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How does this benefit Tesla? Are they receiving royalty for each NACS shipped?

dogma1138 3y ago
They don’t, but they’ll be able to capitalize on this by opening up their charging infrastructure and also make it so that more and more non Tesla public charging stations will be able to support their customer base.
- bitshiftfaced 3y ago
  I don't find this explanation very satisfying. Now Tesla's competitors will have the same access to the charging network, leveling the playing field in that regard. I wonder if this was mostly about not wanting to look like a jerk.
  - Sohcahtoa82 3y ago
    > Now Tesla's competitors will have the same access to the charging network, leveling the playing field in that regard. Yes, but I could see Tesla giving a discount to Tesla owners so they pay less than Ford drivers.
  - dogma1138 3y ago
    Tesla owners would benefit from the expanded network, and Tesla does not need to invest as much in its charging infrastructure which quite possibly been so far their most expensive single ticket capex. They also don’t have to worry about regulators pushing an alternative charging standard which makes all of their existing investment in infrastructure obsolete overnight and would increase the TCO for operating their charging infrastructure considerably. If Teslas only advantage is their proprietary charging network and plug they might as well close up shop now.
mkozlows 3y ago
The benefit for Tesla is simple and twofold: 1. If CCS took off as the standard (which it was extremely going to), then Tesla having an awkward proprietary charging port makes using a Tesla annoying, and they'd eventually have to transition over to CCS for their cars. It's like Apple having to switch from Lightning to USB-C -- an annoying transition that angers your early customers and makes them feel abandoned. 2. They have a giant network of NACS chargers. To receive federal subsidies, they have been planning to convert those to CCS. The argument they're going to make now -- helped by headlines like this inaccurate one -- is that NACS is the "real" standard, and the government should change the rules so that they subsidize NACS chargers. Then they can continue to make NACS-only chargers that don't support CCS, while taking taxpayer dollars to do so. (The government as of right now still holds the position that CCS is the official standard, and any charger receiving subsidy money needs to support CCS, but will that position hold up with GM and Ford joining Tesla in lobbying for NACS?)

They don’t, but they’ll be able to capitalize on this by opening up their charging infrastructure and also make it so that more and more non Tesla public charging stations will be able to support their customer base.

bitshiftfaced 3y ago
I don't find this explanation very satisfying. Now Tesla's competitors will have the same access to the charging network, leveling the playing field in that regard. I wonder if this was mostly about not wanting to look like a jerk.
- Sohcahtoa82 3y ago
  > Now Tesla's competitors will have the same access to the charging network, leveling the playing field in that regard. Yes, but I could see Tesla giving a discount to Tesla owners so they pay less than Ford drivers.
- dogma1138 3y ago
  Tesla owners would benefit from the expanded network, and Tesla does not need to invest as much in its charging infrastructure which quite possibly been so far their most expensive single ticket capex. They also don’t have to worry about regulators pushing an alternative charging standard which makes all of their existing investment in infrastructure obsolete overnight and would increase the TCO for operating their charging infrastructure considerably. If Teslas only advantage is their proprietary charging network and plug they might as well close up shop now.

mkozlows 3y ago

The benefit for Tesla is simple and twofold: 1. If CCS took off as the standard (which it was extremely going to), then Tesla having an awkward proprietary charging port makes using a Tesla annoying, and they'd eventually have to transition over to CCS for their cars. It's like Apple having to switch from Lightning to USB-C -- an annoying transition that angers your early customers and makes them feel abandoned. 2. They have a giant network of NACS chargers. To receive federal subsidies, they have been planning to convert those to CCS. The argument they're going to make now -- helped by headlines like this inaccurate one -- is that NACS is the "real" standard, and the government should change the rules so that they subsidize NACS chargers. Then they can continue to make NACS-only chargers that don't support CCS, while taking taxpayer dollars to do so. (The government as of right now still holds the position that CCS is the official standard, and any charger receiving subsidy money needs to support CCS, but will that position hold up with GM and Ford joining Tesla in lobbying for NACS?)