“GM and others are going to have a big choice to make,” Farley told CNBC last week. Tesla’s chargers are simple and elegant to use and “a fantastic secret sauce,” he said. They are usually found in prime locations that are safe and convenient, according to Gary Silberg, global automotive sector leader for consultant KPMG. Tesla also has a first mover advantage, Bloomberg says. Tesla says it has 60% more charging points than all the CCS networks combined. Not only that, there are more of them than there are CCS chargers. In survey after survey, customers tell JD Power that Superchargers are superior to every other charging network in North America. It works seamlessly and properly virtually every time. There is another important factor in favor of the Tesla standard. But JVC’s VHS video tape format won out because not only were the tapes much cheaper, but they could record an entire 2-hour-long movie, something Betamax could not do. Sony had an edge because it dominated the consumer electronics business at the time and its Betamax product had better picture quality. Betamaxīloomberg called the struggle between the NACS charging standard Tesla uses and the CCS standard used by virtually every other manufacturer a rematch of the great VHS versus Betamax battle in the 1970s. “The other automakers who have been pretending that EVgo, ChargePoint and Electrify America are ‘good enough’ must now finish up their tummy time and arrive at something that is equal to or better than accessing Tesla Superchargers.” VHS Vs. Reilly Brennan, a founding general partner of Trucks Venture Capital, wrote this week in his Future of Transportation newsletter, “This is at once the most pragmatic and revolutionary step that Ford has made on EVs.” He compared it to the decision by Ford to build a battery-electric version of the F-150 pickup - the best selling Ford product of all time. If these companies are unable to step up their game and deliver better charging experiences, there’s a risk Ford’s defection to NACS won’t be the last.” A Shot Across The Bowįord F-150 Lightning and Mustang Mach-E, image provided by Ford.īloomberg Hyperdrive said in an email recently that the announcement by Ford is “a shot across the bow of EVgo and ChargePoint, as well as Electrify America. Without standards, commerce comes to a screeching halt. Will either one be successful? Not likely. Where are you going to find tires to fit? Company B decides to make sheetrock that is 42 inches wide. Company A decides the wheels on its cars should be 67 centimeters in diameter. Oh, and it uses a special pentagonal plug, too. Imagine you have an incredible thingamajig that everyone in the world wants, but it operates on 67.4 volts of alternating current at 127 hertz. What’s the big deal with standards? Let’s take a look. Ford shocked the EV world last week when its CEO, Jim Farley, announced that beginning next year, Ford EV drivers would be able to charge at Tesla Supercharger locations using an adapter, and that in 2025, his company would begin installing charging ports in its electric vehicles that are compatible with the North American Charging Standard (NACS) pioneered by Tesla more than a decade ago. New technology is great, but it needs to be accessible to all potential customers in order to be commercially viable.
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