What’s Going on With Tesla Superchargers?
Summary
TLDRテスラがスーパーチャージャーチームを解雇したと話題に。スーパーチャージャーは、ROAD TRIPで電気自動車を充電する際に不可欠な存在であり、他のEVメーカーもNACSポートに切り替えることで、テスラのネットワークを利用する流れが広がっています。しかし、その成長を急ブレーキさせ、550人以上の解雇が行われ、アップタイムと既存の場所の拡大に焦点を当てることになったと発表。コストカットが理由とされており、今後の影響が懸念されています。一方で、RIVANは自社のアドベンチャーネットワークを全てのEVに開放し、NACSに切り替えることでテスラのネットワークに挑戦する可能性が示唆されています。
Takeaways
- 🚗 テスラはスーパーチャージャーチームを解雇し、ネットワークの成長を急激に減速させた。
- 🔌 スーパーチャージャーは、電気自動車の利便性において重要な役割を果たしており、他のEVメーカーもこのポートに切り替える予定だ。
- 😲 エロン・マスクが突然の決定を下したと見られており、コストカットが理由の一つとされています。
- 📉 テスラの株価と利益に関する問題が背景にあるとされていますが、詳細は不明。
- 🛠️ レベッカ・タヌシというEV充電の高級ディレクターも含め、約500人の解雇が行われた。
- 🏗️ 新しいスーパーチャージャーの建設が進行中だったスタッフが、急に作業を停止するよう指示された。
- 🚧 エロンは、アップタイムと既存のスーパーチャージャーの拡張に焦点を当てることで、成長を続ける予定だとツイートした。
- 🛡️ スーパーチャージャーのアップタイムは非常に高く、今後もその品質を維持することが望ましいとされています。
- 🚧 ネットワークの成長が遅くなるが、他のEVメーカーがNACSポートに移行することで、テスラのネットワークは依然として優位性を持っていることが示唆されている。
- 🤔 テスラのネットワークが他の競合他社よりも大幅に先行しているが、解雇によってその優位性が縮まることが懸念される。
- 😅 テスラのスーパーチャージャーに他社のEVが充電しているのを目撃したテスラの所有者が警察に通報するという騒動があった。
- 🌐 Rivianは自社のアドベンチャーネットワークを全てのEVに開放し、NACS規格に移行し、テスラのネットワークに対する挑戦を強化する可能性がある。
Q & A
テスラがスーパーチャージャーチームを解雇した理由は何ですか?
-コストカットが主な理由とされています。テスラの株価と利益の関係から、このような厳しいビジネス決定が下されたと見られます。
スーパーチャージャーネットワークとは何ですか?
-テスラのスーパーチャージャーネットワークは、電気自動車がロードトリップで必要な時に急速に車を充電できる、信頼性の高いチャージング施設です。
他のEVメーカーがなぜテスラのスーパーチャージャーネットワークに移行する予定ですか?
-テスラのスーパーチャージャーネットワークが非常に魅力的で、他のEVメーカーもアメリカに輸送する車にNACSポートを搭載し、そのネットワークを利用する予定です。
テスラがスーパーチャージャーチームを解雇した影響は何ですか?
-今後、スーパーチャージャーネットワークの成長が滞り、既存の場所の維持とアップタイムの向上に焦点が移ることになります。また、新たな場所の建設が停止される可能性があります。
リベッカ・タヌシが担当していた役割は何ですか?
-リベッカ・タヌシはEVチャージングの高級ディレクターであり、他の企業をNACSに移行する手続きを担当していました。
Elon Muskはスーパーチャージャーネットワークの成長について何をツイートしましたか?
-Elon Muskは、スーパーチャージャーネットワークの成長を一時停止し、メンテナンスとアップタイムの向上に焦点を当てるとツイートしました。
スーパーチャージャーネットワークのアップタイムはどの程度ですか?
-スーパーチャージャーネットワークは歴史的に非常に良いアップタイムを持っており、多くの車の使用が増えることでアップタイムが低下する可能性があると見ています。
テスラのスーパーチャージャーネットワークとガスタンカーのネットワークを比較するとどうですか?
-テスラのスーパーチャージャーネットワークはガスタンカーのネットワークよりも遥かに優れていますが、成長の必要があると同時に、他のEVメーカーがNACSに移行することで、テスラのネットワークを追いつくことは困難だと見ています。
テスラの車両ソフトウェアとiPadを比較するとどうですか?
-テスラの車両ソフトウェアは非常に優れていますが、iPadと比較すると、まだ成長の余地があります。
リビアンが行ったアドベンチャーネットワークの開放はどのようなものですか?
