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by SirSourdough
784 days ago
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Deep integration with the car is the most difficult piece of the Supercharger system to achieve for any other charging network. They have the best in-car and in-app charging experience, with the best routing to chargers and scheduling tools. Most networks still require you to use an app or RFID card to start a charge, Tesla you just plug in. The other is probably just scale of the parent company in terms of being able to build out and service the network. They tend to have more prominent, nicer locations for their stations. |
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Standardizing NACS was an interesting win for Tesla because their hardware design won out, but it was also a massive breach in their "moat" putting the other charging networks and other manufacturers on a much more equal footing with the charging story.
On the one hand it makes direct dumb "bottom line" business sense why Tesla would stop investing in its own network with such a massive breach in their "moat" about to spill out and maybe equalize the playing field. Perhaps especially if you think you've already earned enough recognition for your brand that you don't need to maintain it long term, just maintain the facade and PR spin of it. On the other hand, with such a huge first mover advantage and what everyone knows was a respectably huge "moat", you'd think there would be pivots to take advantage of to bulwark other parts of the same moat and still maintain some other advantage along the way to the old adage that "Teslas are the easiest to charge". Gutting the department may truly be a short term gain for shareholder quarterly results traded for a long term mistake and the risk of the loss of that first mover advantage they worked so hard to earn.
It's certainly fascinating to armchair quarterback what other options were in play here.