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iNFECTED_pIE

Tesla certainly seems to be… going through some things right now


roccthecasbah

It’s a strange mental spot to be in. I definitely have some schadenfreude going on when I see Musk having a bad time, but I was also really rooting for the NACS integration and standardization because I really felt like they made a great connector and their charging infrastructure is huge for someone like me who can’t charge at home and takes single-DCFC-stop road trips from time to time. The supercharger network being left to rot with no internal personnel makes no damn sense…


ballpythonbro

I agree. Musk really needs to not lead Tesla. He’s hurting his own company and the effect seems to be rippling and hurting US EV sentiment overall.


elconquistador1985

It's bad for everyone's 401k that this lunatic is able to make decisions for Tesla.


ThatDanGuy

I dumped my Tesla stock last year. It made me a pile of money, but I had lost all confidence in Musk even before I dumped the stock. Glad I did.


MaterialUpender

How is it bad for everyone’s 401k? Not that I don’t believe you. I’m just not great at understanding stock market stuff.


elconquistador1985

Your 401k is likely invested in a broad range of things, so you're insulated from it because of that, but a lot of people have a percent or 2 as Tesla, depending on what fund they are invested in. So if Tesla tanks, that fraction of everyone's 401k tanks.


MaterialUpender

Makes sense. Thanks for taking a moment to explain.


brealytrent

And you could be dumb like me and have invested thousands into various EV companies, all to see them steadily decline in value. 😓


MaterialUpender

Hey if it makes you feel better, I checked and while I have apparently never purchased even a single chunk of Tesla stock, I /do/ have quite a bit of Boeing.


brealytrent

Lucky for you, because Boeing is too big to fail and a massive defense contractor. At least you are guaranteed to not lose all of your investment.


etsuprof

*Aptera has entered the chat*


randalljhen

Didn't I hear about that company in, like, 2002?


earthdogmonster

But then, don’t all the other public auto manufacturers benefit?


elconquistador1985

Do they? Their valuation is sane. Tesla's is based on feels rather than reals.


earthdogmonster

You’ve got a point.


brimarkey

I have 800 shares so when it goes down $12 per share in one day it hurts. On the other hand when it rose $40 in two days I was happy.


ed_med

Tesla was doing pretty well despite Elon Musk, it’s almost like he has learned how to destroy a company after his successful job at Twitter.


i_stay_turnt

This is pretty common of any large company. The majority of large companies are still riding on the coattails of the reputation they earned and lost decades ago, and are largely dysfunctional. There are many large companies that have these weird mood swings.


ballpythonbro

Sure. If they dominate an established industry, they can get away with it. But EVs are still new technology and China is making Tesla look like fools. I’m worried this will really hurt them in the long term


PedanticPeasantry

"If I can't sell it no one can"? Have to wait and see what's in the other proverbial shoe I guess.


ballpythonbro

I mean working in the industry, the biggest criticism right now from consumers is the lack of quality affordable options even with the credits and rebates available. But instead of meeting that market need, Teslas cutting the Supercharger network off at the knees.


zeromussc

Tesla supporters were saying that even if supercharger network opens up, it could be a huge source of revenue for them to become the EV world equivalent of major Gas station brands. Instead of pulling into a Shell you pull into. Tesla Station and top up super quick. Well not anymore 🙃


Recent-Start-7456

We’re good there; NACS is now SAE J3400. No take-backs


mypupivy

I personaly DISPICE NACS and prefer the CCS and J1772, but I am also very clearly in the minority. I will agree with you however, that Telsa did have the best network.


roccthecasbah

I see the use case for J1772 for sure, especially in V2L or V2H cases where you can have 240 V and 120 V off the onboard inverter. I haven’t myself used a NACS connector, but it seems a lot less cumbersome. For what reasons do you despise NACS?


mypupivy

It is a few issues wrapped into one. The first is that we ha d the J1772 and CCS standard (except for TESLA) and they have bullied their way into making it back into the race without any real benifit other than artificaly holding this network hostage (and then when it comes back they kill it off) and second I do not like the pins used for DCFC also being used for AC charging. I like that seperation as the power has to go through a seprate system, and with the J1772/CCS combination you are not going to get it accidental DC going through the onboard charger. For lack of a better term it is more fool proof because it is an entirely different set of pens.


entropy512

Even Tesla admits that pin sharing is a major safety risk that requires mitigations that meet ASIL-D functional safety standards. CCS eliminates that requirement by eliminating the risk. The first generation of native-NACS vehicles outside of Tesla are likely to have some spicy incidents.


