Tesla stations are typically multiple times larger than most DCFC stations, so approvals and installs may not be comparable. For example in my experience with residential installs, getting 400A instead of 200A can significantly change your install lead times.
I'd rep this twice if I could.
Doesn’t that mean Tesla would have no problem continuing on with business without Musk?
It was a driving factor when it was exclusive to Teslas. Now you can buy an F150 Lightning or a Rivian and still have access to the Supercharger network, no need to buy a Cybertruck (in fact plenty did exactly that). So the value from that went down drastically as soon as that happened.
Source for this? Most charge networks are net losers when the stations are amortized, even with high utilization rates (not over building). With Tesla's previous pace (overbuilding well ahead of demand), I would be highly surprised if the network has a quarterly profit once costs are factored in.
I do agree the way the layoff was done was a complete mess. Note however in case it has not been made clear, the maintenance team is still around, so not everyone is gone.
If Tesla simultaneously announced the integration of CCS charging locations into the navigation and route planning, I would accept this explanation. Specifically, if the navigation system could build routes with charging stops that can be a mix of Superchargers and CCS, with preconditioning prior to arrival at CCS locations. But there has been no such announcement.
the board is a joke. Elon's brother is on it (what exactly is his personal accomplishment? other than being Elon's brother) as well as one of Rupert Murdoch's sons (also incredibly accomplished...).
Supercharging profits:
Technically the navigation system already has that ability: https://www.tesla.com/support/improving-access-third-party-fast-charging
So...rank speculation that blames the people who had created the best charging network out there? I mean, it's possible, but before assuming the SC staff were criminals, I'd look for a more likely explanation.
In my experience, the only 3rd party Level 3 chargers in the navigation system are those with Tesla plugs, not CCS. That number is close to zero. And going forward, I wonder if the people responsible for qualifying 3rd party fast charging were among those who were recently fired.
The article doesn't say there is profit, it is an prediction from some third party:Supercharging profits:
As Questions Swirl Around Tesla’s Superchargers, the Race Is On to Fill the Power Gap
The company's decision to eliminate the team building its charging infrastructure comes at a delicate time for the EV industry. Other players are eager to pick up where Tesla left off.www.wired.com
Any link to the actual statement(s)? Does the statement include amortized cost of the stations and also the costs of personnel?
You can pay a subscription to get the same rates and even if not, that doesn't play much of a factor. Just having access is a huge peace of mind. If I need a charge on the road, I wouldn't care about 15-30% more, especially when the final price still ends up lower or comparable to third party networks.
Depends on how they handle communication with the manufacturers going forward. They need to put someone back to doing that and continue working on integrating them into the network.
That's revenue not profits, big difference. Profits is what matter to the stock market (which is why the stock cratered recently).
In a no choice situation what you say may be true. But with the industry switch to NACS and NEVI funded stations, Tesla will still have competition from third party networks. Tesla is currently keeping their NACS rates close to or lower than other third party options. Making it 2x may not necessarily be viable. Especially true when infotainment systema are starting to integrate both so drivers will have more transparency on which to choose (some may even automatically route you through less expensive options).
Almost all V3s are open or will be open to third parties. You may be looking at the magic dock page, which is different. You have to click the "superchargers open to nacs". I see in Oregon, most of them are open to NACS.
As Kyle from out of spec mentioned in his video, it’s a fairly big undertaking to upgrade a site almost as much as commissioning a whole new site.
Francis Energy is planning to install 8 charging stations in Kilgore, Texas, for example, with 4 CCS and 4 NACS connectors using NEVI funds. It will be interesting to see if these will be listed.
