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Tesla Supercharger uncertainty won’t steer NACS adoptees away

Credit: Jim Farley | X

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Although Tesla Supercharger installations are going to slow down, and new projects are likely to decelerate by a considerable margin based on CEO Elon Musk’s plans, automakers that have adopted Tesla’s North American Charging Standard (NACS) have no plans to change course.

Ford, General Motors, and a handful of other car companies that have invested in electrification have plans for vehicles, a roadmap for EV tech, and billions of dollars set aside for a concerted effort in EV development. However, many of them were missing one big part: public charging.

Tesla came to the rescue, and over the past year, car companies have decided to adopt Tesla’s charging standard, known as NACS, that would enable drivers to plug in at any of Tesla’s thousands of Supercharging locations in North America.

However, uncertainty struck these plans yesterday as Tesla decided to part ways with two major executives in charge of Supercharging development and release many lower-level employees on the charging team.

It was an unforeseen circumstance, especially as public charging is still far from complete, Tesla still accepted federal funding for charging expansion, and little to no clarification was provided on the company’s stance on building new Supercharger projects.

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Musk said that Tesla Supercharger expansion would still occur but at a slower pace than previously. The focus would now be put on keeping the existing stations at 100 percent uptime, and expanding existing locations.

The lack of new stations is an interesting strategy, especially considering so many automakers are planning to gain access to Tesla Superchargers, meaning more EVs will be fighting for a slowly growing number of stalls. The timing of Tesla’s decision baffled many.

However, despite the fact that Tesla will be building fewer new Supercharger stations, automakers like Ford and GM do not plan to abandon their current plans, according to a report from Reuters.

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“We have nothing new to announce regarding our plans,” GM said in a statement. “We are continuing to monitor the situation regarding changes to the Supercharger team and the potential impacts with no further comments or updates at this time.”

Ford also stated there were no changes to their plans at the current time.

I took a Ford F-150 Lightning to Tesla Superchargers: The Good and Bad

Tesla’s decision is part of a wider cost-saving plan that has impacted 14,000 jobs across its workforce. Although there have been cuts at every level, Tesla has lost a number of executives over the past few weeks, including Senior Vice President of Powertrain Drew Baglino, Head of Policy and Business Development Rohan Patel, and Head of Investor Relations Martin Viecha.

While there appears to be a major restructuring of the higher-level employees at Tesla, there are certainly some questions as to why so many of them are choosing to leave just ahead of the Robotaxi launch and the introduction of the next-generation lineup.

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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 races strange, compact Model Y on Fremont Test Track: affordable model?

Tesla was zipping around a strange, covered, compact Model Y at Fremont this week.

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tesla affordable model prototype on fremont factory test track
Credit: Met God in Wilderness | YouTube

Tesla was racing a compact, short, and stocky Model Y with front and rear end covers around its Fremont Factory’s test track today, potentially giving us a look at the upcoming affordable model.

On Thursday, Met God in the Wilderness on YouTube posted a flyover of the Fremont Factory, a weekly occurrence for the channel. This week’s video featured a smaller, more compact Model Y racing around the Test Track at Fremont, trailed by a Cybertruck:

While both bumpers are covered, it still seems to be a much more compact version of the Model Y. There is also the potential that this is the upcoming Model Y Performance, but it seems that this vehicle is smaller than the traditional Model Y. Tesla would not reduce its size this much for the Performance configuration.

With that, it seems more likely it is one of the affordable models.

Tesla still on track to release more affordable models in 1H25

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It also plays into the idea that Tesla is planning to launch vehicles very similar to the Model Y and Model 3. During the last Earnings Call, Tesla VP of Vehicle Engineering Lars Moravy stated that the affordable models the company planned to launch would be of the same form and factor as the Model Y, indicating potentially a stripped-down version of the all-electric crossover:

“I will say it’s important to emphasize that, as we’ve said all along, the full utilization of our factories is the primary goal for these new products. And so flexibility of what we can do within the form factor and, you know, the design of it is really limited to what we can do on our existing lines rather than building new ones.”

This was essentially a read-between-the-lines moment for investors as they took it as the affordable models would not be much different than the Model Y.

This vehicle seems to fit the bill of what Moravy described: it is eerily similar to the Model Y without the lengthened front and rear. While it is still tough to determine exactly what it is, it surely does look to be something that Tesla is keeping under wraps for the short term.

