AG1: The best part is that TESLA BOYS reference EACH OTHER as a proof of a good product lol. 3.5/5 in many reviews. Try sleeping 8 hours - it's life changing too lol
Hotels don't really need DC fast chargers for their guests to charge up overnight. For the cost of 1 supercharger they could probably install a 14-50 plug at almost every stall in the lot.
Yeah my go to charging on scenic road trips is to use Plug Share and find Hotels with slow chargers that I can use in the evening or overnight. The only problem right now is most only have 1 or 2 so may be busy. Need a lot more of these.
Tesla does have corporate SuperCharging partners, many Targets have them, as well as “Sheetz” gas stations (mostly in PA). They also have partnered with large regional mall owners for example Simon Properties who owns South Shore Plaza in Braintree, The Burlington Mall in Burlington, MA, ABQ in Albequerque, NM (these all have Tesla SC, I’ve been to them). Thanks for having diner with me, Joe, and Ellie at the Shareholders meeting 👍
Podunk counties in the middle of nowhere need charging too. Especially podunk counties with a National Park. Capitol Reef and Bryce are challenging to visit due to lack of superchargers, and my town with a population of 200 needs a supercharger.
Chargers will appear in less used locations as the number of EVs grows. For a few years we've had a Supercharger station in the city where I do my shopping and up until a year or two ago there were often no users plugged in. The station existed only to let the fairly rare Tesla driver make it from one larger city to another larger city. Now I commonly see several Teslas plugged in. The fleet has grown, even in my area.
I live in a small town in West Texas in a charging dark zone. Our town is right on a scenic corridor to Big Bend National Park. I am sure BEV drivers avoid the route because the range is impossible. However, given the choice, it would make it their route.
Tesla chargers make sense at 24 Hour Restaurants: Denny's IHOP Steak & Shake Convenience Stores: Wa-Wa 7-11 Denny's could host Tesla Owner's groups in their back room. Agree on Costco, especially people drive distance to fuel at Costco.
My road trip stop has always been Denny's, 24 Hour clean restrooms, ok food good coffee, I would love to see Denny's take a few spots in the back of their lots and designate for this. The 45 minutes it takes for me to eat and take care of natures call will make road trips faster than having to find a separate gas station.
@@jjamespacbell I expect that over the next year or so we will see a great awakening among food chains. Perfect locations for rapid chargers. IIRC, McDonalds or another chain has already figured that out in the UK. Seven Eleven and another chain have started installing chargers but I don't think they've yet figured out that Superchargers are the best solution.
I thought of a possible addition to the safety / learning model . In the case of waiting for traffic during a stop, I wonder if input from the driver about when they consider it safe to proceed, would be useful . So, when stopped, the driver could hold a button down that would indicate to the car, NOT to execute excursion into the intersection . During this time, the car would go about its business as usual and if it does decide that a movement was acceptable, it would not move, it would only show and or sound an indication that it would have moved if the suppressor button was not being pressed . This would provide ultimate safety for the driver and not force the driver to be concerned about having to stop an unsafe movement . It would also be beneficial data stored and transmitted to the development team .
The problem with expanding the supercharger network is going to be locations, permitting and infrastructure, so it makes perfect sense to partner with every possible location owner.
I don't see a problem. As retailers and restaurants start to understand the benefit of having a Supercharger near their door demand is likely to far exceed supply.
Grocery stores would seem to be an excellent place for Superchargers as more people move to EVs but "park on the street" with no place to plug in when parked. Many urban drivers would need to plug in only once per week and charging while doing normal 'must do' chores makes a lot of sense. 10k miles per year / 50 weeks = 200 miles of usable range. Assuming some of that 10k would be during long drives a 250 mile range EV should cover most weekly driving is a 10% to 80% charge.
Exactly. That's what we've seen happen many times over previous years as tenants started to select properties based on the availability of AC, cable, and other features. Overnight is what most people need with only a very few stops at a rapid charger per year.
