In a move that has both surprised and frustrated Tesla and non-Tesla owners, the New Jersey Turnpike Authority (NJTA) is actively removing Tesla Superchargers from its service plazas, replacing them under an exclusive agreement with Applegreen Electric—the company that operates the plazas.
This transition, which was officially announced by the Tesla Charging account on X, will see all 64 of Tesla’s V3 Supercharger stalls removed from the Turnpike. This has raised some eyebrows, especially as the Applegreen sites, which will only feature CCS1 plugs, won’t be online until later this year.
The New Jersey Turnpike Authority ("NJTA") has chosen a sole third-party charging provider to serve the New Jersey Turnpike and is not allowing us to co-locate. As a result, NJTA requested 64 existing Supercharger stalls on the New Jersey Turnpike to not be renewed and be… pic.twitter.com/sosNIwMfYu
Tesla’s presence on the Turnpike dates back to 2014 when the NJTA granted Tesla a pilot license for just eight Supercharger stalls. That then rapidly expanded, and by the end of 2023, Tesla had 64 V3 Supercharger stalls active across the Turnpike, boasting their usual impressive 99.9% uptime, with a 30% lower cost than competitors nearby.
With the increasing adoption of the North American Charging Standard (NACS) by other automakers, Tesla's network is becoming the de facto fast-charging standard for a growing number of non-Tesla EVs, which makes this decision even harder to justify. Not only will Tesla vehicles be unable to charge at these locations, but many new EVs with NACS ports will also be left out.
Applegreen
Applegreen’s chargers are less than ideal. They resemble gas stations for EVs, which is a huge step back from Tesla’s elegant solution. Besides currently only supporting CCS1 and CHAdeMO charging connectors, which leaves out the majority of EVs, they also provide a worse charging experience.
These locations are often more expensive than Tesla Superchargers, but just like Tesla, the price does vary by location. We spot-checked several locations and noticed that prices were roughly about 10% higher per kWh than a similar Tesla charger nearby. Applegreen’s chargers also include screens and a credit card slot, requiring customers to pay for their charging sessions, just as they would for gasoline.
While we don’t have statistics on their uptime, it’s hard to argue that it’d be better than Tesla’s, which has live monitoring and often fixes issues within hours, which was recently demonstrated when it rebuilt a Supercharger less than 48 hours after it was burned down. Many users complain of Applegreen’s chargers, saying they don’t work or are difficult to use. Their app on iOS currently has a 1.9 rating out of 5.
Tesla’s Proposal
The landscape for EV charging on the Turnpike shifted in March 2023, when the NJTA amended its agreements with Applegreen to make it an exclusive offering. Despite Tesla offering what it cites as above-market terms, which included upgrading all Superchargers on the Turnpike to include Magic Docks (NACS + CCS1 chargers) for universal EV compatibility and card readers for better billing for non-Tesla owners. Tesla also offered to co-host, allowing Applegreen chargers and Tesla Superchargers to be located side by side. However, NJTA still declined to let Tesla keep any of its existing Superchargers online.
This is clearly a move for Applegreen to capitalize on its property and generate revenue by installing its own branded chargers. However, with Applegreen’s chargers only having CCS1 cables, calling them “universally” compatible while making Tesla’s seem exclusive to Tesla vehicles is laughable. This is clearly a step in the wrong direction that will hurt all EV owners. If anything, NJTA should be requiring Applegreen to maintain Tesla’s Superchargers on the premises, while also allowing Applegreen to install their own chargers.
NJTA instead announced that Tesla must decommission its Superchargers soon, which will leave EV drivers without viable options while traveling on the 117-mile-long NJ Turnpike. That’s millions of dollars of Tesla charging infrastructure that’s already being used - being removed without a replacement in place for potentially months.
The decision has been met with some widespread criticism over the last few days. The reduced options, reduced convenience, increased costs, and reliability concerns are chief among the concerns of Tesla and other EV drivers. However, the lack of transparency behind the decision, as well as the exclusivity to Applegreen, has led many to accuse the NJTA of corruption and backdoor deals, including Elon.
Anticipating the worst, however, Tesla’s Supercharging team has been working to ensure charging continuity. Between 2022 and today, Tesla has proactively built 116 replacement Supercharger stalls at eight new locations just off the Turnpike, anticipating this would happen. While this will make it less convenient for EVs reliant on NACS, it won’t leave them stranded without a place to charge. Tesla’s trip planner has already been adjusted to route drivers to these new sites as well.
While Tesla is clearly invested in expanding access to electric vehicle charging - whether for its own direct customers or for other EVs, it seems that some organizations believe the easiest way to meet “green goals” is to find the solution that’s best for their pocketbook.
We’re hoping that these types of exclusivity deals don’t become common as they harm all current EV owners and reduce electric vehicle adoption.
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Following the first major service area expansion, Tesla is already pushing another update to the Robotaxi app and service as a whole. The new version includes more quality-of-life improvements, and most importantly, a big change to Robotaxi’s pickup logic that makes the entire experience much smoother.
Robotaxi App Update
This latest update is another one focused on polishing the user experience before Tesla adds more vehicles to the fleet and more riders to the network. The most significant change here is that Robotaxi will now navigate more dynamically. Instead of strictly travelling to the designated pickup point, the vehicle will stop where you are or navigate directly to you if you are nearby, making the pickup just that much easier.
