😱Elon Musk is RIGHT: Tesla Supercharger Team Cuts😱
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- เผยแพร่เมื่อ 31 พ.ค. 2024
- In this video I discuss why Elon Must may be right about the Supercharger cuts he made, and why some auto manufactures may pull out of the Tesla supercharger deals. Was Elon Musk right when he fired the entire Supercharging team? Please comment to let everyone know your thoughts.
#teslasupercharger #elonmusk #tesla #evcharginginfrastructure #teslanews #rivian #ccs #nacs - ยานยนต์และพาหนะ
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firing and rehiring weeks later isnt a stable look for a company
It happens all the time, and it a method of trimming the fat.
He was always going to rehire a few of them back.
Elon just wanted to see who was really going to put in the effort to outwork others and actually want to be there.
This is how Elon runs his businesses. Anyone judging should start their own and apply their own methods.
@@thedukeofmanville the problem is not the firing. it's the firing then re-hiring the same people within a few days? There is nothing stable about that.
If the leaders of the team didn't make the needed changes, they had to go.
And you can't put in new leader with an obstinate team. That won't work well!
I’ve read about the alledged “Toxic Culture” of working in the Tesla factory… what a shame!😤
They opened up their supercharger network to other companies to use. Doesnt make sense to scale back on their network . If anything they should be increasing it.
NACS will be the standard BEV charging interface. BP, and others are getting their superchargers from Tesla. "BP Pulse, BP's electric vehicle (EV) charging arm, plans to start installing Tesla Superchargers at its locations in 2024. The chargers will be integrated into stations under BP brands, such as Amoco, ampm, BP, Hertz, TravelCenters of America, Thorntons, and third-party locations like Hertz rental car sites. The first locations to receive the chargers will be BP and Amoco gas stations"
I think this is part of the reason Tesla felt they could stop aggressively deploying superchargers. They led the charge, now rather than competing with BP, they have shown the way and BP is ready to embrace. It is good business all the way around. And lets the oil companies transition to an all electric market. Also, as you pointed out there will be a lot of destination chargers coming to all sorts of locations--retail stores, hotels, airports, etc. But for road trips drivers will need faster charging than destination chargers. So a multi-vendor supercharging environment is needed (BP, Circle-K, etc) And I believe NACS has been proven to be just a better design than CCS., It reminds me of the cassette vs 8-track or VHS vs Beta standards wars. The consumer and market drove that decision, I suspect that will be the case here. CCS will be around for a bit, but eventually everything will transition to NACS until something better comes along, as tape recroding gave way to digital discs and that gave way to digital streaming.
That's my current take on chargers.
And as for Tesla sales, there seems to be a concerted effort to poopoo EV tech, especially when it comes to Tesla. But Elon is brilliant. Anyone of us would be thrilled to have created PayPal, SpaceX, Starlink, Supercharging network, electric utility battery storage systems, residential powerwalls, Tesla Solar roof shingles, FSD, or just a plain old electric car--let alone Tesla models 3, Y, S, X, and the cybertruck. And robotics is on the horizon.
But his perspective on what is possible is what drives him and he does not tolerate mediocrity at all. It makes him a bit of a wild card from a personal perspective, some of his statements tend to do more harm to him and his accomplishments than one would prefer. But when it comes to smarts, sometimes people with those gifts lack in other areas. So anyone who puts down Elon or Tesla in regards to their technology or goals simply have no clue as to what an amazing American industry gem Tesla is in the world market place. I used to say all the time, decades ago, he that controls the battery controls the world! And at that time it was just laptops, cell phones and PDAs. Now with tablets, smartwatches, EVs, home energy storage systems, utility energy storage systems, the stakes are even higher. Anyone who puts down America's drive to be a leader in battery technologies, both in design and manufacturing, is chopping America off at the knees with respect to remaining competitive and maintaining its world leadership role. We only need to stumble and it will all be over, China will have the upper hand and America will go the way of Great Britain.
BP running charging stations is like drug dealers running rehab facilities. The charging game is dangerous because most people will charge at home or work or while shopping. Tesla should get out now before it's too late.
