Over the past couple of days, Tesla hit not one but two remarkable milestones, marking a significant chapter in its rapidly evolving story. If you spent the weekend engrossed in the new Elon Musk biography by Walter Isaacson, you can perhaps fully appreciate the magnitude of these accomplishments: the production of Tesla’s five millionth car and the installation of its 50,000th Supercharger.
Five Million Vehicles Strong
On its official Weibo account, Tesla unveiled its five millionth vehicle, a pearl white Model 3, freshly rolled off the production line at the Shanghai Gigafactory. This notable milestone embodies Tesla's journey “from a blank canvas to today’s five millionth vehicle,” a path characterized by simplicity and efficiency. Through their message, Tesla conveyed deep gratitude towards their global community of owners and supporters, urging everyone to "power up together" for a greener and brighter future. This celebratory announcement follows a series of production landmarks, the most recent being the four million car milestone reached in March, highlighting the company's exponential growth.
50,000 Superchargers: Painting the World Ultra Red
The weekend's festivities extended beyond the production line, with Tesla celebrating a Supercharger network milestone: the 50,000th installation. The Tesla Owners of Silicon Valley shared a video (below) showcasing Tesla's latest landmark in action. This special unit, distinctly colored Ultra Red, is located at Living Spaces at 1851 Freedom Way, Roseville, California. Since introducing just six Superchargers in 2012, Tesla has demonstrated its commitment to facilitating widespread electric vehicle use.
The Supercharger network, a pillar in Tesla's strategy to foster electric vehicle adoption, offers convenient and rapid charging solutions worldwide. This recent installation is a firm pledge to a global ethos where electric vehicles (EVs) can flourish.
Factory Tours for Referrals
Tesla is not only escalating its production but also opening doors for enthusiasts to witness where the magic happens. Tesla is introducing tram tours of its factories in Fremont, California, and Austin, Texas, as a part of its referral program. This exclusive peek can be redeemed using referral credits, ushering Tesla account holders and up to three guests into the production sanctuaries that have revolutionized the automotive industry.
However, while the immersion into Tesla’s world is facilitated, travel and accommodation expenses are the responsibility of the attendees. The company maintains a stringent no-media policy during the tours, underscoring the confidentiality preserved in these powerhouse spaces. Tesla aims to bolster engagement with its customer base through this initiative, enticing them with an insider’s view while encouraging more referrals despite moving away from the previous tradition of complimentary Fremont factory tours.
The electric vehicle pioneer isn't slowing down as Tesla gears up for an exciting future with the much-anticipated Cybertruck launch, which already boasts over 2 million unofficial pre-orders. Analysts anticipate that the existing production pace could potentially herald the creation of six million Tesla vehicles in early 2024.
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It has been a long wait for FSD for European customers, many of whom paid for the feature years ago on now legacy hardware. While the FSD transfer program has come and gone multiple times, there’s something to be said about having it available in North America, where it can be used, and in Europe or other countries, where it still just remains the same as Enhanced Autopilot (differences between Autopilot, EAP, and FSD).
FSD Transfer is a nice goodwill gesture from Tesla that in theory doesn’t cost them anything. Instead, it keeps customers, especially those who have been waiting for years, loyal and happy. It also incentivizes them to upgrade to a newer Tesla with HW4, where FSD will hopefully be achieved.
In a reply to a post on X, Elon agreed with the suggestion that offering FSD transfers in Europe would be a fair solution for those who have already purchased FSD but can’t use its capabilities.
FSD Transfer directly addresses a growing concern for many long-term European Tesla owners. Thousands of customers purchased the full package, often many years ago, with the expectation that FSD would eventually be capable and approved for use. However, the reality is that FSD, even as an advanced driver assistance system (ADAS), continues to be pushed back in Europe.
Without the transfer program, it's a difficult choice: either throw away your original investment in FSD and pay for the package a second time (FSD price history), or subscribe to it in the future.
Offering FSD transfers is a good way for Tesla to meet them halfway. It's a difficult situation, and one that’s being hindered by processes beyond the control of both the customer and Tesla. However, a transfer helps both parties. Tesla sells another vehicle, and the customer gets to keep FSD.
When Will it Be Available?
Based on how FSD transfers have worked in the past following Elon’s announcements, this feature is likely to become available for a limited time period in the coming days or weeks. If it happens, we should expect an announcement from Tesla Europe on X and emails being sent out to Tesla customers.
Once the program is in place, all you need to do is complete your vehicle purchase and then inform your Tesla sales advisor that you’d like to transfer FSD. You don’t even have to sell or trade in your old Tesla; FSD will simply be removed from it as a feature.
Hopefully, Tesla enables FSD Transfers for everyone, regardless of region. It should be an ongoing offer until at least FSD is approved in the given country or region.
The introductory price for Tesla’s Robotaxi Network has finally been updated. In a post on X, Elon Musk confirmed that the new fare would be rolling out to complement the new Robotaxi geofence expansion.
This change marks the first adjustment to Tesla’s fares since the initial $4.20 launch price 23 days ago. While the price increase may seem significant in terms of percentages, when compared to other options in the ride-hailing area, it is still drastically cheaper.
But the price is now a princely $6.90, as foretold in the prophecy 😂
Robotaxi currently operates on a simple, flat-rate model. The new $6.90 fare gets you a ride to anywhere within the recently expanded geofence.
So far, this is the opposite approach compared to other services, such as Waymo or traditional ride-sharing options like Uber and Lyft. All these services use dynamic pricing based on distance, time of day, and demand. A comparable trip on any one of these services could cost anywhere from $30 to $65, and potentially even higher during peak hours.
That doesn’t even include the tip fees for human drivers either - another win for Robotaxi (can you tip a Robotaxi?).
Even with the adjustment, the flat $6.90 fare remains less than half the price of a typical competing ride, making Robotaxi the most affordable point-to-point transportation option in Austin, aside from mass transit, for now.
A “Maturing” Service
The price change, moving from one meme-worthy number to another, is a sign that Robotaxi is finally graduating from its initial pilot phase. Following the first major expansion of the service area, this adjustment is a logical next step towards finding a more sustainable flat price.
While the new fare is a 65% increase over the old fare, the key takeaway is that it is still far cheaper than other options, and still just as meme-worthy. Tesla is aiming to have its early access riders complete as many rides as possible during these early months, and this pricing is still very reflective of that.
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