We previously covered how Tesla plans to open up Superchargers in Norway, but Elon Musk has now said that Tesla plans on opening up Superchargers in all countries over time. We'll explain why this can be an absolutely brilliant move by Tesla.
In Europe Tesla uses a universal CCS port on their cars and chargers, making it much easier for owners to charge elsewhere without the use of an adapter. In this case though, it will also help Tesla open up their Superchargers to others.
In the US and other regions where Tesla uses their proprietary connection, it will be a little trickier. Tesla would likely need to develop an adapter from CCS to Tesla’s port. It’ll be a hurdle for any customers wanting to use Tesla Superchargers.
Why is Tesla doing this?
So here’s where it gets interesting. Why is this Tesla opening up Superchargers to others when they’re already congested in some areas? Tesla built their proprietary cable connection and their Superchargers because they had no other choice. Fast charging DC stations were simply not available when Tesla released their first Model S in 2012 (the original Tesla roadster used a different connection). So if Superchargers are not a revenue stream for Tesla, then they’ll likely be surpassed as the leader in fast charging stations.
So what I believe Tesla is thinking here is that they can get actually two hugely important things out of opening Superchargers to everyone. First, they create a new revenue stream for themselves. They’re not giving out this energy for free, and they’ll likely charge a premium for it. Secondly, with this additional revenue, they could use it to continue building out their Supercharger network and become the de facto standard for car charging. Something that surely would please Tesla owners as they can keep the simplicity of charging at Tesla’s chargers, and don’t need to buy an adapter when charging. Having a greatly expanded Tesla charging network would be a great form of advertising for Tesla and would surely help sell Tesla vehicles.
However, there is something Tesla needs to solve. Today, Superchargers communicate with the vehicle to transmit information such as how much energy was transferred and it leaves the authentication and payment details to the car.
In order to allow other vehicles to charge at Superchargers Tesla would need to change or add a way for other cars to authenticate at the Supercharger and pay for the charging session.
I still remember my first experience at a Supercharger and being in awe with the simplicity of the whole thing. The first time I used one I thought I’d need to authenticate at the charger, or maybe even on my phone. I was even ready to pay for it manually, like at a gas station. Tesla absolutely nailed this experience for its customers so I don’t believe they’re going to want to change any of that, nor should they.
Instead I believe they’ll create a payment system where a non-Tesla vehicle could go up to a Tesla Supercharger and open up the Tesla app to start a charging session. Very similar to what some gas stations do today. You simply log in, choose your pump and start pumping. The charging session would be automatically terminated when the charger is removed from the car. This will again force non-Tesla vehicles to use Tesla’s system, instead of the opposite where Tesla owners would need to use someone else’s chargers, possibly interrrupting the simplicity of charging that exists today at Superchargers.
By having non-Tesla owners use the Tesla app to authenticate their charging session, Tesla also gains a unique opportunity to sell them on a Tesla, right there while they’re waiting for their car to charge. Clever move.
CSS port?
So as Tesla expands their Supercharging network and offers non-Tesla vehicles fast DC charging, we face the question, why is Tesla still using their proprietary adapter? Sure, it was necessary in 2012, but in 2021 where so many things have changed, it doesn’t add many benefits over a CCS connection. It prevents Tesla owners from charging at CCS stations, it prevents some non-Tesla owners from their at Tesla chargers and it requires Tesla to build and manage multiple parts for their cars.
We believe Tesla will announce that all future Teslas will come with a CCS charge port, instead of the Tesla port. They will slowly switch over Superchargers to use a CCS connection and offer an adapter at the station for non-CCS Teslas.
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With Tesla’s first major expansion of the Robotaxi Geofence now complete and operational, they’ve been hard at work with validation in new locations - and some are quite the drive from the current Austin Geofence.
Validation fleet vehicles have been spotted operating in a wider perimeter around the city, from rural roads in the west end to the more complex area closer to the airport. Tesla mentioned during their earnings call that the Robotaxi has already completed 7,000 miles in Austin, and it will expand its area of operation to roughly 10 times what it is now. This lines up with the validation vehicles we’ve been tracking around Austin.
Based on the spread of the new sightings, the potential next geofence could cover a staggering 450 square miles - a tenfold increase from the current service area of roughly 42 square miles. You can check this out in our map below with the sightings we’re tracking.
If Tesla decides to expand into these new areas, it would represent a tenfold increase over their current geofence, matching Tesla’s statement. The new area would cover approximately 10% of the 4,500-square-mile Austin metropolitan area. If Tesla can offer Robotaxi services in that entire area, it would prove they can tackle just about any city in the United States.
