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Rivian embraces Tesla's charging standard for EVs

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Re: Rivian embraces Tesla's charging standard for EVs

#251

Earlier quoted context omitted.

I hope that part of the standard is that all vehicles shall have a charge plug on either front/right or back/left corners. Making the cable longer makes the experience worse for everyone - it makes the cable heavier (harder to use), more expensive (which will end up in power prices), easier to damage (as it is dragged across the floor or driven over), more electrical losses in the cable (again, higher prices). There…

I never understood why front-center didn't become the standard here. That would obviate more stand placement and cable length issues. The only people who stand to lose are those weirdos who reverse into parking places. ;) (Rear-center would work too)

>The only people who stand to lose are those weirdos who reverse into parking places. ;)

As a weirdo who reverses into parking spaces, I find that it's almost always safer doing that in a crowded parking lot than it is to park nose in.

When you're driving up to the spot you're already (hopefully) fully attentive to any risks (children, animals, people crossing, whatever), and can wait or carefully drive around those obstacles. Then when you're ready to leave you're already facing the optimal angle to slowly inch out and look in all directions for hazards.

If you're backing out of a car space you have to trust your ability to look at all three mirrors simultaneously + ideally also straining your neck to cover blind spots.

Re: Rivian embraces Tesla's charging standard for EVs

#252
post #102

Earlier quoted context omitted.

I have a Tesla ~10k miles and have not used supercharger yet because I just plug the car in at home once a week. If you estimate total pump time. IE 35 minutes on supercharger vs 10 minutes on gas (including time to drive to station) but take into account number of times you need to actually charge up the car at a super charger. IE once every 2 months vs 3x per month, you will see that you actually spend less total t…

It takes like 3 minutes tops to fill up a passenger car from near 0 to 100% range. I would have to stop for gas 10 times in a single month to use 30 minutes of pump time, which, for a car with 500 mile range, would imply 5000 miles of travel in a single month, which is almost non-stop driving at 50 mph. Driving to a station is never an issue, because gas stations are ubiquitous, and found along the route you're trave…

I spend more time pumping gas for my ICE than I do waiting on my EV to charge, by hours a year.

Lets say it takes 5 minutes on average to turn off to the gas station, go to the pump, pay to start the pump, get the handle into the car, actually pump the gas, return the pump handle, close it all up, get in the car, and rejoin traffic. In my testing its often more than 5 minutes from my times, but lets just say 5 to make things easy. I get gas about every other week in my ICE, so 5 minutes every other week, but I do take some vacations so lets round to a 50 week year, half of that is 25, times 5, 125. That's 125 minutes of pumping gas that I do every year. A little over 2 hours. And that's excluding any kind of road trips where I might have done several of those 5 minute stops in a single week.

Guess how much time I had to spend waiting on public DCFC last year? I took a road trip and stopped for maybe 40 minutes total. Outside of that, 0 minutes.

I spend more time waiting to recharge my ICE than I do my EV, by a good bit.

Lets take a look at US averages though instead of just my use case. Average miles driven is what, ~13,500? Average range of a car is ~400mi? That means ~33.75 fill ups a year instead of just 25? 33.75 * 5 = 168.75 minutes, or 2.8 hours a year pumping gas. If someone can charge at home and public chargers where they're already going to be (work/shop/relax places), they might not ever even need to wait on a public charger, so 2.8 hours compared to literally 0 minutes waiting for charging.

Re: Rivian embraces Tesla's charging standard for EVs

#253
post #219

Earlier quoted context omitted.

Not a big fan of Tesla myself, but surely if they figure out self driving that’ll make their cars relevant for the forseeable future? On top of that they seem to be able to make cars cheaper and more quickly than most of the incumbents.

The big players are just late to the game, but have been making cars for decades. They will easily overtake Tesla on number of EVs built as they transition. Tesla isn’t good at making cars. And every year my confidence in full self driving goes down. They are good at charging though and will print money doing that.

Are you a time traveler from 2014?

Tesla is now closing in on run rates of 1.5-2 million. They are on bath to overtake companies like BMW in total sales. They are already far more profitable.

You seem to still think of Tesla as some small fish. Tesla is the biggest BEV producer in the world by a large margin. They produce more EV then all of the major German producers put together and at better margins.

