Elon Musk Just FIRED Tesla's Charging Team. What NOW?
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- เผยแพร่เมื่อ 16 พ.ค. 2024
- Tesla's Supercharger Network has long been viewed as a pinnacle of EV fast charging by many in the automotive industry. In Europe, Superchargers are an important part of the wider EV charging landscape (thanks to the fact that all EVs in Europe use CCS Type 2 charging connectors).
In the U.S. and Canada, Tesla's Supercharger network has outperformed CCS Type 1 in terms of reliability that most automakers are now planning on moving away from CCS toward NACS (SAE J3400).
But exactly as that transition has begun, Tesla CEO Elon Musk has just fired the entirety of Tesla's Charging team, leaving rival automakers in the dark, customers questioning what's happening, and significant uncertainty over the future of Tesla's cooperation.
So what's going on? What do we know? And what's still up in the air?
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00:00 - Introduction
01:53 - A quick backgrounder
04:00 - Europe Vs North America and Charging Standards
06:50 - Elon Fires the Charging team
07:21 - What we know...
09:51 - Why this is such devastating news
11:51 - Everyone in the dark
12:30 - EVs are already being attacked..
14:00 - Maybes (we don't know)
15:31 - What appears to be true
16:41 - What can we do NOW?
21:04 - Closing Thoughts
21:54 - Thanks, and Goodbye!
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Links:
Our video playlist on NACS: • NACS
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Presenter, Script, Audio, Editor: Nikki Gordon-Bloomfield.
Camera, Colorist: M. Horton
Art and Animation: Erin Carlie
Producer: Nikki Gordon-Bloomfield
© Transport Evolved LLC, 2024
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As a Tesla share holder and Model Y owner I agree 100% - this is the dumbest thing Elon has done to date.
Get this straight , the national power grid is loaded to maximum . Your EV nation is a smoke dream.
@@mikewallace8087 Just expand the grid big deal
All of Elon's major moves were considered dumb.
Total bullshit... We recently shut down dozens of CCGT stations due to lack of demand@@mikewallace8087
@@danharold3087 not true. I fully supported his mass produced model 3 plan. Everyone in the industry was saying it's impossible then. But I don't agree with his robotaxi move and this one. I'm not Elon fanboi nor his hater. I have a brain.
Tesla board needs to nut up and fire Elon.
@89five3five Firing Elon would be a foolish move of epic proportions!! There is only one Elon Musk and so far he has been able to achieve what he has set out to achieve. What Elon is doing at Tesla is consistent with CEO that want their companies to perform on the cutting edge. You keep the company lean and mean. Fire the bottom 10%, and promote the top 10%, this is a tactic taught in many Business Schools. It should be noted that Elon Musk had fired teams at SpaceX when they couldn't perform the tasks requested. Then SpaceX created the Starlink network requested. Let's give the situation a little time, before making judgement(s).
Without his $56 Billion "bonus".
Yes and that should have happened at least a year ago. He is no longer an asset to the company.
Which is exactly what PayPal discovered it had to do.
@@kensmith5694 "no longer an asset", how so, name one CEO that has been able to crack the Chinese Market with their own technology? There is only one Elon Musk and he is the CEO of Tesla. Who else in the World has a better vision, that can run the company?? Making this change a year earlier would have slowed the adoption of the NACS connector, so he had to wait till everyone was onboard before making a sweeping change. Lets start playing some 3D Chess here.
So Elon decided to destroy the one part even non Tesla owner had to admit was the best.
Right out of the Tony Stark playbook?
It's called business strategy 😂. You can't pay 500 people's wages to keep others doing nothing happy.
@@waynelevett3632 Explain your word salad
@@waynelevett3632Brain dead Elon BOT are you?
@@linusa2996 you telling me you don't understand English or what?
Word salad, said like a child.
You please explain 😂.
Getting everyone to switch to your standard then cutting funding is the most Elon thing ever.
Not cutting funding. Just changing strategy. Coverage is good now, not many new locations needed. Growing the exiting ones is much easier and faster.
Also how it is an Elon thing? He's extremely persistent in realizing his visions.
Wow you appear to be duped by Elmo. They are cutting funding, reneging on current deals with electric companies developing infrastructure for expansion sites, abandoning cooperation with other brands to expand NACS. All due to the deranged mind of the Dear Leader.
@@andrasbiro3007 You must be a Trumper
@@guycoletta6466 what in the world does this have to do with Trump? 🙄
Yep. Case in point: hyperloop was floated to kill rail in California.
This is an inexplicably weird move, done brutally and in a way that makes other car companies question why they're getting in bed with Tesla on the NACS charging standard. If there's a good explanation for this boneheaded decision I can't WAIT to hear it.
Read the top level comments. I have explained it.
Because they don't have their own charging network, that's why
Not sure they will even build full electric vehicles
Moving to hybrids,
That will show the Chinese
Wake up America, your 10 years behind
Maybe that is part of the deal if you are going to use it you build it
@@danharold3087 No, you did not.
@@CrissaKentavr Tesla is a victim of its success. People are not buying Tesla cars because they want something different (Tesla too popular). A better charging networks is going to sell more cars for the competition. Let others build charging stations in less profitable areas with NACS connectors.
Note large charging co AUS. TRITIUM Co. collapsed
Tesla has been telling people it is a high tech not a car company. Margins are falling with governments and companies selling cars for a loss. Tesla is pivoting to AI with software margins. I expect FSD and Optimus will be followed by others.
The EV world is becoming a mess at a time when it should be building out rapidly.
I don't think the EV manufacturers want to expand so quickly as that would probably surpass the global supply chain for batteries hence having a bit of turmoil to slow things down is just fine with them...
The rapid transition to EV's is just politicians wanting to claim they are doing something to meet their emissions promises without actually doing much at all...
True, but only Tesla seems to be doing the hard work associated with building EVs. Everyone else is just dabbling in going green 💚
@@waynelevett3632 Well, EV's are the only cars that Tesla makes so that's not really a fair comparison. Aside from some Chinese companies, the other manufacturers are still gaming the system as to how to maximise their profit between ICE and EV and how much lobbying influence they have through political contributions. We have to remember that it's all about profit.
