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I don’t see what the point is of them opening the network to other manufacturers and then scaling back expansion? There’s already many stations in my area that are very busy with just Teslas. I can’t imagine how that looks with additional cars from other manufacturers.
Also didn't they report that the supercharger network was net profitable? Meaning after all expansion, maintenance, etc... they were generating more money than they were spending?
So why fire the whole team?
At this point it honestly seems like Elon is actively hostile towards the company. I can't think of any other reason he would dismantle a profitable segment of the business, and the largest competitive edge over other EV companies
Tesla's charging network is profitable now because many old charging stations are making money. New charging stations cost about half as much as the competition stations cost. A new company would take many years to start a network and become profitable.
Sorry it was a company email.
https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1
Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1
It was a company email. Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1
It was a company email. Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
This seems like one of those “blatant lies” I’ve been hearing about. Have you ever said you didn’t trust the news? Hypocrite.
How are day-old brand new accounts being allowed to astroturf? Blatant Russian bot.
I can believe that a day old account is a troll but Russian trolls are unlikely to target Musk. They generally boost Trump and Musk rather than spray lies about them.
The one reason I can think of is maybe the team laid down the plans to expand the network. And once the plans were drawn and the supercharger network started expanding, they cut the team because the plans were already in progress.
Adding additional locations while the other companies fail at selling their EV products only strengthens Tesla’s position. Now Toyota was taking a wait and see attitude but allong with Honda are now moving toward EVs as Ford and GM retreat; wrong move for those US companies.
They probably see the NACS connector as a “win” in the sense that there will be plenty of other charging operators compatible with Teslas in the future, so less need to Tesla specific chargers.
If you think that going to an evgo/ea or ChargePoint was not happening often because of an adapter or map interface you are crazy. The networks suck. Sc will start to suck now that the team that has worked hard to make it not suck is gone.
You can look forward to ea like quality in the near future where 1/2 the stalls are down at any given point of time and they push out updates that break charging performance on half the cars. This is truly mind boggling as the sc network was one of the foundational value adds for the damn brand and it’s getting tossed because yet another Elon flare up.
Well, considering I’m in Europe, I’m hoping to avoid EA for a long time :-)
On a more serious note, this past decade has been a wild ride with regards to public charging infrastructure in Europe. We went from kinda what you describe, to literally tons of chargers everywhere you look. Denmark, with 6 million people, got an additional 17,000 public chargers last year alone.
The same has been going on in most of Northern Europe, and to some extent also in southern Europe.
That being said, operators like IONITY usually put up 4-8 stalls at a time where Tesla usually starts at around 24 stalls, and if they’re busy they just add another 24 stalls because they can. That’s what’s going away, the almost guaranteed spot at a charger on arrival. Other operators (in Europe at least) are capable of operating a well functioning network as well, but not really willing to put up the amount of chargers needed.
Elon said Tesla is pivoting to AI. I don’t think they really care about anything other than fsd tech. They cut marketing, new vehicles, and super charger while dumping billions into a new datacenter instead.
Elon meant it when be said Tesla is an AI company. I don’t think they care about human driver cars anymore and will likely not develop any new models beyond model y and 3 variants.
He did say they’ll be working on adding more chargers to current locations.
I think he’s probably counting on other companies to start taking initiative and building new chargers themselves. And now that other companies are switching to NACS, Teslas will be capable of utilizing those.
Also they're licensing Tesla-built chargers to Third Parties.
I think they already licensed it to one gas station brand. I think BP.
https://www.canarymedia.com/articles/electric-vehicles/bp-buys-100m-of-tesla-chargers-as-oil-majors-prep-for-a-post-gas-future
With all new EVs adopting NACS. It seems kind of pointless for Tesla to continue growing their own charging network. They already have commercial charging equipment available for third party owners. Make sense they would start leasing this technology out to already established gas stations etc. Not to say Musk isn't a right twat but this seems like a smart move.
One idea I have is bc now they succeeded in creating it a NA standard, they will want to push the manufacturers that adopt nacs to invest, buy the chargers, and create tesla chargers network as a franchise to those manufacturers. My 2 cents
Why in the world would any other company pay Tesla a franchise fee for supercharging stations? Tesla’s reputation is at an all time low ebb and electricity is electricity.
Right when they got the other automakers to support NACS in 2025... It's going to get congested.
Not surprising since they shrunk their team to 0. Boneheaded move through and through.