Why would GM slow roll all these EVs, especially the big trucks with huge batteries which will lose GM Millons...go look at how Mary Barra is paid...she has a huge incentive to say make 1 of each EV, but not lose money. So she has her team, make a couple Silverado EVs, and a few Hummers, but crank out the ICE trucks to make her profit and cash in.
That was a good summary of what's going on with GM, Ford, Tesla and the US government. I hope Rivian starts getting some significant carbon credits. Yes, electric charging must be a loss industry and therefore need subsidies. For now, I will drive my Ioniq 6 locally and drive my Chevy Impala for road trips.
I'm pretty sure there will be more Tesla's on the road before too long.
There will be more Teslas on the road, but with a much smaller market share as more manufacturers produce EVs.
@@thedukeofmanville Yup, that's the way market share works. Your sales can be up as high as 50%, but you could still lose market share if you're the old guy that has had 90% market share at the start.
I think there are a lot of freeloaders who think they are going to use the charging network, and build nothing themselves.
And the government doesn't seems to support those who really build something.
But more importantly, the supercharger network is close to good enough, and it's a low marging business.
In a year or so the RoboTaxi will need their chagers, and they will be located differently from what they had planned for the cars.
And lastly, the leaders of that team didn't moved with the needed changes, and they were too many.
Rebuilding from scratch might be brutal, but it will work.
Al those complaining, have they built a charging network somewhere I've haven't noticed?
I'm totally with you sir.....no rush to judgment. Until we know more about the profitability of the SuperCharger network there are too many other unknowns. We do know that Tesla is the most efficient and reliable system beating costs of competitors. We also know Elon is still the person signing the paychecks and you dont tell the boss NO. Have a nice day, now be on your way. Enough said. 😊
Agreed. It was her division, but it's his company, and I believe he is looking out for the company's best interests.
GM and Ford do not produce cars because they are too inefficient to produce them profitably.
Everyone things GM and Ford can't make a profit on EVs because of tech. Mostly it come down to their inefficacy,
That and dealers want to sell cars that require service.
You'll recall your video showing all the Cybertrucks sitting at the Chesterfield Mall. You were shaking your head as you stated it was silly. According to S&P Global Mobility there were 548 registrations for the R1T in March compared to 1158 CTs and 2803 Lightnings. Doesn't seem to be an Osbourne affect for the Lightning and that silly vehicle that starts at $102K seems to be doing OK, especially considering it's the expensive Foundation Series.
The Rivian R1S sells are much higher than the R1T. Plus the R1T has been out for a few years. The Cybertruck is brand new and has 2 million reservations according to Tesla, so the sales should be 10X Rivian's lowest selling vehicle, and more than Ford. What will the numbers be in 2 years after the hype is over? 548? Rivian R1T is a poor benchmark and that article reinforces what the data is reflecting.
I enjoyed you independent thinking. Subed.
Your vision of the future pivots on Legacy pushing back emission and efficiency standards for longer than I hope is possible.
Nobody is making money on charging stations in locations with little EV traffic. Which is most of the US.
This is why it makes sense for all cars to use all chargers. Why Tesla said it was expanding existing (profitable) locations
and not building new (unprofitable) locations.
I am wondering how many of the IRA charging locations will not be built. The money to build it does not help if they are unprofitable.
Flyover states will limp along with the chargers needed to drive through and in the big cities. Maybe that and destination charging is enough.
The federal government is covering up to 80% of the cost of installation, and the chargers don't need to be profitable as long as EV drivers are spending more money at their convenient stores or restaurants. In fact, gas stations make most of their profits off store purchases not the gas.
Thanks for sharing!
@@thedukeofmanville Seen a video that said operators were loosing 16% on electricity sales. Went on to figure out how many $5 coffees would have to be sold to cover the loss and it was impossible. You could give them the chargers and they would go broke.
The Energy Show
Elon Musk Is Right About The SuperCharger Business
Duke, I got a question for you. I'm in the market for a Rivian, I like the R1T but really can't afford a new one, also considering a Model Y with this .99% financing deal. Is a used 2022 Rivian R1T AWD 315 miles quad motor with 22K miles a deal vs. the Model Y?