-リビアンは、アドベンチャーネットワークをすべてのEVに開放する予定であり、NACSに移行し、誰もがそのネットワークで充電できるようにする計画です。
解雇されたエンジニアがリビアンに移籍し、アドベンチャーネットワークを拡大する可能性はありますか?
-解雇されたエンジニアの一部がリビアンに移籍して、アドベンチャーネットワークの拡大に貢献する可能性がありますが、詳細はわかりません。
テスラのネットワークが競合他社よりもどれぐらい先行していると見積もられますか?
-テスラのネットワークは非常に大きな先取りを持っており、他の企業がNACSを導入し始めたとしても、その差を埋めることは困難だと予想されます。
Outlines
🚗 テスラ、スーパーチャージャーチームを解雇
テスラは急遽スーパーチャージャーチームを解雇しました。これは、テスラのスーパーチャージャーネットワークの成長を停止し、既存のネットワークのメンテナンスと稼働率に焦点を当てることになります。スーパーチャージャーは、電気自動車のロードトリップで重要な役割を果たしており、他のEVメーカーもこのポートを使用するようになっています。しかし、解雇により、新たに計画されていたスーパーチャージャーの設置が見送られる可能性があり、今後の影響が懸念されます。
🤔 テスラのビジネス戦略とスーパーチャージャーの将来
テスラのスーパーチャージャーネットワークは、他のEVメーカーと比較して大幅にリードしていますが、成長を緩やかに保つ方針が示されています。解雇による影響が懸念される一方で、アップタイムの向上が目指されています。また、リビアンは自社のチャージャーネットワークを全てのEVに開放する予定であり、テスラのネットワークに対する競争が今後も続く可能性があります。
Mindmap
Keywords
💡テスラ
💡スーパーチャージャー
💡解雇
💡コストカット
💡アップタイム
💡NACSポート
💡EVメーカー
💡リヴァン
💡アドベンチャーネットワーク
💡アップグレード
💡チャージアダプター
Highlights
Tesla laid off their entire supercharger team, which is a critical component of their electric vehicle infrastructure.
The supercharger network is a significant advantage for Tesla, often cited as a selling point and a reliable charging option for road trips.
Other electric vehicle manufacturers are transitioning to use Tesla's supercharger network, indicating its importance in the industry.
The decision to lay off the team was sudden and affected over 500 people, including those involved in permitting, site maintenance, and future planning.
The move is speculated to be a cost-cutting measure, possibly influenced by Tesla's current stock prices and profit goals.
Elon Musk tweeted that the growth of the supercharger network will be slowed, with a focus on maintenance and uptime.
The reliability of the supercharger network's uptime has been historically good, suggesting a potential shift towards optimization rather than expansion.
The impact of the layoffs on the future growth and reliability of the supercharger network is a concern.
The comparison between Tesla's supercharger network and gas stations highlights the need for further expansion.
Despite the layoffs, Tesla's supercharger network is still considered far ahead of competitors, with a significant head start.
The potential for other companies, like Rivian, to capitalize on the situation by recruiting the laid-off engineers and expanding their own charging networks.
A Rivian owner was reported to have been confronted by a Tesla owner for using a supercharger, reflecting the brand loyalty and protective nature of some Tesla users.
Rivian has decided to open up their Adventure Network to all EVs, which could potentially attract some of the laid-off Tesla supercharger team.
The discussion raises questions about the long-term strategy of Tesla's supercharger network and its impact on the EV market.
The importance of the supercharger network to Tesla owners and the potential effects of reduced growth and maintenance efforts.
The possibility of other companies chipping away at Tesla's lead in the supercharger network, especially in the wake of the layoffs.
The potential for a shift in the EV charging landscape, with implications for Tesla's dominance and the experience of EV owners.
