Tesla is allowing other EVs to use Superchargers. Why this is a smart move.

Beat Jau / TeslaFansCH

We previously covered how Tesla plans to open up Superchargers in Norway, but Elon Musk has now said that Tesla plans on opening up Superchargers in all countries over time. We'll explain why this can be an absolutely brilliant move by Tesla.

In Europe Tesla uses a universal CCS port on their cars and chargers, making it much easier for owners to charge elsewhere without the use of an adapter. In this case though, it will also help Tesla open up their Superchargers to others.

In the US and other regions where Tesla uses their proprietary connection, it will be a little trickier. Tesla would likely need to develop an adapter from CCS to Tesla’s port. It’ll be a hurdle for any customers wanting to use Tesla Superchargers.

Why is Tesla doing this?

So here’s where it gets interesting. Why is this Tesla opening up Superchargers to others when they’re already congested in some areas? Tesla built their proprietary cable connection and their Superchargers because they had no other choice. Fast charging DC stations were simply not available when Tesla released their first Model S in 2012 (the original Tesla roadster used a different connection). So if Superchargers are not a revenue stream for Tesla, then they’ll likely be surpassed as the leader in fast charging stations.

So what I believe Tesla is thinking here is that they can get actually two hugely important things out of opening Superchargers to everyone. First, they create a new revenue stream for themselves. They’re not giving out this energy for free, and they’ll likely charge a premium for it. Secondly, with this additional revenue, they could use it to continue building out their Supercharger network and become the de facto standard for car charging. Something that surely would please Tesla owners as they can keep the simplicity of charging at Tesla’s chargers, and don’t need to buy an adapter when charging. Having a greatly expanded Tesla charging network would be a great form of advertising for Tesla and would surely help sell Tesla vehicles.

However, there is something Tesla needs to solve. Today, Superchargers communicate with the vehicle to transmit information such as how much energy was transferred and it leaves the authentication and payment details to the car.

Over time, all countries

— Elon Musk (@elonmusk) July 20, 2021

In order to allow other vehicles to charge at Superchargers Tesla would need to change or add a way for other cars to authenticate at the Supercharger and pay for the charging session.

I still remember my first experience at a Supercharger and being in awe with the simplicity of the whole thing. The first time I used one I thought I’d need to authenticate at the charger, or maybe even on my phone. I was even ready to pay for it manually, like at a gas station. Tesla absolutely nailed this experience for its customers so I don’t believe they’re going to want to change any of that, nor should they.

Instead I believe they’ll create a payment system where a non-Tesla vehicle could go up to a Tesla Supercharger and open up the Tesla app to start a charging session. Very similar to what some gas stations do today. You simply log in, choose your pump and start pumping. The charging session would be automatically terminated when the charger is removed from the car. This will again force non-Tesla vehicles to use Tesla’s system, instead of the opposite where Tesla owners would need to use someone else’s chargers, possibly interrrupting the simplicity of charging that exists today at Superchargers.

By having non-Tesla owners use the Tesla app to authenticate their charging session, Tesla also gains a unique opportunity to sell them on a Tesla, right there while they’re waiting for their car to charge. Clever move.

CSS port?

So as Tesla expands their Supercharging network and offers non-Tesla vehicles fast DC charging, we face the question, why is Tesla still using their proprietary adapter? Sure, it was necessary in 2012, but in 2021 where so many things have changed, it doesn’t add many benefits over a CCS connection. It prevents Tesla owners from charging at CCS stations, it prevents some non-Tesla owners from their at Tesla chargers and it requires Tesla to build and manage multiple parts for their cars.

We believe Tesla will announce that all future Teslas will come with a CCS charge port, instead of the Tesla port. They will slowly switch over Superchargers to use a CCS connection and offer an adapter at the station for non-CCS Teslas.

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Tesla Vehicles Spotted With LiDAR: What Do They Use It For?

Not a Tesla App

Tesla recently hit the news for purchasing approximately $2M in LiDAR sensors from Luminar, one of Tesla’s long-term suppliers. You’ve probably seen photos of Tesla’s Semi and various Tesla models, including the Model 3 and Model Y sporting LIDAR equipment on the roof. These cars drive around with manufacturer plates scanning streets and highways.

