Tesla Fires Entire Supercharger Team! What Does This Mean For The EV Industry?
Вставка
- Опубліковано 1 жов 2024
- Elon Musk has fired pretty much their entire charging staff as the company no longer sees charging as a viable business model. With NACS rolling out across the industry what does this mean for the EV space? I give some of my thoughts on the subject
Maybe they should have fired the FSD Team?
Instagram- @simplygregsterev
#tesla #supercharger #elonmusk #charging #ev
Elon: May I get my 50 B dollar bonus now??😂
Painter himself into a corner and has to walk across the floor…
EVs are still a relatively new technology and the need to build more charging stations was one of the two primary weak links. The other weak link that has been slowing all EV sales has been Musk himself. Musk is egotistical and erratic, and his politics are abhorrent and alienating to most of his customers. My thought is that Musk is tired of EVs and wants to move on to AI or some other new, flashy thing. Musk’s push for his 50 billion payout seems to be to gut the Tesla cash cow and use that money to pay for his new AI toys. Regardless, Musk’s cutting of his supercharger division, on top of his dropping plans for an affordable EV, are the biggest blow yet to Teslas, EVs and more broadly, green energy. Who is going to buy a Tesla after this? And will any manufacturers cooperate with Tesla or Musk ever again?
The fact that TSLA goes up when these irrational moves are made is mind boggling, the stock has no logic. They are literally gutting the company of future development and progress.
No range. No resale. No insurance. No cold weather. Terrible / slow service. Battery toxicity. No infrastructure. Promote that.
Totally fine range. Just sold my tesla easily for a great price. No problem with cold weather in 3 Years. Battery Recycling just needs water, no more.... You dont know what youre talking about.
@@TheTschumist range is "totally fine" depending on your use case. Battery range is reduced by about 30% in the cold. Battery recycling just needs water? I think there's a bit more to it than that. Battery recycling is currently not profitable, therefore not easy. It's cheaper to mine the lithium than to get it through recycling. Mining is not easy and it's still easier than recycling. Why did you sell your Tesla? Did you get an ICE car?
@@Christian-fx9ur it's cheaper to recycle NCA than source raw materials - but there is insufficient supply of used batteries as they remain valuable as batteries well after the car which is maknig it harder for recyclers to justify building out much. For LFP the raw materials cost enough less that it's slightly more expensive to recycle than source fresh so that is a challenge - most of the world will probably deal with this through taxation making recycling the better option as that's an overall win for the country.
Range is fine for almost all use cases - price is less so (though that is true of almost all new cars).
Cold is only an issue if you're in the seriously cold - if it's not significantly below 0 you'll be looking at a small range hit that you will barely notice. Unless you're only driving a couple of miles, in which case heating the cabin will eat a lot but then you're driving so little distance that range doesn't matter.
Resale looks comparable to ICE here - I wish they fell of a cliff in value, then I'd be able to pick one up cheap. Sadly, it's not true.
@@TheTschumist I call bs. Look around. Why are they piling up on lots everywhere around the world now? How is shoving an EV and all it's government subsidies down our throats 'helping the environment'? Al Gore is a criminal genius and it's nothing but a Green Hell.
There is infrastructure, your just too blind to see anything resaonbly.
Where have you BEEN, Sir? This is much like at Twitter. The crash in Tesla popularity is arguably at least in part due to Musk's alt-right flaming and self-glory pumping. NO SURPRISE at all.
you talk as if they are closing the super chargers. shock, they aren't. and they are still going to open more as elon says. he's cleaning house. does it every 5 years. this is how he keeps it lean. also likely will hire a few back. he does that too.
plus he'll likely licence out the tech (hardware and software). they already done this with BP. i.e. others pay for the up front cost but tesla still gets profit without the long term capital investment.
This is what I said that they will sell equipment to others. Cleaning house every 5 years is rational? Good luck attracting top talent for future projects.
You know who loves this? Toyota, with their hybrids. Musk is too erratic to trust with any investments.
I understood it was the Supercharger infrastructure team that was fired. How does that differ from the whole Supercharger team?
That's my question; if Elon says they're going to focus more on upkeep & upgrade of EXISTING chargers, who's going to do that now that the team in charge of it has all been laid off? BTE, upgrading takes as much effort as building a new site from scratch.
I think we're about to see the next gen charging system. The supercharger network isn't very useful to a robotaxi. We're probably going to see a wireless charging pad system or something.
