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.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.