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by toomuchtodo
1297 days ago
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It’s great to hear these auto makers are playing catch-up now wrt battery manufacturing capacity compared to when Tesla announced their Gigafactory in 2014. It only took a decade. I’m not being disingenuous, I’m just pointing out poor businesses operations, forecasting, and a lack of will at legacy automakers. Only very recently did Toyota shift their strategy from hydrogen to batteries because Tesla gave them no choice. Tesla spent the $1B on their superchargers. Why would you let your competitor who are barely trying to deliver EVs freeload on it? Spend your own capital on fast dc chargers (or contribute to Teslas capital costs) if you want to offer your vehicle buyers a premium long distance experience (instead of the sadness that is random CCS chargers with no assurances they’ll work when you arrive). Legacy automakers will continue to have to be dragged to an EV future because of lackluster management and shareholders who can’t get comfortable with the cannibalization and transformation combustion vehicle manufacturing will have to go through to come out as EV makers on the other side. High level, don’t slow down when you’re winning and don’t help your competitors. Drive them into the sea. “Innovator’s Dilemma” and all that jazz. Europe is a microcosm in the world where public transportation is likely a better option than EVs to your point (due to preindustrial revolution land use and urban planning). The rest of the world needs quality long range electric mobility. https://www.tesla.com/sites/default/files/blog_attachments/g... https://www.reuters.com/business/autos-transportation/exclus... |
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This is such strange thinking. It's not like Tesla will give away free charging. The reality is more EVs using your chargers means more revenue. High utilization is better than low utilization. But you won't listen to me about it, so listen to Tesla instead:
https://www.theverge.com/2021/7/28/22596337/tesla-supercharg...
This is what Tesla is already doing in Europe. It's easy in Europe because Europe has a common charging standard in CCS Type 2 Combo:
https://www.youtube.com/watch?v=2Y33AArvMUQ
A big benefit of CCS for Tesla owners is that they can easily switch to other charging networks when Tesla's network is uncompetitive:
https://www.electrive.com/2022/11/23/tesla-reduces-superchar...
The sad thing for North America is that it looks like Tesla will take the extremely cynical approach of allowing low volume manufacturers (like Aptera) to use Tesla's chargers if they adopt Tesla's plug. Hence the recent announcement of Tesla's plug supposedly being "open" and a "standard" now (as opposed to Tesla's previous faux openness):
https://www.tesla.com/blog/opening-north-american-charging-s...
Tesla believes that having the chargers support more than one manufacturer in this way will qualify Tesla chargers for US government subsidies. Tesla wants public funds, but doesn't want to provide public infrastructure by using CCS Type 1 Combo.
Maybe they'll allow other EVs to charge using a dongle, maybe they won't. But having to carry around a dongle merely to charge your car is just dumb. One more thing to buy, one more thing to lose, one more thing to break. Europe shows it doesn't need to be that way.
Closed, incompatible charging infrastructure makes EVs worse than ICE vehicles. You can fuel your ICE vehicle at any fueling station and you should be able to charge your EV at any charging station. Anything less is backward, primitive, and underdeveloped.