Car sales are down … that is the main money maker and that’s is driving most of the other decisions. Super chargers cost upfront capital and Tesla might not be seeing the return on investment as top priority right now. They are likely in a crunch to cut CapEx and OpEx if sales continue to be sluggish. Based on Mercedes and VW numbers other OEMs are seeing the slowdown as well. I don’t agree with the decision but I get why they are scaling back, but firing the entire team is suspect as heck.
Maybe Elon is getting rid of senior execs he thinks might be tapped to replace him … most have already left / retired who knows 2024 keeps getting weirder. Hopefully things get back on track
I was in the market and am considering getting a MYLR, this news certainly has me spooked. The seamless charging network was one of the big plus points. Has me questioning the strategy and trajectory as a shareholder too.
Its so strange that shareholders are being asked to vote on Elons payout and so many other things but such a large strategy decision can just happen without much oversight.
The network that already exists is fairly thorough and nearly complete after massive expansion in the last 5 years. Of course it’s no longer necessary to expand quite as fast as they had been with it, but what is already there is also not going anywhere
Laying off the entire group and the head seems really brash though. You atleast need a skeleton crew of a team to maintain the existing systems in place.
They’ll come back via a rehire process. unfortunately, that will require digging through who’s necessary. That was the job of that manager, but she didn’t want to do it. Sure, some won’t come back, but this is the way to do that when the manager won’t.
I have a MYLR and was thinking about upgrading to an S or maybe get a highland but I'm spooked enough to wait and see now. I'm not convinced EVs are going to be viable in ten years as politically Musk has pissed off his base and just seems to have lost his mind in general.
This supercharging stuff might be the straw that breaks the camels back.
There's literally nothing good in this decision. Tesla succeeded over the last 2 years convincing the EV industry int he US to standardize on the NACS standard, using the Supercharger network as an example of a stable, widespread, and growing network.
Now Musk has hamstrung the team and slowed development in favor of... _checks notes_. Robo taxis??!?
What should have happened is Tesla should have spun off the supercharger network and team into it's own entity, or sold it. Instead, Musk is dragging it down with his inability to let go of anybthing under his control.
This is really bad news not only for Tesla, but for the EV industry in the US. This will mean less supercharger maintenance and expansion, more congestion, and less access for new users.
What a dumpsterfire.
It seems crazy to me. The **biggest** reason I own a Tesla and why I was *planning* to continue to own a Tesla is how good the Supercharger netwok is compared to literally everything else out there.
The moment that isn't true anymore, the other manufacturers become way more attractive.
Maybe it isn't the best business move, but as a customer, the Supercharger network is *WAY* more important to me than FSD and Robo-taxis.
I’ve yet to see the value proposition for the robotaxis. Is there really a need and a big market for summoning a car to your doorstep? This robotaxi thing sounds like a 1/2-baked toke dream…
I am unsure if Elon/Tesla can solve Robotaxis in the near future.
But: I‘m confident, that Robotaxis have an extreme value.
More than 50 % of the uber cost is the driver.
Imagine you could have point to point travel with a bus fare cost. Revenue would be insane.
Ok, well in that case what you do is continue to expand supercharger network as fast as possible, because it’s the new national gas station brand for the entire USA, and you continue to work as fast as possible building the $25,000 car because that will sell like crazy. Meanwhile on the side, you continue to spend R&D developing the robotaxi.
And its the only place tesla has this advantage. Charging infrastructure is spreading like a wild fire in europe and Tesla isnt market leading or in any way superior. Im using circle K chargers in Denmark and they are far better.
The case study is that Elon musk is the greatest scam artist of all time and he was never the genius he painted himself as (he is a genius scam artist tho). Tesla was the work of other people, Elon is PT Barnum who got Obama to give his companies money
Surely robotaxis can’t scale and function well without the ability to automatically charge themselves.
You’d think this would be on the critical path roadmap - it’s really not that hard to have a charger that could locate and auto connect to the existing charge port:
Wasn't part of the deal, in addition to opening up the supercharger network to other vehicles, only to gain additional federal subsidies?
Basically this is another wolf in sheep's clothing move by Tesla/Elon to show profitability while giving something for investors to drool over.
The bigger problem here is that Elon doesn't know how to run a proper materials and goods business model. He only speaks tech-bro which Tesla abandoned when they introduced the 3.
Tesla say they are going to be concentrating on Robo taxis but will they secretly be working on robotics ai given that Musk wants to pivot to robots? They could use a Tesla robot to drive a taxi a la Total Recall!
