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Tesla’s 62-stall Supercharger project in Santa Monica gains new momentum

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Tesla’s 62-stall V3 Supercharger project will be a topic of discussion at this evening’s Santa Monica City Council meeting. The site of 1401 and 1421-1425 Santa Monica Boulevard was originally the planned location of Tesla’s largest V3 Supercharging station in the world. However, an Emergency Interim Zone Ordinance delayed the project. A Santa Monica City Council agenda for the March 30th meeting shows there could be a reconsideration in the Emergency Ordinance for the two lots where Tesla planned to install 62 of its fastest electric car chargers. The ordinance temporarily reserved the area for affordable housing.

On March 4th, the Santa Monica City Council chose to approve the 62-stall Tesla Supercharging station. Just days later, the City Council included the two lots that Tesla had chosen in an Emergency Interim Zoning Ordinance that reserved the land for condos and apartments. It didn’t scrap the project completely, but it would delay the Supercharging facility for a minimum of 45 days and could be extended to two years. The March 9th meeting effectively reserved unoccupied lots for prospective housing development. Tesla’s lot fit the bill, and the project lost its momentum.

Tesla’s largest V3 Supercharger facility is coming to Santa Monica

Now, revisions have been made to the Santa Monica City Council’s plan, and new areas are being considered for the affordable housing push. According to the Agenda available on the Santa Monica City Council website, the updates will be discussed at tonight’s meeting.

Instead of having housing be introduced in previously chosen areas, the City Council is now considering new regions of Santa Monica. In particular, regions that have not been used for affordable housing in the past are being considered heavily. This bodes well for Tesla’s Supercharger project on Santa Monica Boulevard because some of the listed areas in the Update show that housing could be pushed further north, several blocks away from the planned area for the V3 Supercharger lot.

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The Update says:

“In order to take steps towards addressing Santa Monica’s past history of housing segregation, the Commission supported introducing housing potential, particularly affordable housing, in areas that have historically not accommodated housing, such as Montana Avenue, the Office Campus zone, and Main Street, especially on city-owned properties such as surface parking lots.”

Montana Avenue runs nearly a mile north of Santa Monica Boulevard, just south of the wealthy Brentwood neighborhood. Main Street runs along the coastline of Santa Monica and is perpendicular to Santa Monica Boulevard. The Office Campus Zone is located in several different areas, and all are several miles East of Tesla’s proposed Supercharger location.

The highlighted areas are being considered for Affordable Housing locations. Tesla’s planned V3 Supercharger location is denoted by the Tesla logo and red dot. (Map: Santa Monica Community Development Department)

The City Council was also not supportive of introducing new housing potential in the Industrial Conservation Zone. This is denoted by the dark grey areas located about two blocks south of the planned Supercharger project. Several concerns, including historic racial inequities, existing overconcentration of affordable housing in proximity to the area, and “the need to ensure the City’s economic sustainability by retaining former industrial properties for businesses” make the area ideal for market-rate housing, but not affordable housing. Because of the Supercharger location’s proximity to the area, this bodes well for Tesla’s project, as affordable housing is already available in plentiful amounts and the City Council is more interested in moving housing opportunities to the highlighted areas.

The Update does mention that the “Commission was supportive of increasing housing potential on vacant parking lots associated with commercial uses,” but there are plenty of lots that fit those specifications in Santa Monica.

The Santa Monica City Council will hold a meeting tonight at 5:30 PM PST to discuss the new recommendations. The meeting could bring new momentum to Tesla’s Santa Monica Supercharger project if the area it has chosen is exempt from the Emergency Interim Zoning Ordinance.

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The Update to the Santa Monica City Council’s Housing Recommendations is available below.

Santa Monica City Council Update by Joey Klender on Scribd

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 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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Elon Musk

Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.

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Credit: Starlink/X

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests. 

Trump points to Starlink

Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said. 

Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.

Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.

Renewed Trump–Musk ties

Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.

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The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.

The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.

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