As to Musk firing his supercharger team. Remember back when Musk said everyone could use Tesla's charge adapter and then never provided any specs on it. He always wanted NACS to be proprietary and to brand his vehicles, his team was starting to actually provide companies with assistance in tying into the Supercharger system and all Musk wanted was to say they could've, not actually to let them do so. Musk just wanted to say that Tesla's system is better and more trouble free. Also Tesla system is more trouble free because it is one company for both Supercharger and vehicle and there are fewer models of vehicles to be compatible with. Letting other vehicles in the system will just be encountering the same problems that plaque the CCS-1 systems and without a lot of influence in improving the other vehicles...
Still a terrible thing to do to his employees and it's something his other employees should take to heart and start looking for employment elsewhere. Do your job too well and you'll be fired isn't a good message to give...
If EV's are really competitive then transitioning to EV's is fine. Staying with ICE vehicles is also fine as there are carbon neutral fuels such as biofuels and synthetic fuels such as Sandia Labs Sunlight to Petroleum project which actually began as an investigation into a hydrogen economy which resulted in that hydrogen would be the same as producing synthetic hydrocarbon fuels from water and CO₂ provided the CO₂ could be readily obtained as in from a smokestack, the concentration in the atmosphere requires energy to extract. We can actually meet all the goals of an EV transition just by changing from what we produce our fuels, it's just that it will always be less expensive to just distill gasoline and diesel from the crude oil that nature provides us with then to generate our own power to synthesize the fuels directly so synthetic fuels will never be able to compete with fossil fuels sourced fuels even if it's technically as effective as BEV's. EV's are just different enough to not directly compete with fossil fuels face to face... You're not going to walk up to a DC fast charger and select from wind, solar or the less expensive coal sourced electricity but with biofuels and synthetic fuels, you would have that selection...
I "heard" the compensation costs 10 000$ for each vehicle ever sold by TESLA...
@@pedrocoentro2009 The $10,000 per Tesla ever sold is because Elon Musk asked the board of directors for Tesla, for $50 billion dollars which is about twice of Tesla's income from the date it was funded and amounted to $10,000 US for every Tesla ever sold. Basically, the $10,000 per vehicle was the last fiasco not this current fiasco so keep up...
I find it somewhat humorous that so many people are trying to explain/defend this move by Elmo as strategic, "4D chess", or some other nonsense. It's quite clearly a vindictive knee jerk reaction to someone pushing back on his counterproductive edicts (fire more people), with no forethought or care for the consequences for the business. I long-ago decided that my 2018 Model 3 was the very last time I spend money on a Tesla product, and I know many, many people in the same boat... because of Elmo. If the major Tesla shareholders don't force him out soon, I suspect we will see a continued deterioration and possible implosion of the company.
Elon was in demon mode. 👿
I've been calling out Musk on his BS for some time now. And every time, get hammered by a bunch of Musk fans who think their guy can do no wrong. Maybe some day they will realize that he is far from perfect.
Not a Musk fan particularly, but it seems like a perfectly rational move to me. Lots of charging companies are going bust and laying off workers. Supplying public chargers for people who would rather charge at home.. is tough to make money on, even with all the subsidies. The more you build, the more running costs you add in maintenance/ property rent/taxes etc.
It was already tough before the EV slowdown, and when all the new locations were prime, at this point it would be crazy to keep building more in places they'll get even less use.
Musk's followers are cult-like
This seems like an ill-considered and mercurial decision. Superchargers are one of the principal differentiators for buying a Tesla vs another EV. Without this team, the Supercharger network is bound to suffer. I'm baffled and sad about this.
Exactly!!!
God complex
And why do you think that Elon will just let the network die? He'll just build a new team. Yes, it will take time and cause some damage, but it's not the end of the world.
@@andrasbiro3007he doesn't need to anymore, not if all others go nacs...
@@andrasbiro3007 What good is building a new team going to do when he just got rid of all of the institutional knowledge crucial for resolving compatibility problems?
The new team will need to be 700 people to do the work 500 people did previously.
Love the guillotine thumbnail! Props to the designer 👏
My one whimsical hope is that someone scoops up the newly freed Supercharger team and gives them the budget needed to build out a strong competitor NACS network. A long shot to be sure, but talk about a golden opportunity.
That's actually the updated plan! From someone who's done 4 care free SoCal-Austin/Starbase trips in FSDed M3P & MYLR: I saw one independent installations contractor post a video that he was sad for those let go, & how, but understood that he & his peers would continue to be paid & supplied, PLUS new contractors and site owners, such as Walmart & "transitioning" BP, etc., gas stations, were already being scheduled for taking over from the old team's expansion projects. Also, that the "pudding proof" of the new deployment process would sooner than later suffice as "explanation" much better than Tesla attempting to convince the already doubting public of the veracity of their new approach.
Maybe if I eat some more edibles I can better understand the new Tesla plan.
LSD more likely to work in this case.
Apparently Ketamine is the answer, though I’m not sure to what question!
The plan is to keep stock price up.
Who is going to buy a Tesla after this move? Will manufacturing or business partners or car buyers will work with Tesla or buy Teslas now? Probably not. Musk isn’t PT Barnum, He is Howard Hughes, living alone in a darkened penthouse, growing out his toenails, and reorganizing his collection of saved bottles of urine.
@@ShawwwHa Yes the plan is to keep stock up by moving the company in a profitable direction. AI. Tesla's goal "Accelerate the world's transition to sustainable transportation" has largely been achieved in that there are so many players it is a blood bath. Tesla is laying off people to pivot further to AI while there is enough of the company left to do so. Again the EV market is a blood bath.
What I find fascinating is that the same man that fires the whole team to save costs is fighting the record breaking CEO payback in court :)
That makes a lot of sense! The less Tesla pays for work, the more money is left for a certain shareholder and CEO.
Because you don't think people should be paid for completed contracts. The internet is a wonderful time machine. Go back and read what the very media outlets now criticizing this said about it in 2018.
Tesla is not firing these people to save costs so much as freeing up the money to use in it's pivot to AI. AI the future of Tesla. The robbery is the $6 billion going to the lawyers representing the guy with 6 or 9 shares of stock.
