GM adopts Tesla's NACS standard! Munro begs Rivian to switch

[virgnia_rivian]

Oh man, I was going to throw in the betamax comparison. TV stations still used betamax exclusively until things went digital because of the quality compared to VHS.

I'm just loving the idea of the teslaati kicking it at the charging station with some guy in his Silverado and sheepdog collection. Rubbing elbows with the common folk.

This is definitely a play by the big makers to not get into the charging infrastructure battle.

Betacam. Not Betamax. And they made a DigiBeta as well.
https://en.wikipedia.org/wiki/Betacam

I was still delivering commercials for clients in 2008 on BetacamSP. Nuts!

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[docwhiz]

NACS has no ability to do V2H or V2Anything...

It's in the NACS standard.

 

[p3ck]

It's in the NACS standard.

That's good news if true. I thought someone on here said it wasn't possible.

 

[docwhiz]

It literally isn’t. You repeating it doesn’t make it true.

Will it be dead in the future? Possibly. Is the writing on the wall? Sure. But it isn’t dead.

 

[kallisti5]

It literally isn’t. You repeating it doesn’t make it true.
Will it be dead in the future? Possibly. Is the writing on the wall? Sure. But it isn’t dead.

"Tis but just a flesh wound" -- CCS

 

[hroussel]

Just a question of time before the other manufacturers follow suit.

Hopefully that will include Rivian, such that when I get my R1S, maybe in late 2024, it already has the Tesla plug.

 

[COdogman]

I’m loving the Betamax discussion happening inside the charging discussion. You all make me so proud

 

[kallisti5]

dangit @docwhiz ! Beat me to it

 

[Tim-in-CA]

Et tu GM?

 

[SASSquatch]

Or, if Elon decides, he can basically put Rivian out of business. Seems like a problem to me.
Going to be an interesting 12 months or so as this battle rages on. Bet EA and EVGo are gonna be pretty cautious in their investments until the dust settles here.

This is really going to complicate things for Rivian moving forward. It looked like Ford might be a one-off, initially, but now it looks like this is going to snowball and EM is actively courting OEMS to come together to enforce a NACS standard.

If I were a Tesla owner, I would be furious, because come 2024, all hell will break loose. Can you imagine showing up to a super charging station that used to be quiet, only to find 40 Chevy Bolts hogging up the chargers and threatening to cause a battery fire to burn the entire place down?

Rivian is going to have to make a strategic decision at this point to either succumb to industry momentum, or start reaching out to other auto manufacturers (Ford would have been an obvious choice) to start developing strategic partnerships to develop and open up the RAN network, which is in it's infancy.

One way Rivian could pivot if they decided to join this growing consortium, is to continue to build out a RAN network for places most electric vehicles simply can't get to and leave it open for anyone to use but keep the standard CCS.

 

[SASSquatch]

I’m loving the Betamax discussion happening inside the charging discussion. You all make me so proud

Don't forget HD vs Blu-ray. I didn't fare well in that fight...

 

[Cosmacelf]

NACS can be done over CCS, so an electronics change to existing CCS vehicles and a Tesla adapter, and you've be good to go with the same physical port.

PLUS an agreement with Tesla.

 

[C12farmer]

Nah. it's dead mate. I personally really don't want NACS.. but with Ford and GM going NACS... CCS as a physical standard is dead moving forward in the US.

Ford and GM are massive producers of vehicles and are most likely to be the "every person's EV". Bulk numbers win every time.

RIP CCS:
* A fine chonky physical connector
* Killed by poor perceptions of the standard caused by Electrify America being general shite.
* Tldr; Giovani Palazzo of EA killed CCS

What if King Elon decided in 1.5 years from now that he doesn't want all these "other" cars are ruining the superchargers.
He'll make up some BS rule to make it unattractive to use a supercharger. Either super high pricing for non-Tesla cars, or some other limitation that doesn't break whatever contract Ford and GM are agreeing to.

 

[scottf200]

Is this actually a good thing for Tesla? Wasn't one of their main advantages the supercharger network. Eventually anyone can use it, so there is much less motivation to need to buy a Tesla to use it.

Tesla drivers won't be happy with all these outsiders invading their exclusive chargers.

How much money can Tesla really make just selling electrons?

It means more Tesla Superchargers will be built. See website supercharge.info

It's in the NACS standard.

That's good news if true. I thought someone on here said it wasn't possible.

https://tesla-cdn.thron.com/static/...andard-Technical-Specification-TS-0023666.pdf

 

[DuoRivians]

What if King Elon decided in 1.5 years from now that he doesn't want all these "other" cars are ruining the superchargers.
He'll make up some BS rule to make it unattractive to use a supercharger. Either super high pricing for non-Tesla cars, or some other limitation that doesn't break whatever contract Ford and GM are agreeing to.

Yeah, this is the risk of having the standard's control be dominated by a single (or few players). I'd feel a lot better about using the "Tesla plug" if the IP were truly relinquished.

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