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CleanTechnicaabout 1 month ago

Tesla Became Popular Selling the Fun of Driving, Now Selling Cars to Not Be Driven

Key Takeaway

Tesla's pivot towards autonomous fleets signals a future of dramatically increased and centralized EV charging demand, requiring substantial grid infrastructure investment and new generation capacity planning for developers and large loads.

AI Summary

  • Tesla's strategic shift from selling individual driving pleasure to autonomous fleet operation (cars 'not driven') implies a fundamental change in EV charging demand patterns.
  • This transition will likely lead to the development of large, centralized, high-power charging depots for robotaxis, creating significant new concentrated electrical loads on the grid.
  • The widespread adoption of autonomous EV fleets is projected to drive substantial growth in overall electricity demand, necessitating significant grid infrastructure upgrades, increased generation capacity, and potentially more flexible power sources.
  • The article highlights a future where the primary focus for fleet vehicles will be revenue-generating driving and charging, potentially reducing the relevance of vehicle-to-grid (V2G) or vehicle-to-home (V2H) applications for these specific segments.

Topics

datacenteremissionsfinancinginterconnectoempolicysolarstoragetransmissionwind

Article Content

It is quite ironic: Tesla became such a popular company, sold millions of vehicles, and became profitable by selling people on the fun of electric driving. The instant torque, all of the YouTube videos of drivers stepping down on the pedal and passengers getting pushed back into their seats and ... [continued] The post Tesla Became Popular Selling the Fun of Driving, Now Selling Cars to Not Be Driven appeared first on CleanTechnica .