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Tesla co-founder shares warning about OEM’s EV focus: “They haven’t really done the math fully”

Credit: This Week in Startups/YouTube

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Former Tesla CTO and co-founder JB Straubel recently shared some insights about the electric vehicle revolution and the focus of OEMs on pure electric cars. While conversing with startup investor Jason Calacanis’ in an episode of YouTube’s This Week in Startups, Straubel covered several topics, including Tesla’s early days, the importance of battery recycling, and how some OEMs’ alleged complete dedication to electric vehicles may not be very well thought out at all. 

As noted by Straubel, Tesla was actually quite surprised that the Model S did not cause a substantial shift among OEMs to commit fully to battery-electric cars. The Model S was designed to be the best car, period, and for all intents and purposes, it did not disappoint. However, despite the rave reviews of the Model S and the vehicle proving that electric cars could be at the pinnacle of the auto sector, legacy automakers did not make a serious shift to EVs. 

“The Model S was such a different car. The Roadster was a technology validation. We proved that batteries could work, they could go on a car, they could be safe, they could do the range and acceleration. The S was a whole different thing. It was so good. We put so much effort into that. Elon was hell-bent on making it the best car on the road. And I think we really delivered on that at the time. It was phenomenal. 

“I’m still amazed at the skepticism there was. Even after delivering those, we kinda imagined, I imagined, that people would see this and go ‘Clearly this is the future. This is all gonna work.’ All the car companies are gonna copy this immediately, and we’ll have to go really fast to figure out how we can carve out a niche. And it just didn’t happen. Customers loved it. It was a runaway hit with reviewers and magazines and customers, but the copying and market change didn’t happen,” Straubel said. 

The automotive landscape today is different, however. With Tesla now the most valuable automaker by market cap and with Chinese car companies aggressively coming up with modern electric cars, OEMs have now adopted the narrative that they are going all-in on EVs. Straubel, however, noted that these announcements might not necessarily be realistic. 

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“So many different OEMs, countries, factories, customers are leaping into EVs. You know, making these huge announcements, you know, saying that they’ll be fully electric this decade or the next. They haven’t, I don’t think they’ve done the math fully. What that entails on the supply chain and tracing it all the way back, literally all the way back to the mines. You need to do that, or else, you know, you haven’t really solved it. It has the feeling to me of kind of like a giant overbooked flight.  

“All these people like, ‘Oh, this is great. We’re all gonna go to that new place. We all wanna go there. It looks great. Sweet. Let’s all go on the plane and go.’ So everybody’s saying that we all wanna go there at the same time. Meanwhile, we have to sort of build the planes to get there; we have to figure out how to sequence everyone. The figurative runway is like the time to do all this, and it could all get sorted out over time. But obviously, we’re trying to do this fast as a society and as a species,” Straubel said. 

Watch Straubel’s full interview with Jason Calacanis’ This Week in Startups in the video below. 

Don’t hesitate to contact us with news tips. Just send a message to tips@teslarati.com to give us a heads up. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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California proposal to allow self-driving tests for heavy-duty trucks

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A new proposal in the state of California would allow initial testing of self-driving heavy-duty trucks, as Tesla and others aim to bring their driverless technologies to market with Class 8 trucks and other large vehicles.

On Friday, the California Department of Motor Vehicles (DMV) said that it’s proposing self-driving vehicle tests be allowed on public roads for heavy-duty trucks and other large vehicles, as detailed in a report from Reuters. The news comes as heavy-duty vehicles about 10,001 pounds are currently unable to utilize public self-driving tests in California, as well as others such as Texas, Arizona, and Arkansas.

The proposal would restrict autonomous testing for semi-trucks and other oversized vehicles to specified, pre-selected routes that would be pre-determined to be legal for size, weight, and loading requirements. It would also ban testing these vehicles on city streets, with selected routes primarily including major highways.

The state would also prohibit testing of specific heavy-duty vehicles until further notice under the proposal, including household movers, commercial vehicles used to transport passengers, oversize loads, bulk liquids, or hazardous materials.

READ MORE ON SELF-DRIVING FOR HEAVY-DUTY TRUCKS:

The DMV plans to hold a public hearing on the proposal on June 10, after which point it would be allowed to move forward with the agency.

California has been preparing regulations for autonomous trucking since at least last August, when the state submitted an initial draft for such a legal framework.

The state is also evaluating whether light-duty vehicle testing requirements should be updated. Currently, the state requires a permit to test self-driving vehicles utilizing a safety driver, before applying for subsequent phases of driverless testing and deployment permits.

To apply for driverless testing permits, manufacturers are required to conduct testing for a minimum of 50,000 miles, while heavy-duty manufacturers would be required to complete at least 500,000 autonomous testing miles under the proposal. Of them, up to 40,000 of the miles are allowed to be completed outside of California.

The news also follows the Trump administration’s aims to accelerate self-driving deployment this week through the expansion of exemptions for certain reporting requirements.

