this post was submitted on 30 Apr 2024
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Well, not necessarily.
Short term, they dramatically increased access to credible fast charging.
Longer term, near as I can tell, third party NACS fast charging will commence. So while this may be a disaster for Tesla and the Tesla charging network per se, long term it has room for another company to come along and displace Tesla.
If such a company were looking for a team to drive such an initiative, it seems we all know where to find one now...
NACS is essentially CCS in a Tesla plug, so the only reason there isn't any yet is that nobody has made the switch yet - any CCS charger could be converted by just swapping the plug.
But it also means passive adapters work and are cheap, so there's no hurry really.
Honestly, EV-Go or Electrify America building NACS chargers isn't going to fix anything. The plug isn't what makes the Supercharger network appealing, it's the fact they ensure the stations are ubiquitous, fully functional, and the payment is seamless. If he's throwing out the team that is making sure those things continue to be true, the charging problem is only going to get worse.