This is a difficult question to answer because they are very different vehicles. However, .99% financing on they Model Y is a good deal especially if it qualifies for the $7500 tax credit. Also, have you considered leasing a new Rivian R1T? They are running some great deals, and they add in the $7500 tax incentive. And there is a buyout option as well.
I would consider all the options and choose the one that fits best with my use case and budget. But for Rivian, I would strongly consider leasing over purchasing used.
I hope this helps.
@@thedukeofmanville Thanks, this is very helpful. I’ve reached out for a trade-in value on my car and if all goes well, I think Rivian Rt1 is the way to go for now. I would really like the R2, only because I’m afraid the R1T might be too much truck for me. But man, I really like the looks.
@@cheesun124 The R1T is an awesome vehicle, and I love mine my previous vehicle was a Chevy Volt. IMO it the most versatile vehicle on the planet.
@@thedukeofmanville Chevy Volt! Talk about two very different vehicles 🤣Thanks again!
Interesting take. I don't know much about the data, however, I do think NACS will be the charging standard similarly to ethanol and diesal fuel necks on ICE vehicles.
Neither will be the standard. The standard will be wireless charging which will be perfect for robotaxi
You control your destiny.......
In Bay Area they cut off cables from Tesla charges to sell them. 😄
They did the same thing at supercharger in Houston, Texas, but there are no reports of this happening at EA or EVgo charging stations both of which have thicker cables. It is more likely this was done in response to the supercharger firings since this started shortly after and has been isolated to Tesla so far.
Agree and disagree.
Agree, Tesla made a financial savvy decision to slow-the-roll on SC development. The EV market is slowing and no other EV maker, other than Rivian, has their own network and Rivian's is microscopic relative to Tesla's. The cost to expand the SC network is substantial, yet Tesla has had to lower vehicle prices to stay competitive and stem market-share erosion. Something had to give. In spite of all the handwringing and sky-is-falling hysteria, the network still functions and is well maintained. Tesla management knows exactly what they're doing.
Disagree. Purchasing a 2024 Lightning or Silverado EV does not make your vehicle obsolete (Osbourne). The adapters are easy to use. It's a stretch to say the NACS deal was made to slow OEM EV sales. It's already slow. Regarding the NACS adoption, that you believe is fake, please name one manufacturer that has publicly stated they will stay with CCS port and forego their previous public announcement to go NACS. Certainly hasn't come from RJ at Rivian or Farley at Ford or Mary. The '25s will be out in a few months. If such a 180 was going to happen, it would be announced now.
As I stated many times they not make any announcement because delaying is to their strategic advantage. However, Rivian is in a different position. They are too weak to resist NACS. I have a whole video explaining Rivian's NACS decisions. Also Rivian's new network they just announced is CCS not NACS.
Of course, they will try to delay as long as possible. It is a typical innovation dilemma. They can buy some time but if they do not all in EV then they will be behind in the long run. But, they cannot all in EV since it will lose so much money and Wall Street does not like that. It is a balancing act. Rivian on the other hand, its expectations are so low, and do not expect to make any money, even a bit of profit will be huge news. Agreed, Tesla and Kia will dominate and Rivian gets a slice as well in the US. They will take share from GM and Ford. I think GM is very dangerous situation.
Tesla built it BY THEMSELVES! Time for everyone else to help carry the burden.
I agree. Plus they may want to focus on wireless charging for Robo Taxis.
Just to be accurate, the number of Teslas on the road is not declining. Tesla will sell close to the number of cars they did last year at 1,800,000 sales. And overwhelmingly these will be new Tesla owners as most Tesla owners are still on their first Tesla. So this year there will be at least 1,500,000 new Tesla owners. And not only that, Tesla used-car sales are up 40% in the Q1, YOY.
There are not “fewer Teslas on the roads”. There are more Teslas on the roads reach month and each year. Therefore it does not follow that we need fewer superchargers. False statement followed by false conclusion.
