Tesla announced this morning that it would open some of its United States Supercharger Network to competitors in an effort to not only make some of the $7.5 billion in funds from the Bipartisan Infrastructure Law available to the automaker, but also to make EV charging more available to consumers.
Tesla officially confirmed this morning that it would open select Superchargers in the U.S. to all EVs, an unprecedented move in the company’s history. In the past, Tesla has offered an exclusive strength to its owners by offering an expansive, robust, and dependable EV charging network. It has been arguably one of Tesla’s biggest advantages, and since CEO Elon Musk said in 2021 that the Supercharging Network would be opened to competitors that year, the automaker has reluctantly moved toward that goal.
EV charging to receive $7.5 billion in Bipartisan Infrastructure Deal: White House
Now, it has finally come to fruition.
This morning, The White House confirmed the plan with further details, stating:
“Tesla, for the first time, will open a portion of its U.S. Supercharger and Destination Charger network to non-Tesla EVs, making at least 7,500 chargers available for all EVs by the end of 2024. The open chargers will be distributed across the United States. They will include at least 3,500 new and existing 250 kW Superchargers along highway corridors to expand freedom of travel for all EVs, and Level 2 Destination Charging at locations like hotels and restaurants in urban and rural locations. All EV drivers will be able to access these stations using the Tesla app or website. Additionally, Tesla will more than double its full nationwide network of Superchargers, manufactured in Buffalo, New York.”
Last week, it was confirmed that Musk’s late January meeting with White House staff dealt with the potential opening of the Supercharger Network. Unsurprisingly, some Tesla fans were not super pleased with the idea. Superchargers are already relatively crowded, and the admittance of other non-Tesla brands to these chargers would only make matters worse. However, this is not always the case, as Superchargers in some areas of rural America, where EVs have yet to make a significant impact on the overall automotive market, are not always completely occupied.
While the locations that Tesla will choose are still up in the air, at least 7,500 piles of the U.S. Supercharger Network will be open to all EVs, and this is a win-win for everyone. Why?
Tesla owners will still have a distinct advantage
While 7,500 of the Superchargers will be open to other manufacturers by the end of next year, Tesla owners will still be the only ones to have the ability to utilize all of them.
This freedom gives prospective EV owners the ability to have a wide variety of options in terms of which company they will purchase from. However, Tesla will still have a significant advantage because it is the only manufacturer that will allow unlimited access to any Supercharger in the United States. It is important to emphasize this fact, because while other manufacturers will have access to some of the network, only Tesla owners will have access to all of it.
It eliminates a lot of the “There is not enough charging” argument
Even in 2023, as EVs continue to grab a more significant share of the total U.S. automotive market, we still hear that there are not enough chargers to justify an EV purchase.
While home charging is an option, those who rent or are apart of a strict Home Owners Association (HOA) may not have the ability to charge at their residence. This requires more public charging options to be available to those people, and the expansion of the charging network through Tesla’s decision to open select locations to all EVs only makes this outdated argument a lot less valid.
Even still, there are plenty of other companies out there that support the other manufactuers. Electrify America, ChargePoint, Blink, EVgo, and many others help electric vehicle owners get a charge before their drives.
Tesla’s decision shows its commitment to its mission
Tesla has always maintained that its goal is to “accelerate the transition to sustainable energy.” While the company is a business, and a for-profit business at that, Tesla has disrupted the entire automotive sector by showing EV options are sometimes more ideal than others. Because of the company’s influence on consumers, legacy automakers have been working on EVs for several years, and an influx of startups have come to light, hoping to be the next big thing.
Credit: Tesla
If Tesla was not actually committed to pushing more companies to build EVs, it likely would not make this move. As previously stated, many prospective car buyers are still under the impression that EVs are not feasible because of a lack of charging options. However, Tesla’s move to work toward expanding the Superchargers to other companies is further proof that it is more concerned with putting more EVs on the road, even if they’re not Teslas, than hoarding its robust charging infrastructure to itself.
This move is completely and entirely based on Tesla’s push to bring EVs to the mainstream, as if they were not already. However, the move is a further committment to the mentality that any EV is better than a combustion engine, and whatever the company can do to help another EV of any kind get sold is more than acceptable. But, don’t be fooled, Tesla still will take necessary steps to make its EVs more appealing than others, and that is evident with its continuous and relentless development of its vehicles, making them better and better as time goes on.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
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.
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.
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.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
