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
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
Investor's Corner
Google’s massive stake in SpaceX will shock you
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
News
Tesla’s switch-up on selling Full Self-Driving has paid off big time
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.






