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Old Feb 18, 2025 | 11:56 AM
  #5881  
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Originally Posted by LeX2K
There is something about electrical cables in general it seems nearly impossible to agree on a standard.


I think in the old days it was about keeping their products proprietary. It also allowed vendors to control the accessory market, and increase profits. For Apple as an example, if you needed an charger it was $30. Now you can just buy a USB-C charger off of Amazon for $5. I used to sell iPod accessories back in the early 2000's as a side business and used to make a killing
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Old Feb 18, 2025 | 12:03 PM
  #5882  
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Originally Posted by AMIRZA786
I think in the old days it was about keeping their products proprietary.
Yes. If Apple was Tesla what are the chances that NACS would have ever been made available to all.
I used to sell iPod accessories back in the early 2000's as a side business and used to make a killing
Well damn I missed out on that racket.
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Old Feb 18, 2025 | 12:09 PM
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Originally Posted by LeX2K
Yes. If Apple was Tesla what are the chances that NACS would have ever been made available to all.

Well damn I missed out on that racket.
I believe Tesla opened the NACS standard in 2022.

I used to bring in $5 to $10k a month from iPod accessories. It all fell apart when some Chinese competitors jumped into the market, I couldn't compete, and the 2008 crash didn't help things
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Old Feb 18, 2025 | 12:17 PM
  #5884  
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Originally Posted by AMIRZA786
I believe Tesla opened the NACS standard in 2022.
Apple would never unless forced. Tesla charges $0 licensing fees for NACS.
I used to bring in $5 to $10k a month from iPod accessories. It all fell apart when some Chinese competitors jumped into the market, I couldn't compete, and the 2008 crash didn't help things
It's almost impossible to sell bespoke electronics now, in a few months or less it will be copied by companies in China. There are knock off power tools that look almost exactly the same as original right down to the font, manual, everything.
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Old Feb 18, 2025 | 12:26 PM
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Originally Posted by Mike728
So how does it work in countries where Tesla uses a CCS socket? Have the Tesla charging stations been open to all manufactures, or Tesla only? Are other charging stations there having the same reliability issues that EA and others seem to be having here in the US?

Just looking at the big picture, it seems dumb to need an adapter to charge your EV. It adds another potential failure point to the mix. Could you imagine if you needed one to fill your car with gas, because BP's pumps are not compatible with Shell's? I'm glad they're all finally coming around, albeit late.
I don't know if Tesla lets others access the supercharger network outside the US, the protocol allows things like VIN etc to be passed so it would be possible to lock it down to Tesla only or open it up. I've lived in the adapter world for a bit now and my own experience has been that it's the flexibility to use any charger that it most beneficial and it's very easy to use Tesla chargers as a non Tesla owner. I've seen plenty of Teslas at non-Tesla chargers so it does work both ways. I don't disagree one plug type is simpler but there are a lot of cars out there with CCS so we're going to be living in a dual NACS/CCS world for a while. I think the NACS plug design is better, but my main point was it's the charger that makes the difference rather than the plug design. If EA and others had been able to deliver chargers as reliable as Teslas the charging would could have looked very different. All people want is the ability to pull up to a charger and have as much of an expectation that it works as you would if you were pulling up to a gas pump.

Edit - it does look like there are non-US locations open to non-Teslas. I'd assume the benefit there is also more reliable chargers with Tesla even if the connectors are the same.

Last edited by swajames; Feb 18, 2025 at 12:46 PM.
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Old Feb 18, 2025 | 12:34 PM
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Originally Posted by LeX2K
Apple would never unless forced. Tesla charges $0 licensing fees for NACS.

It's almost impossible to sell bespoke electronics now, in a few months or less it will be copied by companies in China. There are knock off power tools that look almost exactly the same as original right down to the font, manual, everything.
"Tesla charges $0 licensing fees for NACS"
And EV ownership will be better for this decision. It also opens up a small revenue stream for Tesla, although it's probably more breakeven for them

So I used to sell Griffin iPod accessories on Ebay, I bought directly from a Griffin reseller. They sold faster than I could stock them. Than suddenly a seller in China started selling the same accessories, but below even my costs. Probably getting them directly from the factory, or possibly they were knock-offs, but regardless, I couldn't compete. Ended up with $30k of inventory I couldn't sell even at cost. They were bought on a line of credit attached to my Corp, and of course I couldn't pay it back so for four years I was dodging debt collectors and lawsuits. Luckily my Corp was registered to a PO Box in San Francisco, so they had a lot of trouble finding me to serve me. I became an expert at dealing with Debt collectors. After the debt expired (debt expires in California in four years), I still had to deal with debt collectors trying to collect "zombie" debt, but I could relax more
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Old Feb 18, 2025 | 12:45 PM
  #5887  
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A similar thing happened to a friend, different state but same 4 year window. He did it because of medical debt.

