this post was submitted on 28 Nov 2023
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That's great. Build it. Until this hits the showroom floor, I don't care. Electric cars have been consistently 10 years away for the past like 30 or 40 years. For every other automaker, electric cars are now here today. Except Toyota, where they are still 10 years away. And for me, The electric car isn't 10 years away, it's parked in my driveway. So as far as I'm concerned, this is all just press bullshit to try and discredit current EVs and buy Toyota time to continue pushing gas and hybrid.
And as for the whole thing of people not buying EVs, that's twofold. One, people are hurting right now, and people in bad economic condition get really price conscious. The second gas prices go up they'll all be trading their gas guzzlers for EVs. Second, the simple fact is a lot of EVs on the road kind of suck. And other than Tesla, the public charging infrastructure is awful so if you like road trips you're going to have a bad time. Given that in another year other automakers will mostly be switching to Tesla charge ports, unless you're buying a Tesla there's some logic in waiting.
Also most of Tesla's worth is in stock. If that ever collapses theres a good chance those stations will be little more than scrap.
Strong disagree. Let's say Tesla stock collapses. They are still a very profitable company with a product that sells well. So unless they're finances are structured in such a way that makes a stock price collapse catastrophic, they would continue to sell cars. They're charging network is actually one of the most valuable things they have. It's taken them a decade plus to get that infrastructure installed, there are more stations and stalls than all other charging networks combined in the US. That's why just about every automaker has pledged to adopt the Tesla charging connector. They recognize that pinning their EV future to Electrify America's shitty unreliable network is not a success strategy, and part of the reason their EVs aren't selling is because public charging on road trips is a nightmare.
So no, those stations aren't scrap. They're insanely valuable. Even if you assume something horrible happens to Tesla and everybody decides not to adopt that connector, the stations can be easily retrofit to use the CCS connector that other automakers use currently.