What’s Going on With Tesla Superchargers?
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- Опубликовано: 7 май 2024
- In this clip, Marques, Andrew, and David talk about the layoffs at Tesla.
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I manage a shopping center on the west coast, we had been approached by Tesla's charging division and had JUST begun the process of bringing in Tesla Chargers maybe a month ago. Hadn't heard an update in awhile so we checked in last week only to find out this news and the whole project was dead. RIP.
Sad! Inexplicable....
When you say "JUST BEGUN"
.
Digging?
Surveying?
Paperwork?
Energy permits?
.
Or you "heard it was happening "?
Thanks so fucking much for sharing that.
@@rogerstarkey5390 We had sat through the Tesla presentation about how the process works (about an 18 month process start to finish), we had gotten all of the stakeholders of the center onboard, we had prioritized a location within the center, we had let Telsa know we were ready to move forward and we were waiting for them to complete a preliminary site survey and get back to us with official paperwork. The survey was not completed and we never saw any paperwork/ formal agreement.
@@rogerstarkey5390 We had sat through their presentation on how the process works (about an 18 month process start to finish. Depending on speed of local government agencies it might be quicker), we had gotten all of the stakeholders on board, we had prioritized a location within the center, we had let Tesla know we were ready to move forward and were waiting on them to complete a preliminary site survey and provide us with an official agreement. Survey was never completed. We never saw any official paperwork.
Tech RUclipsrs love to talk about right to repair. With the exception of Tesla.
Elon rational = KETAMINE
michael-scott-thank-you.meme.gif
There are independant shops working on teslas you know...
@@xtremescript yeah...all TWO of them, and those Teslas generally are then banned from all software updates as "compromised" :)
@@randomnickify for one there are more shops working on Teslas than two for second. They don’t get banned from supercharger network or updates.
Feels like classic Elon seagull management. Fly in, make a lot of noise, crap all over everything, then leave.
Blame anyone else!
Elon says, "there's a new fuel in town"
And what's the example ?
Tesla total number of employees in 2023 was 140,473, a 9.87% increase from 2022.
Tesla total number of employees in 2022 was 127,855, a 28.77% increase from 2021.
Tesla total number of employees in 2021 was 99,290, a 40.33% increase from 2020.
Tesla total number of employees in 2020 was 70,757, a 47.36% increase from 2019.
@@killmozzies where ? Everyday i always see His X and never see your comment
I get companies gamble, it feels like Tesla is making some pretty dumb ones. It's also a bad message for the employees that do stay on the company.
Besides being the number one place of all workers and most applied job for engineers. I don’t ask a company to hire me forever just my contract and if it change then so be it. It’s business not personal
@@Life_is_Shorts Not everyone is in your footloose and fancy free position. People have spouses with jobs, houses, and kids. They can't just move at the drop of a hat because the drug addict CEO threw another fit. High quality employees (Drew Baglino?) will leave for less chaotic pastures.
@@incognitotorpedo42 Yeah Elon's making a great case for tech works to get unionized
you build the most successful branch of the company and your reward is getting fired 😂
Tesla were coerced into letting none Tesla cars use their chargers, what did you expect to happen, tesla used the Supercharger network as a USP which it now isn't so what is the point Tesla keep wasting money on it. It was a loss leader for Tesla, they didn't make money on the chargers but the chargers made their cars the best option. Now all can use their chargers there is no point.
The fact of firing everyone in that division was out of spite. Elon sent them all a note to reduce their dept, she didn't, so he fired everyone to prove a point imo.
@@joshel6059they were already the best team. Destroying it was a huge mistake and will lead to Tesla unionization. Workers are fed up with being disposable on a whim.
@@JonathanRootD Not if they lost agility and said no.
@@joshel6059 he got this far by being a trustfundbaby and having the right government connects. Dont be fooled, hes just one of the hydras heads and by the looks of it he got everyone conned.
There's no way he fired a whole division to punish a leader. That makes zero sense given he can just replace the executive with someone more compliant. There is clearly a different strategic reason why he let the whole division go that he's not sharing yet.
Thanks youtube for deleting my comment. Proving me that im right. Truth hurts
This could really slow EV sales among majority-adopters. It just reinforces the feeling that this isn't really ready for prime-time.
The collapse of combustion engines will happen over the course of a few years starting after the next model from tesla
Its NOT ready for prime time.
Chicken/egg… 🤗
I don't know what it is like where you are but there are ev chargers going up all over the place here in the UK.
@@user-jt4fy4od9r over here in Los Angeles. Same here :( we were seeing .30 per kWh, now we’re seeing as high as .62 at peak times.
How are they gonna focus on uptime and expanding existing locations if there's no more staff for that division?
Outsourcing or partnerships I guess
Because the whole team wasn't laid off. Just a team within the supercharger umbrella. You going to have to stop taking what media says at face value.
They will staff as needed, clearly. Laid-off people are often rehired.
The whole team wasn't laid off, and Musk said they're building out the network slowly while opening/updating current stations.
They hire new people. There was bloat.
anyone that thinks a 3rd party will pick up the slack has no clue how a gas station actually make money.
They make most of their money in the store actually. And gas stations are already adding chargers. More time to shop for their over priced goods
Wawa, Sheetz, Buckees are leading the way!!!
Gas stations adopting EV chargers is exactly what needs to happen. One of the biggest downsides to many of the current chargers is they are usually a little off the main highways in a random parking lot with no bathrooms or even trashcans.
@@pt6998 ^^^^ this!
