During Tesla’s Q1 earnings call, Tesla talked about its plan for its upcoming robotaxi network and even showed off a design for the app that would allow customers to request vehicles, much like Uber and Lyft.
While Tesla plans to unveil the robotaxi, officially now called CyberCab this August, a true autonomous taxi is at the very least, a couple of years away. So why is Tesla so eager to show off an app and start offering a Tesla taxi service?
in 2023 Uber had a revenue of 37.28 billion, while Lyft had a much smaller revenue of 4.4 billion. For comparison, Tesla’s revenue last year was 96.77 billion. A taxi service, even one operated by humans can be incredibly lucrative. While Tesla’s ultimate goal may be an automated taxi service, they may be itching to get into the space.
Tesla’s robotaxi was initially supposed to be a taxi service owners would lend their vehicles to. While that’s still the plan, Tesla wants their own vehicles to be a part of the service as well.
Will the Robotaxi Service Start With Tesla Drivers?
Tesla comparing themselves to Airbnb and Uber during their earnings call is intriguing. While Tesla can start producing robotaxis almost whenever they want, it’d likely be smart to wait until autonomy is solved so they’re not limiting themselves to current FSD hardware.
While full autonomy is likely several years away, Tesla seems to be eager to make this push toward a Tesla-owned service. Is Tesla thinking about operating their own Uber-like service? Tesla could be thinking about releasing their future robotaxi app and service in “beta,” letting current Tesla owners operate their own vehicles on the service.
This could result in several benefits for Tesla, not only letting them test their service but also opening up another revenue stream. This would allow Tesla to start operating their robotaxi network as soon as this year, and then slowly replace drivers and owner vehicles with Tesla-owned robotaxis.
Tesla Shows Off Robotaxi App
Tesla showed off it's robotaxi app
Not a Tesla App
At the earnings call, Tesla also showed off a design of their robotaxi app. While it feels early to design an app for a service that could be years away, Tesla appears to be preparing itself for the future and getting customers excited about the prospect.
Tesla showed off five screens of the app, essentially showing how you’d request a robotaxi, how you can view its progress, and control certain features of the vehicle. Through the various screens, you can see most of Tesla’s Autopilot features coming to fruition in terms of autonomy, such as summon, self-driving and eventually Autopark.
Summon - Much like Tesla has re-thought the interior of a car and so many features, you can see the same mechanics applied to the app. To request a vehicle, you simply hold down a summon button and you’ll be presented with an estimate of when a vehicle will arrive.
Set Preferences and Destination - On the second screen, you can see the vehicle’s current location on a 3D map, possibly alluding to future FSD visualizations. It also lets you set your destination and set the climate temperature to your preference.
Trip Progress - While you’re traveling in the vehicle, you’ll be able to view trip information as well as set entertainment options.
Recap
Tesla had a lot to talk about during their earnings call and specifically about the Robotaxi — more information was revealed than ever before.
While there are various things at play to make a service like this come together, we can easily separate them out into separate components.
There’s the robotaxi itself, which Musk recently said would be similar to Tesla’s next-gen vehicle without a steering wheel. However, during this earnings call, he revealed that Tesla will save its new “unboxed” manufacturing process for the robotaxi and use a more traditional method for their next vehicle.
Then there’s FSD itself, while it’s crucial to operating a driverless robotaxi network, it’s not necessary to start a Tesla taxi service.
The last piece is the ride-hailing component itself and how it’s managed, and Tesla was happy to show this off, which makes us believe that it may be closer to reality than many think. While Tesla needs all three of these components to come together to operate a true robotaxi network, they piece them together separately, much like they’ve done with Autopilot. Initially, Tesla only released auto-steer then slowly added on summon, Autopark and city driving.
When we look back at Tesla five years from now, we may very well look back to this earnings call and say this was the pivotal moment when Tesla started transitioning to a services company.
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Tesla’s VP of Charging, Max de Zegher, recently confirmed on X that the first 500kW Supercharger sites are coming soon. These next-generation chargers will not only support the Cybertruck charging at 500kW, but they’ll also be more cost-effective to deploy than previous models.
Late last year, Tesla indicated plans to accelerate Supercharger deployments, with many future locations featuring V4 cabinets. Some sites are already being equipped with V4 posts, offering improved charging capabilities, but the V4 cabinets allow Tesla to get even more power to each stall.
500kW Charging
Tesla recently enabled 325kW charging for the Cybertruck at compatible Superchargers across North America - specifically those with V4 posts and V3 cabinets, which are typically referred to as V3.5 Superchargers. The upcoming V4 Superchargers will also have a V4 cabinet, which will take this even further—delivering up to 500kW per stall.
While the increase to 325kW has already improved charging times by approximately 3–5 minutes, depending on the vehicle’s state of charge (SoC), the jump to 500kW is expected to have an even greater impact. With this upgrade, the Cybertruck could potentially charge from 10% to 80% SoC in under 30 minutes—an impressive feat for a vehicle with a massive 123kWh battery pack.
The vehicle’s ability to maintain a high level of charge current can make an even larger difference, so we’ll have to see what the charge curve looks like at these new 500kW chargers.
