News
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.
News
Tesla ‘Mad Max’ gets its first bit of regulatory attention
Tesla “Mad Max” mode has gotten its first bit of regulatory attention, as the National Highway Traffic Safety Administration (NHTSA) has asked for additional information on the Speed Profile.
A few weeks ago, Tesla officially launched a new Speed Profile for Full Self-Driving (Supervised) known as “Mad Max,” which overtook the “Hurry” mode for the fastest setting FSD offers.
Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet
It launched with Full Self-Driving v14.1.2, and it was no secret that the company was looking for a new mode that would cater to more aggressive driving styles.
The release notes showed the description of the Speed Profile as:
“Introduced new speed profile MAD MAX, which comes with higher speeds and more frequent lane changes than Hurry.”
It certainly lived up to its description. In our testing, it was aggressive, fast, and drove similarly to some of the more challenging traffic patterns I’ve come across.
In normal highway driving, it was one of the quicker cars on the road, while other applications saw it be a suitable version for navigating things like rush-hour traffic.
Here’s what my experience with it was:
🚨 Tesla “Mad Max” testing on FSD v14.1.2
It drives like a human being! Consistent lane changes, keeps up with quicker traffic, very refined
Well done Tesla Team pic.twitter.com/wzTucDhczA
— TESLARATI (@Teslarati) October 19, 2025
While Tesla owners have certainly enjoyed the feature and the behaviors of Mad Max, the NHTSA said it is in contact with Tesla about it, looking to gather additional information. Additionally, it said:
“The human behind the wheel is fully responsible for driving the vehicle and complying with all traffic safety laws.”
The important thing to note with Mad Max mode, along with the other Speed Profiles, is that the driver can choose whichever one they’d like, and they all cater to different driving styles.
While Mad Max is more aggressive, modes like “Sloth” and “Standard” are significantly more conservative and can be more suitable for those who are not comfortable with the faster, more spirited versions.
News
Tesla shares AI5 chip’s ambitious production roadmap details
Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design.”
Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that could outperform its predecessor by a notable margin. Speaking during Tesla’s Q3 2025 earnings call, Musk outlined how the chip will be manufactured in partnership with both Samsung and TSMC, with production based entirely in the United States.
What makes AI5 special
According to Musk, the AI5 represents a complete evolution of Tesla’s in-house AI hardware, building on lessons learned from the AI4 system currently used in its vehicles and data centers. “By some metrics, the AI5 chip will be 40x better than the AI4 chip, not 40%, 40x,” Musk said during the Q3 2025 earnings call. He credited Tesla’s unique vertical integration for the breakthrough, noting that the company designs both the software and hardware stack for its self-driving systems.
To streamline the new chip, Tesla eliminated several traditional components, including the legacy GPU and image signal processor, since the AI5 architecture already incorporates those capabilities. Musk explained that these deletions allow the chip to fit within a half-reticle design, improving efficiency and power management.
“This is a beautiful chip,” Musk said. “I’ve poured so much life energy into this chip personally, and I’m confident this is going to be a winner.”
Tesla’s dual manufacturing strategy for AI5
Musk confirmed that both Samsung’s Texas facility and TSMC’s Arizona plant will fabricate AI5 chips, with each partner contributing to early production. “It makes sense to have both Samsung and TSMC focus on AI5,” the CEO said, adding that while Samsung has slightly more advanced equipment, both fabs will support Tesla’s U.S.-based production goals.
Tesla’s explicit objective, according to Musk, is to create an oversupply of AI5 chips. The surplus units could be used in Tesla’s vehicles, humanoid robots, or data centers, which already use a mix of AI4 and NVIDIA hardware for training. “We’re not about to replace NVIDIA,” Musk clarified. “But if we have too many AI5 chips, we can always put them in the data center.”
Musk emphasized that Tesla’s focus on designing for a single customer gives it a massive advantage in simplicity and optimization. “NVIDIA… (has to) satisfy a large range of requirements from many customers. Tesla only has to satisfy one customer, Tesla,” he said. This, Musk stressed, allows Tesla to delete unnecessary complexity and deliver what could be the best performance per watt and per dollar in the industry once AI5 production scales.
Energy
Tesla VP hints at Solar Roof comeback with Giga New York push
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla’s long-awaited and way underrated Solar Roof may finally be getting its moment. During the company’s Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder revealed that production of a new residential solar panel has started at Tesla’s Buffalo, New York facility, with shipments to customers beginning in the first quarter of 2026.
The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.
Tesla Energy’s strong demand
Responding to an investor question about Tesla’s energy backlog, Snyder said demand for Megapack and Powerwall continues to be “really strong” into next year. He also noted positive customer feedback for the company’s new Megablock product, which is expected to start shipping from Houston in 2026.
“We’re seeing remarkable growth in the demand for AI and data center applications as hyperscalers and utilities have seen the versatility of the Megapack product. It increases reliability and relieves grid constraints,” he said.
Snyder also highlighted a “surge in residential solar demand in the US,” attributing the spike to recent policy changes that incentivize home installations. Tesla expects this trend to continue into 2026, helped by the rollout of a new solar lease product that makes adoption more affordable for homeowners.
Possible Solar Roof revival?
Perhaps the most intriguing part of Snyder’s remarks, however, was Tesla’s move to begin production of its “residential solar panel” in Buffalo, New York. He described the new panels as having “industry-leading aesthetics” and shape performance, language Tesla has used to market its Solar Roof tiles in the past.
“We also began production of our Tesla residential solar panel in our Buffalo factory, and we will be shipping that to customers starting Q1. The panel has industry-leading aesthetics and shape performance and demonstrates our continued commitment to US manufacturing,” Snyder said during the Q3 2025 earnings call.
Snyder did not explicitly name the product, though his reference to aesthetics has fueled speculation that Tesla may finally be preparing a large-scale and serious rollout of its Solar Roof line.
Originally unveiled in 2016, the Solar Roof was intended to transform rooftops into clean energy generators without compromising on design. However, despite early enthusiasm, production and installation volumes have remained limited for years. In 2023, a report from Wood Mackenzie claimed that there were only 3,000 operational Solar Roof installations across the United States at the time, far below forecasts. In response, the official Tesla Energy account on X stated that the report was “incorrect by a large margin.”
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