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The Tesla Motors Success is an Old Recipe

Source: Imagelib.com

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Tesla Motors success PanasonicIt’s always interesting reading comments and editorial commentaries on what makes Tesla Motors success so outrageous. After all, the company posts a loss, but manages to gain credibility, as well as the almighty investment dollar. The secret to the Tesla Motors success is simple.

In her excellent post on Seeking Alpha, Mira Inbar points to the three main reasons that explains Tesla Motors success. What is interesting to see is, why have others failed where a Californian startup didn’t? It all boils down to a simple and rational recipe a few other successful companies used in the past. You might remember them, Apple and Google?

Tesla Motors success recipe: Own the most expensive part of your business

The first part of the Tesla Motors success is that early on, Tesla decided to own its technology by assembling its own battery packs. Unlike other carmakers who chose to delegate this crucial part of an electric vehicle (EV) to battery maker, Tesla’s success is classroom 101 and its security track is exemplar. But to a traditional carmaker, the idea of assembling the battery pack of an EV is alien and foreign. They are geared toward building engines and slapping a body on top of. But a startup is unencumbered by this tradition. It sees a developing technology, senses the unspoken demand and finds solutions around the obstacles.

Tesla buys its 18650 cylindrical battery cells directly from Panasonic, but it develops the thermal management system, software, electronics, and mechanics around its pack in-house. The result is that no Model S has gone up in smoke on its own. Any accidents were caused by a third party. Unfortunately, the same can’t be said about traditional carmakers making modern EVs. Since you can’t own the manufacturing of gasoline, how about giving electricity to your clients for a measly extra $2,000 at purchase time?

Tesla Motors success Panasonic

Tesla Motors success recipe: Use available and proven technology

As mentioned above, Tesla Motors buys its commodity lithium-ion battery directly from Panasonic. This is the other ingredient to the Tesla Motors success. Certain carmakers decided to use different types of lithium batteries and left it up to the battery makers to design the thermal management and pack casing. Tesla rightfully felt this was more a carmaker’s responsibility. The result is that Tesla now has one of the best energy dense lithium-ion battery on the market that is always kept at a maximum operating temperature and its longevity speaks for itself.

ALSO SEE: Panasonic Tesla Sign off on Gigafactory

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Tesla’s second-generation cell designed in conjunction with Panasonic will catapult the company a few years ahead of the competition. In order to ensure the momentum, Musk simply plans to build a giant battery factory to continue owning the build process. The Gigafactory will assure success for the upcoming Tesla Model III and its new generation of cells.

Tesla Motors success recipe: Secure patient capital with a long-term view

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Tesla reveals its Q1 Supercharger voting winners, opens next round

Tesla owners can now vote on where they’d like to see Superchargers land next.

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Credit: Tesla

Tesla has revealed the Superchargers that have won the most votes in the first voting round of the year, as the latest part of a series of windows in which owners can vote on the most-suggested locations from previous rounds.

On Monday, Tesla officially opened the next round of voting on proposed Supercharger locations for Q2, and owners can now vote on the sites that were proposed in the last round on the company’s website. The company has also shared the full list of winners from the Q1 round of voting, primarily including sites within the U.S., along with a handful scattered across Europe and the Asia-Pacific region.

Canada wasn’t included in this quarter’s Supercharger winners, despite the previous voting round including five winners from both the U.S. and Canada. At the time of writing, Tesla’s current leaderboard for the newly opened voting round includes the following locations in the top five: Istanbul West, Turkey; Quebec, Canada cities Trois-Rivières, Vaudreuil-Dorion, and Mont-Laurier; and Prosper, Texas in the U.S.

Credit: Tesla

READ MORE ON TESLA SUPERCHARGERS: Tesla Superchargers were over 10 times as reliable as these rivals

You can see the full list of Q1 2025 Supercharger winners below, as posted by Tesla on X, or see them indicated by a gold trophy icon on Tesla’s Find Us page.

