News
Tesla shares Supercharger V3 details, critiques Porsche’s 350 kW chargers
Tesla CEO Elon Musk and CTO JB Straubel revealed the first details of the company’s upcoming Supercharger V3 network during the company’s recently conducted first-quarter earnings call. The discussion about the next-generation charging stations came as a response to a question addressing Porsche’s 350 kW IONITY network, which is set to outgun Tesla’s 120 kW Superchargers when it gets fully rolled out.
According to Musk, Tesla will introduce an improved version of its Superchargers, though they would not be along the same specs as Porsche’s 350 kW stations.
“We’re definitely going to be improving our Supercharger’s technology. The thing about a 350 kW charger is that it doesn’t actually make a ton of sense, unless you got a monster battery pack or have like a crazy high C rating… We think 350 kW for a single car; you’re gonna frag the battery pack if you do that. You cannot charge a high-energy battery pack at that rate, unless it’s a very high kW battery pack. So, (for us), something along the couple of hundred, 200-250 kW, maybe.”
Musk’s statements were backed up with an explanation from Tesla CTO JB Straubel, who noted that the levels of power for Supercharger V3 involve a considerable amount of balancing. Straubel further stated that Tesla could make a 300-400 kW Supercharger, but such a system would not be a useful tradeoff for the company’s consumer base.
“That’s definitely sort of the power level that we’ve discussed and explored. Some of it also comes down to an optimization around utility versus cost, and tradeoffs in the car itself. There is a tradeoff, fundamentally, between charge speed and essentially range, and cost of the battery. We look at that pretty carefully. We understand the tradeoff. We could design cells and a pack that could charge at, you know, faster than 300-400 kW, but it’s not a very useful tradeoff to the customer.”
Elon Musk also provided a real-world explanation that differentiates Tesla’s Supercharger V3 to Porsche’s 350 kW IONITY network.
“Energy is range, and power is your peak acceleration, the rate in which you consume energy. It’s more important to have long range than it is to have a super fast charge time. You can sort of think about this in the devices that you use. Would you rather have a cellphone that charges in 5 minutes or 10 minutes, but only lasted 2 hours. Or, if you’d like a cellphone that can last two days, and maybe takes an hour to charge?”
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Musk also discussed the idea of opening the Supercharger network to other electric car makers. According to the CEO, the Superchargers are not a “walled garden,” and that Tesla would be happy to partner with other players in the EV industry. So far, however, Musk noted that no automaker had approached Tesla about a possible Supercharger partnership.
“We’ve always said that this is not intended to be a walled garden, and we’re happy to support other automakers and let them use our Supercharger stations. They would just need to pay, you know, share the costs proportionate to their vehicle usage, and they would need to be able to accept our charge rate or at least our connector, at least have an adapter to our connector. This is something that we are very open to, but so far, none of the other car makers have wanted to do this. It’s not because of opposition from us. This is not a walled garden.”
As we noted in a previous report, a key difference between Tesla’s Supercharger and Porsche’s IONITY network lies in the rates the companies demand for each service. Tesla has maintained that the Superchargers are not being built for profit, while Porsche deputy chairman of the executive board Lutz Meschke noted that using the IONITY network would roughly cost the same as filling up an ICE vehicle with gasoline.
Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
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It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
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The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
