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Tesla Supercharger V3 rollout will prioritize long-distance routes, says Elon Musk

Image: Teslarati

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Tesla’s Version 3 (V3) Superchargers will first begin rolling out in locations used for long-distance travel, according to an update provided by CEO Elon Musk. He additionally revealed during a recent interview on Ride the Lightning, a weekly podcast hosted by Ryan McCaffrey, that first generation Superchargers will also be prioritized for replacement.

“We’ll focus on long-distance routes, so if you’re in a hurry to get from one city to another, you can go as fast as possible. Then also, we’re replacing some of the Version 1 Superchargers – some of the old Superchargers will take priority,” Musk detailed. “There are some out there that still charge at 75 kW, so we’ll replace those first on long-distance routes.”

Despite Tesla’s open patents for utilizing its Supercharger technology and declared willingness to allow other manufacturers to access its network, Musk said that he hasn’t yet been contacted yet about sharing its facilities and technology. “Nobody’s contacted me, so…Maybe they’ve contacted other people at the company and they haven’t mentioned it to me. But, none of the other manufacturers have contacted me and said that they want to use it,” he explained.

Tesla Supercharger V3 stalls being constructed at the LA Design Center in March 2019.

Tesla does have preconditions for sharing its Supercharger Network, though, which may be part of the reluctance to taking the all-electric car maker up on its offer. “We do require that the car be able to charge at a high rate and then obviously share in the cost of the system,” Musk said. “Probably…we will get some takers down the road, but they don’t seem to be particularly interested right now.”

On the topic of developing its Supercharger Network, Tesla’s CEO also explained that the company tries to stay ahead of demand and avoid congestion, but empty Supercharger stations are not in the company’s best interest, either. Also, business permits can slow down expansion efforts despite Tesla’s best efforts to meet its customers’ charging needs. Overall, it’s a balancing act between congestion and freedom to travel.

The V3 Supercharger was unveiled in March this year at Tesla’s factory in Fremont, California where the first (beta) stalls are located. The V3 Superchargers are able to charge twice as fast the Version 2 (V2) with a maximum power output of 250 kW, or 1,000 miles per hour. Additionally, Tesla owners using V3 Superchargers will no longer need to split power with neighboring vehicles, thereby substantially increasing the charge rate and reducing the overall amount of charging time by nearly half.

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In Tesla’s first annual report to New York’s Empire State Development Corp., the company announced that a new manufacturing line for the electrical components of Supercharger V3 stations were added at Gigafactory 2 in New York. The facility was originally designed to produce Tesla’s Solar Roof tiles, which look like conventional roofing material but are capable of functioning like solar panels. Given Tesla’s aggressive expansion of its Supercharger Network, this move towards expanded capability is indicative of plans for a quick rollout of its latest charging technology.

Listen to Ryan McCaffrey’s interview with Elon Musk here.

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Tesla expands its branded ‘For Business’ Superchargers

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Credit: Francis Energy

Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.

Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.

It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.

Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.

“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

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The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.

Tesla launches its new branded Supercharger for Business with first active station

The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.

Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.

Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

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However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

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Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

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“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

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NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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