I’ve said before that the supercharger network is their most important long term asset. They opened up their plug standard, other manufacturers are jumping on board, and they have the largest network that supports all those new EVs.
Only problem is that it’s boring, and Elon doesn’t like boring. So now here we are.
What really baffles me is why he totally ghosted his battery swap station idea. That completely solves the range and charging time issue all in one fell swoop. Demonstrated it on stage even. Guessing it either wasn’t profitable enough for him, not s3xy enough, or he wasn’t smart enough to figure out how to scale it up.
It’s not that good of an idea in the long run. It was attractive when EVs struggled to have 100mi range and L3 chargers didn’t exist. Once batteries got good enough to push 300-400mi and there’s plenty of L3 chargers around, it’s just not necessary. The range will outlast your bladder.
That’s on top of what others have mentioned about how they can get abused. You’ll never know if the new battery you’re getting is good. Or if the charge station tests it and find it’s junk, then they have to do something with it, which increases their costs.
I disagree. I know cross country road trips isn’t the norm for most, but at the moment, it burns an hour (at least on my car) to recharge if you need to during the middle of a trip that out-distances your car’s range. A quick battery swap would solve that and give you the same ease/downtime as filling up at a gas station. I’d think some people have a hard time swallowing having to wait an hour to fill up if they’re trying to get somewhere.
I would love for a Nio style battery swap to make it to the U.S. It just makes sense.
And for those saying they don’t want some janky battery that’s been through a bunch of cycles. If you have battery swap and access to a station, there’s not a lot of incentive to charge at home since the swap stations do it. The max battery life for most EVs is around 10 years. After that, a total replacement is $$$. With the swap system, you have a moderately used battery forever. If it doesn’t hold charge well, just go back to the swap station and get another one.
I just got back from a trip to Southern California. Every Electrify America L3 station was busy and had a waiting line. Someone said it was normal and many stations were busy until 3-4am. Turns out anyone living in an apartment or condo highrise had to charge at these stations. It used up 2-3 hours of their day just to charge up. Everyone in line said they hated it and many said they regretted getting EVs.
A swap station would do brisk business and roll them in and out in 5m.
Crazy. I could repeat this with every sentence being the opposite. Let me try ….
—-
I would love hate for a Nio style battery swap to make it to the U.S. It just makes no sense.
And for those saying they don’t want to have yet another middleman, another huge industry of unnecessary infrastructure, always have to visit a refueling station. If you charge at home, there’s not a lot of incentive to battery swap even if you have access to a station. The typical battery life for most EVs is over 10 years and getting longer as batteries improve so you’d need at most one replacement for any practical life of the vehicle, vs swapping means you never own your battery yet pay over and over: $$$. 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.
Point remains you roll off the lot with a car that you paid a lot of money for and a lot of that is for that fresh new battery. Then you promptly go out and maybe get a pack with over a thousand cycles on it. Doesn’t matter how well the charge controlling and battery care is, batteries do wear out, and if you paid for the battery, it’s a raw deal that you likely get stuck with an older battery.
Question is what happens if your battery fails, is the swap station going to happily come out and give you a new battery? This might work if the battery is a lease, but that changes the dynamics of the initial purchase significantly.
There’s been some discussion over the years that Tesla never seriously tried to make the battery swap work, that they did it to claim subsidies from California which they subsequently never returned to the taxpayers.
It’s so unexpected: charging should be steady, reliable, predictable income for the foreseeable future, no matter whose BEVs are most popular. They dominate supercharging in the US at the moment, but rapid buildout means someone else has a chance. Don’t they want to lock in this market?
I guess I assume it’s a profitable market , independent of vehicle sales. I wonder if that’s true
I wonder if they miscalculated the install + maintenance cost vs the charging fee they’re giving customers. Like if it’s not balanced correctly they could be losing money on each charging station. Maybe the stations require more maintenance than they anticipated?
That seems like a super basic thing to do if you’re running the business, but so much of the initial rollout was about availability and low cost and do-it-now that maybe that was a secondary concern or they thought there’d be higher adoption by now. It also seems like a simple fix, raise charging prices and say why. But maybe either the discrepancy is too big or they’re worried about customer/media backlash.
Or maybe it’s another example of “move fast and break things” running into the real world and not being viable.
I’ve said before that the supercharger network is their most important long term asset. They opened up their plug standard, other manufacturers are jumping on board, and they have the largest network that supports all those new EVs.
Only problem is that it’s boring, and Elon doesn’t like boring. So now here we are.
funny considering how fucking boring he and his ideas tend to be
What really baffles me is why he totally ghosted his battery swap station idea. That completely solves the range and charging time issue all in one fell swoop. Demonstrated it on stage even. Guessing it either wasn’t profitable enough for him, not s3xy enough, or he wasn’t smart enough to figure out how to scale it up.