One of the biggest advantages of the V4 cabinet is its streamlined design. It can power up to eight charging posts—twice as many as the V3 cabinet—reducing site complexity and minimizing the amount of electrical work needed between the cabinet and the posts. This results in a smaller footprint and a more efficient installation process.
Tesla has optimized deployments by pre-mounting Supercharger posts on factory-made concrete bases, making them ready for quick installation. With this approach, Tesla is able to install each post for less than $40,000, according to Max de Zegher.
This is a fraction of the $225,000 per stall cost recently revealed in a contract awarded to Revel Charging. This massive price difference benefits both Tesla and site owners, allowing for faster and more cost-effective network expansion.
Lower costs also mean potential savings for customers, who will enjoy cheaper and faster charging. With the first full V4 sites set to roll out soon, it will be exciting to see how quickly the Cybertruck can charge. Looking ahead, future Tesla vehicles with 800V high-voltage architecture could also take advantage of these next-generation charging speeds.
Supercharging is fast and convenient, but there are times when a station reaches full capacity, requiring drivers to wait for an available stall. When there are only a few vehicles in line, the wait is minimal, and figuring out whose turn it is to charge is straightforward. However, long queues can form during peak travel times or in high-traffic areas, leading to confusion and frustration as vehicles cut the line.
Currently, there is no official system for managing Supercharger queues—drivers rely on informal, self-organized lines. While many follow an unspoken order, disputes can arise when some claim they arrived first or attempt to cut ahead.
Urban Superchargers in cities like Toronto, Los Angeles, and New York often see long lines during busy hours, with drivers doing their best to maintain order. A structured queuing system could help streamline the process, reducing conflicts and ensuring a fair, organized charging experience for all, and that’s exactly what Tesla is about to implement.
Virtual Queue
The Tesla Charging account on X has confirmed that it plans to introduce a Virtual Queuing system, with a pilot program set to launch at select Supercharger sites next quarter. While Tesla has yet to specify which locations will be included, it’s likely the initial rollout will take place in the United States, where the company typically begins testing new charging initiatives.
Tesla says that if the pilot program receives positive feedback, they will expand the system to more Superchargers this year.
The goal of Virtual Queuing is to improve the charging experience whenever wait times occur. According to Tesla, this would apply to roughly “~1% of cases,” though many high-demand Supercharger sites frequently experience long lines. While some remote locations may see little to no wait times, busier stations could greatly benefit from a structured queuing system.
Potential Implementations
While Tesla hasn’t detailed exactly how the Virtual Queuing system will work, there are a few likely possibilities. One approach could involve locking a vehicle’s VIN into the queue, preventing other vehicles from starting a charge prematurely. In this case, any attempt to charge out of turn might trigger a “Stall reserved for next vehicle in line” message.
This method would provide a straightforward solution—only the next vehicle in the queue would be able to initiate a session. The queuing process itself could be automated when a vehicle navigates to the Supercharger, factoring in estimated arrival time, or it might require manual enrollment once you arrive.
Tesla may also impose limits on queue validity. If a vehicle leaves the charging area, its position could be automatically forfeited.
Software Solution
In China, Superchargers sometimes include locks that come up from the ground, preventing non-Teslas from parking in these designated Supercharger spots. Up until recently, Tesla users had to open up the Tesla app and choose a stall before the lock would go down and allow them to park. However, with a recent update, this is all done on the vehicle’s screen, where the driver can pick the charging stall and automatically have the lock lower.
We may see a similar implementation, where a driver would choose to add themselves to the Supercharger queue, and their position in line and estimated wait time would then be viewable on the vehicle’s screen.
Reservation Signage
Tesla’s reservation about this new queuing system could be around driver confusion. Superchargers weren’t built with a queue system in mind, meaning that there’s no way to tell whether a stall is reserved for a specific vehicle.
A physical indicator could help owners quickly identify when a Supercharger stall is available for the next vehicle in the queue. Tesla could implement a system similar to grocery store checkout lights, where a change in lighting signals whether a register is open or closed.
For example, the Supercharger post could pulse blue when it’s ready for the next user, with a corresponding message in the vehicle stating, “Use the Supercharger post that is pulsing blue.” This would provide a clear, intuitive way to direct drivers to the correct stall.
Tesla can also display a menu inside a vehicle when it first arrives at a Supercharger, letting the driver know that there’s a wait time and explaining the process and their estimated wait time. It can also prompt the driver to be added to the queue.
Tesla Priority
Another factor to consider is how Tesla will handle non-Tesla vehicles in the queue. One possibility is giving priority access to Tesla owners or those subscribed to the Supercharger membership. This would ensure that Tesla vehicles and paying members receive preferred access at busy Supercharger sites, making the membership more valuable while also incentivizing Tesla ownership—especially as the network expands to other EV brands.
Regardless of whether Tesla introduces priority access, the Supercharger queuing system will be a valuable addition, particularly in high-traffic urban locations and during peak travel seasons. By having an official queue Tesla will create a smoother and more organized charging experience for all users.
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