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Stop worrying about Tesla Supercharger congestion, it will be alright

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Tesla Supercharger in Antwerp-Aartselaar, Belgium

If you’ve ever heard the phrase “a solution looking for a problem” then you’ll completely understand what I’m about to say. While I’m at it with catchphrases, Tesla seems to be a living, breathing double-edged sword. When it comes to giving us details, they are “damned if they do, damned if they don’t.”

By now, we all know the Model 3 is going to be huge. We also know that Model S and X vehicles with Supercharging enabled can enjoy “free long distance travel,” which we understand to mean “free for life.”  The not so subtle elephant in the room is that free could lead to abuse, which could lead to lines and waiting for Supercharger use. I’ve already discussed what I think is step 1, which is educating folks on some Supercharging best practices they can do to be mindful of our shared asset. I’ve also discussed things Tesla themselves could do to alleviate potential congestion at Supercharger locations.

Here’s my disclaimer: This is a solution looking for a problem! Model 3 is more than a year away and despite what you may hear, MOST superchargers have one or more stalls available MOST of the time. Long waits and lines only plague select locations, and even then, only occur on very few occasions. While I’m no record-holding Supercharger pro I’ve only ever seen an 8-stall location full once. It was Hamilton, NJ and it was before the addition of two Superchargers on the nearby New Jersey Turnpike. I’ve also only ever known of one location to be constantly busy. It was the Newark, DE location, which has recently been upgraded from 4 to 12 stalls. So again, I don’t think this is a problem right now. I don’t even think it will be much a problem when Model 3 hits the streets. Tesla builds new chargers all the time and has committed to both distance and density. They know, more than anyone, which locations are busy and which aren’t. I trust they will plan accordingly.

You will be OK

But since folks love to debate every word – or lack thereof – that Tesla says, let’s have at it. Let’s pretend that the big bad wolf will come to the charger and blow it down just because it’s free and unrestricted once you incur an up-front cost. Let’s further pretend that Tesla considers the idea of a pay per use model of charging. I’ll repeat this later but for the record, I don’t think they’ll do anything like this. Not now, not ever.

  • Pay Per Use – kWh. This is a common and seemingly simple idea. You don’t need $2,000 worth of electricity, you only need a few bucks worth a few times a year. You don’t want to pay up front for all the phantom local moochers that you suspect will abuse an unrestricted system. The cars are smart, they can tell how much you’ve used per charging session so it appears they can charge you for it on the basis of that. Maybe you don’t even care if there is a huge markup on the electricity. It’s a win for everyone in that case, because it’s still cheaper than gas. Even if it wasn’t, it’s worth it to take a car as great as a Tesla on a road trip. Plus almost all of your charging is done at home where it’s way cheaper than gas. Fine, points taken. Except, there’s a “but.” But selling electricity is complicated. The United States is complicated! Here, we have 50 states and plenty of lines between them. They get to set their own laws and rules and tax rates. Cities and towns do too. If you thought that gaining approval to build a supercharger was a challenge, imagine trying to become an energy supplier in every municipality as well. This alone is enough to rule out the idea of charging per kWh. Add that in with having to handle point of sale transactions and you’ve completely changed how Tesla must operate. It already takes quite a bit of effort to build out this network, and there is no reason to make it harder. (Let’s pretend that’s why no other automakers have done it.)

Tesla builds new chargers all the time and has committed to both distance and density

  • Pay Per Use – Time. There’s a pretty clear precedent for selling time at almost any major municipality on earth: paid parking. In theory, it would result in very few people charging past 90%; that point where your electrons slow drastically and you’d get a lot less bang for your buck. This speaks perfectly to the concept of battling lines with quick turnover. Except, nope. Tesla, in my opinion, won’t be willing or interested in the hassle of point of sale purchases. They’d have to figure out an appropriate price, which I imagine would vary by location. They’d have to employ people to figure out the tax rules and rates for each country, state and city. They’ve have to work with various credit card companies and be able to accept multiple forms of payment. They may even need to carry certain types of liability insurance for providing paid parking. Tesla is in the business of advancing sustainable transport by, primarily, making compelling electric vehicles. Anything else is just noise and takes away brainpower from doing other great things.
  • Pay Per Use – Day. Tesla is amazing and has done plenty of things no other company has done before. They continue to surprise us and have stayed alive despite many assumptions that they’d never make it this far. So I’ll humor you, dear reader, and assume they are willing and able to take on the challenges of point of sales purchases. Game on! Rather than selling time or electricity, Tesla can simply sell access to software. Most Teslas on the road, and all that will soon be on the road, will have the hardware required for supercharging. They can undoubtedly figure out how to program an option in your touchscreen (or simpler still, an automated telephone line) that allows you to opt into supercharging access for a day, at a price. They’ve already given away free trials of Autopilot, so we already know opening up software for a limited time is possible. Shoot, maybe they can even get some PR out of it. “Free supercharging on your birthday!” or “Merry Christmas, here’s a free day!” These things sound great, but I still have an objection. Tesla needs money to build more chargers. End of story.