The same man just created thousands more jobs in China as well
He is a generous man, particularly toward himself
To be clear Elon is asking for more money in one year CEO compensation than Tesla has earned its entire existence. And around 10X more than the salaries of the people he is laying off. Anyone who thinks he should continue as CEO has wool over their eyes.
Paypal definitely had the right idea.
Fire that idiot’s ass, and consider the golden parachute a fair bargain?
I don't know of a more crooked financial company than PayPal. I think Elon made the right decision there, selling out and going elsewhere.
Tesla will be a better company when Musk is tossed. I predict Musk will leave Tesla to run for President or run as Trump's VP. What a team. May the gods preserve us!!
@@omelborpon3159 Musk can NEVER be President because he was born outside the USA.
Elon is becoming increasingly unhinged
Too much ketamine?
Perhaps, but maybe sabotaging Tesla serves his interest in promoting right wing politics.
Mask off.
*ucker Carlson must be whispering in his ear again.
you can track the stock price will his tweets over history
Elon has just created the hottest new startup if someone can hire the group enmass.
1) Government puts up billions in subsidy for building charging infrastructure.
2) Legacy automakers join together to form new charging company
3) The courts rule that no-compete clauses in contracts are unenforceable.
4) Elon Musk puts the entire charging team in his company out of a job...
...only logical next step is those employees get scooped up by that new company.
ABB
He should have sold the network to the Walton family which controls Walmart, or to some hedge fund billionaire.
I just picture that meme where someone is riding a bike, jams a stick into their front tire, then wrecks. Elon would be the one riding the bike in this one.
He is the one riding the bike AND the one jamming the stick into the tire.
@@patreekotime4578 yup, that's the meme
A megalomaniac in control of the primary charging network was a dubious proposition from the outset. Gas stations are significantly more complicated to maintain. I dont see this as a long term issue as ev sales continue to ramp up. There's too much revenue to be made.
Too much revenue to be made. Are you sure of this. We all assumed it but is it true. Maybe low revenue is why the other stations are not being maintained.
@@danharold3087 I think you'd have to look closely at a country like Norway which has much higher EV market penetration. I think business models in the US will adapt and charging station technology will be better made, ie more reliable.
@@JimRuel According to the Global EV Outlook 2023, about three-quarters of fast chargers in Norway in 2022 were Tesla Superchargers.
@@danharold3087 I meant in terms of revenue vs costs.
As a stockholder, I thought I was going to be able to vote that guy out. It infuriates me that he is asking for $56 BILLION while firing employees "to save money"
He does not ask for 56 Billion.
he will get shares and those shares are worth less than 56 billion at the moment.
Bit of a difference, don't you think?
Yep, i aint voting my shares for the $56 billion fiasco!
@@BendeVette no, that's a shell game
@@dexdrako
It's standard practice, so why is it different in Musk's case? In a package you agree to a certain amount of shares/options. If they are worth shit you get nothing. If they are worth a lot, you get a lot.
What's infuriating is the ignorance of people who think they know better.
1. He already got that money for his past performance. We are voting again because a communist judge thinks she's in the Soviet Union.
2. Again, it's about the past 5 years, nothing to do with anything current.
3. It's not cash, but stock options, no effect on the cash flow. And Elon already got them.
4. Layoffs are not to save money, but to get rid of redundancy and excess.
5. Employees get paid well, and get generous stock options too. Why should the CEO work for free?
Maybe the other EV makers should employ the 500 strong tesla charging team. They can pay the wages ???
They can pay the wages but are they legally allowed to hire them?
You can almost guarantee that they will have a non-compete clause
@@linusa2996Non-competes are now mostly invalid.
@@kijackson92 FTC ruling does not go into effect until August. At last check, it's illegal only in Minnesota, California, North Dakota, Nebraska and Oklahoma. There is no Supreme Court Ruling as far as I can find
Nope. They’re losing money on every ev they sell. Highly doubt they’re gonna throw good money after bad.
@@JensSchraeder yes because they were too busy making ice cars thinking EV will never work 😂. Now they are all playing catch-up 😂.
Imagine me trying to compete with GM or Ford. I have no chance now. That's what it's like.
Elon is bored with ruining Twitter, so now comes the X-ification of Tesla.
You mean Elon is done with fixing Twitter, and now does a house cleaning at Tesla too.
@@andrasbiro3007 that gives a complete different meaning to fixing
I think Elon is bored with Tesla.
@@andrasbiro3007 You sound insane, just so you know. Any decent, half ethical person sees twitter for what it now is, a cesspool of moronic right-wing nutjob hate.
@@softwarephil1709
The exact opposite. He was bored, that's why he went to play with Twitter for a while. But recently he heard the "ding" from the oven he was waiting for, FSD is ready. So he's back, and with full attention.
Elon is such a mercurial and polarizing figure. And the relatively small number of chargers, slow charging speed, and unreliability and poor tech of other charging providers have been a drag on EV adoption. After this move, car buyers and manufacturing and business partners will no longer trust Musk. This will hurt Tesla, perhaps tank sales by a quarter or more. I for one will no longer consider purchasing Tesla or other Musk products. And, we will be able to chart a significant dip in worldwide EV adoption to Musk’s dropping of EV superchargering. Tesla has to fire Musk if it is to survive.
Look up the definition of Mercurial . A sprightly person , also one given to trickery ; a cheat or thief .
You could always use ford's chargers, oh wait they don't have any
@@mikewallace8087 That's a nearly obsolete usage. Today's standard usage is "changeable; volatile; fickle; flighty; erratic".
@@concinnus ever have your nose dragged along a wrestling mat ? It feels the same no matter how new and pretty you want to describe it.
@@mikewallace8087 I don't see how you think the definition I cited is more positive. Perhaps you are also unfamiliar with the definitions of all those synonyms.
I love your reporting. Yes, I am a 'Tesla Fanboy' but don't understand some of what is happening in Tesla now. Trashing all of the charging team doesn't make sense to me. I hope Tesla puts a new team together quickly that takes on some of the responsibilities. I understand Elon thought that that team was 'super bloated' and the C-level manager was pushing back and not doing enough fast enough to cut the 'fat' (there is always fat, but tesla overall runs lean, so perspective is king here, and I have no more than you do).
