Tesla recently published an article on X detailing some of the improvements they’ve made to the Supercharging ecosystem to make it better for everyone. And boy, have they made a lot of improvements just this year - and with the recent announcement of the V4 Supercharger Cabinets capable of 500kW, it's going to get even better next year.
Since Tesla began opening its Supercharger sites to approved third parties, one key point of contention has been the charge port location. Every Tesla has its charge port on the rear left side of the vehicle, behind the driver. Superchargers before V4 rely on this location, and thus, non-Tesla vehicles with a port in a different location sometimes have to take up two stalls to charge.
Supercharger Improvements
Tesla has been making many improvements recently, even looking beyond the more powerful V4 cabinets coming in early 2025. Let’s take a look at all the work they’ve done and what’s coming up as well.
Cars Plugged In & Faster Data
One of the key updates has been to improve the overall accuracy of stall availability - the backend system refreshes fairly quickly, providing an accurate stall count - which helps to improve navigation and trip planner improvements too. Tesla announced that it’s now able to detect what type of EV is plugged in so that it can better assess charging estimates and determine if a vehicle may be taking up two stalls and automatically takes this into account when routing vehicles.
Max de Zegher, Director of Supercharging North America, mentioned on X that the stall availability now refreshes every 15 seconds, and with mapped Supercharger site layouts, Tesla can see which stalls are available.
The updated stall availability algorithm is a big improvement, with nearby refresh rates now every ~15 seconds. We know car types plugging in and mapped out Supercharger site layouts, to know which stall is not available at short cable sites. Your Tesla's touchscreen now shows… https://t.co/5PF7wruNhQ
As part of the V4 Supercharger stall upgrade, Tesla has been deploying stalls with longer cables and stalls with built-in adapters for CCS vehicles. These new longer cables mean that Tesla’s Supercharger sites can serve more vehicle charge port layouts without having to block a stall. That increases site availability, and Tesla expects to have more V4 charging stalls in the next 18 months than it has V2 and V3 stalls today. Some of these will be due to new locations, but Tesla is also updating current Supercharger locations.
Modifying Current Superchargers
Tesla has also been working to modify its site planning and layouts—both sites that are already built and sites still in planning. Over 1,500 sites have been altered to better serve drivers by widening the parking spaces, ensuring that drivers never have to use more than two ports to charge.
Pull-Through Trailer Chargers
Another big one is the deployment of pull-through Supercharger Trailer spots. These spots mean you don’t need to unhitch your trailer from your vehicle before supercharging, which is excellent for vehicles like the Cybertruck when you’re towing a trailer and need to charge up before continuing on your trip. Tesla update 2024.44 also adds the ability to see which Superchargers have trailer-friendly charging stalls.
The Pull-Through Priority Signs
Not a Tesla App
Standardized Port Location
The last - but one of the most important - things that Tesla is doing is encouraging manufacturers to move their charge ports to either the rear left or front right of vehicles, thereby helping to improve compatibility with Supercharger sites. Manufacturers have already taken steps to standardize in Europe, but these changes really haven’t rolled out globally yet. Rivian recently announced that the charge port for their upcoming R2 and R3 vehicles will be in the rear driver’s side, matching Tesla’s port location.
We hope to see more improvements in this space, especially as NACS becomes the de facto standard in North America.
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Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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