Tesla Supercharger Q1 2025 voting round winners in North America

  • Fredericksburg, TX
  • Clarksville, TN
  • Roswell, NM
  • Lake Havasu City, AZ
  • Long Beach, CA
  • McAlester, OK
  • Big Creek, GA
  • Lake Wales, FL
  • Decatur, IL
  • Henderson, NV

Tesla Supercharger Q1 2025 voting round winners in Europe and the Middle East

  • Wrocław, Poland
  • Bari, Italy
  • Vilnius, Lithuania
  • Hradec Králové, Czech Republic
  • Bournemouth, United Kingdom

Tesla Supercharger Q1 2025 voting round winners in the Asia-Pacific region

  • Namyangju – Dasan, South Korea
  • Nicholls, Australia
  • Ipoh, Malaysia

Tesla’s Superchargers and voting rounds

Tesla began offering voting rounds on Superchargers in 2022, and it now runs them quarterly, letting drivers vote on locations that were top-performing proposed locations from previous rounds. The company has also been opening its Supercharger sites to non-Tesla vehicles across the industry over the past several months, and Hyundai, Honda, and Acura were the latest brands to gain access to the network.

Tesla looking to deploy 500kW V4 Superchargers at less than $40k per stall

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Suspect charged in connection with Tesla New Mexico arson

Another suspect has been charged in connection with the vandalism of a Tesla store—this time in New Mexico.

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Credit: Andrea Conway/X

Authorities have arrested and charged a suspect in connection with a firebombing attack on a Tesla store in New Mexico, amidst a larger wave of vandalism attempts targeting the company’s vehicles and retail locations.

On Monday, U.S. Attorney General Pam Bondi and FBI Director Kash Patel announced that a suspect had been arrested in relation to a pair of firebombing attempts on Tesla’s Albuquerque store, saying that authorities would attempt to seek up to 40 years in prison for the suspect.

Later in the day, the Albuquerque resident, 40-year-old Jamison Wagner, had officially been charged related to separate fires at the Tesla store on February 9 and at a nearby Republican Party office on March 30, according to a report Bloomberg. The suspect is charged with two counts of malicious destruction of property by fire or explosives.

“We have made an arrest in connection to the February firebombing of a New Mexico Tesla dealership and the March attack on the New Mexico Republican Party Headquarters,” Bondi wrote in a post on X. “We will be prosecuting to the fullest extent of the law. We are seeking up to 40 years in prison—no negotiating.”

READ MORE ON TESLA VANDALISM: Tesla attacks get FBI task force to squash the acts of ‘domestic terrorism’

Patel went on to say in his own post that evidence recovered at the crime scene suggested that the arrest, made on Saturday, prevented further arson attempts.

The February attack involved two Tesla vehicles that had been set on fire, along with graffiti saying “Tesla Nazi Inc,” “Die Elon,” and drawings of swastikas, court documents show.

After gaining a search warrant for Wagner’s home, Federal investigators discovered evidence that linked him to both the Tesla store attack and the Republican headquarters attack, including incendiary devices and spray paint identified as the graffiti at the crime scenes.

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The news follows a series of vandalism targeting Tesla stores in the U.S. and around the world, in response to Elon Musk’s controversial involvement with the administration of President Donald Trump.

Over the past few months, Bondi, Patel, Musk, and the Trump administration have repeatedly vowed to prosecute offenders to the fullest extent of the law in the past several weeks, along with noting that the attacks would be considered “domestic terrorism.”

In late March, authorities charged another vandal in connection with a Las Vegas repair center fire, concluding that the alleged attacker had used Molotov cocktails to set the building and five vehicles on fire. The same week, another 17 cars at a Tesla store in Rome, Italy were set on fire, while the country’s anti-terror police unit, the General Investigations and Special Operations Division, known as DIGOS, continues to investigate how the fire began.

Last Tuesday, Tesla announced that the company was working with the FBI to investigate an explosion at a Supercharger in Lacey, Washington. While a suspect hasn’t been arrested, authorities and users online have since been circulating photos from surrounding security footage to attempt to identify a man who is now wanted by police in connection with the attack.

This Tesla vandal caused thousands in damage, but she was let off the hook: Here’s why

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Waymo kicks off initial tests in Japan with launch event

Waymo launches early tests in Japan, as Tesla and others look to roll out their own commercial robotaxi services.

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Credit: Waymo

Commercial robotaxi company Waymo held a launch event in Japan last week, as the company prepares to enter early manual testing on its first international roads.

After Waymo shared plans to start testing vehicles in Japan in December, the Google-owned firm detailed the launch event in a press release on Monday. The event featured officials from project partners GO, a taxi platform, and Nihon Kotsu, the largest taxi company in Tokyo, along with featuring one of the company’s camera-, lidar-, and radar-outfitted Jaguar I-Pace units, expected to begin manual testing around Tokyo in the weeks to come.