Yeah because everyone can just get oil but only some people can get electricity
It's capital preservation. However, the challenge of replacing essential staff will prove arduous. Once employees recognize they're not valued as integral parts of the company but rather as easily replaceable or disposable, trust in management and loyalty will decline irreversibly. While C-suite might believe they have and know the big picture, it's the worker bees who are fundamentally responsible for a company's success. There is nothing worse than having inept or egotistical managers running a company.
if Elon will axe the Supercharger 500 to spite his face...? then what it means internally is that anyone and everyone left is in JEAPORDY.
So i have news for people. It's not only Elon. None of these companies care about employees, you will be out as soon as they don't need you. He fired 80% of tweeter staff and everyone thought that servers will collapse etc. And what happened? Nothing twitter runs as it used to. Other tech giants noticed that and they are laying off thousands of people silently. Only when Musk is doing it everyone goes crazy.
Capital preservation? Bullshit. It will cost them a fortune to reconstitute that department. Meanwhile, top notch employees who don't want to live under the threat of having their lives turned upside down will quietly move to more stable employment.
Self disruption is a genious level move, these pelebes do'nt understand.
rational = KETAMINE
At a time when EV sales are slowing down and lots are filling with Teslas, including the Cyber Truck, to stop growing the charging station network seems to me to be not only counter intuitive, but destructive to EV's on the whole. From what I've seen, the major problem in selling EV's is the anxiety of not being able to reach the next charger in time. This is about Elon's money and stock prices rather than Elon's decades 'dedication' to moving away from ICE...
What is better though, having 5 super chargers that are constantly full and installing 5 other chargers in different locations only to have them full. Or building 1-2 extra super charger, but having the other chargers expanded to have available room.
That's the thing, Tesla is going to focus on expanding their current charger locations which is a good idea given that you admit they are filling up [and the previous team seemed to be installing the old short cable variants which means the new chargers would have to be reinstalled later wasting money and also making it so a non Tesla charging would decrease the capacity by half because each vehicle would take up two stalls]. There is much to be left desired about the current superchargers and their concepts of them being deployed.
An example is where I live they installed a massive new bank of them but now in a year or two they will have to reinstall them. That doesn't make sense because if they are dumping in capital might as well do it right the first time.
As a note as well, they also mentioned putting in new locations in areas that still need it.
Anyone worried about EV charging anxiety doesnt own a tesla. Once you own a tesla you realize you charge at home 99% of the time and rarely ever go to a super charger unless your are on a very long road trip, and there are superchargers everywhere along highways. Just ask any Tesla owner if they have any range anxiety, no one does.
@TheDare34 that's not true at all. Super charger I used months ago went from 23% to 80% in 18 minutes when I grabbed some food. This was for my model y tesla. Chargers are much faster than they were 5 years ago
Charger technology and battery technology keeps getting better every year. There is a reason all your power tools now use batteries. 20 years ago the batteries were not good enough
@TheDare34 what kind of response is that? Changing the subject when I pointed out you are wrong. Then making more claims about batteries and the environment. If you did any research you would know that these car batteries can be recycled and made into new batteries for future cars. 95% of the metals, so only 5% waste. But even without the recycling they are still better for the environment over the life span of the car
I could never imagine working for a company that Elon Musk owns. All he has shown is how everyone at his companies are expendable. Why would anyone with a family, career or goals ever want to work for him?
This is what happens when you put that much faith in a guy who has done nothing but show disdain for employees his entire life.
Preach
Disdain for employees his whole life? How about, expects his workers to work hard, and will absolutely not tolerate dead weight, which 90% if Twitter was useless meaningless budget draining dead weight.
@@michaelsanders7484 If he wants people to work 80 hours a week and not complain, he should probably open a sweatshop in Asia and stop employing people in the west. He's actively trying to bust unions in Europe because he thinks no one should be allowed to go home.
@@michaelsanders7484 I would go further but his thought on employees are readily available all over the internet. He's done more than enough interviews.
Elon lived in the Fremont factory for years to work on cost reduction and save all of Tesla including the people employed by Tesla. Would you live in a factory to work closely with employees and save the company?
Oh and BTW a judge wants to deny him pay for that time spent saving the company, so if you also lived in a factory in order to work towards saving a company then you would have to do so with risk of not getting paid, too.
5 supercharger stations in Houston have had most of their charging cable cut. 33 stations at the Taylor st. Supercharger station, about 20 cords were cut.
Why?
@@justinmiller7150 the theory in the local Houston Tesla group is that the culprit is a disgruntled Tesla employee.
@@justinmiller7150 Copper theft.
@@justinmiller7150 drug addict will do anything just to buy the drug, including stealing copper from the super charger
It was me@@justinmiller7150
yes, more stalls, but many of those locations will require electrical feeder upgrades by the utility companies. time & money
why does one need a big company to add additional superchargers to the network? can't individual private companies build a charging station? (e.g. buy the chargers from tesla, use land that they already own, add a few parking spots) and charge through apple pay? add a coffee shop for additional revenue. basically the same business model as gas stations have?
There is a lot of overhead involved in setting up charging stations, including permitting, etc., that can be done more efficiently by a big company, but it is probably easier these days to make a new EV charging station than a new gasoline station.
That is basically how it would or does work especially at malls except they are going to have to make a new team and maybe if you reached out there is no one reaching back to you
“I felt a great disturbance …, as if millions of voices suddenly cried out in terror and were suddenly silenced. I fear something terrible has happened.”
