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   John-Mark Gurney (encthenet@flyovercountry.social)'s status on Wednesday, 19-Feb-2025 09:05:20 JST John-Mark Gurney

   Know why Musk did this?

   Because he doesn't want competition with other charging networks. Now that NACS is going to be the de facto charging standard, he wants to kneecap any competition.

   > https://arstechnica.com/tech-policy/2025/02/trump-has-thrown-a-wrench-into-a-national-ev-charging-program/?utm_social-type=owned

   • Embed this notice
     John-Mark Gurney (encthenet@flyovercountry.social)'s status on Wednesday, 19-Feb-2025 09:05:19 JST John-Mark Gurney

     in reply to

     Their graphic on spending is bad. It's total spending, so of course the two largest and most populous states are at the highest. Should be at least spending per capita, or maybe include area in there as well, but as it is, it's really just a population map more than anything.

     feld likes this.
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     feld (feld@friedcheese.us)'s status on Wednesday, 19-Feb-2025 09:14:59 JST feld

     in reply to
     @encthenet
     
     > Because he doesn't want competition with other charging networks.
     
     Other charging networks adopting NACS is good for customers, bad for Tesla as they do make a bunch of money off their charging. But I do wonder why every other charging network provider is unable to build out like Tesla did. They all want that NEVI money Biden announced that would only go to companies that make chargers that more than one brand of car can use. So Tesla only opened up NACS so they could have access to this round of funding.
     
     But what about between 2012 and 2022? For 10 years Tesla built out their network without government grants for it. (as far as I can tell)
     
     Why can't anyone else find investors to fund theirs?
     
     I'm both mad at Tesla for being a dick about this and mad at everyone else for not putting in a tenth of the effort Tesla has.
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     John-Mark Gurney (encthenet@flyovercountry.social)'s status on Wednesday, 19-Feb-2025 11:37:52 JST John-Mark Gurney

     in reply to

     • feld

     @feld
     Because no other car maker gambled on EVs. And the charging network is a loss leader.

     They also have the advantage of a single supplier for their charging hardware, where as everyone else has split their investments between different manufacturers.

     Tesla was also smart in that they realized high speed charging mattered, and so now there are too many slow 65kW chargers that make it harder to justify building out in some locations.

     Wonder if Tesla will reneg on opening their network
     1/

     feld likes this.
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     feld (feld@friedcheese.us)'s status on Wednesday, 19-Feb-2025 11:44:18 JST feld

     in reply to
     @encthenet loss leader? Maybe that's the initial thought with early adoption but Tesla's projecting $5B in revenue per year on their charging according to one article I was reading earlier.
     
     > Within a decade, the move to NACS is expected to be making Tesla an extra $5 billion in annual revenue.
     
     https://www.equities.com/impact-investing/how-tesla-outplayed-the-government-on-charging-networks/
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     John-Mark Gurney (encthenet@flyovercountry.social)'s status on Wednesday, 19-Feb-2025 11:44:31 JST John-Mark Gurney

     in reply to

     • feld

     @feld
     Also, Tesla was smart in doing 8 or 12+ chargers at a location. It means that when it fills up the next person only has to wait 5 minutes or so, where when there's only 3, when they're full, you have to wait 10+ minutes.

     (Queuing theory)

     feld likes this.
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     John-Mark Gurney (encthenet@flyovercountry.social)'s status on Wednesday, 19-Feb-2025 11:44:32 JST John-Mark Gurney

     in reply to

     • feld

     @feld
     Further now that the navi money is being pulled.

     E.g. the supposed lauch of vw on Tesla this year, will it even happen? I'm not going to hold my breath.

     2/2

   • Embed this notice
     feld (feld@friedcheese.us)'s status on Wednesday, 19-Feb-2025 11:48:59 JST feld

     in reply to
     @encthenet I've also learned that Tesla is only allowing *some* chargers to be open to others. Not all of them. Check their site
     
     The charging infra is a huge moat and I feel it may be a long time before I'm comfortable leaving it
     
     https://www.tesla.com/NACS
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     feld (feld@friedcheese.us)'s status on Thursday, 20-Feb-2025 02:36:38 JST feld

     in reply to
     @encthenet I've been looking for this too and haven't found a good estimate about how much they spent building it out. If you ever stumble upon a number send it my way. Very curious.
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     John-Mark Gurney (encthenet@flyovercountry.social)'s status on Thursday, 20-Feb-2025 02:36:39 JST John-Mark Gurney

     in reply to

     • feld

     @feld
     Now things have changed, but it definitely was a loss leader when they built out a significant part of their network a decade ago.

     Do you know how many billions they spent building it? (I don't, honest question, but it's hard to quantify with the labor to make agreements, power purchasing and dev of hardware and manufacturing as well.)