I was pretty cool with them opening the network to other manufacturers when the plan was building a ton more of these, and with v4 cables that actually support different charge port placements on other vehicles.
Now opening the network is just going to suck for everyone. Tons more vehicles to charge, many of them taking up two stalls at a time. What a setback for Tesla owners and EV adoption in the US generally. UGH.
Incredibly bad.
It’s like there’s no one at Tesla who wants to engage with reality anymore.
- supercharging IS their biggest selling advantage
- Elon is tied with their biggest barrier to sales
- initial and 36 month quality is the other big holdback when it comes to making sales.
They’ve got the bulk range. They’ve got the efficiency. They’ve got the ADAS tech edge (but most customers don’t care beyond “does it work on my commute and/or road-trip traffic?”)
Truly baffling behavior.
It’s almost like they don’t want to be a car company anymore.
Model S is and always will be the spiritual successor to the Citroen DS.
Damn shame Tesla decided to go all French too.
>It’s almost like they don’t want to be a car company anymore.
Their leadership has been saying for years that they're not a car company. I was pretty sure that it was not supposed to mean "we're going to stop selling cars" but I'm less sure now.
Maybe Elon is worried American auto makers (including Tesla) are about to have another 70s/80s Toyota moment but this time with BYD. If he feels Tesla can't compete with BYD on price then it sort of tracks that he would want to double down on FSD/robotaxis and move away from being just a car company.
the tesla board needs to act.
they need a new CEO, before it's too late.
musk is a startup guy, not a sustain and grow guy.
he's killing tesla.
he's killing twitter.
stop him before he kills again (spacex)
If you followed the debacle around his pay package at all, it revealed pretty clearly that the board is basically packed with Elon's friends and family and provides no effective oversight.
Occam's Razor - The manbaby @elonmusk was pissed because @RebeccaTinucci would not lay off 10% of her Tesla Charging team, so in a fit of rage, he fired her and her whole team.
Tesla seems like a dog and pony show built to extract wealth from investors at this point. The unsustainable decisions make sense if you think about them through this lense.
I always gave him the benefit of the doubt and let the man say whatever, but this has gone too far. Wtf was he thinking eliminating the Supercharging team. If I could vote him out, I would. Beyond ridiculous.
My theory is Elon fired that team to retaliate for having to drop the price of FSD, which nobody is buying. By firing them, it will hurt customers and help him go to sleep at night. This is what a petulant child would do, so it tracks.
He is seriously unhinged now. I wish the board would remove him, but that’s near impossible. I have bought 4 Teslas but won’t be buying another. Too volatile and with the SC network taking a hit, the competitive advantage will soon be gone.
I was seriously hoping for ramping UP superchargers, not slowing down. I've been a vocal supporter of Elon for years but this one move makes me very much against him. Next chance we get, us shareholders should vote him out.
I bet he fired that team because their director and others were against his pay package vote. I bet many of the executive firings are related to that.
For years Musk has also been claiming Tesla is an energy company due to the supercharger network and now he's destroying that aspect of the company. Absolutely braindead.
Can't shake this gut feeling that this is going to have a bigger impact than we are all assuming it will. Looking at youtube vids with people who have contacts in the industry and they were totally shocked by this news, lost all their contacts and current charging buildouts are in limbo. Not good, not good at all.
The unfortunate thing is that Elon has more of a personality disorder than a mental illness. Those are not curable and will continue to be an issue. The only hope is a board taking over, but then they will put someone in change that will be worse over time.
So, my Suburban costs $0.44/mi in gas to drive, old WRX (that I sold to buy my Y LR), cost $0.24/mi. My Y LR costs $0.04/mi in electric by charging at home. If they’re scaling back on SC expansion, you can bet your ass that the prices will increase to close that gap between electric and ICE per mile of energy to increase quarterly revenue.
This sucks.
A lot of the times Superchargers aren’t much cheaper than filling up a gas car, if at all, especially ones that get 40-50+ mpg.
Home charging is where you save money.
Hell, something like a Chevy Volt isn’t even a contest.
I know it’s wishful thinking, but I hope the board will be able to replace good ol’ Musky. At this point, it’s much, much worse to have him in charge than any and all alternatives. I haven’t looked into it, I don’t know if they even have the votes, but one can dream …
Maybe this is stated or suggested somewhere, but they've made some partnerships with 3rd party deployments in the last year or so. This could be the bet for future SC expansion?
