Nio ES7 vs CT

[Tinker71]

Battery swap stations will eventually die out as charging times continue to decrease. Does a battery swap station make sense when charging takes an hour, maybe? But not so much when charging only takes 15min. Additionally, the capital costs of a Supercharging station vs a Nio swapping station are night and day. Not only does the charging infrastructure need to be there, but you also have to carry the costs of all the idle battery packs which are extremely expensive. Also, you didn't mention in OP, what is the cost of service option?

IDK the cost model. There was a potential savings upfront of $40k but I imagine if you have a battery on rent for years on end that would get eaten up pretty fast.

As I said a couple times now Nio's supercharge at 250 amps when available which is pretty close to a Tesla. Most people would chose that. The only real reason to swap would be to install a larger pack for a trip or put a smaller pack in for around town. Battery pack maintenance would also be easier.

Granted the best range will come with a fitted structural pack, but there are compromises there as well. If Nio or BYD make inroads to the USA they won't build out a swapping network. They might have a station at the dealer service station in each town but that would probably be the extent.

They are both making compelling competition which will push Tesla to be better.

 

[Tinker71]

DOJO is going to arrive and this has to be one of its first validation runs to verify one way or no way swappable cargo battery becomes a supportable layer in Tesla architecture. WATCH for sure!

I don't understand how DOJO will affect battery design or deployment.

It may contribute to machine learning optimization, but machine learning to market optimization is a stretch. The variables are not precise enough for a machine to predict with any better accuracy than a human with good instinct.

 

[rr6013]

Battery swap is the “ traveling salesman” problem; N-hard. DOJO is optimized specifically to solve hard problems in the field of visualization.

Battery swap is just a “vehicle” with a fixed set of parameters, traveling routes constrained by network effects. DOJO can solve for min/max algebraic optimization and provide differential areas under the curve as economic opportunities Tesla can assign value.

As a brand Teslas define the electric future. Future Tesla owners may value battery the more electric their lives. At some point, owning a ton of batteries in 3 cars, motorToys, backup home solar, equipment, accessories, tools and appliances(mower,rototiller,tractor) crosses the SWAP threshold of pain/economics.

DOJO, in the right hands, can be useful establishing that SWAP point where it is perceived economically advantageous to not buy a built-in battery for everything. Tesla can then define what swap architecture best addresses that environ.

 

[Zabhawkin]

The only place I can see battery swapping being practical even in the short term is handheld power tools, small short range vehicles (E-scooter/mower) and racing.

 

[Lives2TruckAround]

I am not expecting anyone or anything to "out do/out perform" anything on the cybertruck....

I do like those seats in this NIO though.... I wonder if I can get those installed in the CT