EVgo is one of the largest public fast-charging networks in the U.S., and it's now getting more appealing for Tesla owners. EVgo, which plans to triple in size in the next five years, added Autocharge+ in its latest app update, allowing CCS-enabled Teslas to use the system without swiping a card.
Tesla's Supercharging network is massive and growing every day. There are currently more than 35,000 stations worldwide, including approximately 1,500 in the United States, and the company recently asked for public input for the location of its next stations.
While Tesla serves its customers, the more charging stations in more places, the better. This expansion will be significant with the rapid growth of EVs both now and in the future. EVgo predicts that half of all vehicles will be fully electric or some form of hybrid electric by 2030.
EVgo is the first public charging network that offered a Tesla connector, meaning no adapters were needed to use their stations. However, the Tesla version chargers do not work with the AutoCharge+, and owners who want to take advantage of the hassle-free charging will need to use Tesla's CCS adapter.
EVgo is utilizing the ISO 15118 communication standard that allows vehicles to communicate with the grid to make charging a vehicle easier.
Tesla's CCS adapters have already been added to the EVgo list of eligible products or vehicles to use with its system. Tesla added CCS adapters to its store in September, and for people who own Teslas that are not CCS compatible, they were met with a message that a retrofit is required and to check back in 2023.
According to EVgo's website, it has partnered with several automakers, including Tesla, "to offer their EV customers enticing charging solutions including pre-paid charging credits, preferred pricing, infrastructure deployment, mobile app solutions, and more." In addition, there are instructions and videos to simplify the signing-up process, which is a one-time enrollment in their app.
While EVgo may never be as simple as using Tesla's Superchargers, since it does require setting up an account with EVgo, this is a great step in the right direction. Superchargers are extremely convenient, but more choice is always welcomed and this solution will further help EV adoption.
People may also like the company's environmental initiatives. For example, it celebrated its 500,000 customer by partnering and donating to One Tree Planted, an organization working on reforestation efforts. Cathy Zoi, CEO of EVgo said, "As we enable more drivers and communities to access the benefits of driving electric, EVgo remains committed to renewables and renewing our mission to grow a business that is sustainable environmentally and financially."
Another reason Tesla owners may want to swing by EVgo, the company has launched a social media campaign encouraging users of the system to use #EVgo500K when posting a picture of using one of their stations. People posting pictures on Facebook or Instagram using the #EVgo500K hashtag will earn 500 bonus EVgo Rewards points.
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In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.