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First-Mover Advantage: Tesla Motors as OEM and refueling station chain

Discussion in 'Electric Vehicles' started by wcalvin, Jan 2, 2014.

  1. wcalvin

    wcalvin Member

    Apr 3, 2013
    Seattle WA USA
    Tesla Motors is already selling drivetrain-and-battery to Toyota for the RAV4 EV, range 100 miles. I can see other manufacturers taking the same route to get themselves into the EV game quickly.

    But TM's first-mover advantage also extends to Superchargers, at least for cars with a range of 200+ miles. The existing public chargers are focused on 80-mile-range vehicles and they will be perceived as too slow when charging 2-3x the battery capacity. Imagine TM licensing unlimited refueling for other EVs as they begin to expand existing Superchargers after the build-out is done, say at $3000 per car.

    There is already some discussion of this at .

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