gizmo888 (u/gizmo888)

avalys · 2 years ago

I think this is great but I continue to wonder about Tesla's plan here.

The Supercharger network is one of their remaining competitive advantages. Other manufacturers were behind for years on efficiency, range, etc. but are now catching up - and other manufacturers are far better at making an actual _car_ than Tesla. Build quality, quality control, durability, comfort, noise, etc.

Unless Tesla is so confident that their manufacturing skills will give them a continuing and durable cost advantage - that makes up for the fact that they haven't innovated or even improved their basic vehicle design for the past 10 years - I don't see how this works to their advantage.

gizmo888 · 2 years ago

First - Tesla had to open charging to other manufacturers to receive additional governmental subsidies. Second - Tesla will get addition 7 plus billions grants to add additional charging infrastructure. Third - Tesla will add at least another 10 to 20 billion in charging revenue with at least 30 percent profit to the bottom line. Forth - Once all the other manufacturers signs on, they can offer other services… IMHO