I dont want your shitty old battery.
That is why.
I don’t want to rent the battery in my car.
That is why.
It’s not that good of an idea in the long run. It was attractive when EVs struggled to have 100mi range and L3 chargers didn’t exist. Once batteries got good enough to push 300-400mi and there’s plenty of L3 chargers around, it’s just not necessary. The range will outlast your bladder.
That’s on top of what others have mentioned about how they can get abused. You’ll never know if the new battery you’re getting is good. Or if the charge station tests it and find it’s junk, then they have to do something with it, which increases their costs.
I disagree. I know cross country road trips isn’t the norm for most, but at the moment, it burns an hour (at least on my car) to recharge if you need to during the middle of a trip that out-distances your car’s range. A quick battery swap would solve that and give you the same ease/downtime as filling up at a gas station. I’d think some people have a hard time swallowing having to wait an hour to fill up if they’re trying to get somewhere.
10-80% charge time is in the range of 20 minutes. EVs already exist that will get you 4 hours of driving on that. Yes, even in the cold.
This isn’t as big a problem in practice as it’s made out to be.
Nio has seemingly been successful with battery swap stations in their cars, so luckily the concept hasn’t been completely abandoned.
Tom Scott trying it out: https://www.youtube.com/watch?v=hNZy603as5w
I would love for a Nio style battery swap to make it to the U.S. It just makes sense.
And for those saying they don’t want some janky battery that’s been through a bunch of cycles. If you have battery swap and access to a station, there’s not a lot of incentive to charge at home since the swap stations do it. The max battery life for most EVs is around 10 years. After that, a total replacement is $$$. With the swap system, you have a moderately used battery forever. If it doesn’t hold charge well, just go back to the swap station and get another one.
I just got back from a trip to Southern California. Every Electrify America L3 station was busy and had a waiting line. Someone said it was normal and many stations were busy until 3-4am. Turns out anyone living in an apartment or condo highrise had to charge at these stations. It used up 2-3 hours of their day just to charge up. Everyone in line said they hated it and many said they regretted getting EVs.
A swap station would do brisk business and roll them in and out in 5m.
Crazy. I could repeat this with every sentence being the opposite. Let me try ….
—-
I would
lovehate for a Nio style battery swap to make it to the U.S. It just makes no sense.And for those saying they don’t want to have yet another middleman, another huge industry of unnecessary infrastructure, always have to visit a refueling station. If you charge at home, there’s not a lot of incentive to battery swap even if you have access to a station. The typical battery life for most EVs is over 10 years and getting longer as batteries improve so you’d need at most one replacement for any practical life of the vehicle, vs swapping means you never own your battery yet pay over and over: $$$. 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.
I’m not sure I’d want to be swapping my battery out like a propane tank. Not everyone would follow charging recommendations, etc.
I think the battery swap is more like this.
https://www.youtube.com/watch?v=hNZy603as5w
No need to worry about pervious owners or anything. The system charges and maintains the bank of batteries you swap with.
Point remains you roll off the lot with a car that you paid a lot of money for and a lot of that is for that fresh new battery. Then you promptly go out and maybe get a pack with over a thousand cycles on it. Doesn’t matter how well the charge controlling and battery care is, batteries do wear out, and if you paid for the battery, it’s a raw deal that you likely get stuck with an older battery.
Question is what happens if your battery fails, is the swap station going to happily come out and give you a new battery? This might work if the battery is a lease, but that changes the dynamics of the initial purchase significantly.
Pay for the car and subscribe to the batteries sounds like a CEO’s wet dream.
There’s been some discussion over the years that Tesla never seriously tried to make the battery swap work, that they did it to claim subsidies from California which they subsequently never returned to the taxpayers.
Wow - didn’t hear that but sounds like something he would do.
what a classic
It’s so unexpected: charging should be steady, reliable, predictable income for the foreseeable future, no matter whose BEVs are most popular. They dominate supercharging in the US at the moment, but rapid buildout means someone else has a chance. Don’t they want to lock in this market?
I guess I assume it’s a profitable market , independent of vehicle sales. I wonder if that’s true
I wonder if they miscalculated the install + maintenance cost vs the charging fee they’re giving customers. Like if it’s not balanced correctly they could be losing money on each charging station. Maybe the stations require more maintenance than they anticipated?
That seems like a super basic thing to do if you’re running the business, but so much of the initial rollout was about availability and low cost and do-it-now that maybe that was a secondary concern or they thought there’d be higher adoption by now. It also seems like a simple fix, raise charging prices and say why. But maybe either the discrepancy is too big or they’re worried about customer/media backlash.
Or maybe it’s another example of “move fast and break things” running into the real world and not being viable.
That seems to be the case with many of the brands of public charging stations.
There are often more plugs out of service or operating at lower than rated capacity than there are fully working ones.