Transcripts
um Tesla laid off they just blew up
their entire supercharger team it's just
gone yeah specifically it seems like
Elon just did it one day wait they shut
down the supercharg or just cut they
laid off the entire supercharger team
now for those unfamiliar Tesla
superchargers pretty important part of
Tesla right um for when we talk about
electric cars almost every time we talk
about Tesla's Advantage we talk about
the supercharger Network which is if you
need to charge this car on a road trip
somewhere the only reliable consistently
reliable way to do that from our own
experience for years has been the
supercharger Network to the point where
one by one over the past few months
basically every EV maker that ships cars
to America is going to be switching
their port or shipping adapters to the
nacs port to to use Tesla Supercharger
Network because it's such a big selling
point here so all that being said Tesla
very suddenly laying off the entire
supercharger team which includes all of
the permitting all of the site
maintenance all of the uh future
planning and basically just shutting
down growth of the supercharge Network
like nipping it right on on that day
over 500 people yeah seems like a pretty
bold move yeah um I think everyone sort
of assumes that it's for cost cutting
and you know Tesla stock prices doing
one thing and we want their you know
profits to do the other thing and so you
know there's a lot going on and pretty
crazy ruthless business decisions get
made by this guy all the time so yeah
the supercharger team is latest victim
completely gone uh I don't know how do
we feel like this is going to go yeah
it's kind of wild because like you said
everyone is moving to nacs and that
layoff included Rebecca tanushi who was
the senior director of EV charging and
was the person that pretty much like
handled all of the deal is convincing
all of the other companies to switch to
nacs yeah so they kind of finished doing
that and then now the entire team is
gone and there were a bunch of employees
that literally said they were breaking
ground on new locations and then they
just got the news and all of a sudden
they just have to stop yeah so it seems
like at some point we're going to feel
the effects of it and I think it would
be well okay so there was an Elon tweet
about how oh we're stopping growth and
we're focusing on just maintenance and
uptime yeah sorry I was just going to
say
that my initial thought on this and I
don't follow stock prices I don't know
anything about business but like when I
first saw this it felt like oh we built
this crazy supercharging system
everybody loves it it's the most
reliable everybody's going to it now
thanks for building it later like it's
easier to maintain something that you
built already instead of building it but
it seems like there's more of it yeah
well except for the fact that the amount
of cars using it is about to like
5x yes I'm not saying it's a good
decision but my first thought was like
it feels like they did it all and I feel
like we see that in Tech a lot it's like
oh thanks for building this awesome
software something like that interesting
good luck building something somewhere
else we have what we need now the Peace
of Mind knowing that you're always going
to have a supercharger nearby is so
important to like ownership of an EV
yeah yeah sorry to interrupt there's a
lot of upcoming locations on the map
where people are like I can't wait for
that one because then I can finally do
this route I can finally do this drive
now it looks like those aren't going to
happen uhhuh so yeah that's that's a
bummer for those yeah he tweeted Tesla
still plans to grow the supercharger
Network just at a slower pace for new
locations and more focus on 100% uptime
And expansion of existing locations so I
don't know if that means just adding
more stalls to existing locations yeah
um the uptime is already pretty dang
good like they've had very good uptime
historically yeah I could see focusing
on uptime like you said if it's going to
be so many more people maybe there's
higher opportunity of the up time not
being as good yeah and focus on that but
even if that is the focus firing 500
people yeah and slowing the growth of
the network cuz no matter how good the
network is if we're talking about gas
cars the network looks like crap yeah
that's that so that's the two sides of
that car is like when you compare the
Tesla super Network to gas cars it seems
like they need they have a lot of growth
to do but on the other side when you
compare the supercharge Network to
everyone else no longer needing to build
up their Network because they all just
signed on to do nacs it's like yeah we
won no one else is going to come close
to the Tesla super charger network no
need to build it up anymore yeah it it
feels like when we're talking about like
even just Tesla or rivan in vehicle
software you're like this is the best in
vehicle software of any car and you're
like how's it to an iPad it's like well
it's terrible yeah so like there's still
so much room for growth here did you
guys read that story a couple weeks ago
about the I think it was an F-150
Lightning or or r no it was a rivan
owner that charged his car at a
supercharger and it was like right after
he got his adapter and he had a Tesla
owner like call the cops on him because
he was like it is illegal for you to do
this you cannot be doing this and he's
like bro no they opened it up and he's
like no this is only for Tesla users
yeah little culty little weird okay yeah
the problem is the signs still say Tesla
charging only that's true oh do they
I've never not all the signs at
supercharger have a big T and it says
Tesla's supercharger supercharging only
which they obviously mean just because
don't park here and take up a spot but
previously it was only Tesla that's very
funny yeah I it's also hilarious that
person called the cops I the biggest
overreaction ever oh yeah yeah did you
also see a rivian has decided to open up
their their Adventure Network to all EVS
all five of them yeah everyone so I mean
they don't have a ton of chargers
obviously but they do plan on switching
to and updating with necs and allowing
everyone to charge on their Adventure
Network as well well maybe half of these
Engineers will go to rivan and start
expanding the rivan if I wonder how much
capital and how big of a head start
Tesla's network has over a realistic
competitor to like make a difference I
feel like an insane amount like even if
you start building a secondary nacs
Network today I guess you don't have to
start you could just be electri America
and just start like switching them all
to nacs and building a ton more could
that realistically be the like standard
of uptime someday I don't know no if
despite the Head Start if there were
ever a time to want to try and chip away
at that Head Start it's when they fire
500 people who built that Head Start so
who knows yeah oh yeah so yeah get
get subscribed what's yours look like I
changed the David font
today get subscribed today also thanks
for watching this clip
[Music]
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