Brock Tune

The shift of OEMs to NAC and federal money are probably the exact reasons Tesla is shifting away. Automakers really don't want to be business of infrastructure. Tesla did it as a need because a network like this didn't exist when they were trying to convince people EVs were a viable alternative. Now that a good base has been established, federal money is giving an incentive to others to build out EV stations, and those EV stations will start favoring NAC vs CCS, Tesla is likely just seeing this as an opportunity to let others pick up the baton.

A4 Phil

Reading the tea leaves it looks like Tesla is desiring to shift into being a charging hardware/software provider rather than network developer and turn the installation over to others. In other words if you Buc-ee's want a 24 station Supercharger, Tesla will sell you the hardware and then you can talk to Company XYZ about installation. Sort of the solar roof model.

WetEV

https://www.theverge.com/2023/4/19/2...-specs-rollout

https://www.notateslaapp.com/news/16...ers-in-the-u-s

https://www.plugshare.com/location/565401

A4 Phil

Those are all V4 stalls. The chargers are still V3. This is why Tesla is struggling so hard to charge 800 V vehicles. The current units are only capable of 500 amps for short durations of time.

Full V4 will be a huge improvement from the state of Superchargers today, though you are correct, most of us will simply enjoy the longer cables of the V4 stalls.

Ryanthegreat1

The back end for power is still v3. Those are v4 pedestals on top of v3 chargers.

No 800v and no mega kw.

coldrain85

This is what I was thinking as well. I don't understand the consternation over this because the task that this now-laid-off team had been assigned to do has been completed.

If you build a video game for a company, does that entitle you to a job until you decide to retire? No, it's what have you done for me lately. That's basically what happened here.

rdgrimes

A4 Phil

Wow... Bad news for Audi perhaps?... Or good news?

JNealCox

Well, certainly good news for EA! Tesla does suffer greatly at this point from being "first out of the gate". Many of their stations are old, and unable to meet the capabilities of EV's that are coming to market fairly quickly. That was why some of the EV makers were a little reluctant to jump onto the Tesla Supercharger network. I think the big issue is the plug standard. If NACS is truly superior to CCS1, the the universal switch would be a good thing--or does, say CCS2 over real advantages for future capabilities? Is the NACS not "forward thinking"?

Tronification

While there may also be all kinds of policy reasons surrounding the supercharger network, Tesla seems to be cutting back on investment in more than one area (https://www.reuters.com/business/aut...ss-2024-05-01/).

Looks like a plain 'ol cost cutting move which, while done in Musk's classic drastic and tempestuous fashion, sort of like the closing of all Tesla stores some time ago, may prove yet again to have been the correct move from a strategic standpoint. Musk is not one to blunder much when it comes to strategy, but he is definitely bored by details, hence this kind of "screw it, just shut the whole thing down" move. Look for some parts of this decision being walked back, with development continuing at a slower pace and with a sharper focus on cost and benefit.