However, many people confuse Tesla’s purpose in purchasing LiDAR equipment with using it for FSD versus testing. So, let’s look at what LiDAR is, and why Tesla uses it on its Fleet Validation Vehicles.

What is LiDAR?

LiDAR stands for Light Detecting and Ranging – essentially using lasers to measure distances. A laser pulse is sent out, and the time it takes to return is measured – providing extremely accurate distance measurements.

Some companies working on self-driving vehicles, including Waymo and BYD, use LiDAR as part of their self-driving suites, but Tesla is one of the few stand-outs that does not. Even Rimac’s “Verne” Robotaxi – which uses self-driving technology from Mobileye, also uses LiDAR.

While LiDAR can produce extremely accurate and high-quality 3D environments, it comes with its downsides as well. Not only is LiDAR costly and requires large gear strapped to a vehicle, but it also can not be used in bad weather and can have interference issues if there are other strong light sources present.

Why Does Tesla Use LiDAR?

A LiDAR rig mounted on a Tesla Semi for testing FSD.

Not a Tesla App

At Autonomy Day in 2019, Elon Musk mentioned that LiDAR isn’t the solution for self-driving cars – it's just a crutch. Thus, Tesla hasn’t used LiDAR for any production self-driving software.

Instead, Tesla uses it exactly how it's described – they use it to gather ground-truth data. This data is then used to feed Tesla’s Full Self Driving system – which helps validate its vision-only system's accuracy. LiDAR provides very accurate measurements to help ensure that FSD’s perception of space is accurate – and is only used by Tesla to ensure that its AI technology which is the brains of FSD is capable of accurately interpreting depth from just visual data.

Tesla’s vision-only system has been seen to be extremely accurate, with Vision-only Autopark being able to park in even narrower and tighter spaces faster than the previous version that relied on ultrasonic sensors.

We’ll likely continue to see Tesla purchase LiDAR systems, as well as use them for validation well into the future.

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Tesla's Upcoming Robotaxi Event in August Delayed, According to Bloomberg

Sugar Design

In a report from Bloomberg, it is claimed that Tesla will be delaying its much-anticipated 8/8 Robotaxi event by two months to October 2024.

While sources other than Bloomberg haven't confirmed this report, Bloomberg has a positive track record of reporting on financial decisions. We’ll be sure to update the article if there is confirmation on X from Elon Musk or another Tesla senior official.

Tesla’s stock has dropped nearly 8.5% over the day, ending back-to-back gains over the last two weeks. It closed yesterday at $ 241 after hitting a peak of $270 earlier in the day before the news broke.

Why the Delay?

The delay – of approximately two months – has been communicated internally, but not publicly announced just yet. Bloomberg goes on to mention that the design team was told to rework certain elements of the Cybercab, necessitating the delay.

If Bloomberg’s report is correct, it sounds like Tesla’s unveil event will be largely focused on showing off the vehicle, instead of demoing how it will work. Of course, it could still be both, but given past events, Tesla has always shown off the vehicle years before it hits production.

Rimac recently showed off their version of robotaxi vehicle named Verne, and surprisingly, it could almost pass for Tesla’s own robotaxi. A lot of design cues in Rimac’s version are elements we have already seen or expect to see in Tesla’s autonomous taxi.

A recent Tesla patent revealed that Tesla is incorporating a sanitation system into their robotaxi that will be responsible for analyzing and cleaning the vehicle’s interior, although the delay itself is likely tied more to a physical feature rather than software.

Another element we know almost nothing about is how Tesla plans to charge these robotic taxis. Will they rely on the existing charge port and adapt a solution like the robotic charging arm (video below) we saw almost eight years ago, or will wireless charging or a dock finally become realized?

While the delay for Tesla’s event appears to be related to the vehicle’s design itself and not further development of FSD, Tesla is wasting no time in getting FSD working for the upcoming vehicle. Model 3 vehicles have already been spotted with camera locations that resemble a robotaxi.

Is the Delay Accurate?

We expect that this delay might actually be true – Elon Musk usually takes to X within hours of such news breaking if it's false to refute it and hasn’t done so yet.

Tesla has delayed several of their events in the past, and a delay of a couple of months seems plausible. We should hear from Musk himself soon on whether this report is accurate.

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