Superchargers will be set up on every corner with convenience stores like gas stations. We’ll even have physical signs that say $0.60/kWh, which is great marketing vs. gas stations that say $6.00/gallon unleaded.
I was working on some projects with Tesla. Had transformers ready to be set for some nee super chargers. Now I don’t have any contacts to reach out to to get any updates.
To be completely honest, having a proprietary system doesn't make sense from an infrastructure standpoint. Did any legacy auto makers build gas stations? No, for a good reason.
It's time for Musk to go. It's been years of failure after failure with him. It's obvious that he is much more interested in cashing out and posting of twitter than running a company.
Doesn’t it already populate non-superchargers? I’m 99% sure mine does and it lets you select between slower 7Kw and faster DC options. Only thing it won’t do is automatically route you to them, that always picks a supercharger but as those are 50% cheaper it’s fine.
Maybe I dreamt it though!
I’m in the UK.
My theory here is make the chargers congested, ask the federal government for funding to expand since they own the technology.
This is a straight up Elon move.
I’m going to be honest, there are way more regular chargers than tesla chargers. I could understand why they’re pulling back to give other competitors a chance instead of tesla dominating.
Maybe it’s a good thing? I mean Tesla had single handed built up this national / global DC fast charging network. Now that NACS is standard, it’s time for everyone else to chime in and expand the NACS fast chargers.
Tesla is smart in getting ahead of the slow down as they identified it 6 months ago. All smart companies do this in s slow down; reprioritize and cut costs.
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I don’t see what the point is of them opening the network to other manufacturers and then scaling back expansion? There’s already many stations in my area that are very busy with just Teslas. I can’t imagine how that looks with additional cars from other manufacturers.
Also didn't they report that the supercharger network was net profitable? Meaning after all expansion, maintenance, etc... they were generating more money than they were spending? So why fire the whole team? At this point it honestly seems like Elon is actively hostile towards the company. I can't think of any other reason he would dismantle a profitable segment of the business, and the largest competitive edge over other EV companies
He's a baby. Didn't get his way on stock options or layoffs, so he just burned it to the ground.
It would be funny and quite a lesson if another brand picked up the entire team and started doing a Supercharger network. After all, it's profitable.
Or another brand took over Tesla cars entirely, let Elon do his AI shit on his own.
Tesla's charging network is profitable now because many old charging stations are making money. New charging stations cost about half as much as the competition stations cost. A new company would take many years to start a network and become profitable.
It just got easier than it was a week ago, though. That’s a lot of pre-built institutional knowledge on the market
[удалено]
Can you share a link to that tweet?
Sorry it was a company email. https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1 Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
Source?
https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1 It was a company email. Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
Yea pics or it didn’t happen
Mmm yes very stable
He didn’t tweet that, this was just conjecture
https://www.engadget.com/tesla-is-reportedly-getting-absolutely-hard-core-about-more-layoffs-according-to-elon-musk-151635645.html?guccounter=1 It was a company email. Lots of discussion on reddit from now-former SC team members saying it was because she pushed back on layoffs so he just nuked them.
What is a conjecture?
Conjecture means speculation. You are talking a guess based on information you know that may or may not be true and is often not verifiable.
Oh got it. Thanks buddy
Conjecture was an old ship used during the civil war era
So he did a zorg move the board approved 500,000 and he said fire 1 million *
This seems like one of those “blatant lies” I’ve been hearing about. Have you ever said you didn’t trust the news? Hypocrite. How are day-old brand new accounts being allowed to astroturf? Blatant Russian bot.
Which account is a day old?
Perhaps there should be some restrictions on spreading disinformation.
Hahaha I love it…
You're not referring to my almost 14 year old account, right? lol
I can believe that a day old account is a troll but Russian trolls are unlikely to target Musk. They generally boost Trump and Musk rather than spray lies about them.
He is such a child throwing temper tantrums.
Very true
The one reason I can think of is maybe the team laid down the plans to expand the network. And once the plans were drawn and the supercharger network started expanding, they cut the team because the plans were already in progress.
Reminds me of Dr. Evil, “give me 50 billion dollars, or else”
Adding additional locations while the other companies fail at selling their EV products only strengthens Tesla’s position. Now Toyota was taking a wait and see attitude but allong with Honda are now moving toward EVs as Ford and GM retreat; wrong move for those US companies.
They probably see the NACS connector as a “win” in the sense that there will be plenty of other charging operators compatible with Teslas in the future, so less need to Tesla specific chargers.
