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Danface

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It was easier there since both Tesla and non-Tesla use the CCS cable. No need for adapters or magic docks, just open up the network. Haven't heard if chaos ensued. :)
There has to chaos, that's "SOCIALISM"!!!!! :)
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luebri

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Those dang "socialist" countries creating unified processes that value the individual needs over those of business intrests!
I know where I'd rather live. 🇺🇸
 

Danface

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I know where I'd rather live. 🇺🇸
Same here! Capitalism works great (as seen by the fact we're buying or have electric trucks) but needs controls that help prevent large corporations from doing bad things to people. It's a fine balance that been a bit "outta whack" on "both sides" for a while.
 

Txxthie

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On a serious note, the SC won’t be delayed in my opinion. They are losing market share rather quickly, the downward price pressure is also chewing into margins. They’re still better than everyone else but not great for their own history.
How do you determine losing market share? Tesla will likely sell 1.8 million BEVs in 2023. Tesla still sells more BEVs than all US manufacturers combined. They also have positive margins. They lowered prices primarily to offset higher rates. It’s an affordability crisis that is affecting the entire industry’s. Fed QT worked, and a lot of people stopped buying vehicles. Ford just cut 2024 Lightning production in half. They don’t want to sell trucks for $40-60k. They need to sell at $80k and limit sales of cheaper trucks to make the platform viable. It’s possible CT production could exceed lightning production in 2024. The CCS charging network is getting worse, while the SC network strengthens and grows exponentially. I see SC access as a lifeline from Tesla. Tesla cannot convert the industry to electric alone and adequate DCFC coverage is mandatory. As someone who regularly DCFCs at EA and Tesla, it’s quite obvious who needed who. If Ford didn't announce SC access for 2024, Lightning new and used values would have suffered even more.
 

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Ekiehn

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I think it will launch without P&P initially. The current implementation with magic hat works fine and requires no co-implementation of software. EA & Ford had issues with P&P. Is it even functioning now? The EA app has worked for me and so does the Tesla app (TMY owner). Maybe there are software engineers that could chime in on this topic?
When I use EA all I use is P&P.. yup I pay a premium but I watch all the others trying to get the EA charger working, swiping, phone up against the scanner, calling support all the while I'm happily charging... yes I would love the EA discount that I pay for monthly for but the hassle probably isn't worth it... I think the Ford programmers have learned a lot and with the Tesla programmers, working together, they'll get it working pretty quick.
 

Tenetke

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When I use EA all I use is P&P.. yup I pay a premium but I watch all the others trying to get the EA charger working, swiping, phone up against the scanner, calling support all the while I'm happily charging... yes I would love the EA discount that I pay for monthly for but the hassle probably isn't worth it... I think the Ford programmers have learned a lot and with the Tesla programmers, working together, they'll get it working pretty quick.

I think I’ve used the ea app to start a charge occasionally for the discount. Normally it’s just the P&P. I ordered a Lectron adapter for the sc because I doubt there will be many magic docks installed in a few months considering there are less than 50 now. I also ordered a Cybertruck last week so we’ll see which I can use on the sc network first.
 

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I recently used Tesla’s magic dock on a road trip on I-20 in Louisiana and Mississippi. I had to use the Tesla app but it worked fine.
The only issue was getting close enough for the cable to connect.

IMG_2727.jpeg
Great shot. I have only done DCFC a few times and there were always a display on charging station I could use to stop charging. How did you stop the charging session?
 

Yellow Buddy

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How do you determine losing market share? Tesla will likely sell 1.8 million BEVs in 2023. Tesla still sells more BEVs than all US manufacturers combined. They also have positive margins. They lowered prices primarily to offset higher rates.
Not sure why you got so worked up here...as a Tesla shareholder since 2016 I follow the company and the risks it has taken and the paths it had to go down to capture the market share, cash flow, and revenue to be successful. Whether that was the launch of the X to try to capture SUV sales or the need to create the model 3 for the volume.

For right now, there are plenty of reports that show their market share is declining. That doesn't mean they're not the highest volume still nor the highest margins but it's something that I'm glad the company is aware of and looking for an avenue to pivot into that will give them another boost.

Here's some reports:
https://www.reuters.com/business/au...h-tesla-loses-market-share-report-2023-10-12/
https://www.coxautoinc.com/wp-conte...y-Blue-Book-Electric-Vehicle-Sales-Report.pdf

That's the reality, market share has gone from 70+% to 60% last year to just about 50% this year. Sales are up nearly 20% YoY but competition is ramping up. They are smart to PIVOT and take advantage of one of their strongest assets - which as you pointed out is the SC network. Instead of keeping it as an a tool to sell their cars, they're monetizing it.

So in case you still haven't noticed. I am giving PRAISE to Tesla for being smart to recognize that. To leverage existing assets, existing deployed assets. It's smart of them to charge more than EA for charging, knowing that they're more reliable and available. It's smart of them to do it now when they can capture federal subsidies and before EA, EVGo or anyone else can catch up to them and ratchet up the competition - which is what they're seeing in the car sales. It would NOT be in their interest to wait.

