Rivian is opening its charging network to other EVs

Post by natch » Mon, Dec 09, 2024, 4:05 AM UTC

borski wrote: post #237

natch wrote: post #231

Earlier quoted context omitted.

The geography matters, but just speaking for the US, rational buyers who want an EV will learn their lesson and come to Tesla. Maybe after one last ICE mistake but eventually. Superchargers are not just a bullet point, having them or not is a dividing line between "it just works" and "life is miserable" for EV owners. And only a small subset of them are open to non-Teslas for who knows how long.

That is simply not true. You are speaking about the past. In the present and the future, especially as superchargers open up to other brands and more NEVI chargers get built in the second half of this decade, I see absolutely no reason people would “come to Tesla.” I would put money on the opposite, and on people moving to other brands.

Post by AtlasBarfed » Mon, Dec 09, 2024, 6:47 AM UTC

rossjudson wrote: post #263

AtlasBarfed wrote: post #156

Earlier quoted context omitted.

I'd drop Tesla from that argument. No, not that the SC network is bad. Their CEO alienated 50% of their customer base with politics. This is going to be one of the most interesting case studies in brand management and advertising history. But you are probably correct. I think making the infrastructure act funding contingent on reliability metrics is pretty key. You know, if the money doesn't get yanked by the adminis…

When I look at my Tesla, I see the hard work of hundreds (or thousands) of engineers, tasked with doing something new and complicated. They're collective trailblazers, and they know they're making the product that best it can be, given the constraints. You look and you see one person.

Post by zie » Mon, Dec 09, 2024, 3:18 PM UTC

tirant wrote: post #86

78adad2323 wrote: post #63

Has anyone does a trade-in value for these EVs? The depreciation of these EV vehicles are crazy...

The real deal today is to buy an EV second hand, not to sell it. There’s still so much fear on how long the battery will hold up, however all statistics are pointing at > 80% capacity for 10 years old / 200,000 miles. Expectations for replacement costs in 2026-2027 are around $40/kWh, which will be around $3000 for replacing the typical Tesla battery.

Post by Aloha » Tue, Dec 10, 2024, 12:57 AM UTC

natch wrote: post #232

Aloha wrote: post #172

Earlier quoted context omitted.

I've not been a huge fan of Tesla generally because of the lack of physical buttons, as well as build quality. I think my next vehicle, will be at a minimum plug in hybrid, and maybe full BEV, ironically, replacing our dual electric tank hot water heaters allows for us to install a charger.

Teslas have plenty of physical buttons. You've been lied to.

Post by ac29 » Tue, Dec 10, 2024, 3:00 AM UTC

mattmaroon wrote: post #266

ac29 wrote: post #255

Earlier quoted context omitted.

The gross margins on EV chargers are likely pretty good as you say. But is there any evidence that these networks actually turn a net profit? These charging stations are very expensive to install and require ongoing maintenance/repairs. The only charging network I know that is publicly traded is Chargepoint, and they have never turned a profit. In fact, their losses have increased as revenue has gone up. But, they ar…

I think the answer has to be yes. They can easily pull in a few grand a month from the electricity. They generally exist rent-free. They don’t cost that much to install. Maintenance doesn’t seem to be even half the issue for Tesla that it is for the rest but they could also just care more. I suspect it’s both.