100
More like a few thousand suckers who bought the hype instead of looking at the big picture--the damage done to American car and truck markets, the damage done to our freedom by issuing mandates, and the ling-term ecological damage done by these utterly diapisable and wasteful golf carts.
That after the next US election if Trump is elected 😊
"Misread, the Prophecy of Electric vehicles, could have been".
Thanks for the headsup , Obi Wan. 😂
2:56 Claiming the amount of cars using Tesla chargers will be 5X is wildly overstating the ratios. Tesla sold 55% of the total EVs sold in the US in 2023. They had TWO models that sold more than 220,000 vehicles each, and no other maker had a model that even sold 65,000.
So if every other car buyer began using the Tesla network, it would not even double the load, nowhere near 5X.
20% market share in the US EV Segment could be a good estimation for Tesla in 2025 or 2026. In Europe it is roughly 10-12% now!
With declining interest in EVs as people wake up to the truth about low resale value of EVs & battery costs, they might as well get 0.5x users. LOL
@@abhishekgarg5286 Increasing sales year after year for ten years is seen as declining interest? That's wild.
Yeah because only people who bought cars in 2023 are charging them right??? Can you please think before you write something so stupid..., EVs are on the road for years already and everyone switching to same adapter will absolutely make everyone go insane with the wait times on chargers and will inevitably switch to the superior ICE cars, just wait for them to double your electricity price AGAIN lol
@@Petar120 Most EV owners charge at home. SCs only get used for random needs or road trips, so pricing, although already high, has some room.
As someone who works in utility reviewing the usage demands and how it impacts our existing power infrastructure: the costs it requires to handle these loads CAN be very large. They take up such a small footprint as well. This may be disuading Tesla from plopping these huge load demand chargers all over.
maybe, or just greedy people are trying to ransome land, greedy power providers are selling their electricity at higher prices knowing everyone is going to Nacs. We will never know now but that is where I lean. We bought an EV9 and the EA, Chargepoint, & EVgo chargers are way more expensive than my M3 charging sessions. IJS
@@d.pollard5962 You think power companies want to give away power for free? These chargers can suck up alot of capacity at substations for virtually no footprint. Where's the revenue? They're shooting themselves in the foot for future and existing customers needs.
Hmm under the Obama administration they were supposed to be adding more power distribution networks and growing the renewables energy generation facilities. Solar, wind, water, and hydrothermal production is heavily invested in by tax payers
@@d.pollard5962 power companies are regulated utilities, they can’t just increase their prices for chargers using NACS (Texas has their own rules, but that is a different story). The issue is infrastructure. Let’s say you want to install 20 DC superchargers in a shopping center parking lot. Each 250kW supercharger needs about 500kVA of power fed to it. So you need 10,000kVA of power. There is almost zero chance that the shopping center has that excess power capacity. There is chance the substation feeding that area of town has that much overhead. So the utility says “yes, we can get you the power for your 20 chargers, and that will require $15 million in electrical upgrades. One way around this is to “trickle charge” batteries in the chargers themselves, these on-site batteries are then used to handle the spike in demand when a vehicle is plugged in, but batteries are very expensive. Getting the power to DC fast charge an EV is insanely expensive when infrastructure upgrades are required. Residential/light commercial areas were not designed with these loads in mind. Really only heavy industrial areas have this kind of electrical infrastructure.
@@JDrach30 ARE power companies just giving the power away for free? i thought they were charging tesla for all that
their charging ecosystem is the biggest advantage tesla has and they do this?! crazy if you ask me
I believe that musk has got some awesome charging technology that's about to be released
@@abbyboyone I very much doubt that
I would say it's because the current team messed up royally and you don't want a team like that hanging around. Also a lot of the skilled members of the engineering team would be serving no purpose anymore and are likely already relocated into the company.
Specifically you said it's their biggest advantage, but with sharing the network with other non Tesla owners and the team focusing on new locations instead of expansions where does that leave up? It leaves us with non Tesla vehicles taking up 2 charging stall locations at existing locations, and the new locations being brought online which will need to be upgraded again
Current Tesla owner here,,,there are lots of things that I like about the car,,,but there are many things that I don’t like about the company. Anytime one person can layoff indiscriminately or lower prices at will or a total lack of customer support and not care about it,,,is in my opinion going to loose consumer confidence in their product. I have several friends that own Tesla(s) however 6 out of the 7 of us have all said that we would not consider another Tesla in the future but are seriously looking at some of the legacy car companies EV’s eg Audi, Volkswagen and even KIA/Hyundai etc. Time will tell how Tesla stock does in the immediate future.
Lowering prices is always good though.
I don't know about you guys but I never considered installing a gas pump at my home. I now have 3 Tesla charging 90% at home. For me BEV's only make good sense if you have home charging.
Just don't forget that there are MILLIONS of people in the US who CANNOT POSSIBLY "charge at home" -- let's see how YOU would manage that, if you lived on the third floor of an apartment building. Step a few feet away from your house, and look at OUR PLANET. Now it is BILLIONS of people who CANNOT POSSIBLY charge a battery electric vehicle at home. Either these people will be flooding public charging stations, or this is NOT going to be anything resembling "an electric revolution."
Still make sense even if you don't have home charging, like me living in a city block.
