The Future Gas Station: Tesla's Unstoppable Supercharger Network Expansion

By Kevin Armstrong
55,000 Superchargers and Counting
55,000 Superchargers and Counting

Tesla announced the installation of its 55,000th Supercharger stall. This milestone achieved three and a half months after installing the 50,000th Supercharger, demonstrates the company’s commitment to revolutionizing transportation. It took just 110 days to open up 5,000 more Superchargers, which averages to over 45 new Supercharger stalls opening daily. Tesla is the “gas station” of the future.

A Pioneering Force in EV Charging

The growth of Tesla's Supercharger network, and the charging network in general, is crucial in addressing one of the primary concerns of potential EV owners: the availability and convenience of charging facilities. With Tesla consistently adding Superchargers at an unprecedented rate, the network has become a backbone for current and future Tesla drivers, offering fast, reliable, and widespread charging solutions.

Several sources back up the claim that Tesla Superchargers are the most reliable chargers available, including a JD Power report and user experiences collected by Rate Your Charge. Tesla also monitors their Superchargers in real-time, so that they can address any issues and minimize potential downtime.

Opening the Supercharger Network

While Tesla has made a lot of smart, strategic moves, opening the Supercharger network may go down as one of the best. The decision reflects Tesla's vision of a more sustainable transportation future. By opening up its superior North American Charging Standard (NACS) plugs to all competitors and even adding the Magic Dock to allow Combined Charging System (CCS) adapters, Tesla has made its Superchargers accessible to all EVs, truly making it the gas station of the future.

Major players like Ford, Toyota, Honda, GM, and almost all other automakers have announced plans to integrate NACS ports into their EVs and access Tesla's Supercharger network. This collaboration is a significant step towards overcoming the challenges of public charging and enhancing the EV experience for all users.

Tesla's achievement of 55,000 Superchargers and the opening of its network to non-Tesla EVs marks a new era in electric mobility. These developments signify Tesla's role as an EV manufacturer and a catalyst for industry-wide change. As Tesla continues to innovate and collaborate, it reinforces its commitment to a sustainable future, leading the charge in transforming global transportation.

A Testament to Tesla's Vision

The journey from 50,000 to 55,000 Superchargers has been swift and impactful. At its current rate, Tesla will be over 70,000 Superchargers by the end of 2024. Tesla's rapid expansion of its Supercharger network is more than just a numerical achievement; it's a bold statement of intent. This growth spurt highlights the company's dedication to making electric vehicle (EV) use convenient, reliable, and accessible worldwide.

Tesla’s Supercharger network, a cornerstone of its strategy to promote EV adoption, provides fast and efficient charging solutions. This network not only supports Tesla's growing fleet of electric vehicles but also encourages a shift in public perception, making the switch to EVs a more viable and attractive option for consumers across the globe.

Musk Teases New Model for Early 2025 That Will Use a Mix of Next-Gen and Current Platforms

By Cláudio Afonso

“We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025”. This was one of the key sentences that were part of Tesla’s deck shared on Tuesday directly before its financial results.

Since Reuters’ report a few weeks ago saying Tesla had “scrapped” the highly expected cheaper model— which Elon quickly denied on X —retail and institutional shareholders started asking for more details on Tesla’s product roadmap for 2024 and beyond.

In the earnings conference call, Elon Musk reiterated that Tesla expects to launch the next model in “early 2025, if not late this year”.

“We've updated our future vehicle lineup to accelerate the launch of new models ahead of previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. “

Over concerns of temporary production halts to update the factories for these new models, Musk said that Tesla will produce new models with certain aspects from their next-generation platform and current models. This will reduce the number of changes needed on production lines and allow Tesla not only to ramp up production faster but also to get the vehicles to market quicker.

Model Y Redesign

Tesla appears to hit that their next-gen vehicle will be less “next-gen” than they were initially aiming for, but to get a new vehicle out the door by late 2024, the process would already have to be in motion. Tesla may likely be referring to the redesigned Model Y, which is expected to reuse many parts from the new Model 3. Earlier this year, Tesla said that the redesigned Model Y will not be released this year, so it makes sense that they’re looking to speed up that production.

Tesla CEO concluded by saying that these measures will allow Tesla to reach a capacity of over 3 million units. Tesla produced 1.84 million vehicles in 2023. However, this year they’re ramping up Cybertruck production and introduced the new Model 3 into new markets.

And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.

Tesla reported on Tuesday its earnings results followed by a conference call where it teased its upcoming Robotaxi and its next-generation platform saying its “purpose-built Robotaxi product will continue to pursue a revolutionary ‘unboxed’ manufacturing strategy”.

Earlier in the day, Tesla announced the new Performance variant of its sedan Model 3 with deliveries in the United States starting already next month. The new version starts at $45,490 (after applying the $7,500 Federal EV tax credit) and goes from 0 to 60mph in 2.9 seconds.

Tesla on FSD: Close to License Deal With Major Automaker, Announces Miles Driven on FSD v12

By Cláudio Afonso

On Tuesday Tesla reported its earnings results followed by a conference call that brought several updates on the company’s roadmap for future vehicles, autonomous driving, Optimus and much more.

While answering a question from Goldman Sachs analyst Mark Delaney about updates on the licensing of Tesla’s Full Self-Driving (FSD) technology, Elon Musk said they’re talking to one major auto manufacturer and there’s “a good chance” the company signs the first deal before year-end. However, he went on to say that it would probably be three years before the necessary changes are integrated into the car.

I think we have a good chance we do sign a deal this year

Brings Benefits to Tesla

The technology would require other automakers to start using the same cameras and hardware as Tesla, meaning that Tesla may not only generate money from licensing FSD but also from selling the hardware itself. However, there would be other benefits as well. When licensing FSD, Tesla would likely own the data gathered with the system well, further helping them with data and edge cases that need to be solved to reach full autonomy.

people don't understand all cars will need to be smart cars… Once that becomes obvious, I think licensing becomes not optional.

Tesla’s Chief Financial Officer Vaibhav Taneja commented pointing out that future partners “take a lot of time in their product life cycle” resulting in a gap between the deal signing and the arrival in the market of Tesla’s FSD software.

Miles Driven With FSD

On the conference call, Musk added that Tesla now has over 300 million miles that have been driven with FSD v12 since it was launched just last month. He added that it's becoming “very clear that the vision-based approach with end-to-end neural networks is the right solution for scalable autonomy”.

Tesla said it will continue to increase its “core AI infrastructure capacity in the coming months” adding that in the first quarter, it completed the transition to hardware 4.0 with China now receiving the upgraded FSD computer and cameras.

Over the weekend, Tesla reduced the price of FSD dropping it from $12,000 to $8,000 for customers in the United States and from CA$16,000 to CA$11,000 in Canada.

Earlier this month, Tesla implemented a 50% price reduction for FSD subscriptions in the U.S. and introduced the subscription model in Canada at a great value of CA$99 per month.

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