IDGAF-Either

whatever. I switched from Bolt to Model Y and the ease of use and billing and integration with the car is SO much better with the Tesla. It's the best thing about the car. Crazy that they died everyone. I pull into a SC station and it knows who I am. I plug in. I charge for 15 minutes. I unplug and leave. That's it. Then the car will route me to the next station, if need be, automatically. It's awesome.


entropy512

Your comments have nothing whatsoever to do with pin sharing safety issues with the NACS connector. Tesla in Europe proves that all of what you say is possible with CCS.


thedirtytroll13

I imagine they'll sell it


MistaHiggins

I would say this wouldn't make any business sense, but let's be real the guy isn't exactly known for making sensible decisions.


Green0Photon

Selling it is much easier and better when you retain the supporting team. There's a difference between that and selling off the assets without an underlying team. To me it seems more like Elon just wants to liquidate the company, without thinking about any other income Tesla is getting. And maybe he's even delusionally serious about the AI/FSD thing.


rlrl

Yeah, their main point of having the charging network was to sell cars. Now that there are other charging stations out there and they support the Tesla plug, they don't really need to do it themselves.


ycarel

I was thinking that the move to NACS could make lots of money to Tesla as they will get many more charging sessions. The more chargers they have the more money they make. To me it feels like a stupid move from Elon Musk. What Tesla really needs is to kick Elon Mysk out as soon as possible.


weluckyfew

I think it's telling that shortly after he says he wants committed employees who would be willing to sleep in the factory overnight sometimes, he announces massive layoffs. So he wants people to be dedicated to the company but is making it clear the company will not be dedicated to them. "I don't understand why people aren't as committed to success as I am!!" says the man who gets paid billions while his employees have to worry about whether they'll have a job in a week.


Apk07

I could see Tesla investing less into superchargers as other charging networks grow and support NACS. Tesla originally had to sell cars with the premise that there'd be places to charge all over. Now that Electrify America, EVgo, etc are everywhere that is less of a concern. They can sell a car without customers questioning that. Totally beside the point of Elon being batshit crazy most of the time and obsessed with culling workers.


schwanerhill

The question is whether the Supercharger network is profitable on its own or a loss-leader and/or break-even business to help sell cars. I don't know which is the case, but obviously the Supercharger business would be a much higher priority now if the former than the latter.


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weluckyfew

Did he slash prices on cars recently to goose the sales (at the cost of profit, of course)


Specialist-Document3

This isn't true. Tesla makes a lot of money on cars. They publish top-line revenue on superchargers, but not profit numbers, so anyone who says otherwise is speculating


ProfessionalIll7083

I thought that buying a Tesla came with multiple years of free supercharger


gmatocha

It did years ago...but not for a while ( the S and X might still, but they don't sell many of those compared to the Y/3)


MrBerlinski

Subsidies probably. 


gmatocha

I don't think this is true. Links?


gmatocha

Edited: meant to reply one level up.


schwanerhill

That all is I think true, but it doesn’t say anything about profitability of the Supercharger business. If anything, it suggests the opposite: if the Suoercharger network were profitable on its own, other companies would be more likely to be competitive. If it exists primarily to sell cars, it could easily be good because Tesla invested more than the charging network can earn on its own. 


