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”.
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Tesla’s been on a roll with Supercharger improvements lately, from the 325kW charging update for the Cybertruck, to 500kW with V4 Superchargers coming next year. While those improvements have been limited to the Cybertruck, Tesla didn’t put all their focus on their new flagship vehicle, but looked at their more affordable vehicles as well.
LFP Battery Heating
Tesla’s Superchargers can now heat LFP Batteries - those that are in the Model 3 and Model Y Rear Wheel Drive variants. This applies to Long Range and Standard Range models, which saw a limited run. This is another update included as part of the 2024 Tesla Holiday Update - which really arrived with a lot of unannounced new features and capabilities.
The change is pretty interesting - Superchargers of the V3 and V4 variety can now pre-heat batteries for Model 3 and Model Y vehicles equipped with LFP battery packs. That means those vehicles are able to get back on the road faster when it's extremely cold. Of course, Tesla still advises you to precondition before you arrive, saving drivers time and money.
Max de Zegher, Tesla’s Director of Charging, also commented on the new feature. Essentially, Tesla is inducing an AC (alternating) ripple current through the battery to warm it up. Keep in mind that Superchargers are DC charging. That means it is possible to get a cold-soaked LFP vehicle on the road 4x faster than before, assuming that it didn’t precondition at all and that it is in the worst-case scenario (below 0ºF).
In essence, Tesla is using some engineering magic to turn the circuits inside the LFP battery into an electric heater - and powering that heater through the Supercharger. An AC ripple current is a small oscillation in the DC charging current that generates heat through electrical resistance, warming up the battery. Those ripples are a byproduct of converting AC to DC and back - so Tesla is using the onboard charger to induce those ripples to warm up the battery. Definitely an innovative technique that’s really only possible with the versatility of the NACS connector.
We’re hoping Tesla can implement this across their full lineup of vehicles, but we’ll have to wait and see how it is trialed across LFP vehicles first and if it is even possible on vehicles with 2170 or 4680 battery packs.
Tesla launched two FSD updates simultaneously on Saturday night, and what’s most interesting is that they arrived on the same software version. We’ll dig into that a little later, but for now, there’s good news for everyone. For Hardware 3 owners, FSD V12.6.1 is launching to all vehicles, including the Model 3 and Model Y. For AI4 owners, FSD V13.2.4 is launching, starting with the Cybertruck.
FSD V13.2.4
A new V13 build is now rolling out to the Cybertruck and is expected to arrive for the rest of the AI4 fleet soon. However, this build seems to be focused on bug fixes. There are no changes to the release notes for the Cybertruck with this release, and it’s unlikely to feature any changes when it arrives on other vehicles.
FSD V12.6.1 builds upon V12.6, which is the latest FSD version for HW3 vehicles. While FSD V12.6 was only released for the redesigned Model S and Model X with HW3, FSD V12.6.1 is adding support for the Model 3 and Model Y.
While this is only a bug-fix release for users coming from FSD V12.6, it includes massive improvements for anyone coming from an older FSD version. Two of the biggest changes are the new end-to-end highway stack that now utilizes FSD V12 for highway driving and a redesigned controller that allows FSD to drive “V13” smooth.
It also adds speed profiles, earlier lane changes, and more. You can read our in-depth look at all the changes in FSD V12.6.
Same Update, Multiple FSD Builds
What’s interesting about this software version is that it “includes" two FSD updates, V12.6.1 for HW3 and V13.2.4 for HW4 vehicles. While this is interesting, it’s less special when you understand what’s happening under the hood.
The vehicle’s firmware and Autopilot firmware are actually completely separate. While a vehicle downloading a firmware update may look like a singular process, it’s actually performing several functions during this period. First, it downloads the vehicle’s firmware. Upon unpacking the update, it’s instructed which Autopilot/FSD firmware should be downloaded.
While the FSD firmware is separate, the vehicle can’t download any FSD update. The FSD version is hard-coded in the vehicle’s firmware that was just downloaded. This helps Tesla keep the infotainment and Autopilot firmware tightly coupled, leading to fewer issues.
What we’re seeing here is that HW3 vehicles are being told to download one FSD version, while HW4 vehicles are being told to download a different version.
While this is the first time Tesla has had two FSD versions tied to the same vehicle software version, the process hasn’t actually changed, and what we’re seeing won’t lead to faster FSD updates or the ability to download FSD separately. What we’re seeing is the direct result of the divergence of HW3 and HW4.
While HW3/4 remained basically on the same FSD version until recently, it is now necessary to deploy different versions for the two platforms. We expect this to be the norm going forward, where HW3 will be on a much different version of FSD than HW4. While each update may not include two different FSD versions going forward, we may see it occasionally, depending on which features Autopilot is dependent on.
Thanks to Greentheonly for helping us understand what happened with this release and for the insight into Tesla’s processes.
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