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Comment by user9995 | Hacker News Reader

>Partnership/expansion of for-profit networks will never get there.

So people believe that Tesla is going to upend the entire auto industry, but can't believe that some company will figure out how to build nice charging stations?

So many contradictions in the arguments here. Yes, the Supercharger network was, basically, necessary for Tesla to reach a critical acceptance level. But operating and maintaining those stations is not free.

The idea that the major fuelling stations won't start adding fast chargers is incredibly naive. They already have the infrastructure and real estate. It's a no-brainer. If/when EV demand reaches those levels, it will happen.

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>So people believe that Tesla is going to upend the entire auto industry, but can't believe that some company will figure out how to build nice charging stations?

I think you're underestimating Tesla's first-mover advantage. My father works for a city in LA county and when Tesla decided to build a supercharger there, they initially asked the city to not only provide free real estate and grid connection, but to pay them to do it. Now, the city didn't pay, but it did incentivize in the form of free spaces in a prime shopping center because both city and property owner knew superchargers will bring a steady flow of well-to-do captive audience customers. I'm guessing this scenario is repeating itself all over the country wherein Tesla is building out superchargers for very low upfront and recurring cost.

No other charge network or automobile manufacturer has this type of leverage, nor will they for likely many years. If Electrify America were to approach that same city with the same request they'd likely have to pay/lease real estate, or install in sub-optimal locations (like Walmart parking lots), because they will not bring even remotely close to the same amount of traffic and economic activity as superchargers.

The problem is they aren’t doing it. The ones who are are charging about the same price (or often higher!) for electricity that you would spend for gas (per mile) while even the Supercharger users who have to pay end up spending almost half the price as they would for gas.

If you don’t have an electric car (I have two, a Volt with no quickcharge and a Leaf with a quick charge), it’s hard to understand just how strong Tesla’s position in the market is here. It’ll probably be a decade before others catch up. Less if they partner with Tesla.

But here’s the thing: the market for electric cars is enormous, as big as the market for regular ICE cars. It’s not a niche. That’s why the “Tesla killer” argument is dumb: if your target is Tesla, you’ll lose because you’ll always be behind, fighting over a niche that Tesla created. Because Tesla wasn’t targeting other EVs, or even hybrids, they are targeting the entire market. If your target is ICE vehicles, then you may win because there will be plenty of market to go around.

The only chance to beat Tesla is to beat ICE cars.

> The idea that the major fuelling stations won't start adding fast chargers is incredibly naive. They already have the infrastructure and real estate.

Do they?

I was under the impression most fueling stations had standard single-phase 200A hookups to the grid.

So, at minimum, that would mean an electrical upgrade, no?

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