Entire Tesla Supercharger team fired (Update: Elon Musk says supercharger network growth will continue). ** ⚠️ ADMIN WARNING: NO POLITICS **

[SANZC02]

Elon Musk ONCE AGAIN, shows us exactly where his priorities are and it’s not with his customers. His tantrums and erratic decision making are why the board needs to remove this guy.

Should it happen? Probably. Will it happen? Probably not.

The board is full of Elon cronies who got rich with him. They are putting up his $56 billion ($40 billion at current stock prices) compensation package that was rejected by a judge in a lawsuit to a vote of stockholders. This when stock is down 26% in the last 12 months, just laid off 10% of the workforce and then terminated the entire Charger team.

If the average salary was 200k for those 14.5k laid off workers over 9 years at 5% annual increase would be $28 billion.

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[RivianRunner]

I don't think this has anything to do with people not wanting EVs. This is Elon worrying that the sluggish Tesla sales will continue. I would buy a Rivian over any Tesla, a Hyundai/Kia on the low end side, and the Germans are making amazing EVs. The Plaid was a rocket but let's be honest it isn't a 100k vehicle, and really not a quality product for 80k. The Taycan kills it there and the BMWs are great in that price range. While I may not love the MB style they are luxury vehicles.

I also don't believe people don't want EVs. When I talk to people in real life the number of people who want to go electric is surprising (compared to all the negativity you read online). There are bad actors trying to convince people online that it doesn't make sense to buy a battery-electric car. In the real world they are gaining only limited traction.

You talk about the Porsche and BMW options in certain price ranges, but those prices are not profitable for those companies. The price is simply what the market will bear. And if they lose money on every sale, they cannot be manufactured in high volumes, they are compliance cars. Even after slashing prices across their lineup, Tesla is still strongly profitable.

 

[pricedm]

I looked at data from Colorado NEVI funding. $22 million for 46 charging stations. Average cost non-Tesla DC chargers: $121,323 per port. Average cost Tesla DC chargers: $41,183 per port.

All Tesla stations are 250 kw versus six non-Tesla stations 350 kw and 24 at 150 - 200 kw.

Link ("get the data") https://denverite.com/2024/04/11/new-fast-charging-stations-electric-vehicles-where-to-find-them/

 

[RivianRunner]

how do you predict Tesla will be different in three years?

In three years, Tesla will be making ~5 million cars per year, all BEV. Gas car and truck sales will continue to fall, at an accelerated rate.

Autonomy will be widespread, cars without a human in the driver's seat.

Battery grid storage sales will grow more quickly than Tesla's car sales.

Humanoid robots will be available, and AI trained for a wide variety of real-world tasks. In 2027 they will cost about $35K each.

We are witnessing the results of the greatest technological convergence humanity has ever seen. With information available ubiquitously, wirelessly, computing power cheaper than ever, higher battery energy density at unprecedented low costs, and robotic manufacturing, all these technologies combine together to enable automation on a scale that was previously not possible.

Low costs drive innovation and solve the lack of labor to supercharge the economies of the world. We are still in the early days of the age of technology. That's why most cars on the road are still internal combustion. This is changing rapidly when one steps back and looks at the big picture.

 

[emoore]

I looked at data from Colorado NEVI funding. $22 million for 46 charging stations. Average cost non-Tesla DC chargers: $121,323 per port. Average cost Tesla DC chargers: $41,183 per port.

All Tesla stations are 250 kw versus six non-Tesla stations 350 kw and 24 at 150 - 200 kw.

Link ("get the data") https://denverite.com/2024/04/11/new-fast-charging-stations-electric-vehicles-where-to-find-them/

Hopefully Tesla doesn't back out of those. There are some good rural and mountain locations.

 

[RivianRunner]

Elon Musk ONCE AGAIN, shows us exactly where his priorities are and it’s not with his customers. His tantrums and erratic decision making are why the board needs to remove this guy.

Tesla's Board of Directors has the best view into the value Elon brings to Tesla. Read their most recent Annual Report where they discuss Elon's compensation and why Elon is valuable to Tesla. No one has more of a front row seat to the value Elon brings, and they stand behind him 100% to lead Tesla's transition to sustainable energy.

The people who want him removed, want him gone precisely because he's so effective at what he does. There are billions of dollars on the line when it comes to pivoting away from fossil fuels. Slowing down electrification is very valuable to many in autos, auto parts, lead acid batteries, oil and gas, even those with big media empires that depend upon billions of dollars of ad revenue from these industries.

That's who wants Elon removed, and they want to convince even those people who are in favor of electrification that Elon is not effective. The truth is told by the results. ICE sales are collapsing, and they want to stop the bleeding.

 

[Zoidz]

In three years, Tesla will be making ~5 million cars per year, all BEV. Gas car and truck sales will continue to fall, at an accelerated rate.

