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

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

#51

Post by floatrock »

hedora wrote: 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.)

The plug is more about combining DC and AC pins, payment is orthogonal. The difference between "NACS" and "Tesla" is that because Europe has mandated CCS, Tesla has made their connectors talk CCS because global simplicity.

Yes, Tesla's will still have plug-to-pay, but that's on top of NACS, not part of NACS. NACS is just CCS with a different (smaller) handle.

The Technology Connections guy made a good explainer about all this the other day, if you don't mind a slightly-get-off-my-lawn youtuber persona: https://www.youtube.com/watch?v=wjny4u5THpU

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

#52

Post by JumpCrisscross »

vkou wrote: post #41
JumpCrisscross wrote: post #30

Earlier quoted context omitted.

> 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.

> Normal people buy cars for what's available now

There are more CCS stations than Tesla, though there are more NACS ports [1]. Tesla also has the first-mover advantage in having sited prime locations. The deciding factor, however, was reliability: Tesla's Superchargers work.

[1] https://insideevs.com/news/673190/nacs-ccs1-locations-chargi...

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

#54

Post by babypuncher »

sam_lowry_ wrote: post #37
the_mitsuhiko wrote: post #10

Earlier quoted context omitted.

It's a public company headquartered in Sweden.

Owned by Chinese still.

Geely owns 8% of the company.

I wasn't aware nationality was determined by minority ownership

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

#55

Post by notacoward »

avalys wrote: 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…

Seems like you answered your own question. Tesla realizes that other makers are at least perceived to be better at making actual cars. It's immaterial whether that's actually true (though I personally happen to believe it is) because perception is what matters in the market. Therefore, continuing to focus on cars is a losing strategy. They're pivoting to their only real long-term differentiator, which is the charging network and the hardware that connects to it. The interesting question here IMO is when they made that choice.

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

#56

Post by ryzvonusef »

avalys wrote: 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…

Tesla is confident in their economic skills. They have multiple sources of revenue, both one time (they have massive margins on cars) and recurring (selling software on cars, and money from the Energy division, plus now from charging), and they have a LOT in the bank (a sweet 15-20 Billion cash, iirc).

Other legacy companies have loads of baggage, and they cannot compete. [1]

Supercharging is no longer the moat they must have, and they are willing to drain it to increase more revenue from the access instead.

----

[1]: https://www.theverge.com/2023/6/27/23771407/ford-f150-lightn...

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

#57

Post by gizmo888 »

avalys wrote: 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…

First - Tesla had to open charging to other manufacturers to receive additional governmental subsidies. Second - Tesla will get addition 7 plus billions grants to add additional charging infrastructure. Third - Tesla will add at least another 10 to 20 billion in charging revenue with at least 30 percent profit to the bottom line. Forth - Once all the other manufacturers signs on, they can offer other services… IMHO

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

#58

Post by willio58 »

avalys wrote: 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…

Tesla isn't doing this out of the kindness of their heart, they make money off of charging cars. I bet the money they make off of charging stations comes easier too. Like they really just need to pay for maintenance. Compared to building cars, delivering them, providing service, etc. it's kind of a no-brainer to just make tesla chargers able to charge all EV's and just keep building out that network.

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

#59

Post by theluketaylor »

JumpCrisscross wrote: post #9
b0sk wrote: post #3

CCS is done.

> CCS is done Who are the remaining CCS adherents?

VAG (Volkswagen, Audi, Porsche), Stellantis (Jeep, Dodge, RAM, Chrysler, Alfa Romeo), Hyundai-KIA, and all the Japanese OEMs are still on CCS.

VAG created Electrify America as part of the dieselgate deal, and since it's the largest CCS network if they switch CCS is pretty much officially done in north america.

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

#60

Post by kcb »

sxg wrote: post #50
avalys wrote: 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…

All Teslas sold today are compatible with CCS chargers.
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