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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.

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

"I'm Electric Jen

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Tesla dispels reports of ‘sales suspension’ in California

“This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.

Sales in California will continue uninterrupted.”

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Credit: Tesla

Tesla has dispelled reports that it is facing a thirty-day sales suspension in California after the state’s Department of Motor Vehicles (DMV) issued a penalty to the company after a judge ruled it “misled consumers about its driver-assistance technology.”

On Tuesday, Bloomberg reported that the California DMV was planning to adopt the penalty but decided to put it on ice for ninety days, giving Tesla an opportunity to “come into compliance.”

Tesla enters interesting situation with Full Self-Driving in California

Tesla responded to the report on Tuesday evening, after it came out, stating that this was a “consumer protection” order that was brought up over its use of the term “Autopilot.”

The company said “not one single customer came forward to say there’s a problem,” yet a judge and the DMV determined it was, so they want to apply the penalty if Tesla doesn’t oblige.

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However, Tesla said that its sales operations in California “will continue uninterrupted.”

It confirmed this in an X post on Tuesday night:

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The report and the decision by the DMV and Judge involved sparked outrage from the Tesla community, who stated that it should do its best to get out of California.

One X post said California “didn’t deserve” what Tesla had done for it in terms of employment, engineering, and innovation.

Tesla has used Autopilot and Full Self-Driving for years, but it did add the term “(Supervised)” to the end of the FSD suite earlier this year, potentially aiming to protect itself from instances like this one.

This is the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” naming. Previous Transportation Secretary Pete Buttigieg was vocally critical of the use of the name “Full Self-Driving,” as well as “Autopilot.”

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New EV tax credit rule could impact many EV buyers

We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date. However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.

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tesla showroom
Credit: Tesla

Tesla owners could be impacted by a new EV tax credit rule, which seems to be a new hoop to jump through for those who benefited from the “extension,” which allowed orderers to take delivery after the loss of the $7,500 discount.

After the Trump Administration initiated the phase-out of the $7,500 EV tax credit, many were happy to see the rules had been changed slightly, as deliveries could occur after the September 30 cutoff as long as orders were placed before the end of that month.

However, there appears to be a new threshold that EV buyers will have to go through, and it will impact their ability to get the credit, at least at the Point of Sale, for now.

Delivery must be completed by the end of the year, and buyers must take possession of the car by December 31, 2025, or they will lose the tax credit. The U.S. government will be closing the tax credit portal, which allows people to claim the credit at the Point of Sale.

We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date.

However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.

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If not, the order can still go through, but the buyer will not be able to claim the tax credit, meaning they will pay full price for the vehicle.

This puts some buyers in a strange limbo, especially if they placed an order for the Model Y Performance. Some deliveries have already taken place, and some are scheduled before the end of the month, but many others are not expecting deliveries until January.

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Elon Musk takes latest barb at Bill Gates over Tesla short position

Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now

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Elon Musk took his latest barb at former Microsoft CEO Bill Gates over his short position against the company, which the two have had some tensions over for a number of years.

Gates admitted to Musk several years ago through a text message that he still held a short position against his sustainable car and energy company. Ironically, Gates had contacted Musk to explore philanthropic opportunities.

Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’

Musk said he could not take the request seriously, especially as Gates was hoping to make money on the downfall of the one company taking EVs seriously.

The Tesla frontman has continued to take shots at Gates over the years from time to time, but the latest comment came as Musk’s net worth swelled to over $600 billion. He became the first person ever to reach that threshold earlier this week, when Tesla shares increased due to Robotaxi testing without any occupants.

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Musk refreshed everyone’s memory with the recent post, stating that if Gates still has his short position against Tesla, he would have lost over $10 billion by now:

Just a month ago, in mid-November, Musk issued his final warning to Gates over the short position, speculating whether the former Microsoft frontman had still held the bet against Tesla.

“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said. This came in response to The Gates Foundation dumping 65 percent of its Microsoft position.

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Tesla CEO Elon Musk sends final warning to Bill Gates over short position

Musk’s involvement in the U.S. government also drew criticism from Gates, as he said that the reductions proposed by DOGE against U.S.A.I.D. were “stunning” and could cause “millions of additional deaths of kids.”

“Gates is a huge liar,” Musk responded.

It is not known whether Gates still holds his Tesla short position.

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