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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

#181

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.

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

#182

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…

Huh? If anything this disproves your point. Industrial players quickly (all things considered) converged on a superior format. I usually agree with you on standardizing stuff like this but this isn't an example of top down standardization leading to better outcomes. Not necessarily worse, but not better either.

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

#183
post #96

Earlier quoted context omitted.

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.

The most hilarious thing is that the Imperial units came from the UK. They should blame the UK for the Imperial units, not us.

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

#184

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…

CCS2 is terrible, I'd hate to be forced to use that giant bulky connector and cable. The EU got it wrong. Design by committee always sucks.

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

#185
post #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.

Both have up and downsides to them. The NACS is physically smaller yes, but CCS2 supports 3-phase power, which NACS does not.

In the end the most important thing it that you can charge when you want to. So I'm glad there's now a standard in NA. And congrats to Tesla, they've earned it.

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

#186
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?

Not quite. Gas stations don't have enough to keep a person busy for an entire charge session. You need real shopping or a place to sit down to eat. They will also not be needed in town near your home, since people will just charge at home.

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

#187

Earlier quoted context omitted.

People also made the argument that the exclusivity of the Tesla supercharger network was a positive for Tesla. It's hard for both to be true. I think the reality is that uncertainty about charging away from home pushed a lot of people towards Tesla who might otherwise have considered a different make/model. With that gone, a moat vanished. That being said, competition in the US EV market is still weak. Maybe the adde…

I think the difference is that over time Tesla has streamlined mass production, installation, and reliable operation of their chargers. They are averaging 1.5 charging stations installed per day over the last year in North America. Each of those stations has at least 8 chargers, some of them have 24, 40, or more. They have moved to pre-fab construction where a row of 8 chargers are all installed in a concrete slab th…

The price of charging is already dominated by the marginal cost of electricity, in the same way the price of filling your gas tank is by the price of gas. That will only be more true as charging gets faster. So an advantage in fixed costs is unlikely to be much of a strategic benefit. If they can save 100k/stall, that's great. But that is only a few hundred million a year at that install rate.

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

#189

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…

Huh? If anything this disproves your point. Industrial players quickly (all things considered) converged on a superior format. I usually agree with you on standardizing stuff like this but this isn't an example of top down standardization leading to better outcomes. Not necessarily worse, but not better either.

Well there are now thousands and thousands of chargers in the US that have to be retrofitted to NACS, if possible.

On top of that many cars will now need adapters to charge at public infrastructure.

And in the meanwhile many people still can't charge at every public charger because they have CCS or Chademo or Tesla and the charger has another one.

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

#190

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…

CCS2 is terrible, I'd hate to be forced to use that giant bulky connector and cable. The EU got it wrong. Design by committee always sucks.

It was designed by VW I think, who handed it over to other car companies so there could be a universal connector.

The reason it's bigger is because it supports 3-phase power, which NACS does not. 3-phase power is a big thing in Europe.

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