies” like its welds and casts, even veteran auto giants like Toyota would appropriately be “crapping their pants.”
It has been nearly two years since Munro mentioned those words during an appearance at YouTube’s Autoline After Hours. Tesla has changed a lot since then, and the company has even released its latest vehicle, the Model Y crossover. Sharing 75% of the Model 3’s parts, the Model Y is designed as a mass-market electric vehicle, and one that can be even more disruptive as its sedan sibling.
Munro, for his part, has acquired and started a teardown of the all-electric crossover. And based on his findings thus far, it appears that Tesla’s “dinosaur technologies” have improved vastly since the Model 3. This is most evident in the rear casting utilized on the two vehicles.
One look at the Model Y and Model 3’s rear casts shows that the two vehicles are already worlds apart in terms of build quality and design. Munro noted that he did not like the Model 3’s rear casting at all, since it was also over-engineered, with about 100 parts utilized for its rear trunk.
In a way, the Model 3’s rear casting represented the hubris that Elon Musk has admitted to in the past, as it showed Tesla essentially trying to fix something that is not necessarily broken. The result of this was a lot of challenges for Tesla, and a lot of issues with the early-production Model 3’s rear casting.
The Model Y is an entirely different animal. The all-electric crossover features what could only be described as a giant rear casting that is the complete antithesis of the Model 3’s. It has few parts, its welds are consistent, and it features a trunk tub that is similar to those utilized by the world’s best automakers. It’s pretty much what the Model 3 could have been if Tesla was more experienced when they started building the all-electric sedan.
If the Model 3’s rear casting was an exercise in hubris, the Model Y’s rear cast is an exercise in humility. It showed that Tesla is flexible, and that it’s willing to learn, even if it meant abandoning its initial plans and starting from the ground up. Tesla evidently abandoned the early-production Model 3’s rear casting and trunk design. And it’s all the better for it.
A lot of this could be attributed to Elon Musk himself. Munro has noted in the past that he and the Tesla CEO had talked over the phone during his Model 3 teardown, where Musk explained the reasons behind some of the findings about the all-electric sedan. Munro’s firm later sent Tesla a pro bono list of over 200 suggestions that can improve the Model 3’s body.
These suggestions seem to have come to life in the Model Y. Granted, the teardown process for the all-electric crossover has only just begun. Still, several aspects of the vehicle, most notably its rear casting, shows that Tesla did learn from the Model 3, and it has become a much more mature automaker today. Other suggestions from the teardown expert were also applied to the Model Y’s other components, such as its wiring.
It should be noted that Tesla’s fast evolution is partly due to the company’s Silicon Valley startup roots. Startups are notorious for quick, drastic changes in direction, and workers at these companies are required to be tough and flexible. Tesla embodies this, making the company notoriously challenging to work for compared to conventional car companies like GM or Ford.
Yet despite this, Tesla has ranked consistently among the most attractive firms for engineering students. This is because in Tesla, conventional corporate bureaucracy is replaced with an open communication system that allows even interns to share their ideas with company executives. Some of the issues in the Model 3’s early production lines, for example, were addressed by interns, who were later hired full-time by Tesla.
The Model Y is a crossover, which means that it is competing in one of the fastest-growing segments in the auto industry today. With the Model Y, Tesla has the chance to make its biggest mark in the market yet. Fortunately, the electric car maker appears to have done its homework before it released its newest vehicle. One could even argue that Tesla released the Model Y at the perfect time. A mass-market all-electric vehicle that can disrupt the market of crossover SUVs requires a mature company, after all, and Tesla has only started to fit this bill recently.
Just two years ago, Munro mentioned that if the Model 3 had a properly-built body, veteran automakers like Toyota would be “crapping their pants” because of how outclassed they would be. With how the Model Y is turning out, it appears that legacy auto would be wise to keep some extra pairs of pants for the coming years, just in case.
Watch a deep dive into the Tesla Model 3 and Model Y’s rear casts in the video below.
News
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
Ferragu shared his insights in a series of posts on social media platform X.
Longtime Tesla (NASDAQ:TSLA) bull and New Street Research analyst Philippe Ferragu has described CES 2026 as “The Great Validation Chamber” for Tesla’s autonomous driving efforts.
Ferragu shared his insights in a series of posts on social media platform X.
In a thread on X, Ferragu highlighted two key events that validated Tesla’s autonomy strategy at CES 2026: Mobileye’s focus on cost-efficient L2+ hardware and NVIDIA’s “Alpamayo,” which uses artificial intelligence to accelerate the development of autonomous driving systems.
As per the analyst, however, the validation of Tesla’s strategy on autonomous driving does not mean that the industry is catching up to the electric vehicle maker. Ferragu noted that ultimately, the industry still likely has a 12-year lag against Tesla.
“CES 2026 = The Great Validation Chamber for Tesla. The signal from Vegas is loud and clear: The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy… just with a 12-year lag. Two critical takeaways solidify our thesis:
“1) Mobileye validates the strategy but flies lower and behind. Great win for Mobileye; white flag for western OEMs, abandoning the L4 dream to standardize cost-efficient L2+ hardware. Standardizing the equivalent of HW2 (2016) for 2028 – 12 years behind.
