News
Tesla opens Erie Supercharger connecting west PA with NY
After years of not-so-quiet desperation, the “missing link” Supercharger in Erie, PA has finally powered up! The location is a vital link for Tesla owners going multiple directions and one that has been near the top of regional owners’ requests.
While you might not think of Erie as a transportation hub, it quickly became a desirable charging stop as the Supercharger network has been built out, much like railroad stations and crossroads have historically become vital only after their peripheral arteries grew.
Emails to and from Tesla suggesting locations had always centered around the busy Peach Street commercial district. Indications were strong that Tesla had found a site long ago only to have it fall through for unknown reasons– a story that would seem to mirror the same timetable and complications that long plagued the Harrisburg, PA Supercharger.
The one-two punch of having two strategically located Pennsylvania charging sites fall through must have hit the team hard after the relative ease of building Somerset and Cranberry locations near Pittsburgh. Harrisburg was another long-bemoaned missing link that made travel across the state problematic at best. Eventually, a welcoming property was found and construction in Harrisburg and Erie have been nearly simultaneous, with Harrisburg coming online just a few weeks earlier.
With Erie now powered up, the hosting businesses in Erie are hoping to attract some new guests. My own observations from frequent travels up and down I-79/90 would suggest they’re going to be pleasantly surprised. Ontario license plates make semi-annual appearances in large numbers as the “Snowbirds” transit western Pennsylvania. They’re also common sights around Pittsburgh year-round, with a good majority of them coming from Toronto.
The largest city in Ontario is its provincial capital, Toronto– indeed, it might surprise many to find out that Toronto has long been the largest city in Canada, more than double the size of Vancouver. It also barely nudges Chicago out of the top four on the continent, with only Mexico City, New York City and Los Angeles claiming more residents. So when the city of Toronto goes on vacation… a good many of them wind up in western Pennsylvania.
For Tesla owners in Ontario, the Erie Supercharger is a reasonable half-day’s drive away. Straight drive-time is about 4 hours, but add in border crossings, charging stops and some meals and those driving from Canada will find the proximity of the Erie hotels to be an ideal overnight rest– regardless of which way they’re going. It’s also an ideal overnight from Washington, DC (among others) and a more ambitious day away from Chicago or Boston. The “jump” from Pittsburgh/Cleveland to Buffalo is history!
More importantly, the addition of Erie makes these trips less butt-clenching. Hyper-miling the stretch from Ohio or Pittsburgh to Buffalo, New York, was always doable in warm weather with careful planning and discipline. Winter brings brutally cold weather from across Lake Erie and strong headwinds (particularly for south/west bound traffic), often laden with snow and ice. With that comes a dramatically shortened range and the trip becomes very questionable in even an 85/90 kWh Tesla. Several drivers have found themselves limping through bad weather conditions with cabin heat exchanged for heart-pounding images of impending doom. Erie makes these worries all go away and four-season travel around the lake should be no less difficult than in a gas-powered car… and certainly much more pleasurable!
If you have destination charging as an option, the Erie Supercharger also partially plugs a large hole in rural New York and Pennsylvania. With a modest 200 mile (as the crow flies) radius centered on the charger you could hypothetically now reach deep into the less populous parts of both states to enjoy their many parks. Or… admittedly, you could drive into the middle of Lake Erie and have range enough to make it back (assuming you’ve first activated submarine mode).
The Hilton Garden Inn, which hosts the Supercharger, is part of a larger facility called the Ambassador Banquet and Conference Center, which includes a Courtyard by Marriott and the Safari Grille. The entire facility is ideal for any road-weary snow birds making their seasonal migration or wedding parties/business meetings full of Tesla owners.
Within easy walking distance of the Supercharger there a lots of food options. A Cracker Barrel beckons for those needing a longer charge, while an Applebee’s and Burger King split the medium and short charging crowd. If you’re willing to brave the pedestrian lights on Peach Street, you can also easily walk to our usual stops, Quaker Steak and Lube. Widen your search zone a little more and the world is your oyster: Steak n’ Shake, Golden Corral, Krispy Kreme, Texas Roadhouse, Eat n’ Park– they’re all accessible by sidewalk. Or you can drive to many more within a mile radius, like our other frequent stop: Famous Dave’s Bar-B-Que.
Other nearby shopping opportunities and amusements are nearly endless. All the big box store companies are represented as well as a movie theater and a family-oriented water park called Splash Lagoon, which is owned by the same parent company as the Hilton Garden Inn.
One of the initial unknowns was how Tesla would lay out the chargers themselves. I’d speculated that given the proximity to campgrounds and the lake that Tesla might make the slots pull-through to allow Model X’s with trailers an easier charge.
Turns out that was wrong, but there is an advantage to the way Tesla has situated these chargers versus most other locations. They ran a curbed peninsula out into the parking lot between two rows of pre-existing parking spots, which effectively gives access to the chargers from both sides. I’m not a math expert, but to me that at least halves the chances of any given charger being blocked by a gas car.
By powering up the Erie Supercharger, Tesla has essentially completed two major routes that touch all four compass points. With the elimination of cold weather as a range concern, Tesla tourists can now whoosh around the northeast with relative ease… with two regional holes yet to fill (and hopefully next): I-80 in Pennsylvania and I-86 in upstate New York.
Maps courtesy of Supercharge.info
Please note: We are not specifically authorized, sponsored by, or otherwise directly associated with Tesla Motors and make no claims to be so.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