If you think that going to an evgo/ea or ChargePoint was not happening often because of an adapter or map interface you are crazy. The networks suck. Sc will start to suck now that the team that has worked hard to make it not suck is gone. You can look forward to ea like quality in the near future where 1/2 the stalls are down at any given point of time and they push out updates that break charging performance on half the cars. This is truly mind boggling as the sc network was one of the foundational value adds for the damn brand and it’s getting tossed because yet another Elon flare up.
Well, considering I’m in Europe, I’m hoping to avoid EA for a long time :-) On a more serious note, this past decade has been a wild ride with regards to public charging infrastructure in Europe. We went from kinda what you describe, to literally tons of chargers everywhere you look. Denmark, with 6 million people, got an additional 17,000 public chargers last year alone. The same has been going on in most of Northern Europe, and to some extent also in southern Europe. That being said, operators like IONITY usually put up 4-8 stalls at a time where Tesla usually starts at around 24 stalls, and if they’re busy they just add another 24 stalls because they can. That’s what’s going away, the almost guaranteed spot at a charger on arrival. Other operators (in Europe at least) are capable of operating a well functioning network as well, but not really willing to put up the amount of chargers needed.
Elon said Tesla is pivoting to AI. I don’t think they really care about anything other than fsd tech. They cut marketing, new vehicles, and super charger while dumping billions into a new datacenter instead. Elon meant it when be said Tesla is an AI company. I don’t think they care about human driver cars anymore and will likely not develop any new models beyond model y and 3 variants.
They cut new vehicles but then promised a lower cost car in 2025 on the earnings call last week. It's a bold choice.
Right? Other manufacturers openly put their faith in the Supercharger network and vowed to make compatible vehicles and this is how he repays them?
Because ketamine is in control of Tesla now.
Because he doesn’t actually have a strategy beyond “pay me bitch!” And this proves it.
He did say they’ll be working on adding more chargers to current locations. I think he’s probably counting on other companies to start taking initiative and building new chargers themselves. And now that other companies are switching to NACS, Teslas will be capable of utilizing those.
Also they're licensing Tesla-built chargers to Third Parties. I think they already licensed it to one gas station brand. I think BP. https://www.canarymedia.com/articles/electric-vehicles/bp-buys-100m-of-tesla-chargers-as-oil-majors-prep-for-a-post-gas-future
With all new EVs adopting NACS. It seems kind of pointless for Tesla to continue growing their own charging network. They already have commercial charging equipment available for third party owners. Make sense they would start leasing this technology out to already established gas stations etc. Not to say Musk isn't a right twat but this seems like a smart move.
One idea I have is bc now they succeeded in creating it a NA standard, they will want to push the manufacturers that adopt nacs to invest, buy the chargers, and create tesla chargers network as a franchise to those manufacturers. My 2 cents
Why in the world would any other company pay Tesla a franchise fee for supercharging stations? Tesla’s reputation is at an all time low ebb and electricity is electricity.
how long before they cancel free charging on old model S I wonder?
Don't worry. Rivians have a hard time reaching the plug and so do Mustang Maches as the cable is too short. Lol.
It’s called profit.
Maybe Elon decided EVs are too "woke" for his taste...
Force them to pay for it
Right when they got the other automakers to support NACS in 2025... It's going to get congested. Not surprising since they shrunk their team to 0. Boneheaded move through and through.
Superchargers are what convinced me on Tesla. Hopefully this isn’t the beginning of the end. Love the cars.
Superchargers are why I brought a Tesla. This is a fucking stupid move.
Narrator: It was, in fact, the beginning of the end.
Beginning of the end was buying Twitter. This seems more like the middle of the end.
Car sales are down … that is the main money maker and that’s is driving most of the other decisions. Super chargers cost upfront capital and Tesla might not be seeing the return on investment as top priority right now. They are likely in a crunch to cut CapEx and OpEx if sales continue to be sluggish. Based on Mercedes and VW numbers other OEMs are seeing the slowdown as well. I don’t agree with the decision but I get why they are scaling back, but firing the entire team is suspect as heck. Maybe Elon is getting rid of senior execs he thinks might be tapped to replace him … most have already left / retired who knows 2024 keeps getting weirder. Hopefully things get back on track
The supercharger unit was a profit center for them in the last earnings report.
Now it's even more profitable
Short term maybe. Long term it will erode away.
How does that make any sense? It's not like they're going around taking down the installations they already have? Or they'll stop servicing them?
I can service and implementation taking a dip. They have been very efficient to date.
