Tesla, the leading electric vehicle (EV) manufacturer, has undergone significant changes in its charging infrastructure and workforce. Two recent developments have raised concerns about the future of Tesla's Supercharger network and its impact on the wider EV industry.
Firstly, Allie Arebalo, Tesla's top human resources executive for charging operations, has left the company (Bloomberg). Her departure comes amidst a wave of staff upheaval at Tesla. The reasons behind her exit are unclear; it is not known whether she was let go or if she stepped down.
Secondly, Tesla has dismissed the entire team responsible for building and maintaining its Supercharger network, affecting about 500 employees (CNN). This move has left many in the industry puzzled as to how Tesla plans to expand and maintain its charging infrastructure. The company still intends to grow the Supercharger network but will focus more on uptime and expansion of existing locations.
Despite these changes, Tesla remains committed to expanding its Supercharger network. In 2023, it doubled the size of the network with $17 million in government grants and built over 297 stations around the world (Business Insider).
The dismissals have left contractors and other automakers uncertain about their future collaborations with Tesla. Andres Pinter, co-CEO of Bullet EV Charging Solutions, which has projects underway for Tesla, expressed concern about the impact on his business.
Tesla's moves come as virtually all major automakers have adopted its North American Charging Standard (NACS). This standard allows Tesla vehicles and those from other manufacturers to use the same charging infrastructure. The recent layoffs may be a strategic move by Tesla to reduce costs, but they also raise questions about the company's commitment to maintaining and expanding its Supercharger network.
Elon Musk, Tesla's CEO, has been known for his aggressive management style. He told his biographer Walter Isaacson that he deletes any part or process he can from Tesla's management (Heatmap News). This approach has led to significant cuts in the company's workforce.