News
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“Idle fees have been replaced by congestion fees at select Superchargers near you.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 CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