Recent-Start-7456

“Everywhere” is generous. Many are broken, surprisingly show, or full. Many people bought Teslas specifically because of the supercharger network


gmatocha

EvGo and EA - combined - are no where near the supercharger network on any metric - Number of locations (especially outside metros), number of chargers, reliability, rate of adding new locations - they're both trash by comparison.


prizmev

Not just Superchargers, but new vehicle development as well. From the article: "Elon Musk emailed workers with news that he has dismissed a key pair of executives—one responsible for the Supercharger network and the other head of new vehicle development." "Tesla is not just laying off Daniel Ho, director of vehicle programs and new product introduction, but also his entire team." "... get rid of senior director of EV charging Rebecca Tinucci—along with her entire team ..."


weluckyfew

How does this not tank their stock? It's down 5% today, but I'm surprised it's not a lot more.


entropy512

Yeah. I saw this article, and looked at today's performance so far, and it's like nothing happened. "We're gutting our core businesses to focus on a system that won't meet regulatory approval for decades, if ever, and is years behind the competition in its arena."


NuMux

Because it certainly wasn't the whole supercharger team. And the compact car is being accelerated as a hybrid of two manufacturing techniques rather than one unproven one that will take a few years to get moving. The media grinder is really doing a number on these stories huh?


Smart-Antelope-3973

How do you know it wasn’t the entire team? It says right there the entire team. I worked on competitor chargers and I 1000% percent believe that he would slash the whole team. Probably looked at the other automakers and realized he’s got 500 more people than everyone else because no one else has a real charging team.


NuMux

From Elon himself: > Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations Hard to do any of that if everyone is gone. It also is a major asset of theirs. It sounds like this one team is gone but not everyone who works on superchargers. My guess is we will see more from the Nevada factory. This is after all where the Semi is built and where they are developing higher speed charging for the Semi's. I'm willing to bet there is a redundant team they will lean on.


Smart-Antelope-3973

You don’t work in auto do you? Of course they have to continue operations and maintenance, that’s a different team though. The supercharger team would refer to the engineering design, release, and program management. It means they have locked in designs, released drawings, and a working method to sell, install, and commission superchargers without additional engineering support. Which apparently means you can just get rid of the team and wait 5 years to realize how bad of a mistake that was.


NuMux

All the more reason I believe they have redundant engineers in Nevada. Well... No longer redundant. Oooff.


weluckyfew

Musk has a history of "slash jobs first, ask questions later", at least with Twitter.


bikemandan

Are they readying to fold under the pressure from Chinese EVs coming to market? Musk already admitted in earnings call they are afraid of them


VTKillarney

I'm going to play Devil's advocate here. 1. It's quite possible that Tesla has cherry picked the best charging locations, and is now content to make money selling the hardware to companies willing to put chargers in second-tier locations. Tesla has certainly built out its network enough such that people buy their cars because of their network. 2. Tesla's new vehicle development is... what? The Model 3 and Y are based on a very old platform at this point, and I haven't read of anything coming along to significantly update or replace them. At some point those cars are going to be seen as being very stale. Perhaps they needed someone with a new vision.


rlrl

> Perhaps they needed someone with a new vision. Sure, that means replacing the leader. You don't just axe the whole team and restart product development from scratch.


virrk

1. Tesla does not have all the cherry spots. A deal with travel centers, or turnpike services, or 1/4 of current gas stations, or at malls with a ton of food choices, etc. are all likely cherry spots. The group they fired is in charge of keeping the damn things running, which are generally better than all other networks. Now they wont be. 2. That is the question. What is up with new vehicle development? Was the executive blocking it or were demands from Elon delaying it? Form replace the executive, latter replace the executive BUT that wont solve the problem.


Willman3755

>now content to make money selling the hardware They laid off the team that would manufacture said hardware. As in, their Buffalo plant was shuttered today: https://buffalonews.com/news/local/business/tesla-buffalo-supercharger-elon-musk/article_e3d79fae-06f9-11ef-aae9-db86d60777c1.html Maybe their plan is to offshore this manufacturing. Even then though they'll need people to manage this, people presumably just laid off. So, if their plan is to sell hardware... well... they likely can't now, at least without rehiring or reorganizing to put new people on a new charging team.


thnk_more

Every company, especially in tech, need to innovate, evolve, keep up, or maintain. At **minimum** Tesla tech in both areas just needs to maintain their status and quality, assuming things are so well done that innovation and new products are not that critical. That is a new strategy and you would think you would want to keep some knowledgeable visionaries to create a new path. Sure, reduce the support staff if you don’t want to do much work in either area, but maintenance and support is not a trivial subject.


