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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.
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