“2) Nvidia validates the Tesla stack with ‘Alpamayo,’ pivoting Physical AI towards Reasoning – Total vindication of FSD V13/V14’s architecture. Go to market will be the issue: Nvidia provides the kitchen (chips/models), but legacy OEMs still have to cook. Good luck with that,” Ferragu wrote in his thread on X.
Elon Musk, for his part, has responded to some of CES 2026’s developments on X. In response to comments on X about Alpamayo seemingly becoming a potential competitor to FSD, Musk stated that he is hoping Nvidia succeeds in its autonomous driving efforts.
That being said, Musk predicted that what “they will find is that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.” He also noted that rivals systems such as Alpamayo will likely only put competitive pressure on Tesla in 5 or 6 years, or possibly even longer, considering the pace of the automotive industry as a whole.
News
Elon Musk gives honest take on when Tesla will see serious FSD competition
Musk’s comments came on the heels of NVIDIA’s announcement of its Alpamayo system, which also uses AI to accelerate the development of autonomous driving solutions.
Elon Musk has provided a candid estimate on potential challengers to Tesla’s Full Self-Driving (FSD) technology.
Musk’s comments came on the heels of NVIDIA’s announcement of its Alpamayo system, which also uses artificial intelligence to accelerate the development of autonomous driving solutions.
Elon Musk on NVIDIA’s Alpamayo
Following NVIDIA’s announcement, Tesla community members took to X to ask the CEO about his thoughts on Alpamayo, which seemed like a direct competitor to FSD. The fact that Alpamayo also uses AI to navigate real-world roads resulted in many arguing that the system could spell the end of Tesla’s autonomous driving aspirations.
In a response on X, Musk acknowledged that NVIDIA’s Alpamayo is doing exactly what Tesla is doing. And while he seriously hopes NVIDIA will succeed, Musk predicted that “they will find is that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.”
FSD’s competition
In later posts, Musk also responded to a post discussing FSD’s progress and its potential competition in the future. In response to a longtime Tesla community member who noted that Alpamayo’s arrival does not mean FSD is doomed, Musk stated that this will indeed be the case. He then noted that, given how Tesla’s rivals operate, solutions like Alpamayo will only exert competitive pressure on Tesla in about 5-6 years, or perhaps longer.
“You’re right. The actual time from when FSD sort of works to where it is much safer than a human is several years. The legacy car companies won’t design the cameras and AI computers into their cars at scale until several years after that. So this is maybe a competitive pressure on Tesla in 5 or 6 years, but probably longer,” Musk wrote in his response on X.
News
Tesla rolls out tasty new trade-in deal for a limited time
Tesla has rolled out a tasty new trade-in deal in the United Kingdom for a limited time, knocking just over the equivalent of $5,000 off of the price of a new or inventory Model 3 or Model Y.
Tesla has rolled out a tasty new trade-in deal in the United Kingdom for a limited time, knocking just over the equivalent of $5,000 off of the price of a new or inventory Model 3 or Model Y.
The move, which could be a great way to incentivize sales in the United Kingdom, will take off £3,750 ($5,043) from the price of either of Tesla’s two most popular models, but it’s only valid until March 31, 2026. It requires the order and delivery to take place within the first quarter to qualify for the discount.
NEWS: Tesla UK is offering a £3,750 ($5,043 USD) trade-in bonus towards a new Tesla if you trade in your current car.
Must order and take delivery before March 31, 2026. pic.twitter.com/ZBLoZaLMvT
— Sawyer Merritt (@SawyerMerritt) January 2, 2026
The bonus is designed to lower the cost barrier for switching to electric vehicles, stacking the £3,750 on top of the actual trade-in value of any eligible car — this includes petrol, diesel, or even an EV from another automaker. It applies to both new builds and inventory vehicles, including test drive and showroom models, but excludes certified pre-owned Teslas.
This promotion comes amid intensifying competition in the European EV sector. Chinese giant BYD, which snatched the EV sales title from Tesla for 2025, has been aggressively expanding in the European market, undercutting prices and capturing market share with its widely affordable models, including the Seagull.
Tesla’s strategy echoes similar incentives that have been offered in other markets at different times. With UK EV adoption hovering around 20 percent of new car sales in 2025, such deals could accelerate the transition, especially as government mandates phase out fossil fuels by 2035.
There have been enthusiastic reactions to the offer on X, the social media platform owned by Tesla CEO Elon Musk. These incentive programs are few and far between, and are never predictable in terms of availability. However, Tesla could be using this discount to get the year off to a good start.
For potential buyers, the deal underscores Tesla’s agility in a competitive landscape. As EV infrastructure improves and battery tech advances, incentives like this could tip the scales for those who might be more hesitant to make the jump.
With Q1 2026 deliveries ramping up and Tesla coming off a yearly decline in deliveries, the company is undoubtedly looking to push things forward and get the year off to a great start.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
Elon Musk gives honest take on when Tesla will see serious FSD competition
