Some highlights I found interesting:
After Tinucci had cut between 15% and 20% of staffers two weeks earlier, part of much wider layoffs, they believed Musk would affirm plans for a massive charging-network expansion.
Musk, the employees said, was not pleased with Tinucci’s presentation and wanted more layoffs. When she balked, saying deeper cuts would undermine charging-business fundamentals, he responded by firing her and her entire 500-member team.
The departures have upended a network widely viewed as a signature Tesla achievement and a key driver of its EV sales.
Despite the mass firings, Musk has since posted on social media promising to continue expanding the network. But three former charging-team employees told Reuters they have been fielding calls from vendors, contractors and electric utilities, some of which had spent millions of dollars on equipment and infrastructure to help build out Tesla’s network.
Tesla’s energy team, which sells solar and battery-storage products for homes and businesses, was tasked with taking over Superchargers and calling some partners to close out ongoing charger-construction projects, said three of the former Tesla employees.
Tinucci was one of few high-ranking female Tesla executives. She recently started reporting directly to Musk, following the departure of battery-and-energy chief Drew Baglino, according to four former Supercharger-team staffers. They said Baglino had historically overseen the charging department without much involvement from Musk.
Two former Supercharger staffers called the $500 million expansion budget a significant reduction from what the team had planned for 2024 - but nonetheless a challenge requiring hundreds of employees.
Three of the former employees called the firings a major setback to U.S. charging expansion because of the relationships Tesla employees had built with suppliers and electric utilities.
When this news dropped a little while ago. I saw a lot of speculation that basically Elon got mad that a woman said he was wrong and laid off possibly Tesla’s biggest asset in a tantrum.
Honestly, at this point, the most surprising part of this situation is how unsurprised I am at that being exactly what happened.
Hopefully, this will not set back a widespread EV charging network (Tesla or otherwise) too much; but it definitely sounds like damage has been done.
Hopefully this knocks down Tesla’s dominance in the charger ecosystem honestly, we need competition to take over that aren’t tied to a single vehicle manufacturer. Yes Tesla was going to open their network up to third party cars but they’re taking their sweet time in doing so. I hope competitors were able to swoop in and hire talent and take over broken contracts on abandoned charging station projects.
Honestly, that’s my main hope as well; that all the charging team talent will disperse across the market and help other chargers spread as well. The article mentioned Tesla having 60% of the fast charger market, so hopefully we will see other companies fill the gap.
My concern is that if no companies pick up the ball Tesla just dropped (or more accurately angrily chucked over the fence), that this could set the EV charging network back significantly; which would definitely be a problem for mass adoption of EVs.
I’ve really been waiting for gas stations to jump in on this. Tying it to vehicle manufacturers just doesn’t make that much sense to me, not nearly as much sense as using the companies whose mission is already to deliver energy to vehicles. You need a tiny fraction of the infra for electric charging that you need to supply gas. Shell or Chevron could EASILY ink deals with, say, Starbucks, to put one or two chargers in every Starbucks parking lot in the country and just sit back and laugh as the money rolls in. And yet, they just keep pushing for exclusively fossil fuels.
I would love to see gas stations putting in EV chargers, especially gas stations known for their food and snacks or travel stops that have restaurants because of the additional time taken to charge an EV vs. fill a gas car. Also it would be nice to see established companies run EV chargers that just let you pay with card at the “pump” like you do for gas rather than this app and account bullshit that all the mainstream networks have.
You have to keep in mind the scenarios where it will be used. While truly fast charging does exist today (20 minutes or so for 80% charge), that is not widespread, nor is that the way it’s typically done. Level 3 (DC fast charging) is expensive (moreso than gas), potentially detrimental to the battery, and still usually not very fast (an hour at least). As such, you aren’t going to charge at your local gas station the same way you get a fill up today.
Most people use a level 2 charger, either at home or at work. This means it can sit for 8 hours to refuel. Many parking garages have this as well. Level 2 chargers deliver AC directly to the vehicle, meaning you don’t need a lot of infrastructure- just a 240v line and a billing system. This in turn means it’s cheap and relatively easy to install. Sometimes you’ll see these outside of Starbucks or a grocery store, but not especially often. You’ll get ~25 miles of range per hour charging using level 2. But even if you spend 2 hours drinking coffee, or buying groceries, you’ve only added 50 miles of range.
This is where level 3 comes in. It requires some pretty significant equipment (which is part of why they’re always broken), because it has to convert AC into high voltage DC. It also has to chill the cables internally, otherwise they’d quickly overheat from the electricity passing through. But this takes up space that’s probably not really available in the lot.
I am seeing fast chargers now being installed at travel centers/truck stops along major highways. It fits in nicely with regular stops on a road trip for food. I’m also seeing them being installed at most Walmarts, since that’s perfect for grocery shopping.
Around here, that last group has been from Electrify America, which does NOT require an app. They have a standard credit card reader.
Fortunately the NACS has be standardized under the SAE as J3400, so companies should not have to rely on Tesla for development or implementation anymore. Tesla’s network is going to suffer for sure though.