Tesla also introduced a small batch of improvements to improve the app, which is still only available for early testers. First up is a vehicle finder arrow - which is shown in the Robotaxi app to help you find your approaching or parked Robotaxi.
This should be a big help in crowded situations, as visually distinguishing a Model Y Robotaxi from a Robotaxi Model Y is nearly impossible, barring the small Robotaxi logos and lack of a driver.
Tesla has also added in automatic dark/light mode switching to match system settings and some other minor design tweaks and bug fixes. It seems that Tesla is close to their final iterations on the Robotaxi app and will hopefully add it to the official app stores soon. However, an Android version is still MIA, and using the Robotaxi itself is still also limited to invitees, so Tesla may be waiting for those to be available before adding the app to the Apple App Store.
The full release notes for this 25.7.6 app update are listed as:
I am pointing the way! Find your vehicle with an arrow
Automatic light/dark mode setting to follow the system
Design tweaks
Bug fixes
This will be huge and make summon even better.
I didn't get to fully test it, but Robotaxi no longer strictly navigates to the pickup point. I noticed it stops right where I am if I am ahead of the pickup point.
The most exciting part of the update isn’t the piece for Robotaxi - but what it implies for Smart Summon instead. The new dynamic pickup logic could be a huge improvement to how Summon works. At the end of the day, it is exceptionally similar - homing in on the user or a targeted location, and then parking nearby.
Summon currently requires a line of sight, and the range is exceptionally limited, meaning you can’t use it in most larger parking lots without having to walk out halfway to meet the vehicle. It’s also slow enough that by the time you get your vehicle rolling - even with Summon Standby active - you’ll probably have walked most of the way there yourself.
A true come-to-me Summon feature that can navigate both city streets and parking lots is definitely the goalpost for customer vehicles - one that doesn’t need to be directly supervised. Robotaxi is the first real-world deployment of the same technology that future builds of Smart Summon will eventually run on.
Sometime in the near future, you’ll be able to Summon your Tesla directly to you - having it navigate the streets from wherever it found parking. All the learnings from Robotaxi are going to come fast - and they’ll all be amazing to finally get on customer cars.
After months of no updates, Elon Musk has announced that Tesla will soon release a new FSD update, in what he’s calling a “step change improvement,” so expectations will be high for this one. The biggest change is that Tesla is merging in the changes they’ve been making for Robotaxi FSD into the consumer software branch.
Elon also provided an update on the rollout of Robotaxi to additional US cities like San Francisco, as well as FSD for other regions like Europe and China. Let’s dig in - as this is some of the most exciting FSD-related news we’ve seen in a while.
However, the Tesla AI team isn’t standing still. They’ve been making constant improvements to the Robotaxi version of FSD, so hearing that Tesla will integrate that version into FSD Supervised is certainly exciting.
Musk says that Tesla still needs to validate that the improvements they’ve made for Austin in particular don’t cause regressions elsewhere. Regression testing is a necessary step when training neural nets, as they can learn and unlearn things extremely rapidly, as one new behavior can cause a regression in another.
We need to validate that improvements for Austin don’t cause regressions elsewhere.
For Europe and China, we are awaiting regulatory approval. Hopefully, soon🤞
Essentially, we’re at a good spot here. The fact that Tesla is now working on merging Robotaxi FSD into FSD Supervised is a good sign, even if there’s work to be done. We expect these builds to go out to the FSD testing fleet (not the Robotaxi validation testers we’ve seen throughout Texas). These dedicated testers will make sure there are no regressions - and once they give the thumbs up, the standard rollout process begins. Given that the Robotaxis are running HW4 and Tesla is merging Robotaxi FSD into FSD Supervised, we expect this to be an HW4-only rollout.
Once validation is complete, Tesla will likely roll out the update to employees, followed by early access influencers (and potentially also Early Access Program members). Once it is in their hands and we see good progress there, it’ll begin rolling out to customers en masse.
Elon commented on X last night, saying they’re looking good for Q3 release, which puts us in the September timeframe.
Global Rollout Status
Elon also provided an update on two other items - launching Robotaxi in other cities, and launching FSD into other markets - and made it clear that the next hurdle isn’t on Tesla, it is on regulatory approval. Bureaucratic red tape seems to be the biggest obstacle to Tesla’s autonomy ambitions lately - but it is progressing well in some regions, such as Australia.
For the Bay Area, as well as potentially other cities that Tesla is considering, such as Phoenix, Arizona, approval is pending from regulators. Elon mentioned that regulators were being reasonable, which isn’t something we hear often.
As soon as the regulators approve (they are being quite reasonable tbh)
For other markets, including China (for HW3 vehicles) and Europe, the red tape is still in place. Both of these markets have big regulatory hurdles that Tesla needs to overcome. In China’s case, every new update must be validated with the government, which takes additional time. In Europe’s case, we’re still awaiting the green light from UNECE regulators to approve autonomous vehicles on European roads.
Elon provided a much-needed update on FSD and Robotaxi, one that we hadn’t had in a long time. Current users can look forward to what is likely a major capability boost, sourced from Robotaxi in Austin, while those outside of North America now have some additional hope that FSD may arrive before the end of 2025.