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I very much agree with you: energy companies and other auto manufacturers will get into the charging business. They have to! But I defend my point based on th

I very much agree with you: energy companies and other auto manufacturers will get into the charging business. They have to! But I defend my point based on this: Would you buy a car that has an established charging network, or a car with only a few chargers nationwide? Of course, the established network since there is less worry about "filling up". This is a direct mirror of today's issue with electric vehicles: there isn't a large charging network. Tesla has been competing against other vehicles that have no range anxiety. Similarly, if GM produces a car to use only a GM charger buyers will feel this anxiety and tend toward an easier solution. Therefore, it would only make sense for GM to license the rights to use Tesla chargers since GM can quell range fears and still make money off the car sale. As for a standard in charging. This is going to be a long fight. The energy and auto industry (minus Tesla) has the political power and money to force a standard many times over. The question becomes: accept a standard because it exists and was funded well (feature phones), or choose something new because it is supremely better (iPhone 1). Who knows, I enjoyed your response. It made me rethink about this.

antimagic 13y ago
I think the best way to think about this is to think of the mobile phone network. Do you sign up with AT&T or do you sign up with T-Mobile? Despite T-Mobile's (allegedly - I don't live in the US, so I'm just going on what people say) better customer service, their network is just far less prevalent compared to AT&T's which enables AT&T to maintain its hold on customers. But T-Mobile continues to build out its network, having already achieved the point where there is enough of a network to pick up the necessary customers to fund the continued expansion of the network. I would see car chargers going the same way. From now on, if you want to play in this market, you're going to have to face down Tesla's advantage in the charging network. This is Tesla building a moat to make it harder for competitors, but as with all moats, it is not unbreachable - with enough resources, a competitor can achieve a minimal viable network which gets them a foothold in the market.
- dippyskoodlez 13y ago
  Part of the problem with that comparison is while you can make do without cell reception, lack of charging for your car... will leave you stranded.

antimagic 13y ago

I think the best way to think about this is to think of the mobile phone network. Do you sign up with AT&T or do you sign up with T-Mobile? Despite T-Mobile's (allegedly - I don't live in the US, so I'm just going on what people say) better customer service, their network is just far less prevalent compared to AT&T's which enables AT&T to maintain its hold on customers. But T-Mobile continues to build out its network, having already achieved the point where there is enough of a network to pick up the necessary customers to fund the continued expansion of the network. I would see car chargers going the same way. From now on, if you want to play in this market, you're going to have to face down Tesla's advantage in the charging network. This is Tesla building a moat to make it harder for competitors, but as with all moats, it is not unbreachable - with enough resources, a competitor can achieve a minimal viable network which gets them a foothold in the market.

dippyskoodlez 13y ago
Part of the problem with that comparison is while you can make do without cell reception, lack of charging for your car... will leave you stranded.