A look at Tesla's single piece front casting for the Model Y
Tobias Lindh
It needs 169 fewer pieces and 1,600 fewer welds; the Austin-Made Model Y Body Structure has now appeared outside the Berlin Gigafactory. This first look in the real world may offer insight into the future for Tesla. Elon Musk recently stated the next vehicle would use lessons from all models to make the next Tesla with half the time, cost and effort.
Musk showed off the simplification of vehicle structure during the shareholder meeting in the summer. “We are really re-thinking the whole way in which a car is made,” said Musk. He added that Tesla created the largest casting ever produced. These complex castings “make it lighter, stiffer with better ride handling, better noise vibration harshness, better sealing against water, it is really better in every way.”
“It’s a gigantic improvement,” the CEO told the audience, “We are going to keep enhancing the casting.” Tesla showed how the improved castings reduce the number of body shop robots working on the production lines. “Even Model 3, we are at about 30 percent less robots used than on the (new) Model Y.”
We are getting a close-up look at the more advanced castings thanks to drone footage courtesy of Tobias Lindh. He posted a video (below) on his YouTube channel of Giga Berlin. His drone takes wide shots of the yard outside the factory with several Model Ys. But as he moves across the yard, he zooms in on Model Ys with the front casting. It’s interesting because the previous models are beside the new version with the new front.
Video of Model Y Front Casting
This advancement in the process backs up what Musk discussed in the third-quarter earnings call with investors. He said the next vehicle would, “obviously, we’re going to take everything we learned from S, 3, X, Y, Cybertruck and Semi and forward into that platform.” But, he continued, “we’re on a 2-for-1 target,” meaning engineers are working on a plan to build two vehicles with the same amount of effort it takes to put together one Model 3. Musk told investors during the third quarter earnings call, “we’re twice the output. And we do believe this can be done.”
The Model Y casting is tangible proof of making the process more effective. With the Tesla team of engineers tasked with finding more efficiencies, the 2-for-1 plan may be accomplished sooner than we think.
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For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.
Price Increase
The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.
The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series.
The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.
Free Lifetime Supercharging
For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.
There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.
We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.
Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.
Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.
Optimus is Blind
Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer.
Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.
Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips.
What’s Next?
Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.
Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.
There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.
We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.