Car has 500km of range. Average person can't do this range in less than 10 days. Car charges from 10% to 80% in 15 minutes. Average youtuber: Ey man, I have X teslas, you need a charger at home 100% or dont buy an EV .... smh
It does but for mass adoption that apparently Tesla use to want can't happen without Gas station like presence of the super charger network. DOT blew it not giving them funding but I get it, I get it. Sad days
Spot on. I work for a power company. On the top, we can't retrofit the Distribution fast enough and cheap enough AND there is not enough generation capacity available to handle EVs and AI boom.
I think Tesla/Elon is assuming that 3rd party networks will "pick up the slack" since they are all moving to the Tesla port.
So there will be more chargers added to the network without Tesla having to spend more money (the charger team).
Good point
Completely delusional
Maybe, maybe not. That is the rub!
I think he looked at the team and realized that half of them were redundant and didn't need to be there and no one was raising the serious questions.
Specifically the serious question of, "If we are actively getting competitors to join our network, why are we pushing to expand our network with the short cord variants which cannot be used without taking up 2 spaces"
yeah... except... I think ev charging will eventually be a net + revenue activity, but not before for another few years. I think the expectation is that the profit margins will be low, so it is not an attractive business, so he cut it. OK that part could be reasonable, but on the other hand, just like an aspirational vehicle, the SC network had huge marketing value. It was a flagship service to show people Teslas are great when people with other EV´s came to plug in. It was a way to build a reputation for reliability. I think this moves torpedoes a lot of perceived security and brand equity for ev buyers, tesla employees, and other companies hoping to use the network.
One could have fired the VP, or fired a percentage of staff and sent a strong message without destroying all that marketing equity and foregoing future profits. This doesn´t feel like a rational measured response.
Something like 70% of the EVs in the US are Teslas. So allowing all non Teslas to charge at the Tesla supercharger network wouldn't increase supercharger usage by 50%. Let alone 5X.
Dawg if you google it, they're literally hovering around 50-60% as of 2023. Like around 2020 they were 70%, but since then theyve only really been dropping as more other companies have been making/selling ev's
Marques is too much of a STAN for Tesla and Elon, that he will not see the fall coming.
Yeah there’s no way this doesn’t negatively affect their infrastructure. This is essentially the beginning of the end.
it’s the beginning of the end for Tesla. well maybe that was all the lying from Elon about everything…or wasting all that money on twitter…or the failure to deliver anything on time or in fact at all.
Too much fan boy... True
didnt we say the same thing about twitter?
@@Zodiacman16twitter is failing it’s worth a fraction what it was
I really thought that by opening the network they would double down on making it bigger to get the money from non Tesla owners charging their cars. Seems like a weird move
I believe this was a pure cost play. However, word is filtering out that Tesla is driving partnership with major charging providers, giving them access to NACS IP and more importantly, access to seamless transponder based billing through Tesla network from 3rd party chargers. I think you will see these charging providers take off growth wise.
Or the woke lady said she wouldn’t fire most of her team so Elon got his panties in a bunch
Where's that "Word"?
Source?
(DO NOT say "Reuters")
Tesla implemented ISO 15118 plug and charge, Tesla's that are CCS capable use that for billing, and Rivian/Ford use that when using plug and charge on their network. You don't really need wireless transponders for seamless billing.
It could be that Tesla is licensing stuff out, but tbh it's hard for me to picture what part would be useful with how integrated of a system the super chargers are.
IMO, it seems like Elon just got into a measuring contest with that director and wanted to prove he's a big boy. I expect Tesla will just rebuild that division once they can figure out how to fix their sales trends.
@@jokulhaups309 could be both.
Hes quietly rehiring people it was 100 percent a temper tantrum because his authority was challenged.
Shell gas stations are adding in their own charging stations at all their existing locations, if the location can't be adopting, they find a new location near by that can. With always on site staff to monitor the reliability of them, that will be compation to Tesla.
But the teslards told me they were suprior because they wouldnt have to go to the gas station anymore
uptime needs work in the sense that a lot of the stations have at least one charger that isn't working
haven't seen this but once in 2 years at Tesla SCs. Other manufacturer networks, different story. all blown out of proportion by emotional outbursts online
Tried to use a station on Monday that output 5KW to 6KW. On PlugShare, folks have been reporting this same station for the first two dispensers for some time. There is no way to put in a trouble report via the Tesla app (or web site). Tesla claims they remotely monitor the stations, so they don’t want anyone reporting issues.
Car manufacturers didnt build the roads, or the gas stations. For a manufactuer to build a charging network is unusual. Theyve had to build it to sell vehicles, im guessing at a loss, now its time for other companies to come in and create thier own buisness model using that blueprint. Feels like a standard move.
Far and away the main differentiator for Tesla was their super charger network. It is the reason many many people chose to buy a tesla over another electric car. Regardless of what car manufacturers of the past did this is a really dumb move. They are giving up their biggest competitive advantage.
@@hastyscorpionthey don’t necessarily need to increase the number of stalls when they can preserve the capital and use it for self driving or other advancement. Tesla is already good enough for travelling across America.
@@sa34wdepends where you live
There is a supercharger built in Slovenska Bistrica, Slovenia and it's sitting there for 6months just not opened yet. No idea what's happening and I cannot find information on it. I would really need that supercharger, so i could always travel on superchargers and not need an ionity subscription anymore.
probably a supply problem, each supercharger needs its own mini sub station, current-grounding network (for safety, everything metal in the vicinity needs a common ground), and uses the equivalent supply of ten houses with 3-4 people in them.
