Who watched Tesla‘s Investor Day on Wednesday? What are your ideas?

I’ve heard frustration and browse stories that the occasion underperformed, as individuals hoped for brand spanking new product bulletins like a $20,000 mannequin or updates about Cybertruck.

Nevertheless, I disagree. I feel this occasion continued to point out Tesla’s distinctive function in transitioning us to a sustainable future. Let me clarify:

It has been argued that Tesla is not simply an automotive firm; name it what you need — a software program firm, an AI firm, an vitality firm, and many others. This occasion simply ended that debate totally (if it even nonetheless existed). Tesla staff laid out their breakdown for methods to eradicate fossil fuels globally.

They offered knowledge exhibiting, from Tesla’s perspective, a viable path to reaching a one hundred pc clear vitality financial system, needing: 240 terawatt-hours of storage, 30 terawatts of renewable energy, and $10 trillion of producing funding — all utilizing half the vitality required and with zero useful resource/materials challenges.

And doubtless a very powerful factor they did throughout this occasion was to encourage via ACTUAL motion! Some issues that stood out have been:

• How pre-built Superchargers permitting for plug-and-play set up have saved weeks of set up time and price.  This plug-and-play mentality additionally exists within the firm’s vitality storage enterprise (capable of obtain 4 instances sooner set up and commissioning speeds on Megapack since 2019).
• Coming in July to Texas (and elsewhere sooner or later): limitless in a single day dwelling EV charging for less than $30 monthly since Texas has massive wind vitality technology in a single day and so they can serve Tesla prospects cheaper and extra  sustainably by pushing extra charging to nighttime.
• How the corporate simply opened up sure Superchargers to non-Tesla autos within the U.S. — a second I consider will be appeared again on because the second level Tesla accelerated the transition to EVs (the primary being when the Mannequin S  launched, which resulted in what we’ve got immediately throughout all of Tesla autos and from different automakers).

No query, there might be bumps on this rollout to non-Tesla autos (and we’re already seeing it with bizarre parking strategies from non-Tesla autos because the cable is way shorter and Supercharger areas are designed for Tesla autos). Nevertheless, as I watch all these movies of non-Tesla autos charging, one factor retains occurring — Tesla’s superb SuperCharger uptime and reliability remains to be standing true! The charger shortly connects with the car and even earlier than an individual can go into their automotive to verify if it is charging, the charging session has already begun.

Tesla may additionally be seen as a number one charging firm quickly sufficient. The truth is, they’ve already added 646 new Superchargers in 2023, with the closest runner-ups being ChargePoint at 146 stations, EVgo at 88, Rivian at 59 and Electrify America at 42, based mostly on knowledge from Various Fuels Information Heart.