Although Tesla’s Full Self-Driving (FSD) is not currently available for the company’s electric Semi, it’s expected to become available at some point in the future. Tesla has also been spotted testing its FSD on the Semi in and around Giga Nevada, ahead of the company’s plans to launch the software on the Class 8 truck.

Tesla is currently aiming to ramp up production of the Semi, and it’s constructing an expansion to its Gigafactory in Nevada to eventually scale up to volume production.

Tesla receives its first robotaxi permit in California

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Tesla reservation emails hint at imminent launch in India

Tesla appears to be nearing the launch of vehicle sales in India, as hinted at in a recent correspondence with early reservation holders.

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A report this week says that Tesla has sent out a new batch of emails to some of its earliest reservation holders in India, suggesting that the company’s highly anticipated launch of electric vehicles (EVs) in the country could be imminent.

As seen in emails viewed by Bloomberg in a Friday report, Tesla has begun refunding early reservation holders in India, indicating that the U.S. automaker seems to be nearing its official debut in the country. Some Model 3 reservation holders in India initially paid deposits to purchase a Tesla as early as 2016, and they come due to the company having refreshed the vehicle’s design last year.

“We would like to return your reservation fee for the time being,” Tesla writes in the email. “When we finalize our offerings in India, we will reach out in the market again. We hope to see you back with us once we are ready to launch and deliver in your country.”

The launch is thought to be highly consequential for Tesla, as India is the world’s third-largest auto market, and thousands of people in the nation are employed by vehicle and component manufacturing facilities. However, years of talks between Tesla and the government about launching sales and potentially a factory there have hit a standstill multiple times, largely due to disagreements over the country’s high import duties.

READ MORE ON TESLA INDIA: India to hold EV import policy workshop in bid to attract Tesla, other EV makers: report

While many are speculating as to when exactly Tesla could launch vehicle sales in India, several other indicators have also suggested that the maker is getting close to doing so.

Last weekend, a Tesla Model Y with a privacy wrap was seen being tested in India, marking the second such sighting to take place in the past few weeks. The company also officially began the certification and homologation processes for the new versions of both the Model Y and Model 3 in India last month, and it has been hiring and picked out two sites for initial stores in the country, the first in Mumbai and a second in New Delhi.

A Bloomberg report in February also claimed that Tesla was aiming to sell vehicles in India around the third quarter of the year, though models being sold in the country had not yet been revealed at the time.

Tesla India partners with Tata Group on local supply chain: Rumor

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These Tesla Superchargers are free today for Earth Week

Canada and other countries are missing on the free Earth Week Supercharging map, while the U.S. state of California gets the promo at two sites.

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Tesla has made several of its Supercharging stations free in markets around the world over the weekend, in order to commemorate Earth Day, which took place earlier this week.

On Friday, Tesla posted on its charging account on X that it would be offering free Supercharging across 30 select stations on Saturday in celebration of Earth Day and Week. The chargers are set to be free during daytime work hours, and they’re scattered in locations across Europe, North America, and the Asia-Pacific region.

Tesla also says it may have employees handing out “goodies” at some of the sites, though the company didn’t disclose what they would be.

“Closing out Earth Week with free charging at the following Superchargers on April 26th,” Tesla writes. “You might even catch some Tesla employees with goodies!”

In the U.S., the Supercharger stations offering free charging include two located in California, along with one each in Florida, Arizona, Illinois, and New Jersey. The company is also offering free Supercharging in Nuevo León, Mexico, in the city of Monterrey.

You can see the full list of free Supercharger locations below, along with the times the offer is still available on Saturday.

READ MORE ON TESLA SUPERCHARGERS: Tesla’s Hollywood Diner is finally getting close to opening

Tesla Superchargers offering free charging on Saturday, April 26

Europe (9:00 a.m. to 6:00 p.m.)

North America (9:00 a.m. to 6:00 p.m.)

Asia-Pacific

Tesla’s Superchargers in North America opening to non-Tesla EVs

Along with allowing Tesla’s vehicles to charge at Supercharger stations, the company has slowly been rolling out access to other, non-Tesla electric vehicle (EV) brands in North America over the past several months. For example, Superchargers opened to Kia’s EVs in North America on Thursday, increasing the company’s chargers to the over 40,000 DC fast-charging stations and doubling the number of stations owners of the car brand can use.

Other brands with access to Tesla’s Superchargers include Kia parent company Hyundai, Ford, GM, Genesis, Lucid, Mercedes, Nissan, Polestar, Rivian, and Volvo, and Volkswagen and subsidiary Audi are the next brands in line to gain access.

Tesla also runs three-month Supercharger voting periods for owners to cast votes on where they’d like to see new Superchargers built, and the company recently opened its voting round for the second quarter along with revealing the winning locations from Q1.

Tesla Superchargers were over 10 times as reliable as these rivals

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