My supercharger location has broken clips for half the chargers. The cables are always lying on the ground now. :/
You don't need to completely overwrite the Tesla network, you only need to fill in the gaps. Since everyone's on the same standard now, new companies can come along and just fill in places that are under-served by Tesla's current network, and also expand alternative sites to Teslas in the same areas, so that if the Tesla ones are down or crowded, there is at least a plan B. There are often a half dozen or more gas stations within a mile of each other, and those take less time to use, so "more stations" will never hurt. I think the real market is expanding access in parking garages and street access.
Maybe Tesla might start licencing and outsourcing their supercharging network expansion.
Exactly what they should do. Plenty of companies can be tasked to do this.
I thought Biden has given other companies billions to expand charges?
Yeah tesla doesn't want this business. Never did. They just had to to get this movement started
Tesla builds each charger at 20% the cost of others.
A "smart" company would bite their hand off if offered the deal.
@@ZupE891 which is weird because it actually makes money, and is the one advantage they have over every other ev brand
Elon thinks Tesla can be an AI exclusive company. When he can stop selling cars retail, he will. That said, he’ll never get there and this could be the beginning of the end of Tesla.
Could the Network be up for sale?
Just fyi, many other players are building out chargers since everyone is using the NACS plug and they are going to turn into a distribution of chargers and allow others to do the build out of locations
The power needs for multiple DC fast chargers is insane. This is a HUGE problem with companies installing DC chargers (hell, even level 2 chargers). There is often times not enough electrical infrastructure in an area (not just the building) to feed multiple DC fast chargers. You are talking about needing several MEGA watts of power. Often time there is simply not that much electrical overhead availability in the area without huge infrastructure investments.
People just don't get it. And they don't understand the logistics of actually getting that much current to an outlet.
There have been a lot of speculations on these lay-offs, but apparently contrary to what almost every one reported, not all the team has been laid off, it’s mainly most of the R&D and Sales part of the Superchargeurs team, the installation and maintenance team haven’t been much impacted.
This looks like they are slowing done on new research, the V4 being already able to support higher charging power intensity, and don’t really need the sales team anymore as almost everyone have already been convinced by the previous sales team to adopt NACS.
When new needs will require a new team, they’ll certainly hire again.
It looks like that Elon Musk is considering the human members of his companies just as any resource and so adjust their number as often as possible when context allows to reduce them or need to increase them.
They were building a supercharger setup in my small town and construction appears to have stopped.
They have an initial $100m order from BP and goodness knows how many behind that. They will build the V4 Superchargers and roll them out under different brands, each taking care of the local government permitting and dealing with the utility company.
In the mean time they need to roll out the V4 with the longer cable to all their existing locations. You've already seen the videos of cars from other manufacturers parked across multiple bays because the cable is so short on the older Supercharger versions. Replacing every single SC in every single stall of over 50,000 Superchargers they have is a lot of time and money.
The benefit of doing this is that the new Superchargers can charge more than twice as quickly so cars will spend half as much time there, the equivalent of doubling capacity in busy locations without spending any more money on real estate.
I don't know the exact role of the Supercharging team, whether it was R&D or more concentrated on roll-out logistics, so not sure if it's a loss or not.
Phillip.
maybe, maybe not
So there was a news article published. I don't know the name of the head of the supercharging division, however elon told all very high level managers to cut down 10% of their workforce. This guy didn't want to do it, he fired him first (even before the layoffs) then did lay off of his whole team, just out of spite to maybe send a message to other high level managers. (Not sure if true, but seems more likely) Reason being Tesla will actually be at a loss by not building more supercharging locations and seamlessly integrating the other manufacturers. As they were charging about 30% extra for other evs, and this could have been their monopoly in the ev charging infrastructure in US, as well as V4 chargers were just about to be launched at a larger scale, as of now V4 only functions as V3 with longer cables. So the investment part, R&D was already done, so it makes less sense to fire the whole team for making the perfect system, as the system is great, but had a lot of changes anticipated this year and next. Or elon might want to kill off any future investment in V4, if the costs have been crazy till this point. And uptime was already over 99% so that's a ridiculous argument that we'll focus on uptime, and not new stations. There was nothing wrong with uptime.
and you accept 'news articles' as a proven source. it';s all gossip until someone laid off actually speaks.
Firing 500 people for building the best charging network seems like a Twitter v2. There will be an enormous amount of money to be made in charging EVs in the future, probably more than vehicle manufacturing, so unless Tesla is in serious financial trouble and can't afford to build more, it seems like he's just killed a golden goose.
No reason to compare the supercharger network to gas stations. If you do, you would have to include literally every power outlet in any garage because EVs can charge on any outlet while you don’t typically have a gas station at home.
What's the track name at the end
I’ve had an electric car since 2017 and only used a supercharger probably no more than 10-20 times. Admittedly, the mileage on my 2013 Nissan leaf is like ~70 miles, so I can’t really drive it out of town or on long trips, but it’s been fully functional and fine not having a supercharger. The mental obstacles and hurdles people have to range anxiety are far greater than what they are in actuality.
Problem solved with hybrid cars.
@@lesmotley6839 pretty much. The only reason I bought a fully electric in 2017 was b/c Carvana was selling a 20k-mile Nissan Leaf (practically new) for $5,500. It was a much better financial decision than making payments on a $20k+ car. It’s nice to be able to plug it up at home and charge it like my iPhone.
lol 70 miles ! Damn
Man who doesnt drive more than 70 miles and never leaves his town tells others they have nothing to worry about. Liberals in a nutshell.
