81–90 of 653 posts
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.
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.
I do think any Tesla owner will tell you the charging infra is always scales behind demand and there are often delays waiting for an available spot. Hopefully a universal standard means more operators will participate. I just hope the payment experience can remain seamless.
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Yeah, because CCS1 only supports 1 phase AC because the usual standard of residential power is 1 phase AC. In contrast, in Europe 3 phase AC is the standard, so it makes sense to support that advantage (especially the 400V across the legs) in charging vehicles.
Three phase power is not “the standard” in Europe. It’s more available perhaps, but certainly not the default residential hookup.
Where it isn't the default, it's generally available for an extra fee, and may well be the default for buildings slightly larger than a house — a shop, mechanic, etc.
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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 would expect that in the near future EVs become commodities based on a small handful of licensed platforms. Owning the charging network is a nice hedge against losing the battle to become one of the platforms.
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If they are the last domino, they also have the worst negotiation position. Whatever number Tesla says will be their cost.
Not really, last thing Tesla wants is antitrust oversight for monopolistic practice.
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.
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> It's a shame North America still has years of plug incompatibilities and adapter fiddling Not really, Tesla has over 24k charging stalls in the US. The second biggest is Electrify America, and they have only 3,800 charging stalls. There really aren't a lot of EV chargers that are non-tesla in the US, unlike the EU.
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.
I think that currently holds the record for the slowest DCFC in the country. :)
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So there is actually a technical reason here. NACS isn't a thing in Europe because 3 Phase power is much more common in Europe. NACS does not support 3 Phase power, and as a result, is not that common in Europe.
3 phase is very common in the US. Most single family houses don't have it, everything else is likely to have it. For chargers 3 phase gains nothing. For induction motors 3 phase is useful - but in the modern world even where you have 3 phase you often will run the power through a VFC just so you get control of RPM. For a few other things 3 phase is nice because there is always one phase that isn't near zero to draw p…
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.
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 gas stations is an idea that only sounds good in a shareholder's mind.
Every day as car companies try to turn cars into toasters with subscription bread I'm happier with my ICE car / ebike setup. Gas used almost every day, 0. Range anxiety, 0. Using infrastructure that has been stable for longer than my parents have been alive, priceless.
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I would expect that in the near future EVs become commodities based on a small handful of licensed platforms. Owning the charging network is a nice hedge against losing the battle to become one of the platforms.
I disagree. People like their car to look new/different, and volumes on cars are high enough that the advantages of a custom platform is worth the cost of designing it.