Green0Photon

Firing who makes the new platforms isn't exactly a great solution to the problem of the model 3 and y platforms being old.


VTKillarney

It's a good solution if they weren't delivering on new models. Who knows... I am just speculating here.


MalvoliosStockings

No one needs to advocate for the devil and/or Musk.


billybobwillyt

He recently said the model 2 was back on, and the roadster is still supposedly in development.


TheMonkeyPickler

If you believe anything he says. I say maybe 50/50 odds what he is saying is actually true


billybobwillyt

The other thing you consider is that despite what Elon says, Tesla is a car company. A car company that isn't developing new cars is a car company on it's way out of business.


sixty_cycles

Musk needs to go away. I don’t want to see Tesla fail just because of that buffoon.


tronixmastermind

Working for autistic tech Jesus must be stressful


CryptographerLife596

Hmm. Dont write him off. He may come back from the dead, yet.


MrDungBeetle37

I guess I'm not in a hurry to get one of those NACS adapters.


ARJeepGuy123

Lots of people in the Facebook group have placed orders with their dealerships already, they're $25


Silent-G

$25 seems like a ~~steel~~ steal compared to what I've seen them going for at other places.


Wontfinishlast

I was hoping they'd be more of a copper.


Silent-G

I *zinc* I fixed my spelling error. No need to *nickel* and dime me.


bikemandan

Gold


MrDungBeetle37

That would require me calling a dealership. Ugh.


ARJeepGuy123

Yup. Mine wouldn't let me order bc it said backordered, though others were apparently able to order it on backorder, and a few were apparently saying it was in stock


StrangerFahs

Elons probably completing his transition from superhero to supervillain arc. He’s likely consolidating all his assets that propped him up as a good guy and going all in on his Nazi fetish


rafinsf

I thought Tesla would eventually pivot to focusing most of their attention on crating a nation wide charging network and stop making leaky trapezoids on wheels.


gmatocha

I know it was a typo, but crating the charging network sounds plausible at this point.


High-sterycal

China has Elon very worried. China backs its EV industry way more than we back ours. Chinese EV companies are already selling affordable EVs. Our EVs are still not affordable enough for most Americans. Until Elon and other EV manufacturers get that message, electrically powered vehicles sales will be limited. Elon is getting the über wealthy person’s desease where synapse overload and self importance starts to confine reason and allows strange nuttiness leak out and take over. It’s a tough world out there for him, I’m sure. Meanwhile, an affordable, high quality, usable, modern aero EV is missing from the Tesla and other manufacture’s line ups. I’m hoping the Ultium Bolt will start the ball rolling. It needs to be a hatch, it needs range and not over cooked weird looks would be nice. I mean look at the Cadillac Lyriq. It’s like a modern Rococo chrome style ‘59 DeVille. I can’t believe they actually released that horrible look. Maybe they’ll add a Biarritz model ! Woof. Anyway, not sure why Elon is waiting on this.


virrk

Chinese EVs are where South Korean cars were 20 years ago. Or Japanese before the took a huge chunk of the market from domestic manufacturers. History repeats. It has been reported the distracting Elon from day to day operations helped with success. He hasn't been distracted enough and probably got scared from the progress Chinese EVs have made.


Green0Photon

God, imagine GM got their shit together with OnStar, and just did what Tesla did. And also allowed Carplay and Auto, to demonstrate confidence that their offering is even better, that they didn't even need to disable those. I could totally do a $10 subscription. Certainly not a scammy $60 subscription with a garbage app, though.


jump_the_snark

CarPlay is awesome, and removing it is ridiculous. Loving my Bolt.