Volkswagen is the 2nd largest car company in the world and they have been all in on EV for many years now, and Tesla is highly competitive with them and actually makes far higher profits.

A high level Toyota engineer said of the Model Y 'its a piece of art' (and that was not even the newest generation). Volkswagen CEO said that Tesla is beating them on production efficiency.

If you want a reality check, go look at Toyota first EV and compare it to Model Y. They are not even in the same class, Tesla beats it on literally every metric.

If you still think large car companies can just easily spin up millions of EV per year, you are deluding yourself. You are even more optimistic then the car companies own incredibly optimistic predictions. Ford and GM have even stopped saying they will catch Tesla, its now a race for Nr.2.

> Tesla isn’t good at making cars.

Based on what? Your subjective insights?

Tesla cars have very high margin and are cheaper then competitors in the same class. But they suck at building cars?

Tesla cars have high costumer loyalty and high consumer satisfaction in every survey? But they suck at making cars?

Are you sure your not mixing up your personal feeling with the real world.

> And every year my confidence in full self driving goes down.

They don't need self driving to be highly profitable.

> They are good at charging though and will print money doing that.

Actually charging doesn't make much money, its a terrible business.

Re: Rivian embraces Tesla's charging standard for EVs

#254

Earlier quoted context omitted.

Level 4? Mercedes already beat them to level 3 https://www.theverge.com/2023/1/27/23572942/mercedes-drive-p...

The Mercedes system is a headline system. In that it was designed to generate headlines without actually accomplishing much.

MB's system accomplishes the levels of quality defined in the SAE standard. Tesla is taking a different strategy by focusing on quantity of features, although many of them fail to meet the reliability standards of the higher SAE specs.

Tesla is stuck at level 2 because the level of reliability required at level 3 would mean they'd have to remove features to meet it.

Re: Rivian embraces Tesla's charging standard for EVs

#255
post #243
post #234

Earlier quoted context omitted.

I’ve personally enjoyed auto steer on every car I’ve driven not a Tesla. Some let you keep your hands off the wheel, and none of them phantom break every couple hundred miles, which is the ultimate deal breaker.

> I’ve personally enjoyed auto steer on every car I’ve driven not a Tesla. Some let you keep your hands off the wheel, and none of them phantom break every couple hundred miles, which is the ultimate deal breaker. I'm actually curious what systems you're using. I have very limited experience, I have a M3 and a 21 Corolla with Toyota's version. My M3 has never once just given up on the lanes and stopped steering, but…

Oh, yeah, that doesn’t bother me either. When the lanes get really faint and I have to drive for a bit, that’s fine.

I guess it comes down to preference. I see it as assistance. I want a helper who maybe can’t do it all, but never fucks up.

Re: Rivian embraces Tesla's charging standard for EVs

#256
The recent moves by Tesla have probably been to force the government to amend regulations that would standardize the CCS Type 1 connector for DC fast charging. These rules were announced in February by the Biden administration for projects funded by the National Electric Vehicle Infrastructure Program.

If Tesla hadn't gotten others on board, the next 5 years would likely see CCS chargers eclipse the Supercharger network many times over with probably 5-7x more CCS chargers as Tesla chargers. As people in this thread have said, the Supercharger network is a big selling point for Teslas. If CCS charging availability were 5-7x greater than Tesla availability, that current advantage would become a liability for Tesla over the long-run.

Given that GM, Ford, and Rivian are all announcing that they're adopting the CCS charger, it seems likely that the government will probably change their regulations around charging standards to the Tesla charger. If the three largest American EV companies are all using NACS in 2025, it makes little sense for them to mandate CCS chargers. With Tesla, Ford, Rivian, and GM all going NACS, it seems likely that more will follow. Hyundai is already thinking about it: https://www.autoblog.com/2023/06/20/hyundai-to-consider-join.... Stellantis (Chrysler, Jeep, Dodge, Fiat) is evaluating it: https://fordauthority.com/2023/06/ford-rival-stellantis-look....

In fact, Tesla had to make its connector non-proprietary or they'd be locked out of everything funded by the National Electric Vehicle Infrastructure Program. The rules allow for non-CCS chargers to be available (as long as there's also a CCS charger) only if they're non-proprietary. If Tesla had kept their connector proprietary, any charger with a Tesla connector would be ineligible for government funding. Now, they can have a Tesla connector as long as they also have a CCS connector. As I've speculated, given that it seems likely most EVs sold in the US will be using NACS from 2025+, it seems likely that the government will even change its rules to favor the NACS connector.

