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Tesla didn't "win" the charging standard war. They finally made it possible to make a standard based on their connector and most manufacturers agreed to use it
by greenthrow 2y ago
Tesla didn't "win" the charging standard war. They finally made it possible to make a standard based on their connector and most manufacturers agreed to use it in the US. But then Elon fired the supercharger team in a temper tantrum and spooked the industry.
It's also not true that all other manufacturers are losing money on EVs. BMW and VW notably have been profitable on theirs.
Lastly stop giving so much credence to what Tesla claims in presentation and start paying attention to what they actually sell. So far they have sold 4680 cells in two cars and both have had disappointing charging curves. Not impressive at the moment especially compared to what Chinese companies are offering.
- firesteelrain 2y agoMusk fired the Starlink team in 2018: https://qz.com/1446024/elon-musk-fired-senior-leaders-on-spacexs-satellite-team https://qz.com/1446024/elon-musk-fired-senior-leaders-on-spa... Musk also fired the Raptor team at least once.
- OccamsMirror 2y agoMusk seems desperate to snatch defeat from the jaws of success.
- mavhc 2y agoAnd all it's got him is the richest person in the world, with the best selling model car, most of the space launch industry, a global isp, and some minor social network the news media are obsessed with
- TMWNN 2y agoYou're missing firesteelrail's point. Musk fired the Starlink team in 2018 after it failed to meet goals, and basically took personal charge. Today Starlink is by far the world's leader in two-way satellite data. Despite it being a business Musk himself acknowledged has historically been a surefire money-loser, it is now generating an estimated $600 billion in FCF annually and is an important part of SpaceX's overall growth.
- simiones 2y agoThe report you're probably basing this claim on says $600 million FCF, and that is an estimate for 2024. The same report assumes an 80% revenue growth in 2024 compared to 2023. But it's hard to estimate how much their market will actually grow, especially as they've lost the broadband subsidies from the US government. And the market price of launching the 6528 satellites that they launched is around 11.3 billion dollars (67 million dollars per Falcon 9 launch, 169 launches). Assuming this is more or less the density of satellites they will maintain, that amounts to 3.7 billion per year just in constellation maintenance costs (to which we should add peering costs, personnel, ground station costs, etc). It's really not an easy business to maintain, unless it really does grow massively, and in a distributed manner (since lots of people in a small area will compete for bandwidth).
- deleted 2y ago[deleted]
- baq 2y agoWhich is why they need the big f-g rocket to work - the business really starts printing cash if you can reduce cost to orbit per bird by 90%. Without it it’s dicey when competitors get their act together.
- holoduke 2y agoOh please, stay at Reddit with these comments. People here try to have constructive conversations.
- wisty 2y agoI assume any massive Musk hater has a weird parasocial relationship with the guy, and used to love him but feels betrayed. Obviously he's a bit flawed, and makes some bold and sometimes quesionable decisions, but that's not always bad.
- grecy 2y ago> Tesla didn't "win" the charging standard war. They finally made it possible to make a standard based on their connector and most manufacturers agreed to use it in the US. By that definition it was impossible for anybody to "win", which means it was never a war in the first place. Odd.