Ichiro Kawanabe, Board Director at Nihon Kotsu and Chairman at both GO and the Japan Taxi Association, said that Waymo’s U.S. operations “demonstrated significant safety benefits,” along with thanking the company for hosting the event at the newly developed Takanawa Gateway City complex.

“I took my first ride with Waymo in Phoenix a year and a half ago and was amazed that there was really no one in the driver’s seat,” the chairman said. “That was the moment I was convinced that autonomous driving technology could absolutely benefit Japan. It will help ensure mobility service in the future of Japan, with the growing aging population and labor shortage.”

Credit: Waymo

Credit: Waymo

This spring, Nihon Kotsu taxi operators will start driving Waymo vehicles across several Tokyo wards this spring, including Chiyoda, Chūō, Kōtō, Minato, Shibuya, Shinagawa, and Shinjuku. The tests will utilize 3D maps of the city, along with utilizing experienced drivers to generate data about traffic laws, patterns, and other road systems ahead of fully autonomous operation.

“After months of strong collaboration with Nihon Kotsu and GO, Waymo has reached a historic milestone— our first venture on international public roads,” said Nicole Gavel, Waymo Senior Director and Head of Business Development and Strategic Partnerships.

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“Our partnership demonstrates how Waymo’s 15 years of operational expertise can adapt to new environments through strategic initiatives with industry leaders,” Gavel adds. “In Tokyo, we are abiding by the same steadfast principles that guide us in the U.S. — commitment to safety, dedication to earning trust in communities where we operate, and collaboration with local officials and community groups here in Tokyo.”

The news comes as Tesla, Amazon-owned firm Zoox, and still others are racing to enter the commercial robotaxi business throughout this year. It also comes amidst widespread speculation and debate about the emerging market, and as Tesla and Waymo both aim to begin operations internationally.

READ MORE ON WAYMO: Waymo study analyzes collisions with vulnerable road users

Tesla’s FSD in China, Mexico, commercial robotaxis still incoming

Waymo is already operating paid autonomous ride-hailing services around the U.S., and it said in December that it was giving more than 200,000 autonomous rides per week.

The company currently offers Waymo services in San Francisco and Los Angeles, California, Phoenix, Arizona, and, through a partnership with Uber, in Austin, Texas, where Tesla has a Gigafactory and plans to launch initial robotaxi services. The Alphabet-owned company is also aiming to launch services in Atlanta, Georgia and Miami, Florida this year, alongside its early tests in Tokyo.

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Although Tesla doesn’t currently operate driverless ride-hailing in any capacity, individual owners in North America can purchase or subscribe to its Supervised Full Self-Driving (FSD) system, on which the company’s forthcoming robotaxi platform will be based. In October, the company unveiled the two-seat Cybercab vehicle, which has no steering wheel or pedals and will be used for the upcoming commercial robotaxi system.

Additionally, the company is aiming to launch its first unsupervised rides commercially in Austin in June, and it recently debuted Supervised FSD in China and Mexico, marking the company’s first international markets.

Waymo vs. Tesla vs. the competition

While Tesla hasn’t quite gotten a commercial robotaxi service to market yet, Waymo, Amazon-owned company Zoox, and still many others have begun their own paid ride-hailing services or early tests. Meanwhile, Tesla’s approach to the technology is vastly different than that of Waymo and others, utilizing a camera-only, AI-trained neural network system, rather than 3D geomapping.

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For one, the company can generate a larger pool of training data from real-time driving behavior of its individual owners, for instance as compared to Waymo’s use of a more-limited fleet of taxi drivers. Many argue that this, along with the cost-effectiveness of producing a system that’s built into every vehicle and utilizes only cameras, make the system more scalable than those of Waymo and others.

Still, some support the use of more than just camera systems and building in sensor redundancy as a way to maximize safety, especially as the technologies are still fairly new. Former Waymo CEO John Krafcik, who was a part of the company until 2021, criticized the FSD system in December for not including enough safety measures to support a realistic commercial robotaxi business, and he went on to call Tesla “a car company with a driver-assist system.”

“If a company were serious about building a safe and accessible robotaxi business, it would look nothing like what was shown,” Krafcik said during an interview. “The cost of a robust sensor set, including lidar, is trivial on a per-mile basis. Even more so for mapping. And the safety benefits measured in human harm reduction are real and verifiable.”

Waymo valued at over $45 billion following latest financing round: report

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