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Tesla combats Uber, Lyft congestion in New York City with Supercharger Congestion Fees
Tesla is combatting Uber and Lyft congestion at its Superchargers in New York City with Supercharger fees after the ride-sharing services have backed up EV chargers.
This week, it appears the Superchargers are more congested than normal, and it could be due to the influx of Uber and Lyft vehicles at locations in Brooklyn and Queens.
Dear @elonmusk and @Tesla please consider increased demand for the superchargers (240kw) and make the new ones nearby these locations- #Brooklyn #BayRidge #BathBeach #Bensonhurst #DykerHeights #Forthamilton
Please, cooperate with Tesla – @NYCMayorsOffice @nyctaxi @Uber pic.twitter.com/fYmPNr9EOt
— Vako Ormotsadze (@VOrmotsadze) January 12, 2024
This is not a great experience.
We need more supercharger locations in NYC. As a Tesla customer we shouldn’t have to go through this, second time this week. @elonmusk @Tesla @TeslaCharging @WholeMarsBlog @heydave7 @SawyerMerritt @DirtyTesLa @DillonLoomis22 pic.twitter.com/GVybsMdq8w— Tesla Shill (@TeslaShill) January 17, 2024
Tesla has sent this message to drivers in the area, indicating that Active Supercharger Congestion Fees will be applied:
“Idle fees have been replaced by congestion fees at select Superchargers near you. Congestion fees accrue when your Supercharger is busy and your vehicle’s battery is above a certain level. This change helps reduce wait times and ensures that everyone has access to Superchargers when they need it.
Congestion fees apply when:
- Supercharger is busy
- Your vehicle’s charge is above the congestion fee charge level
View congestion fees and charge levels at which they apply on your touchscreen.”
The number of Lyft and Uber vehicles that applied for licenses through the New York City Taxi and Limousine Commission (TLC) was well over 9,000 units last year, and several NYC Councilmembers warned that this could cause congestion.
The TLC eliminated the cap on for-hire drivers as long as the vehicles are electric or handicap accessible, but there are now so many in the city that it is causing issues.
On top of this, there are only so many charging stations in the City, and several are operated by Revel, the ride-sharing service that fought the TLC for more for-hire licenses several years ago.
Tesla Model 3 wins hearts as famed NYC Taxi, picks up where Nissan Leaf couldn’t
As for congestion fees, Tesla launched them last year in an attempt to keep Supercharger lines moving when certain locations are congested.
Code from Tesla hacker green stated that the congestion fees would apply when vehicles are charging over 80 percent.
Potential Solutions
The big issue and core problem is that there are a lot of EV drivers in New York, but the infrastructure just has not gotten to a point where it can routinely handle an influx of cars that need a charge.
Revel has been expanding its network of EV chargers throughout New York City and plans to open more stations this year.
Spokesperson Robert Familiar told us:
“Revel’s public fast-charging Superhubs have seen about four times more public utilization in the last two months, which we see as a direct outcome of the Green Rides initiative. We’re anticipating an even greater uptick as more drivers look to skip long lines and hidden fees by charging at our higher-volume Superhubs.”
The 2018 Green Rides initiative has been great for EV adoption, but it surged demand so much that it generally outpaced infrastructure availability.
Jason Kersten, the Press Secretary of the NYC TLC, told me that there will be growing pains until the City is able to build out the appropriate amount of infrastructure. EVs are obviously a great thing for New York, and we talked in detail about the transitional phase that the City will go through over the next 11 years as it gears up for a 100 percent zero-emissions fleet.
TLC Commissioner David Do believes infrastructure will need to catch up as drivers under the Commission jumped at the opportunity to own EVs last year:
“In October, we gave TLC drivers the option of owning their own EV plates instead of continuing to lease gas-powered vehicles, and many of them jumped at it. They’re now hitting the road, leading the charge towards a cleaner and more sustainable city and sending a very clear message: We need more charging infrastructure. We’re doing everything we can to meet that demand as quickly as possible. That includes the city’s commitment to install 13 fast charging hubs in municipal parking facilities citywide, a new Bronx charging depot, and 30 fast chargers at TLC’s Woodside inspection facility.”
88 percent of the 9,756 applications the TLC received between October 18 and November 13 were from individual drivers, not companies. The TLC has, so far, approved 4,732 and continues to process applications.
The TLC and the City of New York have worked together to increase charging infrastructure moving forward. The efforts have resulted in $15 million in federal funding for a charging depot in the Bronx, 30 fast-chargers at the TLC’s Woodside inspection facility, and 13 municipal parking facilities citywide, among other things.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