And Elon's been called mad before, look how well that aged. Like milk in the hot sun. Lol
Ill believe robotaxi when i see it.
These comments sound like the negative comments about steve jobs in the eary 2000s. Now everyone loves apple. This is not strange. Robo taxis wont use super chargers. They will use centralized wireless charging.
Unfortunately you seem to start of by strongly implying that Tesla will stop having super chargers and the whole supercharger network will collapse. But you don't actually say this nor do you justify it. Based on just the information you provide int he first few minutes, Tesla could be getting out of the super charger business or it could be refreshing the team for a massive expansion, nobody can know based solely on a team being fired. Then speculating on that seems doomed to failure. What does Tesla say its plans are?
If you are a car manufacturer getting ready to build out your charging network now is the time to hire those 500 Tesla laid off employees!
I like reading all Elon fanboi defending the decision and getting even more elated. So much trust the plan vibe. I missed the time when every other folks on internet was a Qanon believer.
Pretty sure the Supercharging network was suppose to be a loss leader. You need the ecosystem to be built in order for the cars to exist. It's very possible that getting rid of the entire team means now they will go in a different direction. Different phases in the supercharging ecosystem.
Not true the Supercharging network contributed $8.3 billion to Tesla's $96.8 billion in 2023 revenue. It was the most successful division in the Tesla setup and was set to be more successful in 2024/25.
simple, wireless charging is needed for driverless cars. existing Supercharger design has reached its limits. Elon is right., he doesn't need 500 people to keep working on existing hardware
Elon is going to sell snake oil of charging roads next
Why is it that most things to do with EVs and charging in America seem to be so complicated. Here in Europe almost all Superchargers are open to all EVs - why do Tesla in the States go through the nonsense of opening them up brand by brand? Nuts. Again, here in Europe, Ionity are opening charging hubs left, right and centre as are other charging companies. Tesla, is one amongst many, albiet a very important one. I think Musk is more concerned with being a right-wing conspiracy nut than being an effective manager. He's wrecked Twitter. Looks like it's Tesla's turn.
Because EU went ahead and said “we are doing this” USA and Canada with a few exceptions (BC, Quebec in Canada) decided to make it political and complex. I tell people that charging an EV in Europe for the most part is as easy as getting gas
@@simplygregsterevIt is! Over the previous 6 months I have done 3 reasonably long trips, 4.5 hrs, 6 hrs and 7 hrs. The only problem with charging was which ones to choose. And even that was sorted for me by my in-car Google route. planner.
Parallel to this…. What is Volkswagen doing pertaining to charging stations in relation to the dieselgate settlement 🤔?
EA is actually rapidly expanding and upgrading equipment
Great video but as a European EV owner, I am slightly confused with American's obsession with Tesla. Here, Tesla's are a minority of EVs. Because of ever increasing EV choice from other car manufacturers, Tesla percentage of EV's is only shrinking. Why would car manufacturers switch to Tesla chargers whereas (here at least) the standard Type 2 connector charging network is increasing, while with Tesla news the Tesla charging network won't be increasing?
Perhaps its different in the USA, but here most EV sales are other brands now, and the % of Teslas as a percentage of all EV will continue to fall.
I visit EU pretty often and I have to agree. I think it’s because of lack of choice in USA/Canada with EVs. Its Tesla or a few other pickings. The charging network is still fragmented, there is no set in stone charging standard and this insane tribalism with ICE vs EV.
@@simplygregsterev There is no way anyone will force an EV on me. I'm willing to die over it. I'm not trying to be a jerk to you, I just wanted you to know what you're up against. There are millions just like me. I have some gorgeous classic cars and nice vintage Jeeps. If you're curious, I can discuss it without getting upset or name calling. I think the cracks in the EV world are just beginning to show...
do you realize standard type 2 is too slow to charge? maybe people in EU dont drive that much, but Tesla charger is just better. I dont own an EV and never plan to buy one simply the cost to maintain one is not clear yet, I will wait for another 10 year to see the true ownership cost. for now EV just cost way too much to insure, I am talking about 1k more every 6 month, that is 2k every year, 20k in 10 years, compare to a Toyoda hybrid, which cost 1/3 to insure, EV seems like a money pit to me. not to mention I don't even know if a EV can last 10 years, for toyota, I am pretty sure they last for at least 10 years.