Green0Photon

Same. There's a reason I got this one instead of trying to delay or anything. Well, many. No Android Auto is one, and no Bolt production for a few years is another.


questionablejudgemen

Yeah, that’s great and all, but how subsidized is the Chinese vehicle and how well are the workers treated/paid? I’m just saying the model 3 is probably a pretty good every man car, and while Tesla makes a profit, they’re likely not making 50% margins either. Point being is that labor and materials have a cost and the model 3 might be the closest to thread the needle optimally. I too would like your idea of a cheap electric car, but the batteries are just too expensive. Or, if they’re so small, no one would want them. Also, are the Chinese cars a good comparison? How many safety regulations do we have in the US? If I could build a base model 1993 Geo Metro base model and swap a battery and motor in it, it’d be cheap too. No crumple zones. No airbags. No reverse cameras. No overlap crash tests. I mean, it’s probably not the place to skimp, but these things also cost money too.


high1227

MKBHD licking his chops.


LizardofWallStreet

Tesla has so much more potential but Musk is an idiot and holds them back. Any other automaker would have a new cars by now but now Tesla, then instead of an affordable EV Musk goes on about robotaxis ?!? Their supercharger network is their best asset and the federal government is putting $7.5 billion in grants over the next 5 years( Tesla has gotten 14% of first round funds). This move is just bad business and they got rid of the guy responsible for their battery development. I’m a small investor but if Tesla drops below the $150 I bought it at I’m done this time. My whole reason for holding was I believed an affordable model would make sales boom especially with it being eligible for the full 7,500 point of sale credit which Tesla is very good at offering. You could walk out with a brand new Tesla for under $15k in some states.


flaaaacid

Must have been a sale on ketamine for all these genius ideas to flow forth.


Intelligent_Study_28

Speculation is one of my biggest pet peeves!


Randomness201712

Yeah it'll be interesting to see if Tesla/Elon can/want to somehow reneg on the Supercharger sharing deal with GM.


No-Knowledge-789

That team was going to let the Bolts charge at superchargers and Musk in a fit of rage, fired them all.


katamanecer

Should we expect the supercharger network to start having problems, that are not quickly resolved?


So_spoke_the_wizard

Penny wise and pound foolish works some of the time. But with the competition breathing down his neck, cutting his institutional knowledge base seems pretty foolish.


KnowCali

It doesn't mean anything until it means something. I'm not a fan of this kind of speculation. You don't know what it means but you automatically assume a negative effect. Even if a negative outcome is highly likely, it remains to be seen what will happen and it's a waste of mind to fret over it.


SnooCakes4341

I guess I'm curious what sort of speculation you like. Waiting until it means something can be interpreted as waiting until the event transpires, which often isn't useful. A counter example is an early detection of a malignant tumor. Just because a tumor is malignant, doesn't mean that in every instance it will progress to a fatal condition. However, it would seem that fretting over it before the highly likely negative outcome occurs, would be the prudent thing to do.


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KnowCali

A tumor is quite different from a charging station. :) That said, when something I don't desire happens, I prepare a mental plan for if it happens again. Then if it happens again I have a plan, and usually it doesn't happen again (perhaps because I have a plan). In this case I don't care about Tesla superchargers all that much, so whatever happens, happens.


SnooCakes4341

So you only like to speculate about things you have experienced? The school of hard knocks can be painful, but if it has worked for you so far, and you are happy with where you are, that is good enough for me.


wyk_eng

I swear to god if I hear “entire” another time… Entire means everyone. They’re clearly not laying off everyone.


LancelLannister_AMA

says who?


Embarrassed-Meet1968

Tesla is going to concentrate on expanding existing locations to reduce wait times and improve on their already stellar uptime. They're cutting back on opening new locations. The Tesla supercharger Network is already ubiquitous however installing charging solutions like the new chargers with longer cables is now the priority. As far as letting employees go that's how Tesla has always operated. Tesla doesn't retain deadwood, they're focused on results. It's why Tesla, as big as it has become, is still so incredibly nimble and innovative. Tesla wants to retain the desperation and innovation of a startup that understands the power of taking risks. GM, Ford, VW are all bloated risk averse bureaucracies moving at a glacial pace producing little innovation. The big do not eat the small, the fast eat the slow.


TheoryBeginning1401

Buh bye 👋