Tesla opens up Superchargers to other manufacturers. Will other cars clog up Superchargers?

By Henry Farkas

Elon Musk informed Norwegian officials that Tesla plans to open its supercharger network to other electric cars in September of 2022.

You might worry that millions of other electric cars are going to start clogging up the Supercharger sites here in the US. Don’t worry yet.

First of all, Tesla has sold most of the electric cars that can accommodate D/C fast chargers anyway. And secondly, it’s not anywhere near as easy in the US. In Europe, all the Teslas are equipped with a CCS charging port.

Tesla CCS chargeport

So the Superchargers in Europe are already physically compatible with other brands of electric cars in Europe. I’m confident that Tesla will make sure that they’re adequately compensated for charging the other cars so that the income can be applied to increasing the number of Superchargers and maintaining the ones already in service.

Here in the US, Teslas use the proprietary Tesla connector for home charging and supercharging. So far, no one makes an adapter capable of allowing a Tesla Supercharger to charge a car with a CCS or CHADEMO D/C fast charger. There’s no point in making one since a Tesla Supercharger will refuse to charge any car that’s not on its own network. That also goes for wrecked Teslas that have been rebuilt. Once a Tesla is marked as no longer in service, it’s deleted from the Tesla network, and Superchargers won’t recognize it or charge it up. You can use level two charging on a wrecked and rebuilt Tesla, but a Tesla loses a lot of its utility if you can’t supercharge it.

Conversely, Tesla sometimes sells an adapter that allows you to use a CHADEMO D/C fast charger to charge up a Tesla. I say sometimes because I tried to buy one from the Tesla store earlier today. I was told that it’s out of stock, but that they’ll email me if they get any more in stock. It’s a bit pricey, but considering that it transmits a lot of electric current and that it has to work in all kinds of weather, heat, rain, snow, ice, it’s understandable that it will be costly. There may come a time when I’m low on electrons and closer to an Electrify America car charging site than to a Tesla Supercharger. So I want to have one of these adapters in my trunk. Oddly, the Tesla store does sell two rather expensive Tesla to J1772 adapters even though a less expensive one comes included with each Tesla. Those adapters work only with level 2 chargers.

Looking toward the future, I can see a possibility that Tesla may want to open up the United States Supercharger network to other electric vehicles, but they’ll have to either sell adapters themselves or license the patent for the proprietary Tesla adapter Supercharger system so that other companies can make the adapter. The adapters would need to connect a Tesla Supercharger to a CHADEMO or CCS equipped automobile. There would need to be appropriate compensation to Tesla so that the network could keep growing and continue supplying electricity.

Frankly, I look forward to the day when there are plenty of places where electric cars can recharge at D/C fast chargers, and all cars can use all recharging stations.

Tesla Reveals Robotaxi App and Names the Robotaxi the CyberCab

By Cláudio Afonso

Tesla has invested billions of dollars over the years toward vehicle autonomy. The mission continues as Elon Musk and Tesla now prepare to unveil their ride-hailing product, Robotaxi this August. Or, as Musk called it on Tuesday, Tesla CyberCab.

Early Days

Five years ago, during Tesla’s Autonomy Investor Day in April 2019, Elon Musk said he felt “very confident predicting autonomous robotaxis for Tesla in the following year [2020]”. At the time, Musk added a bolder claim, predicting that Tesla wouldn’t even make cars with steering wheels or pedals by 2022. While timeliness may not be Musk’s strong suit, he has a track record for getting things done that others were unwilling to try or thought were impossible. Musk later admitted he can be overly optimistic and said “sometimes I am not on time, but I get it done.” 

Now, 5 years later, we have the robotaxi unveiling scheduled for August 8th. After the release of FSD v12, it’s clear that we’re much closer to autonomy than we were in 2019, although FSD v12 is still a far cry from full autonomy.

While Tesla still has the robotaxi unveiling scheduled for August, Tesla announced yesterday that it’d be prioritizing a simpler “next-gen” model that could be released by early 2025.

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On the conference call, Musk added that Tesla now has over 300 million miles 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 has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. The company is confident that it can establish a scalable and profitable autonomous driving business by employing a vision-only architecture.

think of it [Tesla] as combination of Airbnb and Uber meaning that there will be some number of cars that Tesla owns itself and operates

Tesla = Uber + AirBnb

Later on, Elon Musk unveiled that the new service will operate and result in a mix between Uber and Airbnb where the Tesla driver decides if and when he wants his Tesla to be used and by whom. Tesla stated:

“We believe the Tesla software experience is best-in-class across all our products, and plan to seamlessly layer ride-hailing into the Tesla App.”

Tesla’s CEO clarified that the owners will be able to add or remove their car from the fleet “whenever they want” adding that it will be up to them to decide if they want to only let the car be used “by friends and family or only by five-star users or by anyone at any time”. The flexible program will, just like Airbnb, allow the owners to take the car out of the market when they want.

The upcoming ride-hailing service will enable users to easily request a Tesla vehicle, control the car's temperature, monitor its real-time location, and adjust the audio system. The only question is when.

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.

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