Can't hear you!
Businesses drop business units (note I didn't say sell or spin-off) when they aren't profitable, and there's no path to profit. Otherwise they invest, for big future returns, especially when they dominate the market.. A huge Australian charging company went bankrupt 12h after this news broke.
No more free money for Musk?
Sounds like cost cutting to meet market expectations going forward. By not spending on the expansion of the charger network they can show more profits, but at the long term cost of losing the benifits of the network as well as public goodwill.
Charging was the key driver for sales especially when FSD was a red herring (V12 beta now ?). If they not confident in charging then what seperates them from the rest until charging is 5 minutes task. Is this the begining of the end for tesla growth with stale old designs and rediculous cybertruck with no sales. Also tesla chargers seemed like it would drive price reductions for other charging providers but that wont happen.
You are correct. Model Y is getting a little stale
To me it looks as if Tesla are setting the business up to resell it to a car manufacturer. What i don't understand is the USP of a Tesla car is the charging network, it's making me think again about making my next EV a Tesla
This is the USA and hire and fire is a usual choice. Here it does not happen, but it might make a lot of sense for Tesla due to stalling sales to reduce the costs now and rehire a few of those key figures later cause at the end how much profits are they making in this division ?
Too less compared to the vehicle sales and maybe they are about to split the whole supercharger division off with far less people on board where then Ford and GM will buy parts of that. The price for 30% of the supercharger network with just 20% on board for maintenance and expansion of current facilities is a lot higher with the whole big team they had on board for years.
Just a hard cut to hire the best again and rebuild the team to sell it afterwards.
Makes sense considering that the turnover is far lower than that of their core business while it also needs a huge amount of capital and also maintenance costs.
I would not worry about that cause they will find a new level and might reduce the speed of new spots and new chargers also replacing older chargers.
Makes no sense if the growth is no longer there. Elon knows his sales figures and the production capacity. Now he reaches the real car manufacturer hell when the demand is stalling and another price drop brings not enough new orders to compensate and keep the factory running. Here in Berlin he could not fire the employees like in the USA.
Far more complicated, the only way out are those workers that have a limited contract for 2 years which means he is able to not renew these contracts. But that takes months or years till someone has left the payroll. I bet sales outlook is terrible while the Cybertruck is not doing well regarding production volume and quality.
At the end the model 3 highland is not gaining enough orders due to far more competition here, many chinese attacking tesla and others learning their lessons too.
Tesla is going to have problems hiring talent after these layloffs. The trust is broken and it will be a nightmare
Buying a Tesla, is like voting for Biden, in both cases, you reward idiocy.
I question the future of EV's in general. When Toyota goes in a different direction, got to ask why. Toyota doesn't make many mistakes.
Steady and conservative. Also they have plowed TONS of R&D into Hybrid
@@simplygregsterev I question the future of EV's. I'm a years long road worker. I've built roads from Colorado to California. This EV "switch" was not done right to begin with. Something this big requires planning, standards and roads equipped to cater to EV's. I drew up plans for a charging system imbedded into interstate highways (charge while driving) and no one payed any attention. It will be necessary for hauling trucks especially. It going to take serious investment. I thought Elan offered Tesla for sale to Apple.
I belong to the FEVs and FJB community. 🥶🔥🖕🇨🇳
The biggest problem for fast-charging in the future is that the increase in peak load isn't sustainable yet putting more of them out will become increasingly important for road trips as the number of EVs out there increases. Elon either went crazy or realized there is an imminent scaling issue and grossly over-reacted to it as usual. EV sustainability and scalability requires giving everyone access to L2 charging wherever they park so the grid can dump excess renewable energy directly into them instead of having to build massive storage facilities and insert all of the additional losses that entails. How do you sustain sprawling fast-charging infrastructure when very few people actually use it between holidays?
Temporary increase in stock price so Musk can sell more??? Anyway Tesla is pretty much doom. Mostly vaporware.
Im sure the is a big picture plan involved here. Trying to read it like they are shutting down the entire idea of the supercharger network isn’t logical and im sure they have a long term plan. Maybe they are going to license it out to 3rd parties instead.
"Im sure the is a big picture plan involved here" 😂😂😂😂
Yet another smart move by Musk…….. Can't wait to see him go bust 🤞🏼
He is just revamp/Rebooting the team. All part of the master plan bro