My wife and I would have not trouble with a car like that for a second vehicle. Our second car has only done 5,000 miles in the last 2 years, with 99% of those trips being under 70 miles. And at $5.5k, what have you got to lose? The trouble is, it couldn't be our only car. We live in a rural location and it isn't uncommon for us to do 160 mile round trip to visit the family.
Theres literally a new super charger hub being built near my house. It's been unfinished for like 2 months. I assume this is a contributing reason why..
It's unlikely.MORE likely it's a utility issue and it will be finished.
Tesla built a 16 bay station in one of our restaurants parking lots it sat there waiting power from PG&E for six months. There was only one Tesla person involved in our project that I met. 100% farmed out once plans submitted charging stations were sent to contractor/builder doing the construction. 500 people seems like entirely too many people.
So... question. It's been about two weeks since this video and longer I assume about this news. In this day and age of high copper theft, how many of these charging stations are still operational?
You'll be able to option the Wallbox Supernova 180 with NACS connectors in North America later this year. We already have over 2000 Supernovas deployed worldwide with a 98% up rate!
It really is a shame that the media isn’t getting it right that not all of the team was let go. Actuate reporting is highly important.
Yea and Tesla will spend another 500 million this year to expand the network.
The job was literally pushed into their other sector which handles solar panels for housing and such. Don't try to spin this off with the technicality that not every single person was fired. All current projects have come to a halt. The other department has to play catch up before you see the growth and expansion again.
I work at a CDJR dealership, we have a $65,000 level 3 charger that PPl can’t supply enough power for us to install it. We’ve had it for almost a year and they can’t even do the feasibility study until the end of 2025…this is why a Supercharger team is no longer necessary. Power companies are not going to spend tens of millions of dollars for the relatively small number of EVs that will need to be charged in the wild for the foreseeable future.
Marques, how are clubs from TXG doing for you these days? I really enjoyed watching your fitting with Ian. Cheers!!
Maybe they cut it, but I don't know how the other hosts seem to think the maintenance will be fine. They fired all the maintenance workers and logistics as well.
Tesla opening the charging standard NACS allows to have much more competition, and the government funding charging infrastructure motivates other companies to install NACS chargers.
BP, Exxon, 76, etc. already own the gas stations on the highways with the land, power, permits, bathrooms, markets and coffee, just add chargers. Plus supermarkets, malls, 7-11 can also add NACS chargers.
Elon saw that this will be harder to deal with and Tesla already have more than enough changers, maybe even the government told them to stop to allow others to get into the market.
Tesla could become a charger provider service, sell the chargers, and help them install their chargers and make them all compatible.
like BP is maybe buying superchargers because they don´t view Tesla as competition in the Charging network business... so tesla becomes a charger OEM... sell the units and maintenance (high margin.) and leave the site engineering to people who already deal with that... and is low margin anyways. That could indeed be a better business choice.
site maintenance is remaining
Q: What’s Going on With Tesla Superchargers?
*A: Basic laws of economics. And physics, lots of physics.*
Most news coverage think that the current network will now suck because they fires the supercharger team. I do not think this will be the case at all. The team was fired since the network has achieved very good coverage and very good reliability. Additionally, faster and better chargers is not the key to future EVs, it's battery tech! Superchargers are plenty powerful enough its the battery charge speed that lags at this moment and will for the next 5-10 years.
We have a Tesla Supercharger here in my hometown, and I never see anyone using it. And I drive by this thing a couple of times a week...
Well you figured it out. I guess no one likes evs.
@@AbolishCommunism There are actually several Tesla's running around this corner of the Southern Oregon Coast...
I would presume that the majority of charging is done at home, over night.
@@reasonablegentleman Its the best way.
Now there are 500 employees that other companies can scoop up to make their charger network better.
Or 500 employees that can start their own company.
The problem for those companies?
Tesla can build and install 4, sometimes 5 chargers for the cost of one of theirs.
They charge 50% the price of other companies for the energy.
.
Try and make those figures work?
@@rogerstarkey5390 From what I understand, Tesla superchargers can be purchased from Tesla.
A logistics company could buy Tesla chargers, install them, and rake in the money.
@@Bryanbkk Exactly! The timing is perfect because the feds just eliminated all non compete agreements.
“Noncompete clauses keep wages low, suppress new ideas, and rob the American economy of dynamism, including from the more than 8,500 new startups that would be created a year once noncompetes are banned,” said FTC Chair Lina M. Khan. “The FTC’s final rule to ban noncompetes will ensure Americans have the freedom to pursue a new job, start a new business, or bring a new idea to market.”
Absolutely. They can also tell Elon's secrets.
Everyone focuses on the plug type, but that’s not the issue. My Rivian connects instantly and charges quickly on the Adventure network. Having EVGo or EA switch their plugs isn’t going to fix compatibility issues with different charger brands and vehicle makes and models.
What we need are standardized hot swappable batteries with automated swapping possibilities being added in gas stations. Since we f‘d up the start it will be another 10-20 years I guess.
Apparently Musk wanted large cuts to be made in every department, but the head of the super charger network refused to lay off enough people to make Musk happy, so as vengeance he decided to fire everyone.
This seems unlikely. He could havbe gotten what he wanted just by replacing the head of the department with someone more compliant.
Completely unhinged thing to do.
Based on what.....from who was this sourced.
having read the bio, I believe it.
He’s finally gathering for winter and winter’s coming ..
Not considered is how this effects other countries. Tesla is finally getting a foothold in Australia. Now the sc network growth has been shut down it will inevitably stall Ev growth. It is from an Australians perspective a pretty dumb move.
