Tesla Gigafactories, News and Conversation

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Tesla plans to open its charging network to other EVs later this year

 

https://uk.finance.yahoo.com/news/tesla-plans-open-charging-network-221652176.html

 

 

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

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5 hours ago, yesterday said:

 

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

 

Tesla intends to share costs and even make money from it:

 

Quote

Elon Musk has confirmed that Tesla plans to open its Supercharger network to other automakers later this year.

It’s something that has been in the works for a while.


It’s hard to put a number on that value, but there’s no doubt at this point that Tesla’s Supercharger network is the most extensive electric vehicle fast-charging network in the world.

...

Tesla has often indicated that it is open to the idea of sharing the Supercharger network with other automakers, but it would be dependent on coming to an agreement on sharing the cost.

https://electrek.co/2021/07/20/elon-musk-confirms-tesla-open-superchargers-to-other-automakers/

 

Also in the news:

 

"Morgan Stanley believes Tesla (TSLA) could end up making more money from selling software subscriptions than selling hardware, like its actual vehicles."

 

Quote

Tesla has been on a trend of offering paid services through software.

The automaker started charging $10 a month for its “premium connectivity” features.

 

Tesla also started selling software features in packages through its mobile app.

But now, Tesla is taking it to a whole new level with its recently launched Full Self-Driving monthly subscription for $199 per month.

https://electrek.co/2021/07/20/tesla-tsla-could-make-more-money-from-software-subscription-than-hardware/

 

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Interesting view of the future, if it all comes true, then of course TESLA shares are going to sky rocket. but if not what will happen.

 

Cannot see the average joe, wanting to part with 199 a month, to have a car which can drive itself ( even if it works !), ok, road haulage firms, probably will take it up, taxi firms etc

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8 hours ago, yesterday said:

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

That was my first impression. It's still unknown how they will do it, as the Supercharger network is truly a great advantage. My guess is that they will be production limited anyway for the next 3-5 years, so having other EVs there won't hurt sales.

There are a few suggestions on how this deal might work, and they are very interesting. Here are some (exclusive) options:

  • Price per kWh is much higher for competition
  • Price per kWh is slightly higher than current prices, but Tesla owners get a big discount
  • Competitor OEM pay Tesla a huge fee per year, per country
  • Competitor OEM charge their customers a one-time fee to access to supercharger (2000€?) and forward most of that fee to Tesla
  • Competitor OEM has no direct role and Tesla charges as they like

Tesla has a new Supercharger factory in China. I suspect they will flood the market with them and make a big pile of money.

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"How Much Revenue Will Tesla Make From Sharing Superchargers?"

 

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Tesla could stand to make $25 billion per year while helping the world's EV owners forget about range anxiety.

...

Goldman Sachs worked to estimate just how much revenue Tesla could generate if it actually has other EVs charging on its network. The investment firm says the US-based electric automaker could make over $25 billion per year thanks to this upcoming plan.

 

https://insideevs.com/news/522126/tesla-open-superchargers-estimated-revenue/

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