UnsungZero_OldTimeAdMan
Well-Known Member
Alright fanboi. We'll just have to agree to disagree. They did some smart and clever things. But this is laying it on a bit thick.Given the sparseness and unreliability of the CCS fast charging network, the wait times at heavily used locations, and the fact that the various third-party charge point providers have not worked together effectively to create a cohesive network in terms of location or spacing, the Supercharger Network becomes quite a competitive moat. People have been hoping the CCS network improves in reliability, charging speeds and density to avoid having to cue up to charge for a long time now but the changes don't seem to be coming. This impacts which EV people will buy, and how much they are willing to pay for it.
Given the situation, it was very generous of Tesla to let their competitors join the Supercharger Network at zero cost, because eliminating this moat reduces the premium Tesla can charge for their EV's over their competitors. It's like handing a larger share of the EV market to their direct competitors. Charging revenues are but a tiny fraction of Tesla's total revenues, it's almost insignificant. And Tesla is spending considerable money with the necessary longer charge cords and Magic Docks to accommodate a minority of EV's on the road. Tesla is still growing EV sales in N. America faster than all the rest combined! This means non-Tesla will remain in the minority for as far as they eye can see.
There is little question that Tesla would have been more profitable, over any reasonable timeframe, had they maintained the walled garden approach to their crown jewel so they could sell more EV's, and at higher prices, and reduced the cost of their Supercharger buildout. But they did not want to be the only real player in the EV game, their very mission statement is to accelerate the adoption of EV's, not just Tesla. I've seen the anti-Tesla crowd poo-poo Tesla's mission statement but, with this generous move, Tesla has really put their money where their mouth is.
Those who say Tesla did this out of profit motive have serious misunderstandings about the economics of auto manufacturing and profits from running and maintaining fast charging networks. Tesla did this to give a sales boost to their competitors and to put EVs in a better light. The CCS networks are so atrociously bad that they are giving EVs a black eye.
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