Last year Tesla owned 61.7% of the EV market, and a year later they are down to 51.3% which means there are fewer Teslas on the road as a proportion of all EVs. This trend will continue to accelerate as more car companies produce EVs.
@@thedukeofmanville This statement appears to be true. However, it is not what you said earlier. These are two different statements.
Your logic is wrong, the pie is getting bigger in its overall size, but that doesn’t mean that Tesla is selling less cars. It’s just the overall size has grown. They’re still selling more cars this year that the year before.
If the Chinese EV makers grow in terms of Sales what is in it for Tesla to provide the chargers? BYD need to step up take responsibility financing EV infrastructure too. Otherwise the Chinese come to a set table just munching
BYD sells no cars in the US at this time. Therefore, they are unlikely to try to build out a supercharger network for Tesla or anyone else.
I do not contest your knowledge. However, I do contest the reason the team was let go. Musk was told No and he flexed and fired everyone. Then he had to about face because his Ketamine wore off. Tesla would be nuts to cede their charging advantage.
Tesla ceded their charging advantage when they opened their network to the entire auto industry.
Well that was pretty vapid but a good laugh…the duke….do you know Harry? LMAO
I'm sure it will appear that way to some.
"I don't care for speculation. Let me speculate"
The quote is "I don't really care for speculation unless I can prove some stuff with some type of facts or something."
I provided facts and data and provided the sources which informed my conclusion. Also known as inductive reasoning.
Thanks for commenting.
Right before that you also said "you don't have all the information and neither do I" so you're saying both speculations are equivalent. You don't care for other people speculating.
@@kevinballinas All the information as to whether the Supercharger team termination was a bad Ideal or how it was done was a bad Ideal only. Please provide a timestamp were I speculated on any of that.
I did provide a case as to why they are slowing the deployment of new supercharges, and I backed it up with facts and data. And Tesla is slowing down adding new supercharges and it is likely for the reasons I provided.
@@thedukeofmanville I see what you mean. It's okay to speculate it was a good idea. It's not okay to speculate it was a bad idea. Got it. /S
I like only my own speulations!
Tesla is trying to get charging down to 6 minutes like putting gas in ice car 🚘
Most other automaker have already done that (Hyundai/Kia, GM, Lucid). Tesla Supercharger charge these 800 volt car much slower than EA or EVgo because they are 500 volts. Therefore, this is why Cybertruck owner's charge at EA or EVgo because they charge much faster than the superchargers. Tesla chargers do not provide enough power which is why they should not get any Federal funding.
1:19 This video is literally you speculating that they know what they are doing. You don't know that. You are just speculating. Also if you want to go on track record, Elon has a LONG record of doing nonsense and failing, you just choose to focus only on his successes. I look at both. Where is the roadster again? Why are the CT fallin apart again and cost much more than he said?
Thanks for sharing.
Disagree with the midnight tantrum of firing the entire department of an extremely important department. It goes against his stated mission. FYI they started hiring back part of if the team already 😂
In the video I made before this one I said they would hire some of them back with likely lower pay. They may have done it this way because the person over the supercharges did not want any cuts, so the cut the whole team and will only rehire the mission essential employees only. In other words, if you don't do it, I will do it for you, and including you...
Dude. Old arse news. He hired a lot back.
I said they would hire some back in my previous video.
Sales being down doesn't mean there's less Tesla's on the road 🤦🤦🤦🤦
Last year Tesla owned 61.7% of the EV market, and a year later they are down to 51.3% which means there are fewer Teslas on the road as a proportion of all EVs. This trend will continue to accelerate as more car companies produce EVs.
@@thedukeofmanville as proportion, sure, but that's not what you said.
Although I guess if the sales being down trend continues enough, eventually they'll sell less cars than are being taken out of the road and then there will actually be less telas on the road. And if Tesla focuses on selling FSD software instead of cars, which they have signaled they want to do, that might very well happen.
How it was handled was inhumane, petty and immature. FIVE HUNDRED FAMILIES had their world turned upside down because of Elon’s super inflated ego. And how you treat your people should the number one priority. Employees are humans.
