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How Tesla’s pay per use ‘Supercharger Credits’ may work after all
Since our first report of ‘Supercharger Credits’ being discovered under a new payment section of the MyTesla page, presumably to allow Tesla owners to pre-purchase allotments of kilowatt hours for Supercharging, I’ve had sometime to think about what this might really mean to drivers. This is despite previously believing Tesla would not be instituting a pay per minute/pay per kWh option simply because I thought it would be a hassle, but I stand corrected.
Tesla will likely offer a ‘free long distance for life’ option for Model 3 owners. This option would be similar to the current offerings for Model S and Model X, and would be offered as either an up front cost to enable, an included benefit for higher priced models, or both. Might I be wrong? Surely and it wouldn’t be the first time. But I’ll say it again: I still think they will do this. They may or may not add rules or limitations to prevent abuse. That’s another topic and has been hashed out plenty. As for Model 3 owners who don’t go this route, here is what I picture when I think of the idea of Supercharger Credits.
How they work: Each successful visit to a Supercharger, regardless of minutes spent or kWh used would be equal to one credit. Keep it simple. The alternative would be to process potentially several hundred thousand Model 3 drivers with their own unique utility bill. This seems far too complicated – certainly possible, but envisioning the variables associated with keeping track of energy consumption on such a granular level, and then managing the accounting behind it, per driver, doesn’t seem like it would be the Tesla way. Plus, it’s illegal to sell energy to consumers in some States.
Having Supercharger credits based on a per single use model, perhaps even in a tiered structure (ie. usage beyond 25 kWh equals 1 credit, and so on) would allow Tesla to more easily sell credits on a mass scale.
How to start: Each Model 3 comes with some amount of credits to start. Tesla would be smart to do this because to me, the road trip experience and ease of using Superchargers is a major selling point. I’d want to entice people to keep doing it. Visibility of the cars on the road and chatting with onlookers in parking lots is more free advertising. You also hook customers to become repeat buyers or to upgrade. Or at the very least, to buy more credits. This is especially enticing for owners who may not intend to road trip often but who live more than 200 miles away from a service center or pickup location.
How to have fun: It’s your 1 year anniversary of ownership, take a trip on us! Here are 4 free credits. It’s Nikola Tesla’s birthday, 2 free credits. You just reached 50,000 gasoline free miles, 5 free credits! You get the picture.
How to take away transactional headaches: Allowing owners to upload credits in their My Tesla account ahead of time makes it easier for Tesla to administer, as well as an owner who may, for example, be flustered due to some extenuating circumstance and find themselves needing a charge. Knowing you have credits in your account and can just plug in is one less thing to worry about. I don’t know about you but I don’t have a credit card associated with my iTunes account. I much prefer to load on a $20 gift card once and draw down on it over time. I see credits working like this.
How to advertise without really advertising: Pick some nominal price per credit that sounds way more awesome than the cost of a tank of gas. “Five dollar fill up!” has a nice ring to it. (I think from 0 it would cost me $10 at home to fill up but the average supercharger visit is definitely not from 0 to 100% state of charge, and I would hope the average cost of juice at a Supercharger is less than the residential rate in a moderate-to-high priced market like Philadelphia, especially at locations with solar canopies.
Yes, this all sounds really cool and I think the market may end up demanding it so I bow before the brains at Tesla to make it happen if they deem it the best course of action. I just hope enough buyers either choose high margin options or buy the up front Supercharging option (if offered) so that there is enough cash to go around and build more chargers. But then again, Tesla could just take a page out of Trump’s book. “We’re gonna build chargers. Big, beautiful chargers. And we’re gonna’ make them pay for it!” Them being the retail giants whose parking lots the chargers will grace.
PS: Tesla, if you’re listening, I think “credits” need to be graphically represented like coins in Super Mario games.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
