The article starts with "Elon Musk has shut down the division that runs Tesla’s Supercharger business, dismissed two senior executives and fired hundreds more staff as the electric-car maker continues its restructuring amid a sharp downturn in the EV market."
I was thinking, "sharp downturn in the EV market?" So I looked up some stats and found "US EV sales reached 1,119,251 in 2023, up from 760,329 in 2022, 462,247 in 2021, 245,586 in 2020, and 230,761 in 2019."
There's no "sharp downturn". It's just people getting fed up with a fascist spokesperson, a product that has looked dated for years now, and better options available. I wish we still had decent journalists.
I think maybe it's more an overcapacity with more manufacturers getting models out there plus the early adopter market getting near saturated and the rate of growth dropping a lot and that its not fully crossed the chasm to mainstream yet.
So it's not that adoption as a whole is in trouble but more that any one ev maker is going to find it harder to make a lot of sales at the moment.
And it's definitely the case that a big chunk of tesla stock value was tied up with elons brand which is looking more like a problem than a benefit these days.
Perhaps Elon should step down? It seems his golden boy image is more than a little tarnished and he’s leaving bodies in his wake in sizable proportions.
“Any manager “who retains more than three people who don’t obviously pass the excellent, necessary and trustworthy test” should resign, he added.”
This is interesting. Get the assessment for being excellent and necessary is linked to strategy and business plans . How does one assess trustworthiness ?
Interesting to understand what a trustworthy test would look like !
A few years ago I fully expected Tesla to pull out of the vehicle game and focus on drivetrains, self-driving software, charging network and home/commercial battery banks.
Tesla's charging standard is now the standard that everyone's going to use.
There are other companies building out chargers.
Demand for EV's in general seems to be dropping, so Tesla's EV's will be the biggest beneficiaries of new EV chargers built by everyone else.
Given all of that, Tesla no longer needs to be in the supercharger game.
Yep, maybe 10-15 will need to be rehired at double salary. It should be an incredibly formalized process in terms of building new superchargers. Maintaining old superchargers likely requires only 4-5 managers and 40-50 technicians globally, although they might be contractors. Building out a new supercharger is likely incredibly formalized, with permiting, design, architecture, and electrical work all done via thrid parties. No need to have 500 people around.
Remarkable thing here is that other vendors such as Rivian and Ford just joined up to the supercharging network, and now we have to wonder: if the majority (entirety?) of the supercharging team has been laid off, is this infrastructure that Rivian and Ford presumably paid to access going to start failing and (figuratively) rusting away?
It could be the opposite. Ford, Rivian and other third parties will be building to this standard. Tesla no longer needs to jump start the marketplace, so to speak.
[+] [-] gnabgib|1 year ago|reply
[0]: https://news.ycombinator.com/item?id=40209382
[+] [-] yifanl|1 year ago|reply
[+] [-] grakker|1 year ago|reply
I was thinking, "sharp downturn in the EV market?" So I looked up some stats and found "US EV sales reached 1,119,251 in 2023, up from 760,329 in 2022, 462,247 in 2021, 245,586 in 2020, and 230,761 in 2019."
There's no "sharp downturn". It's just people getting fed up with a fascist spokesperson, a product that has looked dated for years now, and better options available. I wish we still had decent journalists.
[+] [-] kybernetikos|1 year ago|reply
So it's not that adoption as a whole is in trouble but more that any one ev maker is going to find it harder to make a lot of sales at the moment.
And it's definitely the case that a big chunk of tesla stock value was tied up with elons brand which is looking more like a problem than a benefit these days.
[+] [-] mikrotikker|1 year ago|reply
[+] [-] bfrog|1 year ago|reply
[+] [-] smoovb|1 year ago|reply
[+] [-] weekay|1 year ago|reply
This is interesting. Get the assessment for being excellent and necessary is linked to strategy and business plans . How does one assess trustworthiness ? Interesting to understand what a trustworthy test would look like !
[+] [-] blackeyeblitzar|1 year ago|reply
[+] [-] tayo42|1 year ago|reply
When does SpaceX go to shit now and all that tax money subsidizing it go to waste?
[+] [-] oniony|1 year ago|reply
[+] [-] tahoeskibum|1 year ago|reply
[+] [-] Tiktaalik|1 year ago|reply
https://x.com/willjameson/status/1785304036545315065?s=46&t=...
[+] [-] bboygravity|1 year ago|reply
In this case it seems true.
[+] [-] LeoPanthera|1 year ago|reply
[+] [-] qarl|1 year ago|reply
It's not clickbait.
[+] [-] Reubend|1 year ago|reply
[+] [-] pedalpete|1 year ago|reply
[+] [-] ChrisArchitect|1 year ago|reply
[+] [-] nightshadetrie|1 year ago|reply
Elon will properly rehire those he needs from the team via extra compensation as needed.
[+] [-] vishalontheline|1 year ago|reply
Given all of that, Tesla no longer needs to be in the supercharger game.
[+] [-] archagon|1 year ago|reply
[+] [-] pie420|1 year ago|reply
[+] [-] browningstreet|1 year ago|reply
[+] [-] Tiktaalik|1 year ago|reply
[+] [-] xhkkffbf|1 year ago|reply