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by WorldMaker
784 days ago
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CCS2 supports "just plug in to charge" as an optional feature so depending on your manufacturer and CCS Type 1 charger it worked some of the time. All the charger networks and manufacturers are now migrating to NACS hardware over (the ugly) CCS Type 1 and NACS requires that CCS2 optional feature (NACS uses Tesla designed hardware but CCS protocols/software) so most charger networks including Electrify America and most manufacturers moving forward past the current transition to NACS should all support "just plug in to charge". "Soon." 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. |
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