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Supercharger team sacked?
- Thread starter Cardo
- Start date
To make a success of EVs Tesla realised that a comprehensive rapid charging infrastructure was going to be essential. In the very early days they offered to team up with other manufacturers to share costs and speed the transition. Nobody took them up on it. They had no choice but to do it themselves, establishing nationwide networks of Superchargers in many countries across the world at huge cost. They single-handedly established the most successful and reliable charging system for EVs. As their exclusive network matured and expanded the niggling from competitors began!
It was reasonable to expect that as other comparable charging networks grew to match Tesla's that there would come a time when sharing of chargers across all brands would become the aim. Unfortunately the "all brands" charging networks were far from parity with the Tesla Supercharger network when the political pressure moved to the point of legislating for Tesla to open their Superchargers to all. We are now in a situation where Tesla is running a charger network that is not just for their own vehicles. No other car manufacturer runs chargers for other brands to use ... or runs fuel stations for ICE vehicles AFAIK. Why would they?
The big problem "we" have is that we all know that there remains a qualitative as well as a quantitative difference between Tesla Superchargers and "others". We are concerned that we lose a USP for Teslas ... but something was going to change at some point ... it just feels too soon for most of us. I would have fully expected that within the next couple of years for Tesla to spin off the charging business to become a separate entity from Tesla Motors manufacturing for example. I just hope that the timing of the changes that are happening now are properly thought through and are not, as many people suggest, the result of the CEO throwing his dolly out of the pram.
It was reasonable to expect that as other comparable charging networks grew to match Tesla's that there would come a time when sharing of chargers across all brands would become the aim. Unfortunately the "all brands" charging networks were far from parity with the Tesla Supercharger network when the political pressure moved to the point of legislating for Tesla to open their Superchargers to all. We are now in a situation where Tesla is running a charger network that is not just for their own vehicles. No other car manufacturer runs chargers for other brands to use ... or runs fuel stations for ICE vehicles AFAIK. Why would they?
The big problem "we" have is that we all know that there remains a qualitative as well as a quantitative difference between Tesla Superchargers and "others". We are concerned that we lose a USP for Teslas ... but something was going to change at some point ... it just feels too soon for most of us. I would have fully expected that within the next couple of years for Tesla to spin off the charging business to become a separate entity from Tesla Motors manufacturing for example. I just hope that the timing of the changes that are happening now are properly thought through and are not, as many people suggest, the result of the CEO throwing his dolly out of the pram.
Don't have any but maybe I should short themAnyone else considering offloading their Tesla shares after this change in strategy (as well as the decision not to build the Model 2)?
Shares haven’t dropped like I would have expected but feel it’s only time - and maybe not much time.
If his deal goes through there will be a lot of dilution, the extent of which would depend on how much of his options he exercises. He's shown he'll do this to shore up Twitter, which is losing advertisers rather than gaining them, so it's not unreasonable to imagine him continuing to use it in this fashion.Anyone else considering offloading their Tesla shares after this change in strategy (as well as the decision not to build the Model 2)?
Shares haven’t dropped like I would have expected but feel it’s only time - and maybe not much time.
mspohr
Well-Known Member
Definitely a change in strategic direction.Anyone else considering offloading their Tesla shares after this change in strategy (as well as the decision not to build the Model 2)?
Shares haven’t dropped like I would have expected but feel it’s only time - and maybe not much time.
I'm think it's a good change (but clumsy execution).
We will see.
FastEddieB
Member
Considered? Yes. But then decided against for now.
I mentioned elsewhere I may put in at least a “mental” stop loss order at $122/share, my current basis. It’s one thing to admit one was wrong about a company and not make money, it’s another to hang on in desperation when one begins to lose money*.
*Though my investments overall have done quite well, I’ve watched a couple go to essentially zero while I hoped for the best. I mean, Pan Am will certainly find a way to survive, and Enron can’t turn out to be a complete shell game. Right? Right???
China alone will make sure EVs don’t go the way of diesels, not to mention other countries like Norway.All organisations have a finite amount of resource, organisational leadership dictates where that resource goes. Maintaining and delivering a world class rapid charging experience via Super Chargers was one of Tesla’s key strategies to enable/push EV sales.
No one will know the truth behind headlines but I cannot see any new SCs being built now, and when leases come up for renewal for exiting SCs, why would Tesla renew them?
Tesla is already pulling back Supercharger plans after firing team
Tesla is already pulling back Supercharger plans after Elon Musk came in like a wrecking ball and fired the whole...electrek.co
Musk has now essentially totally shifted focus and given up on public rapid charging. The SC network is now just dead man walking. Luckily its almost certain the combustion car ban in the UK will be rolled back again, and there is plenty of petrol left for everyone alive today.
