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Toyota exec and Model X owner argues against a pure electric vehicle transition

(Credit: Toyota)

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Toyota Chief Scientist and Toyota Research CEO Gill Pratt recently shared his thoughts about the climate crisis, as well as the need to reduce carbon emissions in the transportation sector. The executive is quite knowledgeable about sustainable vehicles, as evidenced by the three cars he currently owns: a Toyota Sienna Hybrid, a RAV4 Prime Plug-In Hybrid (PHEV), and an all-electric Tesla Model X. 

In a post on Medium, Pratt urged readers to follow the science and acknowledge that a diversified approach to battling climate change is more preferable than a transition to pure electric cars like his Model X. The executive cited the cost of battery production, the need for natural resources, and the emissions of battery manufacturing as reasons for his stance. He also noted that while he loves his 300-mile Model X, his vehicle’s large battery is pretty much wasted on an everyday basis since its range is usually not utilized fully. 

“I love my Tesla Model X BEV. But commuting 30 miles in it every day — the average US commute — and recharging it every night is wasteful of the carbon reducing potential of most of its over 300 mile range battery. Sometimes we take the Tesla on long trips. But most of the time, 90% of its battery cells aren’t doing any good, and would reduce carbon much more if they were harder at work in other types of electrified vehicles, including HEVs or PHEVs,” the Toyota Research CEO wrote. 

With this in mind, Pratt argued that it would be more efficient if batteries are distributed to more “right-sized” electrified vehicles instead, including hybrids and PHEVs. The cells that could go on one Tesla, for example, could instead be used for several electrified cars. “We hardly ever put gas into our RAV4 Prime PHEV, which has a battery ⅙ as large as our Model X BEV. For the same investment in batteries as our single Model X, five other RAV4 Prime customers could reduce their carbon footprint too,” Pratt explained. 

The Toyota executive did note that he is a proponent for increased battery production, the lowering of the carbon footprint of electric power plants, and the expansion of rapid charging stations. However, Patt also argued that in many countries, a lot of the easier carbon reduction of electric power plants had already been achieved by converting them to natural gas, effectively lowering their carbon output by half. Replacing the plants with new nuclear, wind, and solar facilities would be more difficult and more costly, added the Toyota Research CEO. 

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Ultimately, Pratt noted that he and Toyota believe that the transition to pure electric vehicles, such as those planned in Europe and areas like China, is not the right way to battle climate change. He then noted that in the fight for sustainability, carbon should be seen as the enemy, not the internal combustion engine, as PHEVs and hybrids would, in some parts of the world, generate comparable or even less emissions than pure electric cars. 

“I believe, as does Toyota, that it would be a tremendous mistake for governments around the world to prescribe narrow solutions like insisting that all vehicles be BEVs. Instead, the better solution is to allow manufacturers to innovate across a diversity of drivetrains and drivers to choose the low-carbon drivetrain that suits their circumstances best,” he wrote. 

While the Toyota Research CEO’s points are notable, the scientist did neglect to mention several developments that are currently ongoing in the battery sector. Battery production costs are going down at a rapid pace, with EVs closing in on price parity with their internal combustion-powered counterparts. The emissions of battery production are expected to be improved over time too, as companies like Tesla innovate and adopt more sustainable technologies such as cobalt-free batteries. Large batteries such as those used in the Toyota executive’s Model X are likely not wasted either despite not being used for their maximum range every day. Battery recycling technologies such as those being developed by Redwood Materials, which is aimed at creating a closed-loop battery supply chain, play a role in making batteries more sustainable as well. 

Toyota Research CEO Gill Pratt’s points could be read here

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Investor's Corner

Tesla bear gets blunt with beliefs over company valuation

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Credit: Tesla

Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.

“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Shortand was portrayed by Christian Bale.

Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”

Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation

For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.

Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.

While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.

Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.

In 2020, it launched its short position, but by October 2021, it had ditched that position.

Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.

It closed at $430.14 on Monday.

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Tesla is making a change to its exterior cameras with a potential upgrade

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Credit: Tesla

Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.

The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.

Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.

However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:

Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.

Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.

Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.

Tesla’s new self-driving computer (HW4): more cameras, radar, and more

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Tesla Model Y Standard Full Review: Is it worth the lower price?

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Credit: Tesla

Tesla launched the Model Y Standard as an attempt to offer affordable electric vehicles to consumers now that the $7,500 EV tax credit is gone. We were able to spend four days with the car, and it was more than enough time to determine whether or not the car was worth the $9,000 discount compared to the Premium All-Wheel-Drive configuration, which is what I drive daily.

The Model Y Standard was stripped of some of the features that are present in the Premium trims of the Model Y: no glass roof, a sound system with roughly half the speakers, fewer acoustic-lined glass windows, less storage, and less functionality from an interior standpoint.