In many northern areas they already have plugs at the parking spaces so the tenants can use a heater with a timer to warm up their car on cold winter mornings. Given those are rated for at least 1-3kW output and there is already a system for billing the tenants using them it is no surprise that some places have already adapted them for EV charging. I have also seen companies offer charging at the employee parking lots, which not only makes employees happier but works as an easy way to get green rep for the company.
@@AnalystPrime I'm guessing that we'll see large scale workplace and school parking lot slow charger installations. Look for utilities to provide financing because that increases their market. Set the rate high enough so that the costs and financing get paid back in a reasonable time. After that the utility and property owner will have an additional income stream. It's a win, win, win. Utility companies and property owners make money. EV drivers have a place to charge at a reasonable rate.
As a business owner who has tried it’s not as easy as you would think. This application has been around for the 2 years I have been trying, I was just talking with the team about a level 2 charging station at a different location and they asked the super chargers team about the original location. They just said they are not looking at our area. Funny thing is I think it’s a perfect location as it’s the 2nd to last freeway exit before a 20 mile section of I-5 with no exits around Camp Pendleton between San Diego and LA
I live in alabama just north of Birmingham and I have to say going to Nashville there are only two places to charge. We really need a few more heading north on 65
An additional urgency not mentioned: Generally, chargers are best when geographically evenly spaced. This of course is modified by proximity to attractions (e.g. your business), roadways etc. So, if you get a charger approved, it becomes that much harder for your neighbor to get a charger approved unless your area is so popular that you can't fit all the needed chargers. So, just like the network effect that propelled Facebook over it's competitors, first to get a charger in the area usually wins. (Also analogous to the allelopathic effect of black walnuts if you like far flung topics) This even seems to break the "best place for a new gas station is next to the existing gas station" trope as applied to the electric car world.
I always understood it to be a relic of the pre-internet age: the first gas station fights to embed its location in people's minds. 2nd gas station across the road avoids that fight and takes half the business. In an internet world for a commodity product, that's not likely going to be so useful. There are old crowdsourced gas price apps and people will drive a decent amount to get cheaper gas. Geography is all done by GPS functionality anyway. Many drivers couldn't get anywhere without GPS these days...so remembering geography isn't so much a thing...price and convenience these days.
It was great to meet and hang with you, Ellie and Brian at Investor Day. Wishing your family good health! Thanks for all the video content you create too, keep up the good work!
AG1 is getting embarrassing for Tesla you tubers. What a coincidence it changed all of their lives. Can’t they advertise different products they absolutely believe in…
@@paulrybarczyk5013 you get what you pay for AG1 has way more ingredients than Jocko & its made in New zeland a country that actually cares about their citizens and have extremely high levels of testing and verification on their supplement industry. Vast majority of products for US based nutrition companies use substandard ingredients, lie about the actual levels of said ingredients and slip in toxic chemicals just because they can NEWS flash US supplements are not even FDA regulated
I expect every major Fast Food joint along interstates, then major highways will have Superchargers installed. Even convenience stores will start adding them as the gas business levels off then starts to decline. Here in Florida most Wawa locations have Superchargers. The one thing about charging that still needs to be worked out is for apartment complexes. Do they install Tesla Superchargers or a standard wall charger connected connected to its own meter billed to the apartment holder? Which option would be cheaper for the consumer?
What is great about super chargers, is they can be placed at other businesses for a symbiotic relationship,….. charge while you shop, eat, excercise, etc. Gas stations will have to adapt, more dual-multi occupancy stations with drive through food, market, auto parts, car wash……less pumps, some chargers, but more other stuff.
I too was thinking costco would be a good choice, but then i remember Tesla superchargers start charging you like a dollar a minute once your Tesla is fully charged and once inside Costco, you're in there for at least 45 minutes 😅
You have a good point. The car can't really unplug itself (yet), even if it almost could (soon) drive itself away to a nearby parking spot. I don't notice all that much Supercharger congestion but certainly it is there in some places and some times. Maybe the whole thing could be smarter. Watch cars as they pull in, send them a cue number. When fully charged, you get a message and a few minutes to get there. When a station came free, it might light up on top showing the next cue number to insure FIFO.
