3 ms·
That seems backwards. Batteries are indistinguishable components, cars aren't. It's the batteries that are commodities.
by neolog 6y ago
That seems backwards. Batteries are indistinguishable components, cars aren't. It's the batteries that are commodities.
- mc32 6y agoOnly if there is no innovation and there is no supply constraints, otherwise you have a competitive advantage.
- aphextron 6y ago> Batteries are indistinguishable components, cars aren't. It's the batteries that are commodities. They're not though, that's the thing. There's absolutely nothing new about EV's themselves; they've existed for a century. The entire reason they're taking off now is battery technology. Being able to manufacture enough cells with enough energy density for a low enough cost is the actual secret sauce for any EV manufacturer.
- ed_balls 6y agoAnd they will be commodities in less than 10 years. What is the range that would cover 99.99% of use cases? 500 miles/800km? After that it's just a bragging number. Tesla will release new model S that can do it. It took them 10 years of optimisation to achieve this number.
- codeulike 6y agoThere's absolutely nothing new about EV's themselves; they've existed for a century. This is nonsense. The drivetrain in a tesla or a Kia or Hyundai bears no resemblance to stuff that was around 100 years ago. To make a good EV you need: - good battery cells - thousands of those cells combined into an intelligent and well designed battery pack (with cooling, heating, monitoring etc) - an efficient drivetrain All three of those elements need to be right, and thats why e.g. competent manufacturers like Audi are still struggling to make an EV with decent range at a decent price
- scoopertrooper 6y agoI think you’ve focusing too much on aesthetics.