I just want to address the "too little capacity" argument that is raised repeatedly in this thread and others like it. Building capacity isn't as easy as just doing it. Anyone who thinks it's entirely in Tesla's control is probably oversimplifying the difficulty in capacity expansion. I recognize I may be overcomplicating it as well, but here are just a few things I see impacting the infrastructure build:
- Human resources on the Supercharger team
- Contractor relationships
- Budget available (clearly impacted progress in Q3)
- Utility constraints (within the actual utility hierarchy)
- Grid constraints (supply at crucial sites, failure paths)
- Permitting issues
- Priority shuffling (since the Supercharging expense is at least somewhat billed to marketing in their accounting, it's important realize that there is more perceived value in Supercharger coverage on the nationwide map than there is on increased density a mile from an existing charger)
I'm sure I'm missing a vast number of complications, but Tesla loves being vertically integrated. This is one realm where they must rely on a lot of external forces, so assuming it's entirely in Tesla's control is relatively far from the truth.