Ignoring the huge difference between Gas stations and Superchargers. People have to go to gas stations. You can charge at home. Traffic to superchargers will be much less. Mostly used by apartment dwellers. In the near future if an apartment complex does not have EV charging they will not be able to find people who want to live there. Currently, apartments in the city that don't have good cell phone signal, are finding it hard to keep tenants.
Good timing, the local gas station was asking me how to apply . He was willing to replace half his pumps with superchargers! Will be great for those of us with trailers.
Great point. For those who were around in the mid-‘😮70s-early ‘80s, the ubiquitous service, aka “filling”, stations were going out of business EVERYWHERE. These street corner properties, many with leaky underground tanks, were being sold for ‘pennys on the dollar’. The transition was to larger high-volume convenience stores selling gasoline and later added diesel. I can see that these convenience store locations will need to transition to electric charging or will go the way of the filling stations.
If a filling station has the space. EV charging takes longer than pumping so in order to achieve the same amount of customers per day there has to be room for more chargers than there were for pumps. My guess is that we'll see few rapid chargers at filling stations. People will prefer to charge where they can get food, do their grocery shopping, or some other 'useful' use of time.
@@synergydpm Remember what we lost then. Attendants to pump gas; check tires, wipers and oil; wash windows; take cash and bring change or go process those "new-fangled" things called credit cards!
13:00 I had this experience a few years back. I used to use Yahoo as my search engine, but then I noticed that it was Yahoo powered by Google. I questioned why I was using Yahoo and decided to try Google itself. The interface wasn't as polished as Yahoo, but I quickly switched to using Google as my search engine, just like most of the world. Yahoo gradually lost popularity and almost died out (I had to look it up just now to confirm if it's still operational). I very well could see a day when you could see “Ford now with navigation by tesla”
Great to hear that you mother is on the road to recovery! I hope many strip malls, shopping plazas and neighborhood shops will take Tesla up on it. It's a good idea to let others know about this since there are still so many people who still have no idea how much Tesla does and can do to drive traffic to their establishment!.
What will happen with all the gas stations in the coming years? I'm sure there are many that can convert to EV charging station. Many like the ones in Florida,also sell food and other thing so they can convert to charging stations more easily ( WaWa in Florida)
If the convenience store that now sells gas has ample land area then they might morph into a rapid charging station. Crowded gas stations are likely toast.
Speaking of Florida (and elsewhere), it sure would be nice if "features" like EZPass for toll roads, bridges, and such could just be handled the same way as charging, e.g., automatically recognize the car or license plate and bill and report through the Tesla App. (Maybe I just don't know how such "features" work (and seldom encounter them), but I think they are different or require registering in various states.) Anyway, in Florida, if you rent a Tesla from Hertz, signing up for an EZPass from them seems a worthwhile thing to do - ha, just to get out of the airport parking lot! )
Great catch John, really interesting story of small things Tesla does for long term greatness. This is a path for Tesla Energy to eexceed vehicle sales revenues, then add in AI and tech licensing and sales...
The first problem is likely to be in more remote areas when the only gas station for miles burns down or for some other reason no longer exists. The next problem will be in suburban and urban areas when the number of stations declines and drivers have to go further out of their way to tank up.
FSD needs: * self cleaning cameras * cameras covering area immediately next to the car (front etc) * ability to read the road surface (water, cracks, wheeltracks, ice, snow, slush, potholes, …) and react as neeeded. * utilize positioning to tell other cars about location issues (pothole, slippery, …) and generally get cautions Then it can move to something near a robotaxi
Spoken by one who has not driven either one. I have a Tesla model Y with FSD. It sees imperfections and still has to learn how to react properly. I'll try 11.4.3.😁😁😁
The only cleaning need is to alert the user when a camera needs a quick swipe. I can see a (near) future where road problems get uploaded to maps and then downloaded to all cars on the system. Perhaps a partnership between Tesla and Google where Tesla takes over the chore of keeping Google Maps updated. I do see a future where pretty much all cars use Tesla FSD because no other company seems to be collecting the data needed to build their own system.
