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Old Dec 14, 2023 | 03:09 PM
  #676  
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Originally Posted by bitkahuna
kind of makes you wonder, if tesla is shooting themselves in the foot by opening up the SC network to everyone. i assume non-tesla customers will pay a premium over teslas for charging perhaps? either way, i wonder how profitable the SC network is given that tesla has to buy the electricity from the grid mostly.
They have to if they want a part of the infrastructure spending bill. It will be a huge revenue stream too...
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Old Dec 14, 2023 | 03:12 PM
  #677  
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Tesla is synonymous with EVs right now and may take some time before that changes. The opening up of the charging networks will help over time but until other manufacturers make better all around EVs Tesla will still be the EV of choice for the general population. Over time that may change but it may be a while at the current pace.
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Old Dec 14, 2023 | 03:17 PM
  #678  
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Originally Posted by patgilm
Tesla is synonymous with EVs right now and may take some time before that changes. The opening up of the charging networks will help over time but until other manufacturers make better all around EVs Tesla will still be the EV of choice for the general population. Over time that may change but it may be a while at the current pace.
It's going to **** Tesla owners off. Perhaps many buyers paid the high price because they knew that had that exclusivity = less wait time.
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Old Dec 14, 2023 | 03:19 PM
  #679  
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Originally Posted by patgilm
Tesla is synonymous with EVs right now and may take some time before that changes. The opening up of the charging networks will help over time but until other manufacturers make better all around EVs Tesla will still be the EV of choice for the general population. Over time that may change but it may be a while at the current pace.
Exactly. Right now almost every EV is available to take home, from the Ioniq 5/6, Kia EV6, Ford Mach-E...I could go on and on, but what I mostly saw/see is Brand new Model Y and 3's, both in Southern California and here at home. It's not that I don't see other EV's, I see Rivians, Ioniq's, EQS, and even saw an Ocean, but majority of EV buyers at this point are opting for Tesla. That may change in the future, but I think that future is at least 5 years down the line
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Old Dec 14, 2023 | 03:20 PM
  #680  
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Originally Posted by AJT123
It's going to **** Tesla owners off. Perhaps many buyers paid the high price because they knew that had that exclusivity = less wait time.
We'll survive. As a Tesla owner myself, I'm willing to share
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Old Dec 14, 2023 | 03:25 PM
  #681  
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Originally Posted by AMIRZA786
We'll survive. As a Tesla owner myself, I'm willing to share
I keep meaning to check that Bucees that opened up near Sevierville, as of now it is world's largest gas station.

It has a very good amount of Superchargers that I didn't know about, the Tesla map didn't pull it up.
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Old Dec 14, 2023 | 03:28 PM
  #682  
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Originally Posted by AJT123
I keep meaning to check that Bucees that opened up near Sevierville, as of now it is world's largest gas station.

It has a very good amount of Superchargers that I didn't know about, the Tesla map didn't pull it up.
They are probably not Tesla superchargers, but Tesla owners can use them if they carry a NACS to CCS adapter. This is what a Tesla charging station looks like:



Some are in shopping centers and don't have the solar panel covers like this one
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Old Dec 14, 2023 | 03:32 PM
  #683  
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Originally Posted by AMIRZA786
They are probably not Tesla superchargers, but Tesla owners can use them if they carry a NACS to CCS adapter. This is what a Tesla charging station looks like:



Some are in shopping centers and don't have the solar panel covers like this one
Just confirming, they are Superchargers at this Buc-cee's TN location.
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Old Dec 14, 2023 | 03:35 PM
  #684  
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Originally Posted by LexBob2
Just confirming, they are Superchargers at this Buc-cee's TN location.
Tesla superchargers? Or CCS superchargers?
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Old Dec 14, 2023 | 03:45 PM
  #685  
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Originally Posted by AMIRZA786
Tesla superchargers? Or CCS superchargers?
Tesla all of them.
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Old Dec 14, 2023 | 03:51 PM
  #686  
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Originally Posted by AJT123
Tesla all of them.
Got it. They must of struck a deal with Buc-cee's to use some of their space. I've seen them in supermarket parking lots, malls, etc. I once charged at a mall in Glendale, the Tesla chargers were on the roof parking
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Old Dec 14, 2023 | 04:39 PM
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Originally Posted by swajames
I really don't get the focus on anyone other than Tesla incurring losses, they are an inevitable consequence of a launch. New EVs don't design themselves, factories don't build themselves, sales and marketing isn't free and so on. Some like Ford are also restructuring into EV divisions and pushing losses into the new EV divisions. Losses do carry forward, of course, and will shield future profits from tax, and the R&D can sometimes be offset by certain tax credits. The big number per vehicle losses are simply someone dividing the overall operating or tax losses by vehicles sold, but that doesn't reflect the operating margin per vehicle which may well still be a loss but it's not 35K on a 50K EV.
True, but Tesla was a start up while Ford has been in business for 100 years. "Wait for the big boys to get in"... Well they are in and are struggling; that's the numbers.
Tesla basically sells 2 vehicles, the Y and 3. They sell more EVs than all the other companies combined.
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Old Dec 14, 2023 | 04:48 PM
  #688  
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Originally Posted by AJT123
It's going to **** Tesla owners off. Perhaps many buyers paid the high price because they knew that had that exclusivity = less wait time.
Opening up the Superchargers should allow for faster growth. I think that's a big part of the goal. I am very curious about the profit margin, if any...
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Old Dec 14, 2023 | 06:05 PM
  #689  
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Rivian expands its delivery van partnership beyond Amazon and now adds AT&T to the mix. RIVN stock was up about 10% today (applause from me) on the news.
https://www.reuters.com/sustainabili...2023-12-14/SAN FRANCISCO, Dec 14 (Reuters) - U.S. wireless carrier AT&T (T.N) will purchase some electric vehicles from startup Rivian (RIVN.O) in a pilot program to evaluate ways to reduce cost, cut carbon emissions and improve safety, the companies said on Thursday.

The deal is the first for Rivian after the company last month ended its exclusivity pact with largest shareholder Amazon (AMZN.O) for its delivery vans, opening the door for more customers.

AT&T expects to start adding Rivian electric commercial vans, R1T pickup trucks, and R1S sport utility vehicles in its fleet in early 2024, they said in a statement.

The companies did not disclose the number of vehicles AT&T will buy or the financial terms of the deal.

AT&T has long been investing in converting its commercial fleet to vehicles that use alternative fuels such as compressed natural gas and hybrid electric vehicles.


"This pilot is another important step in our ongoing efforts toward sustainability, reducing our carbon footprint and embracing a cleaner future for our operations," Hardmon Williams, senior vice president of AT&T Connected Solutions said.

Environmental, social and corporate governance (ESG) goals and emission reduction targets for companies have sparked a race to shift to zero-emission fleets.

But high interest rates have made it costlier for customers to purchase electric vehicles, which that are typically more expensive than their gas-powered counterparts, and raised worries of a slowdown in demand.
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Old Dec 15, 2023 | 06:34 AM
  #690  
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Originally Posted by patgilm
Tesla is synonymous with EVs right now and may take some time before that changes. The opening up of the charging networks will help over time but until other manufacturers make better all around EVs Tesla will still be the EV of choice for the general population. Over time that may change but it may be a while at the current pace.
Honestly, I think they already do. Having driven a wide variety of EVs now, the only thing about Tesla that appeals to me is the charging network. Honestly other than that I wouldn't even consider a Tesla, but there are a wide variety of EVs from other manufacturers I would buy.
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