Tesla chief executive Elon Musk emailed the company’s executives informing them about further layoffs including Supercharging, Public Policy and New Product Iteration teams. The reductions come in addition to the more than 10 percent staff cut announced two weeks ago.
In an email seen by The Information, Musk stated that the company needs “to be absolutely hardcore about headcount and cost reduction”.
“Starting at 10 AM EST Tuesday, I will ask for the resignation of any executive who retains more than three people who don’t obviously pass the excellent, necessary, and trustworthy test,” the Tesla CEO wrote.
Musk Talks About the Future of Superchargers
Tesla recently reached 50,000 Superchargers globally and marked the occasion with a special edition Supercharger. Superchargers are the world's most reliable, fast-charging network, partly due to Tesla’s real-time monitoring. As Tesla has recently started opening its Supercharging network to other automakers, the move to axe the entire Supercharger team caused perplexity among investors and customers.
On X, Musk commented on the concerns a few hours later saying Tesla still plans to grow the Supercharger network, "just at a slower pace for new locations”. The company will instead focus on “100% uptime and expansion of existing locations,” he added.
This statement is particularly odd given that Tesla’s Superchargers are already highly reliable with more than a 99% uptime. However, depending on your region, some charging locations can become rather congested, and this will likely worsen as more vehicles come equipped with NACS ports and get access to the Supercharger network.
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
William Jameson, strategic charging programs lead at Tesla, confirmed on X that Musk had let the "entire charging org go”. Later on, Musk disclosed that all the sites that are currently under construction “will be completed, ” including the highly anticipated Hollywood Diner. There’s also a new Supercharger planned that will be New England’s largest and include a solar CyberCanopy.
Musk added that Tesla will add “additional Superchargers anywhere where there are gaps,” although as he previously said, it will be at a much slower rate than before.
Tesla announced the first generation of Superchargers in September 2012 with the first 6 locations in the US while expansion to Europe and Asia arrived in mid-2013.
Open of Supercharging Network
In May 2023, Ford announced that it became the first automaker to gain access to Tesla Superchargers across the U.S. and Canada. Less than two weeks later, GM CEO Mary Barra said in an X Spaces with Elon Musk, that GM customers would also access more than 12,000 Tesla Superchargers in North America.
Major automakers such as Volvo, Mercedes, and Honda plus EV startups including Rivian and Polestar have followed over the next months bringing up the number to 20.
Further Teams Affected
Daniel Ho, Director of Vehicle Programs and New Product Introduction (NPI), has also left the company, along with the entire public policy team previously under Rohan Patel, former Vice President for Public Policy and Business Development.
At the time, Patel said on X that Tesla has “the best policy/biz-dev team in the business” while thanking Elon Musk for “empowering” to “lead big initiatives at the company”.
Subscribe
Subscribe to our newsletter to stay up to date on the latest Tesla news, upcoming features and software updates.
Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame.’ The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
These castings are much flatter and appear to be a different size than the castings found elsewhere throughout Giga Texas, indicating that they are intended for a different product entirely.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.
Name Change
Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.
Frito-Lay Site
The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.
This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.
Kelton Way Charging Complex
Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X
Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.
Carson Semi Charger Site
These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.
Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.
As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.
![Tesla’s Hollywood Diner: In-Car Controls & Theater Screens Turned On [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/2025/tesla-diner.webp/3aaa2ea0edf2eaa0fabe1217530f3476/tesla-diner.jpg)