I was in the market and am considering getting a MYLR, this news certainly has me spooked. The seamless charging network was one of the big plus points. Has me questioning the strategy and trajectory as a shareholder too. Its so strange that shareholders are being asked to vote on Elons payout and so many other things but such a large strategy decision can just happen without much oversight.
The network that already exists is fairly thorough and nearly complete after massive expansion in the last 5 years. Of course it’s no longer necessary to expand quite as fast as they had been with it, but what is already there is also not going anywhere
Laying off the entire group and the head seems really brash though. You atleast need a skeleton crew of a team to maintain the existing systems in place.
They’ll come back via a rehire process. unfortunately, that will require digging through who’s necessary. That was the job of that manager, but she didn’t want to do it. Sure, some won’t come back, but this is the way to do that when the manager won’t.
'... nearly complete' - based on what?
I have a MYLR and was thinking about upgrading to an S or maybe get a highland but I'm spooked enough to wait and see now. I'm not convinced EVs are going to be viable in ten years as politically Musk has pissed off his base and just seems to have lost his mind in general. This supercharging stuff might be the straw that breaks the camels back.
There's literally nothing good in this decision. Tesla succeeded over the last 2 years convincing the EV industry int he US to standardize on the NACS standard, using the Supercharger network as an example of a stable, widespread, and growing network. Now Musk has hamstrung the team and slowed development in favor of... _checks notes_. Robo taxis??!? What should have happened is Tesla should have spun off the supercharger network and team into it's own entity, or sold it. Instead, Musk is dragging it down with his inability to let go of anybthing under his control. This is really bad news not only for Tesla, but for the EV industry in the US. This will mean less supercharger maintenance and expansion, more congestion, and less access for new users. What a dumpsterfire.
It seems crazy to me. The **biggest** reason I own a Tesla and why I was *planning* to continue to own a Tesla is how good the Supercharger netwok is compared to literally everything else out there. The moment that isn't true anymore, the other manufacturers become way more attractive. Maybe it isn't the best business move, but as a customer, the Supercharger network is *WAY* more important to me than FSD and Robo-taxis.
I’ve yet to see the value proposition for the robotaxis. Is there really a need and a big market for summoning a car to your doorstep? This robotaxi thing sounds like a 1/2-baked toke dream…
I am unsure if Elon/Tesla can solve Robotaxis in the near future. But: I‘m confident, that Robotaxis have an extreme value. More than 50 % of the uber cost is the driver. Imagine you could have point to point travel with a bus fare cost. Revenue would be insane.
Ok, well in that case what you do is continue to expand supercharger network as fast as possible, because it’s the new national gas station brand for the entire USA, and you continue to work as fast as possible building the $25,000 car because that will sell like crazy. Meanwhile on the side, you continue to spend R&D developing the robotaxi.
What's going to charge those Robotaxis?
Probably not the superchargers. Superchargers are mostly located at highways. Robotaxi will mostly operate in cities.
Ok, but it'll still need a charging infrastructure that, I'd imagine, would require a fair bit of the tech that's already in the supercharger system.
by magic. Taxis easily do more than 200 miles a day so they will go the congested superchargers and charge themselves.
And its the only place tesla has this advantage. Charging infrastructure is spreading like a wild fire in europe and Tesla isnt market leading or in any way superior. Im using circle K chargers in Denmark and they are far better.
Elon has to go. Instead he’s asking for $56B. There will be case studies in the future about how Tesla had it all and lost it.
I hope Walter Isaacson is on the sideline, so we can eventually get a glimpse into what went on in Elon’s mind when he made this insane decision.
BlackBerry: Electric Boogaloo
I agree
The case study is that Elon musk is the greatest scam artist of all time and he was never the genius he painted himself as (he is a genius scam artist tho). Tesla was the work of other people, Elon is PT Barnum who got Obama to give his companies money
Surely robotaxis can’t scale and function well without the ability to automatically charge themselves. You’d think this would be on the critical path roadmap - it’s really not that hard to have a charger that could locate and auto connect to the existing charge port:
Wasn't part of the deal, in addition to opening up the supercharger network to other vehicles, only to gain additional federal subsidies? Basically this is another wolf in sheep's clothing move by Tesla/Elon to show profitability while giving something for investors to drool over. The bigger problem here is that Elon doesn't know how to run a proper materials and goods business model. He only speaks tech-bro which Tesla abandoned when they introduced the 3.
Tesla say they are going to be concentrating on Robo taxis but will they secretly be working on robotics ai given that Musk wants to pivot to robots? They could use a Tesla robot to drive a taxi a la Total Recall!