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Teslas will self-deliver to customers, Elon Musk says: here’s when

Teslas will soon drive themselves to customers, Elon Musk says

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Credit: Tesla

Tesla CEO Elon Musk has an extremely busy month for himself and his company in June if all goes according to plan.

Not only is Tesla planning to launch its Robotaxi platform in Austin, Texas, next month, but Musk is also now indicating that Teslas will self-deliver to customers in June as well.

Musk has said for some time that Tesla vehicles would soon be capable of driving to customers without a driver within the car. Initially, it seemed like the company would do this in the areas close to its U.S. factories – the Greater Austin, Texas, area, and potentially in Northern California’s Bay Area of San Francisco, where the company’s Fremont Factory operates.

Upon confirmation that Tesla has been testing driverless Robotaxi rides in Austin for the past several days, Musk brought forth a new detail that fans of the company will love to hear: Teslas will soon drive themselves to customers, eliminating the need for trips to the showroom for delivery.

How soon? Musk says next month:

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There is no doubt that the bigger news within Musk’s X post is that it is on track for the launch of the Robotaxi platform. Tesla has been touting its prowess in self-driving for several years. As other companies have executed, Tesla has taken a more unorthodox approach by utilizing only cameras and being much more reserved with its rollout of driverless software.

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While Full Self-Driving is consistently ranked at the top of the current Advanced Driver Assistance Systems (ADAS), it is not fully autonomous. That is set to change, and not only will it yield the results of what will hopefully be a successful Robotaxi fleet, but also a vehicle delivery process that makes buying a vehicle more convenient than it already is from Tesla, with no hassle, no dealership jargon, and no negotiating.

The launch of the Robotaxi platform is set for Austin on June 12, according to Bloomberg, where roughly 10 Model Y SUVs will make their way around the city initially. Tesla will expand as safety is proven, which is the utmost priority.

Musk also said later on X that people should be able to fly to Austin and hail a Robotaxi by the end of June.

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Tesla lands on date for Robotaxi launch in Austin: report

Tesla has reportedly landed on a tentative date to launch the Robotaxi platform in Austin.

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Credit: Tesla

Tesla has reportedly landed on a set date for its launch of the Robotaxi platform in Austin, Texas.

Bloomberg is reporting that Tesla has discussed June 12 internally, and there is still the potential for it to change.

The date comes after Tesla tested the driverless ride-sharing platform on public roads in Austin, and has been for several weeks. The report said that Tesla started doing it this week, and CEO Elon Musk confirmed on X by saying:

“For the past several days, Tesla has been testing self-driving Model Y cars (no one in driver’s seat) on Austin public streets with no incidents.”

The report indicates a person was in the vehicle, but not in the driver’s seat. Instead, a Tesla engineer sat in the passenger seat of a Model Y, “which drove autonomously with no remote operation.”

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Tesla set for ‘golden age of autonomous’ as Robotaxi nears, ‘dark chapter’ ends: Wedbush

The testing has successfully gone on a month ahead of the company’s deadline of June 30.

Currently, Tesla’s plans for the initial rollout of the suite are extremely limited. There will only be ten vehicles at first, and the riders will be invited by the company. This is an effort that puts safety at the forefront of this trial period, and will expand as time goes on.

It could be sooner than expected, as Musk also said that anyone would likely be able to visit Austin and take a ride in the Robotaxi by the end of June.

The report and subsequent announcement come after many media outlets reported Tesla was not testing Robotaxi in any capacity. Some had even considered the project a total failure even before the June launch date, a typical tone most media take with the company.

Tesla Robotaxi deemed a total failure by media — even though it hasn’t been released

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Tesla has not been great at meeting its own timelines, but it has been adamant that it would reach this June deadline for several months.

Now that it appears Tesla is at an all-systems-go mentality for the Robotaxi launch, it will be interesting to see how quickly it can expand from its initial testing.

Shares are up just over 1.3 percent as of 10:30 a.m. on the East Coast. They are up 24 percent over the past 30 days, and down just 4.5 percent for the year so far.

The Robotaxi fleet will help to bolster Tesla’s position as a leader in autonomy, something it has already essentially achieved through its successful operation of the Supervised Full Self-Driving suite.

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