Sounds like Tesla is only opening ~20% of it's charging network to all comers. And this is due to federal subsidies and pressure from the Biden administration. If the data is so valuable, why wouldn't Tesla open up more of it's charging network?
Thanks Matt - great points. 20% is probably because they need the capacity to service their own cars. I drove from LA to SF last summer and both superchargers were jam packed. Also, they may not need to open 100% of their chargers to gather the intelligence they need - a sample of LG Chem, etc battery behavior would be fine for competitive intel. As to consumer profiling - this can scale up over time. Another hypothesis is that their competition may be smarter than I think, and there isn't that much demand for it - who knows.
There's definitely demand for broad interoperable charging infrastructure that works with cars and chargers and whatever without attention to brand... it's not going to come from one car maker or one charger maker in the end!
Thanks for this, Talal.
Sounds like Tesla is only opening ~20% of it's charging network to all comers. And this is due to federal subsidies and pressure from the Biden administration. If the data is so valuable, why wouldn't Tesla open up more of it's charging network?
https://cleantechnica.com/2023/02/15/tesla-supercharger-network-will-be-partially-open-to-us-drivers-by-next-year/
Thanks Matt - great points. 20% is probably because they need the capacity to service their own cars. I drove from LA to SF last summer and both superchargers were jam packed. Also, they may not need to open 100% of their chargers to gather the intelligence they need - a sample of LG Chem, etc battery behavior would be fine for competitive intel. As to consumer profiling - this can scale up over time. Another hypothesis is that their competition may be smarter than I think, and there isn't that much demand for it - who knows.
There's definitely demand for broad interoperable charging infrastructure that works with cars and chargers and whatever without attention to brand... it's not going to come from one car maker or one charger maker in the end!