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Tesla’s Supercharger network just hit a massive new scale - 80,000+ active stalls worldwide It took over a decade to build the first 40,000 Now Tesla just doubled it in less than four years The scale is wild. In Q1 2026 alone: • 1.8 TWh of energy delivered •...

875,258 просмотров • 3 месяцев назад •via X (Twitter)

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Elon Musk nearly went bankrupt building something nobody on Earth wanted to build. Then he gave it all away for free. Most people still don’t understand what actually happened. Before Tesla, not a single major automaker was serious about electric vehicles. EVs were a punchline. Glorified golf carts. The entire industry laughed them off. Elon looked at that vacuum and decided he would fill it himself. Not because it was profitable. Because if he didn’t, nobody would. That bet nearly killed Tesla. The company came within weeks of total collapse. Multiple times. Consider what they were up against. Combustion engines had 150 years of compounding innovation. 150 years of supply chains, manufacturing infrastructure, and institutional knowledge threaded into every single component. Tesla had a vision and 15 years. They built everything from nothing. The cars. The batteries. The software. The factories. Then came the part nobody talks about. Tesla had to build the entire charging infrastructure itself. A global Supercharger network. Thousands of stations spanning continents. Just so people could actually drive the cars they were selling. That is not a car company. That is a civilization-scale engineering project. Built by a company that was weeks from death. Then the numbers landed. The Tesla Model Y became the best-selling car in the world. Not the best-selling EV. The best-selling car on Earth. Three straight years. 2023. 2024. 2025. After 150 years of combustion dominance, an electric vehicle from a company that almost didn’t survive outsold every gas car on the planet. Then the story turned. Tesla open-sourced their patents. Opened the Supercharger network to competitors. The company nearly bled out building what nobody else would. Then they handed the blueprints to everyone. For free. Elon Musk: “It’s because it’s very important to accelerate the transition to sustainable transport. And this is really important for the future of the world.” He had the monopoly. He gave it away. He chose the mission over the moat. Without Elon, the auto industry would still be polishing combustion engines and pretending the future was decades away. He built what nobody would. Nearly lost everything in the process. Outsold the entire industry. Then handed the blueprints to his competitors for free. The mission was never about Tesla.

Dustin

15,084 просмотров • 2 месяцев назад

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

No Safe Words

11,308 просмотров • 5 месяцев назад