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Why Tesla opening some of its Superchargers to rivals is a Win-Win

(Credit: Tesla)

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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:

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“Teslafor 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.

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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.

tesla supercharger map

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.

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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.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Optimus V3 gets early third-party feedback, and it’s eye-opening

Jason Calacanis’ remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot

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Credit: Tesla/YouTube

Angel investor and entrepreneur Jason Calacanis shared some insights after he got an early look at Tesla’s upcoming Optimus V3. His remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot.

Calacanis’ comments were shared publicly on X, and they were quite noteworthy.

The angel investor stated that he visited Tesla’s Optimus lab on a Sunday morning and observed that the place was buzzing with energy. The investor then shared a rare, shocking insight. As per Calacanis, Optimus V3 will be so revolutionary that people will probably not even remember that Tesla used to make cars in the future.

“I don’t want to name drop, but two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. There were a large number of people working on a Sunday at 10 a.m. and I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car,”  he noted.

The angel investor also reiterated the primary advantage of Optimus, and how it could effectively change the world.

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“They will only remember the Optimus and that he is going to make a billion of those, and it is going to be the most transformative technology product ever made in the history of humanity, because what LLMs are gonna enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe there will be a 1:1 ratio of humans to Optimus, and I think he’s already won,” he said. 

While Calacanis’ comments were clearly opinion-driven, they stood out as among the first from a non-Tesla employee about Optimus V3. Considering his reaction to the humanoid robot, perhaps Elon Musk’s predictions for Optimus V3 might not be too far-fetched at all.

Tesla has been careful with its public messaging around Optimus V3’s development stage. Musk has previously stated on X that Optimus V3 has not yet been revealed publicly, clarifying that images and videos of the robot online still show Optimus V2 and V2.5, not the next-generation unit. As for Calacanis’ recent comments, however, Musk responded with a simple “Probably true” in a post on X.

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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report

The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.

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Credit: Samsung Electronics

A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity. 

The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.

Samsung’s 5G modem

As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.

Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.

The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.

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Deepening Tesla–Samsung ties

The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.

Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.

Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.

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Tesla Full Self-Driving pricing strategy eliminates one recurring complaint

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Credit: Tesla

Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.

In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.

This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.

Tesla is now allowing it to happen again ahead of the February 14th deadline.

The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.

Now, that issue will never be presented again.

Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.

While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.

Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.

The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.

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