I was a layoff survivor and another time a layoff victim. Neither are easy positions to be in, so my hat is off to the entire tesla team, current and former during this difficult time. It made it easier if there was some compassion around it from the bosses, but that just softened the blow, but not enough to remove the sting. At least Tesla is a good 'place to have worked' on a resume.
Except for Elon everyone needs to remember this is a job, not a life mission. Elon will think what he wants in any case.
Again thanks for your reporting and perspective. Yes, I am also a patreon supporter.
I have a ‘19 Bolt, and have been calling The Chevy EV concierge regularly to find out when the adapters would be available. When I called around New Year’s Day, I was told that they would be available sometime in March. This made me happy but a little nervous. We were planning a long road trip to see the Elipse. Obviously, I didn’t get it in time for that trip. I called again after we got back, and was told that they would be available “sometime this spring.” I called on the first of May and was told that they would probably come “by the end of the year.” How disappointing!
"You did it, Mary!"
GM pulling an "in two weeks"
This feels like Musk is cutting off his nose to spite his face. Due increasing competition and softening EV sales, Tesla is facing head winds in its automotive sales. The Supercharger network promises to be a money spinner, but not if it starts exhibiting the same issues as other networks. If that happens, the adaption of NACS as a standard will slow. It will also offer an opening to other providers of public charging.
I'd get the old gang back together and create a startup producing a breathtakingly brilliant charging network.
Then make Tesla pay an arm and a leg to be able to use it ;-)
Just need some investors, if a strong enough business case can be made.
Tesla used profits from cars to build it's network. Let us know how the 'old gang' company works out.
And you are likely still living in your parents basement.
The only problem will be whatever intellectual property agreements the team had to sign when they were working at Tesla
@@falxonPSN First one would have to prove to investors that Tesla was making significant money on fast charging. Tesla has never broken out the numbers.
Hey Siri! Show me an example of narcissism.😂
The whole fired team should just form a consultancy called NACSMAX and make a fortune helping everyone else continue the roll-out.
There is a supercharger site currently being installed at one of my local grocery stores. They're halfway through the install, still with heavy equipment tearing up the parking lot. I was excited to see local fast charging, since we have none. I'm curious if it will be delayed or even competed now.
I would like the connector on the end of the cable to be the nacs. Having said that I am less concerned about what company is putting the current through it. As long as it DOES put the current through!
This is something many people have missed, the other charging networks are about to start converting to NACS plugs. That’s a lot of new charging stations for Tesla owners.
Although it was brief, I think your focus on Musk hits the mark. Most reporting on the layoff of the Supercharger team has focused on Tesla as part of the automobile industry. I don't think that's how Elon Musk views himself. He's focused on being the genius overcoming the next great engineering challenge, and once that challenge has been achieved, he'll move his focus elsewhere. Under his leadership Tesla totally rethought what a personal vehicle could be. Make it a fully integrated part of a computerized software system interacting automatically with its power source, planning trips effectively, and upgrading the operating software automatically: done and dusted. Make an electric car faster than any production ICE car: done and dusted. Make a model the world's best selling: done and dusted. Revolutionize vehicle manufacture methods: done and dusted. Create a new way to build trucks: done and dusted. Make your charging standard the US one: done and dusted. At Space X, make a recoverable rocket: done and dusted. What's left to achieve? At Space X, it's the dreamed of human settlement of Mars. At Tesla, it's the long promised self driving and a truly useful humanoid robot.
If Musk was truly devoted to Tesla as an automobile manufacturer, we would be seeing it moving into more segments of the market. There would be a full-size SUV, another convertible, a panel truck, a box truck, and a more affordable pick-up in the works, as well as the promised 25 grand model. I don't think that interests Musk at all. And I don't think one quarter's loss of sales is a direct cause of the firing of the Supercharger team. I believe that for Musk, a man who has shown little if any empathy to his fellow humans, including his workers, it's just time to move on to solving the remaining dramatic engineering challenges and any new one's he conceives. Why put money and staff on projects that do nothing to further enhance his status as a great genius? Why worry about the disruption he is causing to the industry and the worry he is causing Tesla owners? That's their problem to solve.
I am working so I may have missed something, but basically it was a retaliatory firing of the Super Charger team?
Musk fired the entire 500 person supercharger team. Now they don’t even know who their contractors are.
Yes, that's exactly what it was - Musk lost his (stuff)
Can everyone call the connector J3400 since the NACS folks no longer exist.
isn't the 'J' number the Protocol, not the connector?
@@rossr6616 the protocal used for J3400 is CCS
Guess he wants to put more resources towards his world domination with the robots, SkyNet 🤣
Actually yes. Much more profit in AI. Everybody and his brother can build an EV. Profit margins will continue to shrink.
Laughing at starlink
3 billion $ income a year,
Some people build multiple billion dollars business
Others chat shit,
Will all know which one you are
So even robots, no matter what form they come in, also has to be recharged too, right?
Robotaxis in August. No doubt about it. 😂
@@softwarephil1709 Yeah, it'll just take 10 more years for them to be able to self-drive! 😅
Elon is chasing the ellusive dragon called FSD!
At this point, the board should remove him from any decision-making and budgetary-approval authority in the "vehicle" and "energy" parts of the company.
Let him run the robot/AI departments. Let him do what his current focus-item is, without destroying the rest of the company in the process.
Time for Musk to go.
Tesla needs a union.
A union would be the end of Tesla.
@@user-vx7vi3vq1c At this rate Musk is more of danger to Tesla than Unions
@@user-vx7vi3vq1cIt might mark the golden age of Tesla. If the workers felt ownership over the company and were driven by the mission, they'd almost certainly execute better. Just focusing on the next five years instead of the next quarter would make things so much better.
in other words HOW TO END TESLA IN 2 SIMPLE STEPS
Sack 500 workers, is not the end of tesla,you mug@@danharold3087
Why don’t the NACS to CCS adaptors include an extension cable? Everyone knew the charging ports were located in different positions. Superchargers are really successful, but the lack of cable length reminds me of a T-Rex that can’t reach its food, yet remains top of the food chain. I guess v4 should fix that. But who’s managing the v4 rollout now?
adding cable length adds resistance, that adds heat that reduces the amount of energy you can put through the cable. People will steal longer cables for the copper, Tesla cables were so short it wasn't worth stealing.