Yep. Elon really shat the bed with this decision...
@@CheapCheerful again
Because Ford should also provide the gas, tankers, gas stations etc...
Glad there's a video podcast of this, because if it were audio only I wouldn't know who's talking, everyone sounds the same.
This definitely wouldn't have happened if they didn't scrap his bonuses
I definitely find it not difficult to not understand double negatives!
We don’t need as much superchargers as gas stations because most ev owners charge at home and I don’t know anyone with a gas station at home.
More stand alone Tesla charger with canopy with solar panels and battery storage not connected to the grid. Less permitting and quicker time to install such set up. Have all units pre made and ready to drop off and use. Use a standard plan that the city would approve without a permit. In Calif people are allowed to build a storage shed 10 ft x 10 ft without a permit. Make the set up simple so little permitting is required
Have you got any idea how many solar panels and how much battery capacity is required to run just one 250kwh charger 24 hours per day, 365 days per year?
Well, it's location dependent, obviously, but in San Francisco you're looking at approximately 4,000-5,000 typical 250 watt panels to do that job and 6 Mwh. of battery storage.
How big is the canopy that you had in mind? And what's your budget? Supplying 250kwh. 24 hours per day, reliably, using solar and batteries is beyond the realms of possibility, in a financial context. There's a reason that we're using big diesel gen sets in remote locations to charge EV's with, and those gen sets aren't cheap to purchase, maintain or fuel.
With the opening of Tesla Superchargers to "randos," then "uptime" is likely to take a huge crap soon. People are going to be breaking those things left and right.
Tesla shouldn’t be the supporting backbone of EV conversion in the US. All those other EV charging companies need to do better. This will have to be the push.
they shouldn't take govt money then
Ironically. Teslas infrastructure has been one of its greatest selling points. RUclips videos have documented the fact other charging networks are unreliable with so many comments saying, you should have bought a tesla. Now what will the tesla owners say.
@@socalsp3
The government money was ,(is) "per charger"
.
They get nothing unless they install chargers.
.
(DUH?)
@@peek5548
Well, if they stay reliable, and the prices remain lower than others (by A LOT)
They probably won't be too bothered?
Tesla’s Supercharger Network is as critical to their success as the Apple Ecosystem is to Apple. It is a major factor in product purchases and gives people a feeling of confidence found in few other places. Firing the Supercharger Staff is a remarkably stupid move and proves it is time to dispense with Musk. He should be fired and on the same day the Supercharger Network people rehired. Very negligent for the Board of Directors to permit this. Maybe they should go as well. There will be shareholder lawsuits out of this.
He should be receive an email that his services are no longer needed.
Simple the board of directors is just for show and rubber stamp whatever musk wants. Musk has the controlling majority anyways so no one has the power to rein him
Also didnt tesla also just release a supercharger V4? So maybe in-place upgrades at most locations?
I would say that they dropped them because they knew the cyber truck was coming out and if towing you would have to disconnect to charge every 80-90 miles instead of having 1 or 2 drive through charger stations at every location.
We're focusing more on maintenance and uptime".....
With the team you now don't have????
they kept site maintenance, he is an idiot but not a complete idiot
DOJ probe on Tesla regarding autopilot.
Sales falling off a cliff (-18% China, -20% Europe).
Elon busy on Twitter.
A perfect storm.
It’s been more than a century that gas vehicles are here, do you rly expect that supercharges overcome gas stations in less than 20 years?
Right before this lay off happened I had an interview with Tesla for an engineering position in the supercharger team. The interviewer assured me their department was growing and there to stay without me asking. Red flag??....A day or two later this news broke.
Don't you think they're just going to license the technology and franchise it?
Bingo!
So many lost their jobs while Elon gives himself a 55 billion bonus, what a piece of work
Board gave him that not him
@@MrMvmshe is part of the board and the boss u feel push to do it and he pushed it too
@@MrMvmsthe board with his family and friends on it?
Might transition to a franchise model for the chargers
I wouldn't be surprised if they haven't figured out the next step yet.
I don't think that they'd find anyone silly enough to take on a franchise. Tesla's advantage was economies of scale in rolling out the network and being able to average profit/loss over a large network rather than just a hand full of locations as would likely be the case with a franchisee. Relatively speaking, Tesla can afford to keep chargers that aren't currently making profit. No franchisee is going to put themselves up to risk ending up with a dud vs. minimal return on charging. They're better off with their money in the bank, at the moment.
What's is uptime exactly?
you go a supercharger and plug it then it simply works = uptime
you go and it doesnt work = downtime
I believe TESLA is going to outsource the charging network to other companies and it has already started to do this with BP and a company in Europe. The best explanation I've heard is that supercharging has become a Cost centre and is no longer strategic.
I wonder if the "Pulling back from EVs" attitude by numerous companies who said "were all in" 10 months ago had anything to do with it?
.
If Tesla was ramping based on the promise of new customers, then suddenly a large nunber declarr they're not coming....
Elon Musk checks the data (on the way back from a meeting where there's no B.S) and figures out in 2 minutes that
There are enough superchargers for the existing Tesla fleet.
.
That V2 to V3 or V4 upgrades plus completion of sites under construction and filling gaps in the network will mean that is true for some time.
.
Then he notes that building at the previous rate would mean the network had too many chargers, making it unprofitable.....
.
Do you think the next questions might be
"Why didn't management figure this out?"
Then (if they did)
"Why didn't they tell me?"
