Re:Rivian valued at over $100B after biggest IPO of 2021
by underwater on Wednesday November 10, 2021 @04:07PM
(#29180801)
Apple took a commodity item and built network effects (iMessage) and lock in (the app store is both a moat and a ball and chain keeping people inside the Apple ecosystem). Tesla don't have the equivalent.
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Re:Rivian valued at over $100B after biggest IPO of 2021
by TheSocialAndrew on Wednesday November 10, 2021 @04:16PM
(#29180936)
The Tesla Superchargers network is the network effect.
Re:Rivian valued at over $100B after biggest IPO of 2021
by underwater on Saturday November 13, 2021 @07:47PM
(#29214540)
How so? It becomes less valuable the more people who use it. And it doesn't work like a platform. That would be like Apple trying to build every possible app themselves.
Re:Rivian valued at over $100B after biggest IPO of 2021
by TheSocialAndrew on Tuesday November 23, 2021 @05:25PM
(#29324319)
You have the option to choose any of the other EV makers, but this one EV maker has very fast charging stations worldwide in strategic locations, with lounges and predictable charging rates.
Of the 3 EVs that I drive, only the Tesla I would take outside the city. Even if the others had a much bigger range (they don't) I would not be comfortable outside of the Tesla supercharging network because I've encountered many difficulties with ChargePoint, evGO, etc: stations not working, backed up, slow charging, high cost, etc.
The ecosystem is its charging network because it's very reliable and eliminates range anxiety.
Re:Rivian valued at over $100B after biggest IPO of 2021
by colinmhayes on Wednesday November 10, 2021 @08:27PM
(#29183370)
Government just passed $7.5 billion for charging network. There's probably more to come. SUperchargers are definitely an advantage, but how long until electric charging stations are everywhere?