Those cables have cooling lines. The extensions don't
There are two types of leaders. One who is good at the startup, and one good at established operations. Very few CEOs can handle both. When a company is new, it grows fast, faces a lot of opposition and naysayers, to grow it needs to be smart and nimble. Then when a company becomes established, it's growth rate is slower, even as you have better output numbers, others are looking up to you to see how you manage the complexity of the large org. The company now needs to be disciplined and wise. I think Tesla should fire Musk, or perhaps break away FSD and Robotics and give that to Musk while we hire a more disciplined and wiser CEO for the Automotive and Charging.
To use an EV product , the critical support product is Fuel . Insufficient Fuel , customer thinks , WTF .
Have you looked at the profitability of Automotive and Charging. Other than Tesla and BYD the others are selling cars below cost. Some at 1/2 of cost. Tesla is expanding into the very high margin, young AI market while there is still enough money in the company to do so without gutting automotive.
Between the drugs etc., and buying his own echo chamber, I think Musk is also a special case. Dude has been sniffing his own farts so long he's becoming like Putin or other insular autocrats.
Not just that, but Tesla faced no real competition until they entered China and now they are finding out that that ain't as easy as they thought it would be. The Chinese EV price war may very well suck all of the profits out of that venture.
@@patreekotime4578 Some even Tesla 'the car company' seems to have forgettin that Tesla's original goal was to promote electrification not to build 20M cars. They have done that and the Chinese are building the inexpensive car that was part of the plan. Not so much to have China build it that was a bonus in regards to completing the plan.
The next part of Master Plan 1 was to become energy positive. Every home generation more solar than needed by our cars. This has not happened. Government legislation keeps US solar out of the general public's grasp. Regulations and lack of the same aka uniformity also problematic. Solar City may or may not have been a bad starting place. I am not convinced it would have failed w/o solar city. Some progress is being made with grid scale batteries for grid stabilization. Electronic version of the flywheel not long term storage. However In Q3 2023, Tesla's battery sales gross profit was 24%. Power walls + megaPacks. The quiet giant at tesla. Tesla's success in this market is in part do to AI used to manage the magaPacks.
Tesla needs to enter a new more profitable field while it still has enough EV market share to fund it. I don't recall AI being in the master plan. But it is needed. Things evolve.
Whilst this might feel like a sucker punch by Elon but given how unhinged the man is it shouldn't come as any great surprise. What I don't get is all this concern about others taking up the slack and rolling out their own NACS compliant charging network.. If there's a properly written standard being read by competent engineers there should be no need for phone calls. Certainly delivering high voltage high power DC from a box exposed to the environs reliably does have its challenges but the down in the weeds complexities cannot be that difficult. The complexities of mobile phone networks are way more complex and yet many businesses in many countries make phones that pretty much just work.
What seems to me to be the problem with growing the charging network is the money. Governments are offering incentives but once a charger is installed how is an ongoing stream of revenue being generated? Sure charge more per KWH than ir costs but that'll discourage customers.
If I were in charge at any other non-Tesla vehicle manufacturer ... I'd suspend plans to change over to NACS and urge Ionna to build out their network ASAP, and urge all other charging networks to focus 100% on reliability and inter-operability of payment methods.
I think it's Elons need for drama. Make a crisis and make people work their asses off for a year to resolve it.
Thank you for your intelligent take on this issue. As a Tesla investor for many years, I have seen Elon Musk go from a progressive genius with some humility and thoughtfulness (that I truly admired) to a strangely ego-centric, erratic & uncompromising bully of a CEO who seems to increasingly lash out on X all in the name of free speech (I realize that much of this goes to how Elon is covered in the press these days). But because of the lack of any transparency on this latest move, everyone is just left with speculation and opinions about what is going on, with each “tribe” giving their take on the situation. As a publicly traded company with a fiduciary obligation to the shareholders, I would expect some explanation on something this significant. A CEO is not the dictator and I am also left wondering what Tesla’s board had to say about this or do they just rubber stamp whatever Elon wants? If Elon’s ego and uncompromising stance on any challenge to his ideas are at the heart of this then this does not help in the companies overall mission of leading the way to sustainable transportation. If there is a true “master plan” to this move, why on earth would there be complete silence from Tesla and why would the company want this sort of drama? As most things in life, this too shall pass but stories like this will continue to damage the Tesla brand and lower both employee and investor morale. In the last 1-2 years I have tried to separate Tesla and Musk’s attitude (I own a Model Y), but there comes a time where I want to only support companies that truly embrace communication, integrity and support for their workers and customers. As a business owner for over 40 years, I firmly believe that once any goodwill and respect is lost, it is very hard to regain. I’m hoping for some timely communication with some substance from Tesla…and not just another Elon “tweet”!
It‘s just an other example to show how important it would be to have a union involved!
Mullosk seems to be having a massive meltdown. Concerns for future of Tesla superchargers
I think it’s long past time for Elon to retire.
As a Bolt owner, I prefer to do business with faceless companies like Electricity America and ChargePoint. I would only use a supercharger in an emergency because I prefer not to do business a certain attention seeking billionaire if I can avoid it.
I’ll start paying attention to NACS after other charging networks start rolling in out.
It will be very difficult for them to do that with no-one at Tesla to call up and get help.
You. Mean j3400
Auto makers Should not have put their eggs in the tesla basket.
And this is why regulation is crucial. That BS didn't fly in Europe. It was CCS2 or nothing (in fact, CCS2 sorts the biggest issue with CCS1: that goddamn latch)
@@surturielCCS-2 also accepts 3 phase electricity at up to 600V, IIRC, which would allow yet more charging options.
Yep, Musk and Tesla cannot be trusted.
You've gotta be joking. "Auto makers" proved they can't change. They tried to fake it and lost billions. It's not about eggs and baskets. It's about competence.
@toddmarshall7573 No, I'm not. And change change what exactly?
