deonb
Active Member
When they are supply constrained and have more customers than they can handle, they ARE losing money because they could have sold it to someone who would not supercharge for all charging. Also, if their margins were cut almost in half, as your numbers suggest, this would greatly hurt TSLA.
Sure, but not on an individual car. They don't have a dire and immediate need to fix it unless it becomes a problem. They're not pricing themselves into bankruptcy, and can keep an eye on it to get more data.
For what it's worth, I do think that the SEC filing for the SuperCharger reserve is too conservative, based on the actual numbers they're encountering right now.
When those who use supercharging 100% of the time represent a sizable portion of sales (e.g. Model III), Tesla will have no choice but to either increase the upfront cost significantly or charge for access on a pay as you go basis.
I've seen this argument used multiple times before. Sure the Model III is cheaper, but the scale of the savings is also less.
Keep in mind that Model III's will have a smaller battery, but will still charge for approximately the same amount of time to get to 200 miles (physics). So let's say a Model 3-55 can add 50 kWh of charge in 80 minutes. That will save you $5... for 80 minutes of effort. Go mow your neighbor's lawn instead for crying out loud! You'll make twice as much money in half the time, and get exercise in the process.
Supercharging is not a logical thing for people to do, on average, to save money. Not all people behave logically, but I don't think you need to build an entire business model around the premise that some customers will behave like idiots. It will most likely be noise, in the grand scheme of things.
Note that the clueless-freeloader situation is very different than people who live in apartments and SuperCharge because they have no other option. They can be saving $100's per month over the cost of fuel, and for them the time spent charging is absolutely worth it. But then again, this type of usage is obviously within the Tesla business model, by looking at the London placement. And so far nobody has been arguing that the apartment dweller is a problem, but rather that the clueless-freeloader is a (large-scale) problem that needs to be addressed by more than just a couple of extra SuperCharger slots. I just don't buy it. Not after the initial novelty wears off at least. It's too much of a burden for too little gain.
PS: If there is however concrete data (not just anecdotal) that proves that this is indeed a large-scale problem, I would be more than willing to reverse my position on this.