However, there are some real advantages to purchasing a Standard Model Y, and there are a handful of situations where this car would be well-suited.

Do I think it is worth the lower price? Well, I’ll get to that later in this article.

Initial Thoughts

In my first impressions review of the Model Y Standard, I talked about the face-value differences between my Model Y Premium and the new, more affordable trim. You will first notice the lack of storage between the front two seats, as the cupholder and additional storage bin sliding doors are void. You still get the cupholders, but they are exposed, which isn’t a huge deal, but it definitely takes away from the sleek look the Premium trim offers.

Additionally, the textile seats replace those of the vegan leather that is available in the upper-level trims. I mentioned previously that I could take or leave the vegan leather for the textile seats, as they are easy to clean, quick drying, and hide oils from your skin much better than leather does.

However, there comes one big sacrifice that I have been spoiled by, as the textile seats are not ventilated, so say goodbye to cooling your keister in the Summertime.

The lack of a glass roof is something many owners might not even notice. However, I have been spoiled by the glass roof in my car, and I look out of it every time I’m in my car. It is one of my favorite features, without a doubt. While it would not be a dealbreaker for me, it would be something I would miss terribly.

Things I Noticed After Several Days

Cabin Noise

One of the biggest things I noticed after the first two days in the Model Y Standard is that the cabin is much louder than the Premium. This is because Tesla did not acoustically line all of the glass in the Standard configuration, as it did in the Premium. The side windows are not treated, just the windshields. Therefore, you notice the noise level in the cabin is louder than in the Premium.

If you had not been driving in a Premium trim for a few months, you might not notice it. However, it is something that is a big sacrifice when moving to a different trim level, especially one that is less premium than what you might currently drive.

I have always been so shocked at how amazingly quiet the Premium trim’s cabin is; my Model Y is extremely peaceful, even when I’m sitting in bumper-to-bumper traffic, and people have modified mufflers and exhaust systems, tractor-trailers are going by, or crotchrockets are zipping by on the interstate.

This is a huge difference between the two cars, and it is something that is really hard to get used to. I know, first-world problems, right? But when you’re paying between $39,990 and $48,990 for a car, those little things truly do matter.

Stereo System Differences

Another thing I was very aware of was how weak the sound system is. I think if I had bought a Standard Model Y, I would have looked at having the speakers and subwoofers upgraded; I was almost disappointed in how much of a change it was between the two cars.

When I finally picked up my Model Y Premium on Friday (which had been detailed by the awesome team at Tesla Mechanicsburg), the first thing I did was crank up the volume and listen to some music. I really missed having a premium sound system.

Ride Quality

There are virtually no differences between the two cars in terms of ride quality. They are both extremely fun to drive, and the suspension in the Model Y Standard feels perhaps a little bit stiffer than the Premium. Regardless, I didn’t truly notice all that much of a change.

Driving this car around windy roads and tight turns was just as fun as my Model Y Premium. It was a blast to test out, and the slight change in feel was welcome. It’s always fun to drive new cars.

Performance

This is the first EV I’ve ever ridden in where I did not feel that awesome sensation of instant torque. It’s still a quick car, but it is missing that pep in its step that many of us have become accustomed to.

If you want to get someone’s true reaction to EV acceleration, let me just put it this way: This is not the car to do it in.

Some Little-Known Facts About the Model Y Standard

Most of us know that the Model Y Standard has a glass roof, but it is opaque, so even if you took out the headliner, you still would not see out of it. However, there is an interesting little tidbit from a Service perspective that does not make much sense.

If the Model Y glass roof cracks or is broken and needs to be replaced, Service is required to pull off the entire headliner and topside interior to access the glass. It cannot be replaced from the outside. In the Premium, because the glass is exposed, it is a much simpler process to replace the glass. This was an interesting thing I learned.

Additionally, the seat controls are only available on the center screen, which makes it difficult to adjust the seat if you are larger than the person who sat in the car previously. In order to adjust the seat, you’ll have to lean over the chair, access the controls from the screen, and adjust it manually before getting in.

Is the Tesla Model Y Standard Worth the Cheaper Price?

For an additional $9,000 to buy the Model Y Premium AWD, you would get a more capable powertrain, a quieter cabin, better performance, an upgraded interior, more storage, a better sound system, and more luxury features.

To me, the Standard is a car that seems extremely ideal for a teenager’s first vehicle (I got a $1,500 1998 VW Jetta K2 with 200,000 miles when I was 16), or a fleet vehicle. This would be the perfect car for salespeople to use: it does not have all the bells and whistles, it is efficient, and it is just what is needed to drive around to meetings.

For a personal car, it really depends on what you think you need. Admittedly, I’ve been spoiled by the Premium configuration, and personally, I wouldn’t go down to the Standard after owning a Premium trim.

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