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Tesla to lay off everyone working on Superchargers, new vehicles
(arstechnica.com)
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this post was submitted on 30 Apr 2024
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Crazy. I could repeat this with every sentence being the opposite. Let me try ….
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I would ~~love~~ hate for a Nio style battery swap to make it to the U.S. It just makes no sense.
And for those saying they don’t want to have yet another middleman, another huge industry of unnecessary infrastructure, always have to visit a refueling station. If you charge at home, there’s not a lot of incentive to battery swap even if you have access to a station. The typical battery life for most EVs is over 10 years and getting longer as batteries improve so you’d need at most one replacement for any practical life of the vehicle, vs swapping means you never own your battery yet pay over and over: $$$. With charge at home , you have a moderately used battery that will last longer than most people own their vehicle, you’ll always have a full charge, and never have to visit a local refueling station again. It’s very unlikely that a battery won’t charge well, given the predictability of chemistry and fewer moving parts.
A couple months ago, I got back from a trip to Northern New England. The only Tesla Supercharger station I tried had plenty of available chargers in perfect working order and no waiting. Someone said it was normal and many stations were very convenient . Turns out these stations are available even in many small cities and towns, convenient to refueling on road trips. It used less than 30 minutes of my day just to charge up for the drive back, and I didn’t mind walking around the attached shopping center . There wasn’t anyone in line to ask about any frustrations or regrets they may have about getting EVs.
A swap station is an unnecessary distraction to electrified transportation. We’d have to build out a huge unnecessary industry of middlemen, rather than take advantage of our existing buildout of electricity everywhere, would not own our own batteries, and vehicles would be less efficiently designed, having to have standardized removable batteries in one place, rather than integrated into the frame of the vehicle
Notice that I said Electrify America. A lot of the Tesla charging stations did have room, mainly because the software routes people to available stations.
Non-Tesla car companies are making matters worse by piling onto EA and giving away 2-3 years of free L2/L3 charging. That creates incentive to just go there. Many people don't have Teslas, nor can they charge at home. Those all go to EA and create 2 hour wait times.
The Tesla charging experience is one of their key advantages. However, that's going to change once they open it up to all cars, which they are. OTOH, Musk is reportered to have fired the whole charging station team, so maybe it won't happen.
Replaceable batteries swapped in 5m makes for a good user experience. Nothing we've said here changes that fact.