News
Tesla’s new Supercharger stations from November 8-15
Tesla seems to be deploying its Supercharger stations faster than ever, and its V4 charging hardware has been spotted in several countries. From November 8 to 15, Tesla announced 22 new Supercharger locations for 255 individual charging stalls, mainly in North America.
New Superchargers can be seen on Tesla’s charging account on X, which posts new stations along with any significant updates to its electric vehicle (EV) charging business. Since the beginning of this month, Tesla has highlighted several new Superchargers, notably including the opening of a V4 Supercharger at its Gigafactory outside of Berlin, Germany.
Interestingly, you can see that some of the pictured Supercharger stations on the account definitely include Tesla’s V4 hardware. However, the company’s Supercharger map still shows these sites to only be offering only up to 250 kW of charging capacity, which is the same as what Tesla’s V3 chargers can offer. At some point in the future, Tesla will likely turn these sites on to offer up to 350 kW for even faster charging.
One such V4 Supercharger site includes one we reported on while it was being built in East Point, Georgia just last month, also highlighting the speed at which Tesla is putting these new stations up.
In any case, most EV drivers are likely to appreciate the speed at which these are rolling out, especially with nearly every automaker set to gain access to Tesla’s charging stations in the years to come.
You can check out all the Superchargers Tesla announced between November 8 and 15 below. Follow the links to see images from the Tesla Charging account or see the sites on the company’s Supercharger map.
Tesla Superchargers: new locations announced from 11/8 through 11/15
| Location | Stalls | Notes | Links/Images |
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Bradley, Illinois, U.S. Meijer 990 N Kinzie Ave Bradley IL 60915
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12
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Salem, Virginia, U.S. Sheetz 1435 Apperson Dr Salem VA 24153
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8 |
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Petaling Jaya, Malaysia Sunway Pyramid, Petaling Jaya 3 Jalan PJS 11/15 PJ SELANGOR 47500
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4 |
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Tokyo – Senju, Japan 123-0852 AdachiSekibara1-12-21
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6 |
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Stoney Creek, Virginia, U.S. Davis Travel Center 13306 Saint John Church Rd Stony Creek, VA 23882
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8 |
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New Castle, Delaware, U.S. Wawa 183 Airport Rd New Castle DE 19720
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16 |
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Tesla Gigafactory Berlin Tesla Gigafactory Berlin-Brandenburg 1 Tesla Straße Grünheide (Mark) Brandenburg 15537
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19 |
V4 stalls pictured open to all EVs |
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Kaohsiung – Nanzih Tuku PXMart, Taiwan KaohsiungTuku 3rd RdNo. 57 811
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6 |
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South Yarra, Victoria, Australia Secure Parking – Como Centre Car Park 650 Chapel St South Yarra VIC 3141
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6 |
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Hsinchu – Qionglin, Taiwan Hsinchu Wende 2nd St 307
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6 |
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Tesla Centre, Bangkok, Thailand Tesla Centre 7, 7/1 Ramkhamhaeng Rd Bangkok KRUNG THEP MAHA NAKHON 10240
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12 |
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Marietta, Georgia, U.S. Terrace at Windy Hill 3000 Windy Hill Rd SE Marietta GA 30067
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16 |
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Port Deposit, Maryland, U.S. 1201 Chesapeake Overlook Pkwy Port Deposit MD 21904
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16 |
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Norcross, Georgia, U.S. Village at Peachtree Corners 5270 Peachtree Pkwy NW Norcross GA 30092
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16 |
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Calgary, Alberta, Canada Smartcentres Calgary Southeast 4705 130 Avenue Southeast Calgary, AB T2Z 4J2
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8 |
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Columbia, South Carolina, U.S. Lowes Foods of Forest Acres 4711 Forest Dr Columbia SC 29206
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12 |
V4 stalls pictured |
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Pittsburgh, Pennsylvania, U.S. Target 2661 Freeport Rd Pittsburgh PA 15238
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16 |
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Lawrenceville, Georgia, U.S. Snellville Exchange 1150 Scenic Hwy N Lawrenceville GA 30045
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16 |
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Grimsby, Ontario, CA 417 S Service Rd Grimsby ON L3M 4E8
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8 |
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Coquitlam, British Columbia, CA Tim Horton 1450 United Blvd Coquitlam BC V3K 6Y2
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16 |
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Jackson, Michigan, U.S. Meijer 2777 Airport Rd Jackson, MI 49202
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12 |
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East Point, Georgia, U.S. Lowe’s Home Improvement 3625 N Commerce Dr East Point GA 30344
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16 |
V4 stalls pictured |
Updated 11/16/23: Corrected second to last site to “Jackson, Michigan” after it was incorrectly written “Jackson, Missouri” upon publish.
Tesla surpasses 2,000 active Supercharger stations in the U.S.
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Elon Musk
Elon Musk is not happy about this 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.