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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

#171
post #86

Earlier quoted context omitted.

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.

I feel the bigger goal is the viability of the network effect (clustering) of electric cars. When Tesla was the only electric car company most buyers thought it was neat but didn't really consider it. A lot of buyers want their next vehicle to be EV but have range anxiety. While the Model 3/Y was top seller amongst EV buyers it's overall marketshare is still miniscule. More competition drives more churn which creates…

> While the Model 3/Y was top seller amongst EV buyers it's overall marketshare is still miniscule.

Perhaps I'm misinterpreting your statement, but the Model Y has become the best selling car in the world. That includes ICE vehicles, not just EVs. If you exclude trucks, I think it has also recently become the best selling car in the US, overtaking the Rav4.

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

#172
post #110

Earlier quoted context omitted.

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

Yet

It's a standard published by SAE:

https://www.sae.org/news/2023/12/sae-j3400-tir-released

Access to Tesla's charging network is a separate issue, but the connector itself is a published standard.

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

#173

Earlier quoted context omitted.

Honestly I doubt it. Musk already said himself that the company hinges on getting to full self-driving eventually , so it wouldn’t be surprising if every other decision is ultimately in service of that however unlikely it now seems. Either way, I think it’s terrific business. Would you rather have a dependable advantage that helps you stay further ahead of competitors in one industry, or have slightly less of an adva…

Every new manufacturer switching to the Tesla standard further incentivizes e.g. BP, Shell, etc. to offer charging though. I don't see why they'd dominate this space.

Im working on the assumption that they’d need Tesla’s consent to use their interface and protocols.

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

#174

Earlier quoted context omitted.

Honestly I doubt it. Musk already said himself that the company hinges on getting to full self-driving eventually , so it wouldn’t be surprising if every other decision is ultimately in service of that however unlikely it now seems. Either way, I think it’s terrific business. Would you rather have a dependable advantage that helps you stay further ahead of competitors in one industry, or have slightly less of an adva…

Every new manufacturer switching to the Tesla standard further incentivizes e.g. BP, Shell, etc. to offer charging though. I don't see why they'd dominate this space.

Exactly. But with a twist:

https://www.prnewswire.com/news-releases/bp-boosts-ev-chargi...

https://www.reuters.com/business/autos-transportation/uk-pet...

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

#175
post #20

I won’t be surprised if Tesla becomes a platform for other automakers like android from Google in the future

Auto makers are used to making their own platforms, and they won't change. Making a platform is not the hard part, and there are advantages to a custom platform for each vehicle.

Auto makers are used to integrating technology from other companies like Bosch.

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

#176

I understand the ridicule that the EU gets sometimes, and especially so when trying to regulate stuff like AI where it seems the EU wants to regulate more than to create start ups etc... But this is one thing the EU just nailed the hammer into the wood immediatly, and rightly so. I can't even remember the time it was. Maybe 2013? 2014? They just set a standard and everyone, even Tesla, adopted it. Every single EV can…

CCS is a worse standard than NACS. The connector is huge. Also CCS locks the cable on both sides (charger and car), so a bad charger or cable can strand your car. NACS locks only on the car side.

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

#177

Earlier quoted context omitted.

Every new manufacturer switching to the Tesla standard further incentivizes e.g. BP, Shell, etc. to offer charging though. I don't see why they'd dominate this space.

Im working on the assumption that they’d need Tesla’s consent to use their interface and protocols.

Nope. Tesla has opened up the standard, but there are a few caveats.

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

#178
post #155

Earlier quoted context omitted.

>> Owning the charging network is a nice hedge against losing the battle to become one of the platforms. Charging networks are IMHO not a viable long term business model. Building out a "platform" to sell commodity electrons is utterly stupid. Nobody wants the stupid app, they want to charge at McDonalds along the highway while they grab something to eat.

>Charging networks are IMHO not a viable long term business model. Sort of like gas stations weren't a viable long-term business model? > Nobody wants the stupid app, they want to charge at McDonalds along the highway while they grab something to eat. So you should put your chargers near convenient amenities... like a convenience store... like a gas station?

Tesla isn’t building C-Stores that sell Gas or Electrons. The superchargers I’ve seen are in some random parking lot without a restroom or convenience store selling stuff.

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

#179

I understand the ridicule that the EU gets sometimes, and especially so when trying to regulate stuff like AI where it seems the EU wants to regulate more than to create start ups etc... But this is one thing the EU just nailed the hammer into the wood immediatly, and rightly so. I can't even remember the time it was. Maybe 2013? 2014? They just set a standard and everyone, even Tesla, adopted it. Every single EV can…

Eh, I think if NA had forced a standard quickly (which the US has actually sort of done with the infrastructure bill), it would've been CCS which has a lot of downsides

Any downside other than bigger plug?

And plug is bigger partially because it needs to support 3 phases, which isn’t a thing in USA houses (while common across the whole world) but is a thing at industrial locations. Tesla plug doesn’t work with 3 phases.

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

#180
post #87

Earlier quoted context omitted.

There are 7,869 locations and 15,661 CCS ports in the US and Canada (versus 2,297 locations and 25,247 Tesla ports): https://afdc.energy.gov/fuels/electricity_locations.html It's plugs on chargers and inlets on cars. It'll be a slow and tedious process.

TBH, the afdc data badly overstates the number of available locations. Not only do they include a lot of broken or otherwise inaccessible locations, but they include things like this: https://www.plugshare.com/location/1564 I think that currently holds the record for the slowest DCFC in the country. :)

> max 13A, 4kW

Wow! You'd get a better charge from a standard 15A 110V AC plug.

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