Autonomy will be widespread, cars without a human in the driver's seat.

Battery grid storage sales will grow more quickly than Tesla's car sales.

Humanoid robots will be available, and AI trained for a wide variety of real-world tasks. In 2027 they will cost about $35K each.

We are witnessing the results of the greatest technological convergence humanity has ever seen. With information available ubiquitously, wirelessly, computing power cheaper than ever, higher battery energy density at unprecedented low costs, and robotic manufacturing, all these technologies combine together to enable automation on a scale that was previously not possible.

Low costs drive innovation and solve the lack of labor to supercharge the economies of the world. We are still in the early days of the age of technology. That's why most cars on the road are still internal combustion. This is changing rapidly when one steps back and looks at the big picture.

While I agree with most of this, autonomy will not be widespread (as you phrased it) in three years. It's hard to get an accurate count, but there are probably less that 1,000 TRULY autonomous vehicles on the road today. The current release of Tesla FSD obviously does not qualify as autonomous. In three years, most state legislators will still be arguing whether to even approve it in their state. That's not widespread by any stretch of the imagination. Widespread autonomy is 5 - 7 years out if not more.

 

[RivianRunner]

I just think this goes against Tesla's stated mission; to increase EVs.

People are constantly second-guessing Elon, this is nothing new.

They are almost always wrong. Elon is focused on the mission as much as ever. All the negativity is just an attempt to slow him down.

Think about it, you don't attack those who are failing all on their own, you attack those who are most effective at bringing the change.

 

[Autolycus]

Think about it, you don't attack those who are failing all on their own, you attack those who are most effective at bringing the change.

LOL. This is such a hilarious "I'm the underdog victim despite the fact that I'm literally the richest man on earth" kind of take. Think about what you're actually saying, which is that people on an Internet forum supporting an EV company are criticizing Elon because we want to prevent him from bringing about "the change". Presumably, "the change" is further adoption of EVs... You know, the thing we're all on here talking about.

 

[Rivian_Hugh_III]

In three years, Tesla will be making ~5 million cars per year, all BEV. Gas car and truck sales will continue to fall, at an accelerated rate.

Autonomy will be widespread, cars without a human in the driver's seat.

Battery grid storage sales will grow more quickly than Tesla's car sales.

Humanoid robots will be available, and AI trained for a wide variety of real-world tasks. In 2027 they will cost about $35K each.

We are witnessing the results of the greatest technological convergence humanity has ever seen. With information available ubiquitously, wirelessly, computing power cheaper than ever, higher battery energy density at unprecedented low costs, and robotic manufacturing, all these technologies combine together to enable automation on a scale that was previously not possible.

Low costs drive innovation and solve the lack of labor to supercharge the economies of the world. We are still in the early days of the age of technology. That's why most cars on the road are still internal combustion. This is changing rapidly when one steps back and looks at the big picture.

True FSD will require inductive charging so automated vehicles can automatically charge.

Tesla may be backing out of the Supercharger business to introduce the InCharge inductive charging system.

Retrofit your Tesla for $5000. Leave everyone else in the dust fighting over "superchargers" and trying to figure out which way to park in the stall.

This goes together with the upcoming August 2024 announcement of the Robotaxi. Suddenly you don't need a 500 person supercharger team.

 

[VSG]

I believe the Supercharger teams had been infiltrated by some actors that wanted to create slower, more expensive growth. When Elon sees there is a problem with the mission, he takes decisive action. Those who went along with the bad actors have to go too. You cannot change the world with bumbling, mediocre bureaucracy.

Wow. Elon is a victim of the deep state? You need to take it easy with those shrooms.

 

[Redline]

The CyberTruck Cultist is stronnnngggg in here.

 

[Autolycus]

True FSD will require inductive charging so automated vehicles can automatically charge.

Tesla may be backing out of the Supercharger business to introduce the InCharge inductive charging system.

Retrofit your Tesla for $5000. Leave everyone else in the dust fighting over "superchargers" and trying to figure out which way to park in the stall.

This goes together with the upcoming August 2024 announcement of the Robotaxi. Suddenly you don't need a 500 person supercharger team.

So... umm... who's going to handle site selection, permitting, utility contracts, etc. for all of these inductive chargers that will have to be installed to support your idea of a robotaxi network?

 

[evguy]

Even more reason for Rivian to continue the RAN buildout. It's a tough year, but Rivian continues to gain EV market share while Tesla's share falls. Best of luck to Tesla on the AI/FSD/robotaxi/robot gambit, if it ever succeeds it could be amazing. Meanwhile, Rivian can focus on building their brand as the reliable and fun pureplay EV company that produces vehicles people want to buy.

 

[Dark-Fx]

The CyberTruck Cultist is stronnnngggg in here.

Makes me wonder if there are Rivian cultists that have Cybertruck in their names that constantly shitpost on their forums, but I really can't be arsed to look.

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