A few thoughts and reactions on today’s Tesla’s impressive re-commitment to charging infrastructure

Impressive supercharger expansion plans were published on Tesla’s blog today.

Concept Tesla Supercharging station from 2017-04-24 Blog Post
Concept Tesla Supercharging station from 2017-04-24 Blog Post

In the first couple of sentences of this latest blog,  Tesla reaffirms its commitment to charging for its customers.

As Tesla prepares for our first mass-market vehicle and continues to increase our Model S and Model X fleet, we’re making charging an even greater priority. It is extremely important to us and our mission that charging is convenient, abundant, and reliable for all owners, current and future.

Well, supercharging does that for almost ALL the models of cars that Tesla has sold.  Just not ALL the cars that they have sold.

The Roadster and Model S 40 both do not have access to supercharging, but have ample range to make it the distances that are set up between MOST of the North American Supercharger network.  I have not traveled on any of the other Tesla Supercharger networks, so I am unsure of the distances between their sites, but would presume that this statement also holds true for those distances.

We have been blessed to have our Model S available for us to travel these distances, but we know of several Roadster owners who would prefer to travel these distances and I would like to try to do that, one of these days.

To that end, if Tesla’s blog-post is any indication, it would seem that Tesla’s next iteration of supercharging might indicate a LOT more space and dedicated Tesla lounges in the locations that would be dedicated to this activity.  If this is what Tesla is planning to do, why not provide a couple of stalls with Tesla dedicated Level 2 for those that are not in need of a supercharge.  They can even fit these devices with a credit card or other payment system so that those opting for the slower charge can pay for the energy and/or stall that they are using for this travel.  This allocation will then provide for Tesla to follow through on the statements that introduced this latest blog post.

Besides, in terms of costs, it would seem such a high density supercharging location would be more vulnerable to higher utility costs than current density supercharger locations.  Things like demand charges and the like will definitely be a challenge toward the execution of this vision, therefore the costs associated with a couple High Power Wall Chargers (HPWCs) is really quite negligible.

Concept Tesla Supercharging station from 2017-04-24 Blog Post
Concept Tesla Supercharging station from 2017-04-24 Blog Post

The other thought I had with this concept release was a feeling of “deja vu…” and I realized as I was writing this article that it reminded me of the Rocklin, CA Sales, Service, Delivery, and Supercharger location from Day 11 of 2016’s Long Way Round Trip to the Gigafactory.

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Which actually is a further case for this proposal to add High Power Wall Charger (for Roadsters, Dual Charger, or High Amp charger Teslas) at these new conceptual Supercharger locations.  At this stop in 2016, we met with a couple who were also taking their Roadster up I-80 to Reno for the Gigafactory and TMC event.

The direct costs for a stall or two of High Power Level 2 (keep it on Tesla proprietary plug if they must) covers all Teslas built.  Most of the Roadster owners that I know have already purchased my recommended accessories for the Roadster, i.e. Henry Sharp’s The CAN SR/JR, etc. and can therefore work with the Model S/X North American Proprietary plug.

The more analytical may counter that the opportunity cost for two stalls on HPWC vs another pair of Supercharging stalls outweighs the benefits of covering ALL Tesla vehicles, but I say that the goodwill created by such a program is more important than that.  Tesla should execute on its statement today, but for ALL Teslas, not just the ones that can supercharge.

So, a week ago I got interviewed for a New York Times article…

It was an unexpected honor to find myself featured in an article in last week’s New York Times.  When I was being interviewed for the article, I did not expect to be featured, but felt the need to represent my opinions as both an owner, EV advocate, and investor in Tesla. There is a fear among some early Tesla fans that the media will give us the “Broder” treatment.  I won’t be re-hashing the controversy here, but I feel that it would be foolish to approach this without considering this years old controversy.

I’m glad to confirm that the New York Times coverage was fair and all quotes attributed to me are accurate.  However, I did spend a lot more time with the writer and the nuances of my conversation with him, didn’t show.

I’ve excerpted the portion where Neal Boudette covered my comments:

Among the skeptics are some of Tesla’s biggest fans.

Take Dennis Pascual, a tech industry consultant in Long Beach, Calif., and owner of two Teslas — a Model S sedan and a two-seat Roadster, the first car Tesla put on the road. He is such a fan, in fact, that he has put down deposits to buy two Model 3 compacts once Tesla starts making the car later this year.

He also owns some Tesla stock, but is not about to buy more.

“It’s a little pricey for me to jump back in,” he said, speaking by phone from his Model S. “Right now, I think we’re in a hold.”

Moreover, he worries about Tesla’s ability to carry out the bold expansion plans it has for this year and next. Tesla’s high-profile chief executive, Elon Musk, has said the company expects to begin production this summer on its first mass-market offering, the Model 3, ramping up to 5,000 cars a month by the end of the year and driving output to several hundred thousand cars over the course of 2018.

“They really need to deliver, and that has me concerned,” Mr. Pascual said, who has worked at start-up companies and has years of experience in the technology business. “I’m bullish long term, but yes, I’m worried. I’m always worried about companies executing.”

Part of where the nuances didn’t show is my discussion with him that indicated my willingness to trade options on Tesla at the current levels, and that though this is different from additional ownership in the stock, still shows my bullishness.  So, the quotes make me look less bullish, but that’s also a function of the impressive rise in recent months.

The last quote attributed to me about being worried about companies executing is verbatim.  It’s also how I tend to balance ANY company that I invest or work for.  At the end of the day, it’s always the execution that I worry about.  Whether it’s Tesla or any other company that I am rooting for.  Missing expectations have a nasty way of biting folks in the … rear end..

It’s not everyday that I find myself in a prestigious newspaper like the New York Times, so I did what anyone would do and we went around town to buy several copies of the actual hard-copy of the paper.

IMG_20170418_112732 In preparation for the article, I spent a couple of hours taking pictures with Andrew Cullen and I am sure that he had a lot of great shots with my smile on it.  The best shot from Andrew was in the original link to the online version of the article that featured me in the Model S looking out.  This was what accompanied the first round of the article when it went online on April 11, 2017. IMG_1449.JPG

I had a smile and looked happy in that one.

However, later photos replaced that for the print and online versions on April 12, 2017.  Andrew did a great job taking photos and I have to thank him for being patient with me.  In keeping with the tone of the article, the photo editors of the paper picked some shots that made it look like I was worried.  I was far from worried, I did have the sun in my eyes for these next shots that were selected for the article, so let’s just chalk that up to great editing.

IMG_20170418_112743 Those that know me well, know that this particular pose and introspection is not how I usually am.  So, it’s rather humorous for people to see me with such a “serious” look. Andrew Cullen for the New York Times (April 12, 2017) IMG_20170418_112820

Either way, I was pleasantly surprised to make it onto the New York Times.  My mother is a huge fan of theirs and I’m sure it thrilled her to no end and a week after its publication, I thoroughly enjoyed the attention it has gathered with family and friends.

My favorite story came from my de-facto aunt and uncle (some of my mom’s closest friends) in New York City who reached out to my mother to convey their surprise at having my picture in the paper during their breakfast ritual.  Paraphrasing my uncle to my aunt, “you would never guess who made it to the front page of the New York Times…”  Beats the heck out of being on the wall in the Post Office. 😜