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Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

media.volvocars.com

41–50 of 168 posts

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#41

Earlier quoted context omitted.

My Canadian town of 70,000 has about 100 public CCS charging stations but one for Telsa. So no not great. It's already there so why are they switching? A GM executive was on the news saying how Canadians complained in a survey there were not enough charging stations. I say BS. This sudden study appears and contradicts the 10:1 ratio of CCS to Tesla charger in my town?

> My Canadian town of 70,000...It's already there so why are they switching? It's estimated America will need around 2mm EV chargers by 2030; it currently has about 160k [1]. Every charger currently deployed is less than a tenth of what we need in seven years. That's not quite tabula rasa , but it's close. CCS lost because it prioritized backward compatibility in an environment where most of what's needed must be bui…

Normal people buy cars for what's available now, not XY years in the future. The current set of customers isn't a rounding error.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#42
post #26
post #17

It's pretty shocking that all the charge networks are getting rug pulled because they couldn't figure out how to accept payment reliably. I wonder if Tesla has figured that out for third-party automobiles yet. (I mean, I assume they have, but I assumed the other charge networks would be able to obtain working credit card readers, and that definitely didn't happen.)

"pretty shocking that all the charge networks are getting rug pulled because they couldn't figure out how to accept payment reliably." Is there a reference for this somewhere? I didn't know this was a problem.

I don't think the payment was the main issue, it's always been the overall reliability of the chargers not being great.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#44
post #27
post #22

I think this is great but I continue to wonder about Tesla's plan here. The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc. Unless Tesla is so confident that th…

They've been clear since day 1 they are an energy company, not a car company.

This is a narrative grafted on after the fact. When Eberhard and Tarpenning founded Tesla - years before Elon was involved - it was founded as a car company.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#45
post #22

I think this is great but I continue to wonder about Tesla's plan here. The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc. Unless Tesla is so confident that th…

They generate a decent profit on supercharging and increased usage = increased profits.. On the maufacturing side market is saturated with Teslas. They keep dropping the price to increase demand but you can only play that game for so long.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#46
post #22

I think this is great but I continue to wonder about Tesla's plan here. The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc. Unless Tesla is so confident that th…

> Supercharger network is one of their remaining competitive advantages

NACS for Ford doesn't mean a Supercharger experience. Tesla's tight integration will continue to yield fruit for at least a few more years.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#47
post #22

I think this is great but I continue to wonder about Tesla's plan here. The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc. Unless Tesla is so confident that th…

> other manufacturers are far better at making an actual car Are they really "far better"? My wife's Tesla hasn't had any issues in the last 3 years. The build quality is great. Every time I have a chance to take the Tesla over my Kia, I do it because it's so much more pleasant to drive it. Over the years I've had many cars. I am struggling to think of one better than the current Tesla that we have.

Are the cars on the same price level?

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#49
post #17

It's pretty shocking that all the charge networks are getting rug pulled because they couldn't figure out how to accept payment reliably. I wonder if Tesla has figured that out for third-party automobiles yet. (I mean, I assume they have, but I assumed the other charge networks would be able to obtain working credit card readers, and that definitely didn't happen.)

IMO the non-Tesla networks thoroughly misunderstood the market. People are willing to drive, specifically, to a Tesla charging station because they have the biggest network (and they’re fairly reliable, but anyone could achieve that). Other than that, there is no particular network effect, and drivers don’t want a network effect. Drivers want a charger at a convenient location that works, but there is no more inherent brand loyalty than there is with gas stations.

So, to compete effectively, chargers should have deployed in useful locations and made charging convenient. Using gas station-style card readers would have worked fine, and they are a mature technology. No one needs to install an app or create an account to buy gas, and charging should have worked the same way.

Re: Volvo Cars Adopts Tesla's NACS Port in the United States, Canada and Mexico

#50
post #22

I think this is great but I continue to wonder about Tesla's plan here. The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc. Unless Tesla is so confident that th…

The plan seems very clear to me. They developed a better charger that helped kickstart the market and gave them a competitive advantage. In the future, differentiating on a charger becomes a disadvantage as the EV market gets larger and Tesla owns a smaller percentage, meaning most charging stations will not be compatible with Teslas. The inflection point between the charger being a competitive advantage/disadvantage is occurring around now. Additionally, licensing the rights to the charger gives Tesla a stake in the entire EV market as a whole.
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