@@bobwallace9753 volvo and others have had a sharing system for 4+ years. I had it on my 2019 V90. Cameras clog up in less than five mins in MANY winter conditions. I cannot stop every five min to wipe them.
Curious about the contract and how the metrics will play out. Property tax on commercial land can be steep. Who pays? Is there any compensation from Tesla or is increased traffic the sole reward? (Shell, and Mobile executives will cry themselves to sleep just thinking about that model....free gas station locations) Increased business traffic will have a formula. There will be businesses that benefit greatly, and others that will see nothing more than increased restroom use. Also curious if Tesla says this is open source for the North American standard does that mean Electrify America can license it for their chargers?
Jon, you missed the big optics here: even the most non-technical, most disinterested observer has to wonder why both Ford and GM have swallowed their pride and joined Tesla.
Saying FSD is accelerating is a bad choice of words given the issue of unexpected acceleration that continues to be reported... personally I think that issue stems from how the system cancels auto steer and NOT adaptive cruise - I imagine all FSD Beta drivers have been caught off guard by this several times.
I think in the long term tesla charging will have to split from Tesla and maybe even broken down if they will really become a monopoly. Monopolies generally are bad for competition. Will be a few years before this is becoming an issue though.
~@10:00 I keep hearing about Tesla getting a monopoly on charging stations from the deals with Ford&GM and likely future deals with other EV makers. Tesla charging stations will certainly become more numerous and likely retain the edge over other charging brands simply due to Tesla's proven reliability, ease of scheduling and many other factors. The one thing they will not have, however, is a moated monopoly. Am I wrong that Tesla released NACS as an open standard? Am I wrong that this applies to car charging ports AND charging stations? Though there might still be a licensing fee (is there?) to Tesla, but Ford and GM and Toyota and VW, Shell, Chevron, Exxon, etc could still build NACS compliant chargers, with no mention at all of Tesla on the signage. "Everything NACS" doesn't imply "everything Tesla". Please let me know if I'm wrong about this.
@9:49 *Tesla* will *_never_* be a monopoly because your EV, regardless of brand, can always be _charged _*_at home._* In fact, they mostly will be charged at home.
Elon is proof that you can go all in, if you go all in.... and a bonus of truly going all in forever is once you "make it" no one that isn't all in COMPLETELY also will come close.
One honest analyst... a rare breed no doubt.. admitted with the initial ramp up do or die struggle, that when Tesla made it that maybe Elon won it all. And look... he did... Elon and his hand picked team has won it all. Thank god too, for we really needed at least one uncorruptable corporation to prove it is a better way to actually do business. TRUTH
Telsa will sell the electrons and they will be the fastest to deliver said electrons. the other OEM's just got the charging outsourced save a dollar today mindset
Wal Mart should replace EA with superchargers. The power and most of the infrastructure is already there. Also, do you think that Tesla would allow their chargers to be re-branded? For example, could Costco or some other large company have superchargers painted in their colors and available through their app?
I don't see why Tesla would even consider 'rebranding'. If Walmart wants the EV charging customers then they can use Tesla or let someone else attract those customers. Tesla doesn't need Walmart. There are many restaurants, grocery stores, coffee shops, and retail stores that can host Superchargers.
@@bobwallace9753 I would agree. No rebranding. I doubt the Ford BlueOval network will mention Tesla even if it uses NACS connectors. But it probably will recognize your car and insure that you get the bill and that will show up in your Tesla App.
