Tesla adding CCS as an option at superchargers would have been good, but unless they actually switched connectors on their cars it never would have led to long term consolidation. For better or worse, tesla has 3x the US market share of the rest of the EV manufacturers combined, so no solution could ever be a universal standard without their support. In practical terms, this move means that we’re closer to a universal standard than we’ve ever been, we’re going to have 95% of cars and a majority of charging infrastructure all use one plug. Once we get to that point, there’s no chance anyone else will use CCS, nobody else has the influence necessary to keep it alive
Tesla adding CCS as an option at superchargers would have been good, but unless they actually switched connectors on their cars it never would have led to long term consolidation. For better or worse, tesla has 3x the US market share of the rest of the EV manufacturers combined, so no solution could ever be a universal standard without their support. In practical terms, this move means that we’re closer to a universal standard than we’ve ever been, we’re going to have 95% of cars and a majority of charging infrastructure all use one plug. Once we get to that point, there’s no chance anyone else will use CCS, nobody else has the influence necessary to keep it alive