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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.
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’