This isn’t about paying for what you use, this is about paying for the building of a network. There will always be owners who use far less electricity from Superchargers than their initial cost would have bought in kilowatt hours. There will also always be some owners who use more. Where I live, property taxes are required whether you send kids to public school or not. We’re all paying for a system.

Which is why – and here’s my promised repeat – I don’t think Tesla will ever adopt a pay per use model for Supercharging. They’ll continue their commitment to density and distance, they’ll continue to monitor busy locations and they’ll continue to keep their eye on the prize. Because remember, the hopefully inevitable adoption of sustainable transport means someone, somewhere, will start building a whole lot more electric car charging stations.

Feature photo of the Tesla Supercharger in Antwerp-Aartselaar, Belgium courtesy of ldubois_BE 

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Elon Musk gives his most telling Tesla-SpaceX merger conversation yet

Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.

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Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.

Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”

The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.

Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.

Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking

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The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.

Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.

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Tesla Roadster unveiling is getting hyped up by Elon Musk

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tesla roadster
Credit: Petersen Auto Museum

The Tesla Roadster unveiling is getting hyped up by the company’s CEO Elon Musk, who has been a big reason the product has such high expectations due to delayed timelines and a constant need to make it even more insane than before.

Tesla announced on September 12 that it would officially unveil the Roadster in Waco, Texas, on October 1, ending years of patience for fans and reservation holders who have waited for the all-electric supercar to enter production since 2017.

Musk has said that this event will be well worth the wait on several occasions, and last year on the Joe Rogan Experience, he said that there should be a closing chapter to supercars- the end of cars that aren’t focused on safety.

He said:

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one. I think it has a shot at being the most memorable product unveil ever. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”

Musk’s teases have continued, and now that the event is roughly two weeks away, it seems like Roadster is finally going to show up and blow some minds:

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Tesla has definitely dragged out the development of the Roadster, but there is a good reason for it.

Tesla has been working on many other projects, most notably self-driving efforts to increase passenger safety, and those simply took priority over the Roadster, a low-volume, high-performance sports car that has a lightning-fast acceleration rate of 0-60 MPH in just 1.1 seconds, could potentially fly, and contributes very little to the company’s mission.

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However, many people have the Roadster on pre-order through the referral program or with their own money, and it is time that Tesla delivers on that.

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Elon Musk’s Boring Company has big plans for Las Vegas by year’s end

Elon Musk’s Boring Company says Vegas Loop stations will double by year end once again.

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the boring company's vegas loop entrance

The Boring Company says the Vegas Loop’s station count will double by the end of the year, tying the target to a hiring push for drivers and operations managers in Las Vegas. “Vegas Loop is getting bigger – the station count will double by end of year!” the company wrote in a post on X, attaching listings for a Loop driver and a senior Loop operations manager.

The number checks out against what’s already public, with the Vegas Loop currently running 14 operational stations, while the Boring Company’s own project page lists 28 as the target for the end of 2026.

Much of that growth is tied to tunnels that are already built and waiting on an opening date. A roughly two-mile dual tunnel system under Paradise Road, connecting Westgate to a planned station at 4744 Paradise Road, is expected to open in stages over the coming weeks, Las Vegas Convention and Visitors Authority chief executive Steve Hill told the Review-Journal last week. New stations at 4744 Paradise, Virgin Hotels Las Vegas, and the former Gordon Biersch site would come online with it, several of them built to speed up rides to Harry Reid International Airport ahead of Formula 1’s Las Vegas Grand Prix.

Clark County entitled Vegas Loop for 123 stations after approving 19 more in August, as Teslarati reported at the time. Entitlement and construction move at different speeds on this project, so county approval alone does not guarantee a station opens on any particular schedule.

Clark County approved 18 additional stations back in 2023, part of a plan that pushed the system’s target to 69 stations across 65 miles, doubling the network on paper for the first time. The target kept climbing after that, to roughly 93 stations by the end of that year and 104 by last year, before August’s vote pushed it to 123. This week’s announcement is the first time that doubling language has been attached to stations actually running rather than stations merely approved on a county map.

Ridership gives some sense of what a denser network could carry. Boring Company executive Mike Baier said in July that the Vegas Loop already moves around 40,000 passengers on busy convention days, a total that tops most light rail systems in the country despite the system running on a fraction of its planned tunnel mileage. Company leadership has projected ridership could triple or quadruple once the airport connector tunnels fully open.

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Boring Company did not say which stations beyond those already under construction would open by year end, or whether the hiring push points to a fleet expansion alongside the new stops.

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