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BayouCityBob

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Even if Tesla built the network out of desperation, they stumbled into a dominant position that will likely last for decades or more. Look at the history of gasoline retailing as an example: bear in mind that in 1900 there were only 8,000 vehicles in the country, in 1909 the first paved road in the US was built, by 1911 there were 600k vehicles on the road but already all the leading fuel players were established.

The first fuel pump companies (Tokheim 1898, Gilbarco 1910) are still two of the three big manufacturers of fuel pumps. Over 100 years later the big fuel retailers who still dominate the market today were already established. Shell was in the West and (Standard Oil broken up in 1911 by the USSC) brands Exxon, Mobile, Chevron, ARCO, Texaco dominated most of the US. In 1910 there were under 1,000 filling stations in the US. In 1920 there were 15,000. In 1930 there were 120,000.

What did it matter who was leading back in 1910? The brands and companies that had established themselves in the pre-1910 era when vehicle fueling was small and irrelevant (and horses dominated, with 25 million on the road!), retained their dominance for more than a century. Tesla is the standard oil of the EV charging space (and may suffer the same fate). EA and EVGO are out there making the case to be the Shell of the new era. Tesla is also the Gilbarco of the era with ABB and a few others contending to be the Tokheim etc.

https://www.convenience.org/Topics/Fuels/The-History-of-Fuels-Retailing
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charliemagpie

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The charging Network is essential for Tesla to execute its core business. Tesla would never have left that to someone else. Hook or by Crook, Tesla was setting up its own Network.

As we see with Electrify America, even if VW is not in control, their funds have their dirty little fingers involved somewhere imo. The dismal history of this charging network speaks for itself.
A clear case of putting the cat amongst the pigeons.
 

charliemagpie

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In Australia we electrify Kangaroos.

The non Tesla Network was growing willy nilly via a disperse set of providers. Our state and federal governments are now providing grants with the clear goal of electrifying our highways with chargers set 150km apart to connect major cities by 2025.

Professional outfits such as McDonalds or Shell are not going to setup in out of the way places first. McDonalds would want its customers to fall through the doors, and Shell would want to place their stations so drivers could conveniently drive in.
Neither would tolerate outages.

Electrify America doesn't inspire professional competence. I think those controlling the strings liked it that way.
 
 








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