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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 mor
by maxerickson 6y 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 6y agoThe 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 6y agoNo 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.”