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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.
Tesla shocked with its quarterly delivery report yesterday by reporting it delivered 480,126 vehicles in the second quarter of 2026, a 25 percent year-over-year jump that crushed Wall Street estimates of roughly 400,000–408,000 units. Production reached 451,758, with Model 3 and Model Y accounting for the vast majority.
The result ended two years of annual delivery declines and drew down inventory, signaling demand that outpaced earlier production.
Tesla bears had long warned that the expiration of the U.S. federal EV tax credit would hammer demand. Without the $7,500 incentive, they argued, American buyers would balk at higher effective prices, leading to a sharp slowdown.
Will Tesla thrive without the EV tax credit? Five reasons why they might
That narrative has not played out as predicted. While U.S. EV sales faced broader headwinds, Tesla’s global numbers held firm, underscoring the company’s ability to offset domestic pressure through other levers.
There are several plausible factors that explain Tesla’s strength during this quarter. Let’s take a look at them:
Rising Gas Prices
Rising gas prices provided a powerful tailwind, especially in the U.S.
Geopolitical tensions tied to the Iran conflict pushed fuel costs higher earlier in the year, amplifying the lifetime savings of electric vehicles. Even as oil prices later moderated, the psychological and financial impact lingered, encouraging fleet operators and private buyers to accelerate EV purchases. European sales rebounded sharply, helping drive the quarter’s outperformance.
Full Self-Driving Adoption
Advances in Full Self-Driving (FSD) supervised software also appear to have boosted appeal. Tesla expanded FSD availability in select European markets and continued refining the system.
No complaints from me because I finally got to enjoy this drive on FSD; I usually like to manually drive down this mountain https://t.co/RBFniRPSR0 pic.twitter.com/XQ5sOpN1Yg
— TESLARATI (@Teslarati) June 26, 2026
For tech-oriented buyers, the promise of future autonomy and enhanced driver-assistance features adds perceived value beyond the car itself. This differentiation helps Tesla stand out in a crowded market where competitors focus primarily on hardware and basic range.
Pricing Strategy, Affordable Configurations
Tesla’s offerings and its pricing strategy during Q2 further stimulated demand. Tesla introduced lower-cost versions of the Model 3 and Model Y, widening accessibility without sacrificing core margins.
These moves countered affordability concerns and attracted buyers who had been waiting on the sidelines. Combined with attractive financing and leasing options, the pricing strategy converted interest into actual orders more effectively than many analysts expected.
Broad European Recovery
Supported by government incentives, corporate fleet electrification, and easing political headwinds around CEO Elon Musk, Tesla was supplied additional momentum through stronger registration numbers throughout Europe.
Strong exports from the Shanghai Gigafactory and a production ramp at Giga Berlin ensured supply met this resurgent demand. Corporate buyers, in particular, accelerated transitions to EVs to meet sustainability targets, providing a steady volume base.
These elements created a virtuous cycle that delivered the strong deliveries report. While bears correctly flagged the loss of the U.S. tax credit as a risk, Tesla’s diversified playbook demonstrated that it could remain resilient against those headwinds. The Q2 beat suggests the company remains adept at navigating shifting market conditions, even as competition intensifies.
A Tesla Semi was involved in a fatal collision on U.S. Highway 50 in Dayton, Nevada, on Sunday, June 28, 2026, marking the first known fatal crash involving the electric Class 8 truck. The incident occurred around 7:20 a.m. at the intersection with Traditions Parkway, approximately 40 miles east of Reno and close to Tesla’s Gigafactory Nevada.
According to the Lyon County Sheriff’s Office and the Nevada State Police Highway Patrol, a semi-truck struck two passenger vehicles stopped at a traffic signal. The truck hit the vehicles from behind. Two people were pronounced dead at the scene, and a third person suffered life-threatening injuries and was flown to a hospital, Forbes reported.
Preliminary statements gathered at the scene by the Lyon County Sheriff’s Office suggested the truck driver may have fallen asleep at the wheel. However, the Nevada Highway Patrol, which is leading the investigation, stated that the official cause has not yet been determined.
Additional information is expected to be released early the following week. The truck was seized for evidence as part of the ongoing probe.
Responders at the scene included deputies from the Lyon County Sheriff’s Office, personnel from the Nevada Highway Patrol, Central Lyon County Fire Department, and the Nevada Department of Transportation. The crash led to the temporary closure of U.S. 50 in both directions.
The Tesla Semi is Tesla’s battery-electric heavy-duty truck, produced at the nearby Gigafactory in Nevada. Authorities initially described the vehicle as a semi-truck; its make was subsequently confirmed through reporting and scene identification; an interesting bit of information here, as the Semi is not yet available publicly and many do not know that Tesla builds electric trucks.
The investigation remains active, with no further official details on contributing factors or vehicle systems released as of early July 2026.
This incident highlights ongoing scrutiny of commercial vehicle safety on Nevada highways, particularly involving fatigue. Law enforcement continues to gather evidence and witness statements.
Tesla has expanded its Robotaxi program to Miami, Florida, marking the third state the autonomous ride-hailing platform has made its way to since launching last Summer.
Tesla announced today that the Robotaxi suite would now officially launch rides in a geofence in Miami:
🚨 Tesla’s “Long Weekend” continues with a HUGE announcement regarding Robotaxi!
It’s now in Miami!
Miami joins Austin, Dallas, Houston, and the Bay Area! https://t.co/ujjYjJT3Im pic.twitter.com/yPe1ZdSQIE
— TESLARATI (@Teslarati) July 3, 2026
The first geofence in Miami covers approximately 10 to 14 square miles. The area appears to be focused on western and central Miami, including Miami International Airport (MIA). It also includes popular routes like SR 826 (Palmetto Expressway), US 41 (Tamiami Trail), and connectors such as SR 968, 953, 959, and 972.
This is Tesla’s initial Miami launch zone, smaller and more targeted than some competitors’ areas (for example, Waymo’s initial rollout was broader in eastern neighborhoods). It prioritizes high-traffic, airport-linked routes before wider expansion.
The expansion is a huge signal for Tesla that it is now operating in Florida, a heavy-traffic state with many tourist areas, including Fort Lauderdale, Palm Beach, and the Boynton area, all of which are coastal and will attract perhaps millions of tourists in any given year.
¿Qué lo que Miami?
Robotaxi now available in Miami pic.twitter.com/P1m283seZU
— Tesla Robotaxi (@robotaxi) July 3, 2026
The Tesla Robotaxi network launched last year on June 22, in Austin, Texas, beginning limited commercial operations in that city. It expanded shortly thereafter into the San Francisco Bay Area of California in late July 2025, marking entry into a second state with service covering key areas such as San Francisco, San Jose, and Berkeley.
Full commercial service was achieved in Austin by November 18, 2025, strengthening its presence within Texas before further growth.
In 2026, the network continued expanding across Texas with the addition of Dallas and Houston on April 18, significantly broadening its footprint in the state. This new launch into Miami marks Tesla entering a new state and bringing active locations to include Austin, Dallas, Houston, San Antonio in Texas, and the Bay Area in California.
These sequential expansions have steadily increased the network’s reach across major metropolitan areas in Texas, California, and Florida, focusing on scaling operations city by city and state by state since the initial Austin debut.
Tesla’s strong Q2 deliveries: Four key drivers behind the surprise
Tesla Semi involved in first known fatal crash in Nevada