EVs I suspect will go down in history much like the diesel blip.
Yeah I mean isn't the reason diesels went away is because they are more polluting not less polluting?
Despite being sold as less polluting early on..
Governments taxed diesel so it was more expensive than petrol, introduced things like mandatory DPFs and generally made them not worth it.
Governments taxed diesel so it was more expensive than petrol, introduced things like mandatory DPFs and generally made them not worth it.
In the UK diesel isn’t taxed harder than petrol. Diesel isn’t a good option because real world co2 emissions are not significantly lower than petrol, and the technology to clean up the exhaust *properly* is expensive and makes for less reliability. Add to that that we import more of our diesel than petrol => more sensitive to price shocks.
Regarding emissions control tech. In real world conditions TfL’s testing found a VW Polo with a 1.4L engine produced roughly as much NOx per km as a 44 tonne truck. Around 25x the claimed emissions. And about 1000x more than a Prius in the same test.
Really.. Like the bit where he says there's no need for R&D because superchargers are as good as they'll ever be? What kind of engineer says that.
Munro giving us his take on recent events 'without emotions' then proceeds to get highly emotional, with a fanatical rant.
I like Munro Live.. I've been watching since the teardown of the Model Y back in the first lockdown days, but recently he seems borderline unhinged especially without Corey to rein him in.
Just one point to remember, if musk hadn’t got rid of the team. It still wouldn’t have done anything for the problem we have in the uk when it comes to the superchargers. The dno’s that are holding up a lot of sites going live, there is 2 that I pass regularly and they have been ready for months.
Another thing to mention is the factory in china that is producing the superchargers, hasn’t been got rid of.
I am just adding my opinion, just like everyone else here.
His video gets worse the longer it goes on, towards the end he's full on Tesla fanboy and Musk groupie.
At no point when you want to sell more EV's and we are still early in this transition is it a good idea to stop installing more chargers. They need to ramp up the installations, not slow down.
Really does feel like Elon's seem the writing is on the wall vs the Chinese companies and he's pivoting Tesla away from that harm. Pulling back on extra planned factories, pulling back from newer more ambitious EV designs and just riding what they can for now until the transition away from being a consumer EV car company is complete. Maybe over reading it but to me does feel like he's backtracking on the massive EV push he originally planned. He cannot think it's a short term issue either for 1 or 2 quarters.
Still hard to reconcile sensible views.
First, I'm guessing that apart from the handful V4 superchargers that have been installed, we will never see them widely deployed.
Also, while the sizing of these SC was sufficient a couple years back, with widespread adoption and sales numbers, and the decision to open them to 3rd party, no SC team to increase the number of stalls/upgrade at existing locations means overcrowding is inevitable, and already a reality at some locations.
I am still finding myself frequently using V2 chargers. At the time we were promised they would evolve into V3 to go from 120kW to 250, and avoid sharing power between adjacent stalls. Guess this will never happen now. As said above, the SC network will now slowly die out.
First, I'm guessing that apart from the handful V4 superchargers that have been installed, we will never see them widely deployed.
Also, while the sizing of these SC was sufficient a couple years back, with widespread adoption and sales numbers, and the decision to open them to 3rd party, no SC team to increase the number of stalls/upgrade at existing locations means overcrowding is inevitable, and already a reality at some locations.
I am still finding myself frequently using V2 chargers. At the time we were promised they would evolve into V3 to go from 120kW to 250, and avoid sharing power between adjacent stalls. Guess this will never happen now. As said above, the SC network will now slowly die out.
Then we can enjoy the rapid charging on other public chargers. Oh no wait, most of those fast chargers are 800V so much slower for 400V Tesla's. It's clear the market is going 800V, Tesla needs to make the switch as well but outside of the Cybertruck, will they? Maybe they'll add this to the Juniper Model Y but I feel like considering they seem to be putting less effort into EV's now, they are more likely to just phone in the Juniper refresh now.
He specifically said they would increase the number of chargers at existing sites. And you don't need a dedicated team to do that.
True. The sales staff can probably pop out when they are getting a break from test drives due to the slow sales and go pop in a Supercharger stall or two...
Just messing with you but who do you think can do this? Wiring in high voltage electrics is kind of a specialised, dedicated kind of job.
The dno like I said before, the superchargers come ready to plonk on the base. Tesla doesn’t get involved in the installation or wiring up.True. The sales staff can probably pop out when they are getting a break from test drives due to the slow sales and go pop in a Supercharger stall or two...
Just messing with you but who do you think can do this? Wiring in high voltage electrics is kind of a specialised, dedicated kind of job.
But who will proactively analyse the data to see which sites need expansion?
Who will plan for the site extension? Negotiate the lease amendement?
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