Your logic is completely wrong. There are not less Teslas on the road. They sold more last year than the year before. Tesla has a lower market share because there are more electric vehicles for sale. If the pie gets larger due to more options on the market, Tesla could sell more cars than last year and STILL have a lower percentage of the market than in the past. Overall the market is growing and expanding. Tesla’s market share has to come down as competition increases. Further, we do not have adequate infrastructure nation-wide for EVs. I cannot drive from St Louis to Northeast Texas because there is ZERO public fast charging of any kind in my destination city (pop 125k). There isn’t really CCS access in Southeastern Missouri. It’s very very limited. Same with Northeast Arkansas.
Further, this move damages Tesla’s brand when it comes to landowners, utilities, etc as now there is a lack of trust. Trust and transparency are key in any business (or other) relationship.
Musk screwed up.
This was a bad move all around.
Sales are down 13% from last year. And Tesla expects lower sales this year.
@@thedukeofmanville so? More cars sold does not mean less cars on the road. I have no idea how you can’t grasp that. Sales may be down as a percentage, but more sales means cars are coming into the roads. For there to be LESS teslas on the road, they would have to STOP selling new ones and take old ones off the road. As long as they are selling new ones and not retiring mass numbers of existing vehicles, there will be more teslas on the road. Basic math.
@@loriallen67 There are fewer Teslas on the road as a PROPORTION of all electric vehicles. Tesla once had almost 100% EV market share. At the end of 2022 it was down to 61.7%, and down to 51.3% by the end of 2023. If the trend continues it will below 40% market share by the end of 2024.
As of now, Tesla owns 58.1% of of EV charging stations, so why should they continue to install new charging stations when this is higher than the PROPORTION of EVs Tesla has on the road (51.3%)? Tesla has done its job and now it's time for everyone else to pick up the slack.
@@thedukeofmanville you never said proportion. Words matter. You kept repeating there are fewer teslas on the road. That statement is incorrect. Period. If you want to change what you said and say there are fewer teslas as a percentage of electric cars, then yes because there are more non-teslas sold now than before. And if Tesla wants to grow, it has to keep adding chargers. There still isn’t adequate infrastructure. Period. If there was, people would buy and road trip EVs. They aren’t. It still isn’t possible in many areas.
@@loriallen67 I assume people know just as much as I know which is why I provided the data on market share (down 10%) and sells being down 13% year over year. Therefore, I was 100% speaking to proportion when taking the data into context. If I would have said there are fewer Teslas on the road in isolation the statement would have been incorrect.
Also, I'm curious to know why would you assume I would make such a simple error when I was quoting the Code of Federal Regulations, Federal Register, dates, and sells data and the like off the top of my head while driving?
So optimistic about charging stations. Do you not see the line ups and broke down charging stations? Do you actually think you will save money by charging- They will be profitable as soon as people have no choice and rates will triple and there will be no savings and no environmental benefit. Wake up sheople!
Since the majority of EV owners (80-90%) charge at home most will never use public charging. And if my electric rates go up so will yours, but unlike gas, I can reduce (or eliminate) my electric cost with solar and battery storage systems and fuel my cars with my own "gas station". Its not about saving the environment its about taking control of my energy production. Many sheople fall prey to the big oil pimps propaganda and will remain dependent on them for energy production. Wake up sheople!
That argument is so 2006. If u actually own a tesla, you would have known by now that the number of bon working chargers are very minimal.
If you have solar power, nobody can bring up the prices of your energy source.
Oil companies don't dictate the price of gas? LOL
When u buy a Tesla, u get 6 mths of unlimited chargine. Convert that to how much u would pay in gas.
Unless u have experienced waking up every morning that is similar to having a full tank of gas, u have no idea the convenience and savings
Since when does the oil company is not control the price of gas. They could control production therefore they control the price. Yes I realize that oil prices are global but that's still all done by oil companies. I think you've been smoking too much tar bro.
@@user-gu6ps6ed6l Oil supply is global oil rates and electricity is local. They want you to go local so they can control local prices. Wake up everyone!
@@breyrey7612 Wake up and look at what is happening. Rates will go up because power generation will needed to be increased.
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