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Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

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Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#91

Post by toomuchtodo »

1970-01-01 wrote: post #81
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

The actual gains are never discussed. It could be massive or much less than you expect.

https://electrek.co/2023/08/25/tesla-supercharger-network-bi... ("Tesla Supercharger network to become $10 to $20 billion a year business, says Wedbush")

> With Tesla now having a fleet of millions of vehicles using the network and opening it up to EVs from other automakers, financial analysts are starting to see the Supercharger network has a massive business that is going to partly replace gas stations, and they want to value it.

> Wedbush Securities analyst Dan Ives, who has been covering Tesla for a long time, came out with a new note to clients today in which he stated that he believes the Supercharger network will represent 3% to 6% of Tesla’s total revenue or $10 to $20 billion in revenue by 2030.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#92

Post by SCM-Enthusiast »

mupuff1234 wrote: post #64
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

But it also takes away Tesla's biggest advantage, no? The charging network was a big reason to buy a tesla and now that's gone. So perhaps they will actually end up losing more revenue than gaining.

is it really gone? Tesla will still have a OEM advantage here in the software and internals. Alot of the "Technology" here is the software that does thermal management and the like. Tesla's still charge faster on a supercharger than a ford f-150 would, and i imagine some future where buying a Tesla gets you "Credits" to use at the chargers.

Tesla has much different goals than the other car manufacturers. Although energy sales are only around 5% of total revenue, Tesla expects that to change going forward.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#93

Post by justrealist »

Spivak wrote: post #89
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

> which will eventually be all cars God I hope that day is long long in the future given the current ecosystem surrounding this crap. The last thing I want to add to my car is the multi-variant USB-C, thunderbolt, lightning adapter bullshit with accounts and subscriptions. It's the very worst of tech bro culture applied to critical infrastructure. What if the car makers owned and/or could strike deals with specific g…

I have a Tesla with no subscription and a single plug I use when I go out. Not sure what you are on about.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#94

Post by _ea1k »

InTheArena wrote: post #34
jader201 wrote: post #25

Earlier quoted context omitted.

Not really. Many Tesla Superchargers are being equipped with Magic Dock, which is perpetuating CCS. More manufacturers may be moving to NACS, but it’s not like chargers are moving away from CCS. If anything, the CCS infrastructure is growing.

CCS is dead with this. I expect magic dock installs to stop.

I think they are still a requirement for NEVI, and Tesla has won a few contracts for NEVI sites.

I do expect them to stop eventually though. IMO, part of the reason they exist is that it lets them collect real world data on supercharger and adapter usage before the bigger rollouts next year.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#95

Post by lostlogin »

Spivak wrote: post #89
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

> which will eventually be all cars God I hope that day is long long in the future given the current ecosystem surrounding this crap. The last thing I want to add to my car is the multi-variant USB-C, thunderbolt, lightning adapter bullshit with accounts and subscriptions. It's the very worst of tech bro culture applied to critical infrastructure. What if the car makers owned and/or could strike deals with specific g…

You can plug in at home and use chargers very rarely. After a year or so, I’m yet to try use one.

I guess this very much depends on your driving patterns.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#96

Post by ghaff »

pdabbadabba wrote: post #48
SEJeff wrote: post #24

Earlier quoted context omitted.

Which countries have landed men on the moon using garbage standards? Which countries have landed men on the moon using your preferred standards?

Actually, the U.S. put people on the moon using metric units. Contrary to popular belief, the technical parts of the USG (including NASA) generally use metric. Of course, this is just to point out a different kind of error in GP's comment.

Metric is widely used in the US in many contexts where it actually matter. That we generally use (our version of) Imperial units in the kitchen or in home construction is sort of irrelevant however riled up it gets some Europeans--which is maybe a bit of a net plus.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#97

Post by bluGill »

JumpCrisscross wrote: post #65
thiago_fm wrote: post #47

Earlier quoted context omitted.

Any country can land on the moon after spending the same amount of money and effort as the US; intelligence and talent are abundant, existing in every nation and human being.

> Any country can land on the moon after spending the same amount of money and effort as the US Objectively false in so many domains. Americans aren’t smarter than other people. But we are very good at organising resources for novel pursuits.

There is no reason other countries couldn't do that. Many are too poor, but they could get rich (how is an open question) and do it.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#98

Post by malermeister »

mupuff1234 wrote: post #64
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

But it also takes away Tesla's biggest advantage, no? The charging network was a big reason to buy a tesla and now that's gone. So perhaps they will actually end up losing more revenue than gaining.

Tesla was always going to lose the EV battle in the long run - if not to VW and co, then to BYD and co.

This lets them pivot to something where they have a huge moat.

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#99

Post by WrongAssumption »

pdabbadabba wrote: post #48
SEJeff wrote: post #24

Earlier quoted context omitted.

Which countries have landed men on the moon using garbage standards? Which countries have landed men on the moon using your preferred standards?

Actually, the U.S. put people on the moon using metric units. Contrary to popular belief, the technical parts of the USG (including NASA) generally use metric. Of course, this is just to point out a different kind of error in GP's comment.

They used a combination, with all the displays outputting customary. It wasn’t until the 80s/90s NASA really transitioned to metric.

You can see the mission report all measurements referred to are customary units.

https://history.nasa.gov/alsj/a11/A11_MissionReport.pdf

Re: Volkswagen, Porsche, and Audi say they will use Tesla's EV charging plug

#100

Post by intrasight »

1970-01-01 wrote: post #81
InTheArena wrote: post #57

I think people are missing the big story here. This is Tesla winning the charging network battle (it wasn't close before this). Any EV car (which will eventually be all cars) will immediately be available for Tesla's supercharger network. This gives Tesla a massive revenue stream and scale to grow that network even bigger. Anyone who wants their superchargers has to also support all Teslas.

The actual gains are never discussed. It could be massive or much less than you expect.

At least they are not charging a license fee for the connector.
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