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Good question. They'll be understandably unhappy that their competitive advantage is being muscled away. I worry about the future innovation that was planned for these companies that are moving from CCS to Tesla, as adopting it really does put an upper bound on charge speeds. Definitely a big win for Tesla across the board.

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I don't think 800V is a competitive advantage yet. Hyundai has the fastest charging EV at the moment, but it still doesn't use 350kW and it's only a few minutes faster than a Tesla for 10-80. Plus, it's not at all clear that they won't be forced to dial the number down -- Teslas used to charge a bit faster but it was really messing with the batteries, and Hyundai may be about to hit a similar problem. The C rate they'll allowing their batteries to charge at is pretty high.

It needed to happen, between the existing Tesla network and the IIJA upcoming spending on a charging network it will make EV adoption happen much faster. Competing standards only hurts the consumers and will slow EV adoption.

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