@@WarrenLacefield Perhaps there will be a Ford app that guides drivers to available chargers, Tesla or otherwise, and does the billing. It seems like something along that line was mentioned in the initial announcement. At least a Ford app, no details. Some have talked about Tesla benefitting by info about individual non-Tesla vehicles charging. I'm not sure what that advantage might be. Tesla just needs to sell power at a profit which includes the cost of adding additional chargers required for non-Tesla vehicles. Tesla makes money and helps achieve their major mission of moving the world off fossil fuel.
@@bobwallace9753 Yes, I think the idea is that Tesla will sell electricity to everyone at the same price. Might be more or less expensive at some other Tesla (or other brand) charger down the road. But the whole (convenience) issue is not just other brands charging at Superchargers, it is also Teslas charging at BlueOval and other brand chargers. Whereever I charge, I'd like it no hassle, to be billed properly, and to show up in my Tesla App ... or my Ford App for record-keeping, etc.
@@WarrenLacefield I'm pretty sure Tesla has said that non-Tesla drivers will pay more than Tesla drivers. Either a higher rate or a monthly fee in order to pay Tesla rates. That's only fair. Tesla Superchargers were built and installed with money Tesla received from selling Tesla EVs. Tesla owners have already bought in.
yes but who will pay for the construction of the host a charger place? They say "tesla manages the construction and operations" but does tesla pay for it aswell and you as an owner do some sort of leasing agreement? Installation Fast and Flexible Tesla manages the construction and operation of Superchargers at your site-no extra upkeep or maintenance required. Our team of Tesla installers will get your Superchargers up and charging quickly with a fast, efficient installation process. Apply
My mom's condo just upgraded electric lines going between the car parking spots - everyone has to pay for the last 12 ft and charcher unit themselves. They bill monthly for electric bill. The investment raises the value of your parking spot.
To the property owner? I think nothing. Tesla provides the Supercharger and does the support work. Tesla may even be paying lease fees at some locations.
Yes, DR, Ford and GM owners will visit the red and white superchargers….. free subversive advertising, can TSLA charge locations for ad space on their app, once they select a charging location, the area businesses, especially the ones at the charge location will want to lure the Tesla drivers with food, hotels and attractions,,,,, TSLA ad revenue?
Hi Doctor Know it All, let kill two birds with one stone, while applying Tesla charging location also apply for Starlink internet terminal give your customer high speed WIFI internet connection.
Are you nuts? I don't buy Shell, BP, Esso, or Total cars now. I also don't discriminate between them because they all use a universal payment scheme. Why are we going backwards?
Pass me the box of Kleenex, please - but it's by another company. That's what will happen to Tesla Superchargers - they become generic and don't represent anything special. The FSD version I got a week ago does no better in 2-lane round-a-bouts than in previous versions. I have to deactivate FSD when I get near a round-a-bout - I don't think the 2022 Tesla Model Y processor can ever handle them. Then what?
I think the biggest result of this will be the fact that it will hasten the adoption of EVs overall. Thus, because Tesla dominates the industry (especially in the US), the rapid expansion of Tesla branded charging infrastructure will help Tesla more than anyone else. It's like Usain Bolt being in a 100m race with a load of rookies and then you give them all performance enhancers. I mean yes, the rookies will be faster but Usain Bolt will see the most benefit and in the end, embarrass the competition. I mean think about it. If you were thinking of buying an EV and everyone is using Tesla's infrastructure, copying their hardware and licensing their software and paying a premium for the privilege, why wouldn't you just get the real deal? I predict that in the end, legacy auto will be seen as lower quality, higher cost Tesla copycats, a bit like knockoffs in China are seen by consumers in the US currently (except Chinese knockoffs are usually cheaper..)
Tesla said DOJO would be first phase complete Q1, and the whole point of DOJO was to accelerate the FSD development. Tesla also said getting to full stack neural net was a big obstacle for FSD progress, and since they got to version 11 they have had full stack neural net. So I have been assuming FSD progress would be faster now, and I have been saying so in my comments for months. Now it is news because Musk said it, but you all should have known already. On top of that, way more beta drivers now that it is in wide release, so way more data and feedback coming in now.