I'm also excited at the possibility that Tesla might enter into branding contracts (ie, research is underway on interest, could result in Ford branded Superchargers) that will be built by Tesla, sold to Ford and others, managed and maintained by Tesla. Again, it becomes another revenue stream. The charging market is hungry and I do not think Tesla will wait, they will take advantage of being the best here. As a shareholder, I'm thrilled..not sure why you're all worked up
 

TheWoo

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When I use EA all I use is P&P.. yup I pay a premium but I watch all the others trying to get the EA charger working, swiping, phone up against the scanner, calling support all the while I'm happily charging... yes I would love the EA discount that I pay for monthly for but the hassle probably isn't worth it... I think the Ford programmers have learned a lot and with the Tesla programmers, working together, they'll get it working pretty quick.
I've never had an issue with the app. While P&C would be preferable, swiping and then charging takes a few extra seconds and saves me dollars each time I charge.

Maybe 25% savings isn't worth the hassle, but making it seem activating with the app is regularly challenging or what leads to problems at EA chargers is misleading.

The only reason I have P&C still active is as a backup if I have cell issues - and I've never had to use it. Problems at EA have only been method-agnostic: derated or offline chargers.
 

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GDN

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Not sure why you got so worked up here...as a Tesla shareholder since 2016 I follow the company and the risks it has taken and the paths it had to go down to capture the market share, cash flow, and revenue to be successful. Whether that was the launch of the X to try to capture SUV sales or the need to create the model 3 for the volume.

For right now, there are plenty of reports that show their market share is declining. That doesn't mean they're not the highest volume still nor the highest margins but it's something that I'm glad the company is aware of and looking for an avenue to pivot into that will give them another boost.

Here's some reports:
https://www.reuters.com/business/au...h-tesla-loses-market-share-report-2023-10-12/
https://www.coxautoinc.com/wp-conte...y-Blue-Book-Electric-Vehicle-Sales-Report.pdf

That's the reality, market share has gone from 70+% to 60% last year to just about 50% this year. Sales are up nearly 20% YoY but competition is ramping up. They are smart to PIVOT and take advantage of one of their strongest assets - which as you pointed out is the SC network. Instead of keeping it as an a tool to sell their cars, they're monetizing it.

So in case you still haven't noticed. I am giving PRAISE to Tesla for being smart to recognize that. To leverage existing assets, existing deployed assets. It's smart of them to charge more than EA for charging, knowing that they're more reliable and available. It's smart of them to do it now when they can capture federal subsidies and before EA, EVGo or anyone else can catch up to them and ratchet up the competition - which is what they're seeing in the car sales. It would NOT be in their interest to wait.

I'm also excited at the possibility that Tesla might enter into branding contracts (ie, research is underway on interest, could result in Ford branded Superchargers) that will be built by Tesla, sold to Ford and others, managed and maintained by Tesla. Again, it becomes another revenue stream. The charging market is hungry and I do not think Tesla will wait, they will take advantage of being the best here. As a shareholder, I'm thrilled..not sure why you're all worked up
I think he got worked up likely about how you used the number and title "losing market share". - that is a catchy line that misleads the reader. Their percentage of the market may be smaller because there are a few others finally getting a car to market, it is no longer 95% Tesla, there are competitors, but Tesla is not losing market share, they are still selling most every car they make and making multitudes more than any other manufacture. Tesla is ramping up and adding models, and the news from Ford was cut production in half from predictions, which they've never lived up to.

It's all about how the terminology is used and who you want to mislead.
 

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Their percentage of the market may be smaller ... but Tesla is not losing market share...
That is exactly what losing market share means. Tesla's share of the EV market is getting smaller. It was going to happen, and the market is growing, so it's not all bad, but it's absolutely true and an important measure. It means Tesla has different considerations to take into account than a few years ago.
 

GDN

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That is exactly what losing market share means. Tesla's share of the EV market is getting smaller. It was going to happen, and the market is growing, so it's not all bad, but it's absolutely true and an important measure. It means Tesla has different considerations to take into account than a few years ago.
I don't disagree, but what I'm pointing out is that most people read it and think it is a bad thing because you are only using the percentage which doesn't tell the whole story. It brings negative connotations and sadly too many people don't understand it. It is used to sound negative. They may be losing "market share", but people that don't understand that don't care if the whole market still grew by 200%. However, most people don't understand that and you've got to give the whole context to use the phrase and not mis lead people.
 

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I don't disagree, but what I'm pointing out is that most people read it and think it is a bad thing. It brings negative connotations and sadly too many people don't understand it. It is used to sound negative. They may be losing market share, but people that understand that don't care if the whole market still grew by 200%. However, most people don't understand that and you've got to give the whole context to use the phrase and not mis lead people.
But my whole purpose in life is to mislead people!

Thought I covered it in my original when I said they’re still better than everyone else but guess that didn’t come through.

I’ll just stick to sarcasm from now on.
 

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Just wait until the cheapest M3 are no longer eligible for the full $7.5k tax credit at the start of the new year o_O
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