Thank you for the update front information
Good timing for the FTC to defang non-compete rules companies had been using. Apparently just having California worker presence in any company already did that, but FTC's clarification means any Tesla employee who was just summarily fired can consult or take a job with an OEM to help with the NACS/J3400 transition.
Personally, I'm rooting for a reversal of the decision to migrate away from CCS. It was always an unfair coup that shouldn't have played out this way, making everyone else invest engineering and retooling to support Tesla's proprietary design.
It seems that Ford and Farley didn't do their due diligence to verify that the Supercharger network is a money making endeavor. If it was, Tesla would be unlikely to disturb their cash cow.
@karlInSanDiego Charging is a money making business, especially now. NACS is a better connector than CCS, it has nothing to do with Tesla. NACS just allows other EV makers an easier path to connect to the Tesla Charging Network. They were never forced to change, it was just seamless to use Tesla's Super Charger and destination charger system that had already been built out. What wasn't noted in this video, is that Elon Musk stated that the Charging System will continue to expand, but more diligently.
@@tonespeaks there is no proof that any company is making money operating chargers. Tesla has buried their charging accounting in a pool of other parts of their books and that entire section shows very little profit relative to the rest of the business.
@@tonespeaks th-cam.com/video/jya3ZxPwGNI/w-d-xo.htmlsi=nhcZQ4HLsRrLgqEA&t=419
@@karlInSanDiego If you look closely at the books, it is easy to carve it out... while it is lumped in with other items. Those other items are not mature, so we know the bulk of revenue is from Super Charger network. Not only is it profitable, but their costs are much lower then the competition.
@@tonespeaks maybe you can share a link as I did that backs up your claim?
Now we all sell our Teslas and wait for Tesla do go bankwupt. What else?
And folks will no longer buy new Teslas.
@@freeheeler09 Good! I always wanted Wolfgang Porsche to win! My beloved compatriot.
just didnt not reach the masses got too big with big cost and delays
Smart charge America said if they have broken ground on a project that will continue but any projects that are not will not move forward
Really hoping that consortium of automakers actually starts doing something soon, the world is already past 1.5°C, and this news hurts any chance at an "all of the above, as fast as safely possible" approach
Most automakers are desperately trying to do as little as possible, and lobbying hard for that.
The consortium is called Ionna (more or less North American version of Ionity), it already exists, and it already has big plans in the works. If I were Ionna, I'd be hiring as many as possible of those ex-Tesla employees.
Absolutely delusional
I’d like to make a FTC complaint but I’m not sure what good it would do.
The only way to save this situation is for the Tesla board to replace and find a real CEO. Drew Baglino would have been that - but we know he must've seen the writing on the wall.
Honestly if I were an EV OEM CEO right now, I would stop all plans to change to the "tesla standard" right now. Just think about all those who were right on the way to put that infrastructure as the standard in their own cars soon already and having to reconsider! If there were any contracts with Tesla/Musk over the change over, I would sue his arse off.
He's unraveling in front of our eyes.
I just wish he didn’t keep destroying important assets as he does so. :(
That's what everyone has been saying for 20 years, just because he's doing things in unconventional ways. Results prove him right.
Results? You mean his nuking of Twitter? Or the recent slowing of Tesla sales? Musk needs psychological help.
@@andrasbiro3007 you sweet summer child.
@@andrasbiro3007 HAHAAHAHAHAHAHAHAHAHAHAHAHAHAAHAHAHAHAHAHAHAHAHAHAHHAAHHAHA. cough..cough.. HAHAHAHAHAHAHAHAHAHAAHAHHAAHAHAHAHAHHA
I think it's clear at this point Elon can say or do whatever he wants without consequence. That ship has sailed. Maybe people should start holding the board accountable.
I hope he is sued for wrongful termination. You can't fire the whole team because the msnager pushes back. That's simply retaliating against them.
No wonder he wants NLRB declared unconstitutional
He can and he did. We can't wave laws around to explain future punishment for him, unfortunately
Anyone recall when Elon announced he was closing the sales centres. You know, because all sales were done online. He rolled that back after a week. He's basically done the same thing again. Maybe because the dept boss put her foot down and he wanted to spite them. And if so he shouldn't be CEO anymore of a public company. Or, now that the NACS is the new standard he thinks other people should build out the charging networks. That NACS is no longer a Tesla advantage - so why spend any money on it. But the Supercharger network was always easier to use (and cheaper) in a Tesla. Non Tesla owners had to say which stall they were at and confirm on the app.
Tesla is NOT short of cash. They have $25bn. Even in the bad last quarter they still added another $1bn to their cash pile!
They sold shares to raise cash before - comfortably selling $4-6bn each time. No reason why they couldn't do the same if they needed to again. Though now would be stupid timing given the share price is at below half it's high.
As Valentine Michael Smith would say, we're at a cusp moment. Boy do I hope we do the right thing. We need to evolve now.
Grok that
What now? Model S, model X and the Semi got to be up for the chop ! These really are a money drain for Tesla.
Elon needs to explain why he did this. When Tesla was a small startup and an underdog this behavior would have been OK but now it is not OK> I am a small investor in the stock and I am considering selling and buying Bitcoin instead. I see BYD as a huge competitor once they are allowed in the USA.
Really! Bitcoin! Really! Bitcoin! Ha! Ha! Ha!🤣🤣🤣
So, anyone out there who has bought or still buying bitcoin, please let me know whether or not you are rich and famous yet.🤣🤣🤣
@@theodorehaskins3756 Bitcoin started at zero value has been going up in value for the last 15 years. Of course there are people "out there" who are rich because of Bitcoin, but most of them are unlikely to reply to you.
@@theodorehaskins3756 Bitcoin started at zero value and has been going up in value for the last 15 years. So of course there are people "out there" who are rich because of Bitcoin, but most of them are unlikely to reply to you.
@@theodorehaskins3756 Because each Bitcoin started at zero value and is now at $63K, there are plenty of people who are rich because of it. However, they are unlikely to respond to you in the comment section.
Musk has been a drag on Tesla since the move to Texas. This move is incomprehensible. Does Elon have a big bonus based on profit for next quarter? Cut costs, boost short term profit, get paid and bounce?