From Urban Core to Rural Roads
The locations of the validation vehicles show a clear intent to move beyond the initial urban and suburban core and prepare the Robotaxi service for a much wider range of uses.
In the west, validation fleet vehicles have been spotted as far as Marble Falls - a much more rural environment that features different road types, higher speed limits, and potentially different challenges.
In the south, Tesla has been expanding towards Kyle, which is part of the growing Austin-San Antonio suburban corridor spanning Highway 35. San Antonio is only 80 miles (roughly a 90-minute drive) away, and could easily become part of the existing Robotaxi area if Tesla obtains regulatory approval there.
In the East, we haven’t spotted any new validation vehicles. This is likely because Tesla’s validation vehicles originate from Giga Texas, which is located East of Austin. We won’t really know if Tesla is expanding in this direction until they start pushing past Giga Texas and toward Houston.
Finally, there have been some validation vehicles spotted just North of the new expanded boundaries, meaning that Tesla isn’t done in that direction either. This direction consists of the largest suburban areas of Austin, which have so far not been serviced by any form of autonomous vehicle.
Rapid Scaling
This new, widespread validation effort confirms what we already know. Tesla is pushing for an intensive period of public data gathering and system testing in a new area, right before conducting geofence expansions. The sheer scale of this new validation zone tells us that Tesla isn’t taking this slowly - the next step is going to be a great leap instead, and they essentially confirmed this during this Q&A session on the recent call. The goal is clearly to bring the entire Austin Metropolitan area into the Robotaxi Network.
While the previous expansion showed off just how Tesla can scale the network, this new phase of validation testing is a demonstration of just how fast they can validate and expand their network. The move to validate across rural, suburban, and urban areas simultaneously shows their confidence in these new Robotaxi FSD builds.
Eventually, all these improvements from Robotaxi will make their way to customer FSD builds sometime in Q3 2025, so there is a lot to look forward to.
For years, the progress of Tesla’s FSD has been measured by smoother turns, better lane centering, and more confident unprotected left turns. But as the system matures, a new, more subtle form of intelligence is emerging - one that shifts its attention to the human nuances of navigating roads. A new video posted to X shows the most recent FSD build, V13.2.9, demonstrating this in a remarkable real-world scenario.
Toll Booth Magic
In the video, a Model Y running FSD pulls up to a toll booth and smoothly comes to a stop, allowing the driver to handle payment. The car waits patiently as the driver interacts with the attendant. Then, at the precise moment the toll booth operator finishes the transaction and says “Have a great day”, the vehicle starts moving, proceeding through the booth - all without any input from the driver.
If you notice, there’s no gate here at this toll booth. This interaction all happened naturally with FSD.
While the timing was perfect, the FSD wasn’t listening to the conversation for clues (maybe one day, with Grok?) The reality, as explained by Ashok Elluswamy, Tesla’s VP of AI, is even more impressive.
It can see the transaction happening using the repeater & pillar cameras. Hence FSD proceeds on its own when the transaction is complete 😎
FSD is simply using the cameras on the side of the vehicle to watch the exchange between the driver and attendant. The neural network has been trained on enough data that it can visually recognize the conclusion of a transaction - the exchange of money or a card and the hands pulling away - and understands that this is the trigger to proceed.
The Bigger Picture
This capability is far more significant than just a simple party trick. FSD is gaining the ability to perceive and navigate a world built for humans in the most human-like fashion possible.
If FSD can learn what a completed toll transaction looks like, it’s an example of the countless other complex scenarios it’ll be able to handle in the future. This same visual understanding could be applied to navigating a fast-food drive-thru, interacting with a parking garage attendant, passing through a security checkpoint, or boarding a ferry or vehicle train — all things we thought that would come much later.
These human-focused interactions will eventually become even more useful, as FSD becomes ever more confident in responding to humans on the road, like when a police officer tells a vehicle to go a certain direction, or a construction worker flags you through a site. These are real-world events that happen every day, and it isn’t surprising to see FSD picking up on the subtleties and nuances of human interaction.
This isn’t a pre-programmed feature for a specific toll booth. It is an emergent capability of the end-to-end AI neural nets. By learning from millions of videos across billions of miles, FSD is beginning to build a true contextual understanding of the world. The best part - with a 10x context increase on its way, this understanding will grow rapidly and become far more powerful.
These small, subtle moments of intelligence are the necessary steps to a truly robust autonomous system that can handle the messy, unpredictable nature of human society.