Tesla's shift to calling it the North American Charging Standard and opening it up to competitors is probably more about preventing one of their advantages (Tesla vehicles being compatible with the most charging stations) into a major liability (Tesla vehicles requiring an adapter to use the majority of charging stations in 2025+).

https://www.govinfo.gov/content/pkg/FR-2023-02-28/pdf/2023-0...

Re: Rivian embraces Tesla's charging standard for EVs

#257
post #219

Earlier quoted context omitted.

Not a big fan of Tesla myself, but surely if they figure out self driving that’ll make their cars relevant for the forseeable future? On top of that they seem to be able to make cars cheaper and more quickly than most of the incumbents.

The big players are just late to the game, but have been making cars for decades. They will easily overtake Tesla on number of EVs built as they transition. Tesla isn’t good at making cars. And every year my confidence in full self driving goes down. They are good at charging though and will print money doing that.

Sometimes I feel like people live in a different universe than me. Do you know how many electric vehicles Tesla is likely to deliver in 2023? 2 million.

Do you know how many GM is hoping to deliver? 150,000. Do you know how many they have delivered YTD? 40,000. And they're ahead of Ford, Rivian, and all other US EV manufacturers. Only cheap Chinese only EV brands have a similar volume.

"Easily overtaking" Tesla is not happening at this point. It will be a real fight to ramp production up to Tesla numbers. Did you know that the Tesla model Y was the best selling car in the world thus far in 2023? Not EV, car. It beat out the gas powered Toyota Corolla.

https://www.motor1.com/news/669135/tesla-model-y-worlds-best...

Re: Rivian embraces Tesla's charging standard for EVs

#258
post #184

Earlier quoted context omitted.

> but keep in mind that if you can pump ten gallons of gas in a minute you're effectively drawing the equivalent of something like 20MW, so in the context of vehicle refueling it's not so crazy If 15 Teslas pass through a stretch of road per minute with full 100kWh battery packs, you could also describe that as 90MW of current, but it's also not really.

I always forget just how energy dense petroleum and its derivatives are..

This is true. Though the electric batteries do have the advantage of having already paid the "thermodynamics tax". Some of the energy in gas will go towards heat losses; energy that cannot be converted to movement.

Re: Rivian embraces Tesla's charging standard for EVs

#259

Earlier quoted context omitted.

Level 4? Mercedes already beat them to level 3 https://www.theverge.com/2023/1/27/23572942/mercedes-drive-p...

Just like how Samsung beat Apple to face scanning technology. Mercedes version is extremely limited and is only available on $100k+ cars with tons of additional hardware. I have Tesla FSD. It is certainly overpriced, but it has genuinely been getting a lot better in the last year. When I first got it I was disappointed because it was so useless, now I use it probably 70%+ of my drives. IMO Tesla is the closest to a m…

There’s a huge subset of people who just desperately want to “prove” that the popular company is bad. Apple bad, Tesla bad, etc.

Re: Rivian embraces Tesla's charging standard for EVs

#260

Earlier quoted context omitted.

Tesla Insurance is a kind of small moat. But I think Tesla is really banking on winning the automotive AI race. They currently don't seem to be winning, but that does appear to be their main gamble. If they can be the first to achieve level 4+ self-driving then they would definitely dominate regardless of charging infrastructure.

> Tesla Insurance is a kind of small moat. Only idiots buy black-box based car insurance (whether Tesla or any other). I mean, come on, insurance companies are already renowned for slippery policy wordings and the desire to get out of paying-out. Do you seriously think an insurance company having access to your driving data is really being done for your benefit ? I would be willing to bet its so that Mr Risk Adjustor…

> Only idiots buy black-box based car insurance

Monitored policies are almost always significantly cheaper. That's why people buy them. I won't engage on who the "idiot" is in that analysis except to say that Adam Smith probably has an opinion.

The reason this works is that it forces the consumers to self-partition into those who think they drive safely and those who know they don't. That doesn't correlate perfectly with actual safety, but it's clear that it's a good proxy signal. Insurance companies may be renowned for "slippery policy wordings", but they're even better known for doing good statistics.

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