.
Perspective?
EVs dont sell. To the point of dealers refusing them on their lots. People gotta wake up to reality now. It was a fun dream. It failed miserably.
The bottom line is that Tesla's profits YOY were half in Q1 '24, something that the typical RUclips channels seemed to ignore and talked about Robo Taxi's and FSD instead.
And the projections for this year aren't looking good, at all. Fleet buyers across the globe will be considering Hertz's slimming down of their fleet, governments around the world have trimmed back incentive schemes, the early adopters have got their cars now and there is perhaps even a growing disillusionment amongst consumers toward Tesla due to both Musk's behaviour and perceived quality control issues. And the Cyber Truck rollout is glacial, and it would appear that a huge number of people have cancelled orders.
Given the initial layoffs and now this, I think that the only thing on the Musk's mind is to stem the bleeding in any way possible, NOW. How this pans out long term remains to be seen.
Tesla buyers love their ever growing super charger network. This decision may impact upon vehicle sales, and that's where 82% of their profit directly comes from. Interesting times indeed.
I wonder if this has to do with low remaining power capacity from local power utilities… between EVs and Data Centers, metro areas are quickly running out of juice.
What we need to realize is that in certain states there is plans of wireless charging on the highways. This could be one of the reasons
Another Elon drunk/stoned/tweaked/alternate-universe moment.
not sure Rivian will be hiring any of those people when they’re losing $38,000 on each vehicle sold
My understanding is that mainly the Marketing, R&D was laid off, which means, Tesla is not going to spend a lot of money in designing new Supercharger. I don't think it will effect the way existing superchargers are maintained or even new location are build. But there seems to be bno need for marketing superchargers anymore.
See all the megachargers installed for the Tesla Semi? Me Neither.
It's crazy how normal it's considered to have giant lithium ion batteries zooming around the roads and to have that being ubiquitous as a goal.
Would you stop saying "Elon" as if he were a family member or close buddy? At best he is a guy who is the CEO of a company. At worst he is something else.
what a dumb thing to whine about. his name is unique, no one is confused about who they're referring to when they call him elon, so it's technically correct to do that. it's not like when you're referring to a famous person who has a common name. you would always say 'tim cook' instead of 'tim' because of the common name
@@zaphenath6756 Nobody is whining and there is no confusion about who he was talking about. The usual way is to call a CEO by their last name. For example the CEO of Alphabet, Sundar Pichai is referred to as Pichai even though both parts of his name are uncommon in the US. Using a first name implied a closeness or buddy-ness which had no place in that podcast.
@@woofinuI also call him elon but don't know or care for the guy. If you're so offended by his first name, that's on you. not stanning for him, but I think it's just a thing people do since so many people know him as elon.
@@Brixster OK Brixster.
The writing is on the wall
1:34 Considering the value of Superchargers to the Tesla brand, it doesn’t make sense to slow supercharger expansion. Maybe instead of budgeting $10 Billion of AI this year, they budget $9B and spend the other $1B on expanding the superchargers and advertising.
They already said they are no longer compute constrained, they are data constrained. Selling more cars (ads/improving the brand) will help them collect more data.
Pretty sure the plan for Tesla is to share the cost of opening new locations and the maintenance of the current ones with the rest of the manufacturers. My only apprehension is if Tesla will completely open to the rest of manufacturers or theyll try to charge a fee, like Apple with their old lightning port.
Genuinely baffled how US does not have one standard EV charging port and that a company like Tesla is even allowed to own a proprietary port that is becoming widely accepted, but not ratified as standard.
Edit: If I were to guess the plan would be to get third parties to take over the slack of creating new charging stations, then Tesla will charge a whopping licensing fee per charger installed that uses their proprietary port.
Greed.
It's not proprietary anymore. Tesla made NACS an open standard in November of 22.
Not much thought for those who lost their jobs on the podcast or here in the comments 😢
Thinking the same thing 😔
They bring them up a handful times: 2:07 3:02 4:07 6:00 6:37 If only you were less concerned with virtue signaling and first listened to the clip.
@@lirfrank I didn't say they hadn't 'brought it up', rather that there wasn't much thought for these employees. The tone of the podcast was more concerned about the impact to Supercharger network and it's ongoing availability and utility.
@@pjmorgan It makes sense they'd look at it from different angles. This sucks for the fired employees, the people they were in talks with and the users. Pointing this out makes your original comment make even less sense.
mane it sucks it happened but what you want these people to do? 😭
What a true leader. Must be fun working for a company like that.
I felt like they kicked me in the nuts. SU coverage in my country is ridiculous. I was excited that votes brought up some good locations. Literally couldn't wait for them to show up. And now this...
I’d say, if they are sharing the infrastructure with other cars, Tesla would be wishing to share the price of maintaining it and reaching deals with other car brands. Moreover, expanding it, since their stations are for now common, as before, they might want to negotiate a collective development. Just saying. Before they only had one choice, now the market requires it and they don’t need to take care of it or even grow it by themselves. They can invest these savings into developing new cars or more useful infrastructure to consolidate them. But I have no idea, it’s just a thought.
Maybe they tried to do a secondary stock offering and got denied by Wallstreet.
"Pretty bold move" seriously? What a massive understatement Marques. You refuse to be critical of evil tech billionaires for whatever reason.
Elon is focusing on Robotaxis. For them to really work well, Tesla needs chargers that autoconnect, either wirelessly or using the "snake" concept where the supercharger can plug itself into your car.