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I follow the development of the stations pretty closely. It is much much much harder than you think it is. Some stations take well over a year from permitting t

by mcot2 5y ago

I follow the development of the stations pretty closely. It is much much much harder than you think it is. Some stations take well over a year from permitting to lighting them up. Tesla has also made deals with a lot of businesses and states to put them on highway rest stops. The other charging stations are spotty at best. I live one mile from the Electrify America HQ. Even the station at their HQ is iffy and I had issues with payments on it. Also Tesla has two full production lines for the station gear. One in Shanghai and one in Buffalo NY. Electrify America is a hodgepodge of 4 different suppliers gear.

maxerickson 5y ago
Tesla has made approximately 2000 deals. Years aren't decades, and the cost just isn't high enough that it will drag out. It's sort of neutral that there's more than one manufacturer of the other chargers, if the chargers work well with vehicles it doesn't matter if they come from 15 factories or 2. Tesla clearly has a lead. My point is that it is unlikely to be durable.
- simondotau 5y ago
  The lead remains durable in the medium term because Tesla can remain doggedly single-minded. Whereas established automakers have monumental scale investments in their present-day supply chains which can't easily be write off. Long term? While I don't feel confident hazarding a guess when the ICE–EV inflection point will occur, I expect that inflection point to be marked by a series of corporate collapses as the transition (or indeed the failure to transition) ultimately bankrupts them.
- mcot2 5y ago
  No there are issues with the EA chargers being from different vendors. This article is really good and gets into it: https://insideevs.com/news/389891/exclusive-interview-electrify-america-problems-solutions/ https://insideevs.com/news/389891/exclusive-interview-electr... “Electrify America currently uses units made by ABB, BTC, Signet, and Efacec. Every time they have a software or hardware update, it has to be done on all four brands, and they don't always all work the same afterward. Fitezek has to work out the kinks with all four partners and they all respond on different timelines. I could see that this was clearly a pain point for him.”

by mcot2 5y ago

maxerickson 5y ago

Tesla has made approximately 2000 deals. Years aren't decades, and the cost just isn't high enough that it will drag out. It's sort of neutral that there's more than one manufacturer of the other chargers, if the chargers work well with vehicles it doesn't matter if they come from 15 factories or 2. Tesla clearly has a lead. My point is that it is unlikely to be durable.

simondotau 5y ago
The lead remains durable in the medium term because Tesla can remain doggedly single-minded. Whereas established automakers have monumental scale investments in their present-day supply chains which can't easily be write off. Long term? While I don't feel confident hazarding a guess when the ICE–EV inflection point will occur, I expect that inflection point to be marked by a series of corporate collapses as the transition (or indeed the failure to transition) ultimately bankrupts them.
mcot2 5y ago
No there are issues with the EA chargers being from different vendors. This article is really good and gets into it: https://insideevs.com/news/389891/exclusive-interview-electrify-america-problems-solutions/ https://insideevs.com/news/389891/exclusive-interview-electr... “Electrify America currently uses units made by ABB, BTC, Signet, and Efacec. Every time they have a software or hardware update, it has to be done on all four brands, and they don't always all work the same afterward. Fitezek has to work out the kinks with all four partners and they all respond on different timelines. I could see that this was clearly a pain point for him.”