Thanks
Elon must have been listening to his pigeon too much.
Too much ketamine?
This layoff was idiotic and wrong. The Tesla CEO is undoing some of the good that they did in the past - and I hope the Tesla board of directors sees the light - and lays him off.
Doubt it, Tesla board were all selected by Musk and are just Musk rubber stamps
Thanks!
I have an 8 year old Leaf with a degraded battery, under warranty, that will likely never be replaced. I have opted not to have it bought back since it still manages ok as a local commuter. Although I want to replace it with another electric vehicle, I am hesitant until a true charging standard emerges. I am fortunate to be able to charge at home but I will not get another electric vehicle until I'm sure I can easily drive it past a one charge range. This current event just slowed down my decision even more.
The meltdown begins, in the end Elon will sell Tesla ( or what's left of it ) to keep his space vanity projects going. Cyber Truck is walking dead.
The very moment Musk started playing around and getting distracted with twitter is when this all when sideways.
No, the signs were there well before Twitter.
he like a clown jugging look at me
Yep, twitter helped him advance his right wing politics. and those politics are far more important to him than Tesla.
Great take on this news topic, a lot of thought provoking points made!
Excellent coverage of an important issue, thanks for explaining it all so clearly.
I wonder how it affects the supercharger assembly plant. Didn't Tesla have one in China and one in the USA? If they're planning on contracting out the rollout and maintenance of the charging network, it's going to drop in quality. Having been a contractor myself I've seen plenty of half-a$$ed repairs and installations in my field, I'd expect the same in EV charger land.
Its Twitter all over again....
Thank you Nikki.. I whole heartedly agree.
The Tesla Supercharging network is what truly sold and supported the sales of Tesla. That's why I purchased mine because of the SC infrastructure over any other EV. That was the smartest decision Tesla made when the Model S came out. They knew they needed a Charging network away from the owners' home so they could have the comfort to drive anywhere an ICE could drive. If the Model S had to rely on anything Else, it would have failed, and we would not see the Tesla Cars we see and enjoy today.
It seems like Elon is laser focused on destroying Tesla since he didn't get his 56 billion "bonus".
Becoming dependent upon the stability of a narcissistic and erratic cult-like leader, was bound to create problems.
Rain Man is throwing a temper tantrum he didn't get his $56B payout "in the race to save humanity".
This is not a "bait and switch", this is an act of a petulant child smashing its toy.
Also the Destination team seems to be gone, too; although the staff installing them remains but no one is there to attach more to the network or get a commercial unit.
I think it is time for Tesla to reduce headcount by laying off Elon. He has become an albatross around their collective neck and whatever they were gaining from having his “charisma” is completely negated by his impulsive behavior.
You don't hire CEOs because of their charisma, you hire them because they can execute and achieve goals.
@@dariemperez6833 Ah, yes, like the cybertruck, the biggest joke in the auto industry since the Edsel. Gotcha...
@@dariemperez6833 Musk hired himself as CEO when he "founded" the company .
You obviously can't "think". A big difference between Musk and Henry Ford is that Ford didn't take his company public. Musk knew he had to have control... and his performance deal would guarantee that... even in a public company. But wadda you know... government "thought" better. Too bad we don't have a Musk to take a meat ax to government.
*ucker Carlson must be whispering in his ear again.
If any of this surprises you, you must have not been following him & his projects & companies. Exploding rockets, twitter, hyper loop, Star link, lawsuits, Mars, cyber truck, auto taxis, 35K model 3, electric Semi & etc. Do you see a pattern?
Ha....!
Cybertrukk....
Yeah........!!
Was this at the Petaluma, CA offices?
Appreciate the presentation of information. Never truly gave any thought to how the EV charging stations operate, so this has been enlightening. Thank you! 💯💯💯
my assumption, Elon came to the leader of the Supercharger tem and Told her to comback with a SUgestion to cut 10% of her staff, she did go back and calculated and SHe got back to Elon and Told him she can get a Cut of 7% of staff but 10 % is impossible. ELon being elon Him beeing Hating Thos who say things is impossible. Telling her to get back to him again with a proposa l of 10 % and then she said again it is not possible, then Elon being Furius and Tell her the all of her tem will be Lefft go. In my opinion this is totaly A thing Elon culd do For you that have Read the Biografys will know this.
Thank you for this video and for pointing out Electrek's information about the tie in between Musk's bizarre tweet about "taking this seriously" and him choosing to axe the whole team in possible response to a Director's push back. If that's the case, it sets all of those employees up for a lawsuit against Musk. Tesla's employees should have formed unions long ago, and though white collar unions are more rare, I'm in one (Progressive Worker's Union) and I know our shop would launch an unfair labor practice complaint with the NLRB the day this hate firing happened.
Why would Tesla need to provide charging stations? Does GM provide gas stations?
I am wondering if this will cause the US to abandon NACS as a standard. If the Tesla Supercharger network is basically abandoned, what incentive is there to use the NACS plug?
Looks like Elon is daring his employees to unionize and put an end to his random firing-and-re-hiring sprees.
I have done a short road trip from Montreal to Ottawa in a Bolt EV. Sub-50kW charging (down to 20kW by 70%) is far too painful for my liking. It needs to be 100+kW 0-80% before I'd willingly choose to make the trip in an EV that barely has enough range to make that trip again. BTW, I almost got stranded on the way back due to the range guesstimator being 35+km off: I was supposed to have 135km of range to get to the charger 100km away, my safety margin was gone while I was still 25km away. I don't have a data plan on my phone, so finding an alternate charger was not an option.
"I don't have a data plan on my phone" !!!
There are some things that you cannot do without, and that is having a minimal amount of mobile data.
Going on an EV road trip without mobile data is as irresponsible as leaving without an umbrella or driving without a spare.
At least, make a map of all the chargers in the region before you leave, and create accounts with all of them first.
Agree, silly management is why people unionize. As to your road-trip. Its tough without a smart-phone to navigate the public charging network. While there are loads of apps out there to help you on your journey both find and use working charging stations (plugshare and chargehub to name a few) they all do require data. If you do that Montreal trip again, look for level 2 charging near your destination. If you were say heading to Montreal for a 3-4 hour trade-show, there are several parking garages within walking distance of the conference centre that have L2 charging, why not let your car make use of the 3-4 hour time while parked to charge up for the return.
