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Electrify America edges out Tesla Superchargers in 2021 EV Charging Infrastructure Benchmark
Last year, global engineering firm umlaut, which performs benchmarks in various industries, adapted its testing prowess to the United States’ electric vehicle market to determine which public charging network was the best in the country. The effort, which was dubbed as the inaugural 2020 USA EV Charging Infrastructure Benchmark, determined that Electrify America was by far the best public charging network in the United States.
But while the inaugural USA EV Charging Infrastructure Benchmark was notable, there was a popular network that was not included in umlaut’s first analysis: the ubiquitous Tesla Supercharger Network, which is very prevalent but not open to the public like Electrify America. This was why in this year’s USA EV Charging Infrastructure Benchmark, the global engineering firm made it a point to include the Supercharger Network in its study, even if the system had to be scored quite differently due to it being specifically designed for Tesla’s electric cars.
For the 2021 USA EV Charging Infrastructure Benchmark, umlaut performed a comparative study of the country’s fast-charging networks and rated each one using several criteria, specifically: interoperability, pricing, transparency, functionality, and availability, among others. A Tesla Model 3 and a Ford Mustang Mach-E were selected as the vehicles that would used for the study. The EV pair covered 2,100 miles over six days to test charging stations across Michigan, Ohio, Maryland, New Jersey, New York, Connecticut, and Pennsylvania.
To rank the different charging networks, umlaut opted to split its analysis into two areas: the “Digital Platform,” which includes a service’s website and mobile app, and the “Charging Location,” which includes ease of payment, amenities, and the technical performance of the system itself. The results, interestingly enough, revealed that Electrify America was still the overall winner with 702 points due to its balanced scores in the “Digital Platform” and “Charging Location” categories.
Tesla’s Supercharger Network was a second with an overall score of 649. This was quite interesting as Superchargers completely dominated the “Charging Location” metric, earning a perfect score in “Technical Performance” and high scores in the “Access and Payment” subcategories, among others. However, the Supercharger Network lost points in the “Digital Platform” category since Tesla’s website and mobile app were not as useful as those of other networks. This was, of course, partly due to the fact that Tesla’s Supercharger sessions were already integrated into the company’s vehicles themselves.
Despite the challenges presented by the Supercharger Network in this year’s 2021 USA EV Charging Infrastructure Benchmark, umlaut’s Christian Sussbauer noted that Tesla’s charging systems excel in numerous key areas.
“We had a lot of internal discussions about including Tesla Superchargers in this year’s Benchmark because we really want to create a testing system that will capture the right metrics and provide the most useful information to the EV industry. To be honest, if you asked me before we conducted the tests, I think I would have predicted that Tesla Superchargers would end up leading in total points because it’s well known that they do a great job in many aspects of fast charging. And actually, our test results show this clearly—Superchargers excel in many important areas. It’s actually a little boring to test Supercharger stations because you just plug them in, and they reliably work.”
“We were happy to find a very high level of simplicity and reliability with Electrify America this year as well. Using an EV with Plug & Charge enabled on Electrify America’s network was a very good user experience. All of the EV industry should strive to replicate that aspect of Superchargers and Electrify America/Plug & Charge. And in the end, Electrify America also has a very useful smartphone app and website that combined to put them over the top in terms of total points scored for the metrics we were measuring in 2021,” Sussbauer said.
Watch a video about the 2021 USA EV Charging Infrastructure Benchmark below.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