I doubt Electrify America is in any rush to standardize don't think the company cares all that much. They were started as punishment to VW for the diesel scandal not exactly the best foundation.
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Old Feb 18, 2025 | 12:49 PM
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I think charging is going to be a huge revenue machine for Tesla. Remember non-Tesla owners pay more per kWh than Tesla owners, unless you have a membership, and that membership costs about $150 per year if you keep the subscription going. So Tesla makes more under either model. And as things stand, if a non Tesla owner has the choice they are likely to choose Tesla charging.
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Old Feb 18, 2025 | 12:57 PM
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Originally Posted by LeX2K
A similar thing happened to a friend, different state but same 4 year window. He did it because of medical debt.

I doubt Electrify America is in any rush to standardize don't think the company cares all that much. They were started as punishment to VW for the diesel scandal not exactly the best foundation.
I think initially they weren't serious, but I think their current CEO is. The difference is, he inherited a network that wasn't built correctly in the first place, or at the very least they didn't plan on the explosion of EV's that hit the roads from 2021 to 2023. Notice @bitkahuna has a completely different experience than I did. Tesla on the other hand, planned for a road full of Tesla's, and their ability to be able to travel anywhere, and have been designing, building, expanding and improving superchargers since 2012. Take away the supercharger network, and you won't be selling the amount of Tesla's you see today. The two are tied together, IMO
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Old Feb 18, 2025 | 01:07 PM
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Originally Posted by swajames
I think charging is going to be a huge revenue machine for Tesla.
According to Grok. Is this huge revenue? Not really but it's not nothing.

Based on available information, Tesla's Supercharger network is projected to generate significant revenue in the coming years. Here's a breakdown for the years 2025 and 2026:
  • 2025:
    • With the Supercharger network delivering 1.4 TWh of energy in Q3 2024 and showing a 27% year-over-year growth in energy delivery, and considering the network's expansion plans, it's reasonable to estimate the annual revenue potential. Assuming a conservative average revenue rate of $0.25 per kWh, the quarterly revenue from Q3 2024 was around $350 million. Extrapolating this to a full year and considering growth, if Tesla maintains or slightly increases this rate into 2025, the annual revenue could be upwards of $2.5 billion.
  • 2026:
    • While specific projections for 2026 are not directly cited, BloombergNEF estimated in 2024 that by 2030, Tesla could generate $7.4 billion in revenue from its Supercharger network. Interpolating this growth, if the network continues its current expansion and adoption trends, revenue in 2026 could potentially be significantly higher than in 2025. However, without specific figures, a rough estimate would suggest that revenue could exceed the $2.5 billion mark, potentially reaching towards $3-4 billion, considering the network's ongoing expansion and increasing utilization by non-Tesla EVs.
These estimates are based on the growth trajectory, the adoption of Tesla's charging standard by other manufacturers, and the network's increasing energy delivery. However, these projections should be treated with caution as they depend on various factors like network expansion pace, electricity pricing, and the adoption rate of electric vehicles generally.
Originally Posted by AMIRZA786
I think initially they weren't serious, but I think their current CEO is.
CEO will have to get very serious and clean up their software also start making their own electronics.
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Old Feb 18, 2025 | 01:14 PM
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Originally Posted by LeX2K
According to Grok. Is this huge revenue? Not really but it's not nothing.



CEO will have to get very serious and clean up their software also start making their own electronics.
No doubt. Believe it or not, the interface is Windows 10 . How do I know this? I once was on the phone with EA support, and as a last resort to try and get it working, they remotely rebooted the Supercharger, and there was the Win 10 boot screen. Probably not what I would chose, I would probably run some type of Linux or Unix interface.

They are spending $2B according to their website, so lets see what happens
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Old Feb 18, 2025 | 01:15 PM
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Probably a copy of Win10 that has an inactive license
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Old Feb 18, 2025 | 01:18 PM
  #5893  
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Originally Posted by Allen K
Probably a copy of Win10 that has an inactive license
And then it needed an update, which of course broke more stuff. Haha
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Old Feb 18, 2025 | 01:24 PM
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Originally Posted by Allen K
Probably a copy of Win10 that has an inactive license
Hopefully they have Windows update turned on 🤣
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Old Feb 18, 2025 | 01:25 PM
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Originally Posted by Margate330
And then it needed an update, which of course broke more stuff. Haha
Haha, you beat me to it . I'm guessing half the time they don't work is because they are doing updates 😂
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