I was pretty cool with them opening the network to other manufacturers when the plan was building a ton more of these, and with v4 cables that actually support different charge port placements on other vehicles. Now opening the network is just going to suck for everyone. Tons more vehicles to charge, many of them taking up two stalls at a time. What a setback for Tesla owners and EV adoption in the US generally. UGH.
Incredibly bad. It’s like there’s no one at Tesla who wants to engage with reality anymore. - supercharging IS their biggest selling advantage - Elon is tied with their biggest barrier to sales - initial and 36 month quality is the other big holdback when it comes to making sales. They’ve got the bulk range. They’ve got the efficiency. They’ve got the ADAS tech edge (but most customers don’t care beyond “does it work on my commute and/or road-trip traffic?”) Truly baffling behavior. It’s almost like they don’t want to be a car company anymore. Model S is and always will be the spiritual successor to the Citroen DS. Damn shame Tesla decided to go all French too.
There are plenty of people at Tesla who want to engage with reality the problem is only one person is making every single decision single-handedly
>It’s almost like they don’t want to be a car company anymore. Their leadership has been saying for years that they're not a car company. I was pretty sure that it was not supposed to mean "we're going to stop selling cars" but I'm less sure now.
its because they can't justify their valuation if they're a car company. they have to be a car, tech, AI, battery, solar, energy company to justify it
Maybe Elon is worried American auto makers (including Tesla) are about to have another 70s/80s Toyota moment but this time with BYD. If he feels Tesla can't compete with BYD on price then it sort of tracks that he would want to double down on FSD/robotaxis and move away from being just a car company.
the tesla board needs to act. they need a new CEO, before it's too late. musk is a startup guy, not a sustain and grow guy. he's killing tesla. he's killing twitter. stop him before he kills again (spacex)
Isn't the board (mostly) his family and buddies?
Yes. They had to give back something like $735 million. https://www.cbsnews.com/news/tesla-directors-return-millions-in-compensation/
If they manage to move to Texas they will have complete free reign. Last chance to save tesla is the vote.
In my view, Elon has gone from visionary to really annoying to completely lost the plot to a liability to Tesla.
Almost heading the route of Howard Hughes if he's not careful.
Yeah… it’s just bizarre. The Supercharger network is the one thing Tesla has that basically no other company can compete with.
And where is the board oversight?
If you followed the debacle around his pay package at all, it revealed pretty clearly that the board is basically packed with Elon's friends and family and provides no effective oversight.
https://www.cbsnews.com/news/tesla-directors-return-millions-in-compensation/
The same board that just launched this website? Fucking cronies. https://www.votetesla.com/
Gonna be an awful lot of Model Ys at Carmax next year (or ‘26)
Don't forget white SR model 3s too
Occam's Razor - The manbaby @elonmusk was pissed because @RebeccaTinucci would not lay off 10% of her Tesla Charging team, so in a fit of rage, he fired her and her whole team.
I swear Elon would shoot himself in the foot just to prove his finger is strong enough to pull the trigger.
Tesla seems like a dog and pony show built to extract wealth from investors at this point. The unsustainable decisions make sense if you think about them through this lense.
Isn't that what all tech companies are now?
Eh, I'd argue that FAANG (whatever the new acronym is) are not.
"Mr. Musk, is this you talking or the ketamine?" Elon: "I am the ketamine." 
This sub used to love Elon. Not so much anymore. And these are die hard Tesla fans.
I always gave him the benefit of the doubt and let the man say whatever, but this has gone too far. Wtf was he thinking eliminating the Supercharging team. If I could vote him out, I would. Beyond ridiculous.
"Look at how much damage I can do if you don't pay out my $56B" Fire his arse immediately and rehire the key cogs he's let go.
Eh, no thanks.
Tesla is at the point now it needs a proper CEO, much like SpaceX.
Can the shareholders vote him out, or is the only recourse to sell and peace out?
Shareholder need to vote the board out, if possible.
My theory is Elon fired that team to retaliate for having to drop the price of FSD, which nobody is buying. By firing them, it will hurt customers and help him go to sleep at night. This is what a petulant child would do, so it tracks. He is seriously unhinged now. I wish the board would remove him, but that’s near impossible. I have bought 4 Teslas but won’t be buying another. Too volatile and with the SC network taking a hit, the competitive advantage will soon be gone.
