Tesla’s Supercharger network hit a record single-day energy consumption the weekend after Thanksgiving, meaning that more electric vehicle (EV) drivers were able to use the chargers in one day than ever before.
The Supercharging network reached a peak single-day consumption of 12 GWh on Saturday, November 30, as confirmed over the weekend by Max de Zegher, Tesla’s Director of North American Charging, in a post on X. The news came in response to some of de Zegher’s insights on recent price reductions in the Supercharger network, and as the company has been rolling out access to the network to the first non-Tesla brands throughout this year.
Tesla Supercharger network leads U.S. toward 2030 charging goal
Tesla Supercharger pricing updates, buildout ramp, faster charging, non-Tesla EV access
As for Supercharger pricing, de Zegher outlined two goals for Tesla following discussion on X highlighting that prices seem to have dropped in both Europe and the U.S. in recent weeks:
- Price low to accelerate EV adoption, we pass on cost efficiencies
- Be financially sustainable to invest in the network, growing dependable freedom to travel
Credit: Electric_Maik | X
Tesla has been ramping up the production and deployment of its Superchargers over the last several years. The company reached its 60,000th individual Supercharger stall worldwide in October, after surpassing 50,000 stalls just over a year earlier last September. Supercharger deployment also seems to have continued at a steady pace this year, despite layoffs affecting the charging team in April. Tesla later walked back some of the layoffs, even going on to re-hire de Zegher.
Earlier during the month of April, Tesla said that its pre-fabricated Supercharger units now take just four days from production to delivery and installation. Last month, de Zegher reiterated the advantages of pre-fab Superchargers, primarily including that it makes installation more quick, higher-quality, and more affordable, while those savings were being passed onto the drivers.
The never-ending hunt for efficiency matters to accelerate the transition to EVs,” de Zegher wrote in a post on X. “This is what shows up on-site: traditional build with excavations (left), vs pre-assembled Superchargers (right).”
Credit: Max de Zegher | X
In addition to the overall network buildout, Tesla officially announced plans to start rolling out V4 Supercharger cabinets in 2025, after beginning to roll V4 charging stalls throughout much of last year. The upgraded cabinets will give drivers charging at V4 stalls access to the higher charging speeds of up to 500 kW for the Cybertruck (or 1.2 MW for Tesla Semi) offered by V4 Supercharger stalls. Although Tesla hinted at this a few months ago with trials of faster charging speeds at select Superchargers, the news has been highly anticipated for years and will soon become a reality.
Tesla has also been working on improvements to the Supercharger network, including the buildout of more pull-through charging sites for vehicles that are towing, as well as making it easier to filter for these sites on the vehicle’s navigation system. Last month, the company also said it was aiming to make stall availability more accurate than ever, along with increasing long Supercharging cables, modifying stations to avoid blocked stalls from non-Tesla EVs with different charge ports, and pushing manufacturers to follow Tesla’s port locations.
In addition, the improvements come as non-Tesla EV brands including Ford, Rivian, General Motors (GM), Volvo, Polestar, and recently Nissan, can now charge at Supercharging stations in North America using an NACS adapter. Although the added EV brands will increase congestion at charging sites, Tesla’s efforts to implement improvements to existing sites and to continue building out the network will likely be felt by Tesla and non-Tesla EV owners alike—and it should definitely continue to help accelerate EV adoption.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla offers 3 months of free FSD (Supervised), Supercharging for Q4 orders in North America
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
