scubastevo80
Member
Right, but the cost advantage is ultimately for energy delivery via superchargers, which Elon has stated is not a profit center. So this does nothing for Tesla's investors, and actually is a detriment to Tesla vehicle owners in terms of wait times for road trips. Remember all of those recent pictures of people waiting in huge lines at gas stations, the ICE owners will be reverse posting those of EV owners if non-Tesla vehicles have the ability to start flocking to Tesla Superchargers.I suspect Tesla could care less - since they are not liable for warranty repairs on non-Tesla vehicles.
This is a neat card or two up Teslas sleeve. Tesla designs/manufactures/supports the Supercharger hardware themselves. EA and the others buy from third party manufacturers. That gives Tesla a nice cost and reliability advantage over the others when installing and maintaining a site. Additionally, Tesla builds their own integrated solar/battery storage systems which can mitigate the demand charges the power companies charge. This again gives Tesla a cost advantage over the others when it comes to energy costs.
Some Taycan owners may have a problem though. Unless Elon is hiding a super secret 800V mode, they'll have to charge in 400V compatibility mode. And unless they've ponied up for the 150 kW 400V charging option, they'll be slumming at 50 kW like a Bolt EV.
Also, regarding the Taycan example, this just means they'll sit and charge longer and create longer waiting times for Tesla owners. I get Tesla's mission, but one of the fundamental reasons I bought 2 Teslas and ditched our ICE vehicles was for the supercharger network - the ability to do road trips somewhat painlessly in an EV. If my supercharging wait times go from 0-10 minutes to north of 30-60 minutes, then its probably no different than buying a Mach E today and being limited to non-Tesla superchargers, their costs and reliability.