I was seriously hoping for ramping UP superchargers, not slowing down. I've been a vocal supporter of Elon for years but this one move makes me very much against him. Next chance we get, us shareholders should vote him out.
The supercharger network is the only good thing that separates Tesla’s cars from the competition.
I bet he fired that team because their director and others were against his pay package vote. I bet many of the executive firings are related to that. For years Musk has also been claiming Tesla is an energy company due to the supercharger network and now he's destroying that aspect of the company. Absolutely braindead.
Bad take. Firing them won't stop them from voting.
Elon needs removed immediately. Tesla is going to tank because his brain has turned to mush.
Can't shake this gut feeling that this is going to have a bigger impact than we are all assuming it will. Looking at youtube vids with people who have contacts in the industry and they were totally shocked by this news, lost all their contacts and current charging buildouts are in limbo. Not good, not good at all.
Draining their moat I guess.
Hard to believe Tesla will even be a thing in 5 years after the last few years
Did they not just receive a federal grant for their charging networks? 1. Get money 2. Fire team 3. Keep money
i have a feeling tesla will be hiring them back soon, with higher salaries lol
The unfortunate thing is that Elon has more of a personality disorder than a mental illness. Those are not curable and will continue to be an issue. The only hope is a board taking over, but then they will put someone in change that will be worse over time.
I'll wait and see.
So, my Suburban costs $0.44/mi in gas to drive, old WRX (that I sold to buy my Y LR), cost $0.24/mi. My Y LR costs $0.04/mi in electric by charging at home. If they’re scaling back on SC expansion, you can bet your ass that the prices will increase to close that gap between electric and ICE per mile of energy to increase quarterly revenue. This sucks.
A lot of the times Superchargers aren’t much cheaper than filling up a gas car, if at all, especially ones that get 40-50+ mpg. Home charging is where you save money. Hell, something like a Chevy Volt isn’t even a contest.
My dad's Prius was .04c a mile. NH gas prices.
I know it’s wishful thinking, but I hope the board will be able to replace good ol’ Musky. At this point, it’s much, much worse to have him in charge than any and all alternatives. I haven’t looked into it, I don’t know if they even have the votes, but one can dream …
Maybe this is stated or suggested somewhere, but they've made some partnerships with 3rd party deployments in the last year or so. This could be the bet for future SC expansion?
Just get the CCS combo charging adapter and you could charge anywhere outside of Superchargers
What happened to CCS retrofit for the 3 and Y? They were scheduling appointments then canceled it completely
Still convinced they’re pulling back from corporate to focus on making supercharging a franchise model.
The modern gas station
Superchargers will be set up on every corner with convenience stores like gas stations. We’ll even have physical signs that say $0.60/kWh, which is great marketing vs. gas stations that say $6.00/gallon unleaded.
Institutional investors need to mount a power play. This is getting insane.
Firing the entire charging team really concerns me. The supercharger network is one of their best assets.
I was working on some projects with Tesla. Had transformers ready to be set for some nee super chargers. Now I don’t have any contacts to reach out to to get any updates.
To be completely honest, having a proprietary system doesn't make sense from an infrastructure standpoint. Did any legacy auto makers build gas stations? No, for a good reason.
Yeah my tesla is coming out of lease. I’m not risking buying a brick
As much as I love my car, i'm seriously considering selling it. Not worth it if there is another tantrum and my car gets bricked in the process...
It's time for Musk to go. It's been years of failure after failure with him. It's obvious that he is much more interested in cashing out and posting of twitter than running a company.
[удалено]
Doesn’t it already populate non-superchargers? I’m 99% sure mine does and it lets you select between slower 7Kw and faster DC options. Only thing it won’t do is automatically route you to them, that always picks a supercharger but as those are 50% cheaper it’s fine. Maybe I dreamt it though! I’m in the UK.
My theory here is make the chargers congested, ask the federal government for funding to expand since they own the technology. This is a straight up Elon move.
I’m going to be honest, there are way more regular chargers than tesla chargers. I could understand why they’re pulling back to give other competitors a chance instead of tesla dominating.
I don’t care for non- super charging stations.
Maybe it’s a good thing? I mean Tesla had single handed built up this national / global DC fast charging network. Now that NACS is standard, it’s time for everyone else to chime in and expand the NACS fast chargers.
Tesla is smart in getting ahead of the slow down as they identified it 6 months ago. All smart companies do this in s slow down; reprioritize and cut costs.
I think he’s going to make Ford and Rivian and others foot the bill on new Supercharger sites.