@@ahaveland My cell phone is mostly as a backup for my $0/year VoIP home line in case internet or the VoIP service goes down and also to run Google Maps after the GPS in my 8" tablet died.
I have no desire to quadruple my mobile phone bill to add data to it nor let a pay-per-use data plan zero out my account due to phone services and apps ignoring or circumventing mobile data being set to "off."
@@logividarsson9031 I was visiting a friend near Ottawa, picking up another friend for the trip along the way. Had to charge at Rigaud on the way there due to being a bit tight on range and not wanting to L1-charge through the whole weekend just to have enough range to get to Lachute on the way back.
I had originally planned to charge to 80% but when I noticed that the Bolt went from 40kW at 60% to 20kW at 70%, I gave up on that idea. Electric Circuit was billing by-the-hour back then, which made the Bolt's rapidly falling charging rate doubly painful beyond 60%. At least now EC is billing per kWh, getting an extra 10% if I absolutely need to will only be painfully slow instead of both painfully slow and outrageously expensive.
Lets say I'm not eager to repeat the last 15min of the charging trip with no more range guesstimation, slowing down to 70km/h and turning climate control down to the minimum necessary to keep windows from fogging up, battery icon going red 5+ minutes before getting to the charger. I think my friend told me he saw the "park now" message come up while we were climbing the overpass before the rest stop. He was keeping a much closer eye on the gauges than I was since I had been primarily concerned with looking behind in case someone didn't notice I was going at 70km/h for the last 15 minutes and checking my GPS to make sure I didn't take the wrong exit or miss it. I remember feeling like I had to press the acceleerator much deeper than usual to get the car moving again turning left from the off-ramp onto the overpass and telling him that we weren't stopping for the stop sign down the hill if the area is all-clear, not taking the chance that the car may refuse to move again despite the regen bump on the way down to the left turn into the rest stop where the chargers were.
Driving slow on a relatively short road trip shouldn't be this "exciting."
Bolt expert here. A quick look at PlugShare shows the highway between Montreal and Ottawa filled with CCS chargers. Along highway 50, for example, there's a fast charger as often as every 20-30 miles. I've also driven my Bolt on numerous hiking trips whose total round trip distance is very close to Montreal->Ottawa and back. The key is to plug in the car at home the night before and leave home charged all the way to 100%. That's enough to get all the way to Ottawa without any charging stops, with only a small, quick charging session needed on the way back to add enough range buffer to get home without anxiety. My typical 250 mile trip in a Bolt (same distance as Montreal->Ottawa->Montreal) typically requires just 10-15 minutes of charging on the way back to get home, and that can be done concurrently with a bathroom stop.
As to range planning and judging when to plug in, my personal rule of thumb is to mostly ignore the car's guess-o-meter and do my own calculations. Just count the number of battery bars shown on the dash, and multiply by 10, and that's the number of miles of range you have left (in the winter, with below freezing temps, you can reduce the assumed miles/bar from 10 to 8 to be extra cautious). Never assume anything above this, regardless of what number the guess-o-meter says, and always buffer so if the estimate is not perfectly accurate, you don't get stuck (about 30 miles buffer is sufficient for me, in most cases).
As to not being able to locate an alternate charger, I do wish highway signs would do a better job of directing drivers to EV charging stations, like we do gas stations, but until that happens, I strongly advise against road-tripping in an EV without a mobile data plan. But, if you absolutely must do it, I strongly recommend looking up, not just one, but several charging stations along the way, ahead of time, and printing out a piece of paper with the location and directions of each of them.
Sounds like Supercharger business is up for sales. But why?
From my war stories book - related to international standards: after some back and forth Nokia had to implement nonstandard implementation of handshake between two devices, because the carriers (our customers) complained that everyone else were doing it that way.
If NACS is failing, CCS can outshine it. CCS works perfectly fine in the other continents. I.e. NACS is not irreplaceable.
If only they had spun off supercharger as a separate company and sold it, it would have made infinitely more sense. Nobody's going to catch the entire 500-strong supercharger team and build a new network from scratch.
I've never been so glad that I recharge in my garage.
Yeah, except 60% of drivers can't. Going to be a slow uptake of EVs in the U.S. over a long period of time.
If governments want to encourage the uptake of EVs they should for the time being stop providing discounts for EV purchases and instead take control of defining and establishing a common charging specification and offering subsidies for private companies to build a common universal supercharging network, where the subsidies are tied to the reliability and maintenance of the charging stations.
If we're going to get rid of subsidies (which I'm for), we should get rid of the gas subsidies, too. It's frankly obscene the amount we (taxpayers) pay to prop up oil companies, and if we're killing off subsidies, it should be to both. And yes, government taking a more active role in the charging networks would be good.
Tesla needs to remove Elon Musk. I've seen CEOs of other companies removed for less incompetence and devastating decisions. Maybe he'll be the next Steve Jobs and return with some humility. For now he needs to be removed and these decisions reversed. His stock control is unduly forcing the board into these short-sighted and poor business decisions.
Except Elon repeatedly proved to be the most competent CEO by far. He made unconventional decisions his entire life that baffled and terrified others, yet overwhelmingly he's proven right.
Also most of the time the media intentionally misinterprets his words and actions to make him look as bad as possible.
Shows why companies with poor governance are a terrible idea..
What is the per-kWh cost at Superchargers?
It is different all over the country just like electrify America. Every electric company has different prices.
I just bought a Model 3, and a big part of my decision was the excellent reliability of the Supercharger network. I hope I'm not going to regret my purchase.
I think you’ll be fine as long as you don’t live in pockets of very low population. Rural Idaho and Montana for example
Because they amassed excessive wealth due to our tax structure in this country.
👍👍😎🤟✌️ New Tesla Y on hold. WTF, Elon?
The issue of GM getting access to to Tesla chargers in early spring, well rivian happened . They cut the line to get access to Tesla chargers.
Thanks for thoughtful Supercharger sabotage drama coverage!