I believe their “secret sauce” is allowing existing packs which charge slower to get “up to speed”. If so, that’s a pretty limited market as it’s likely that within a few years, all EVs sold will charge faster than the listed speeds. They’ll likely have a maximum tota addressable market of a few hundred thousand cars with only a few thousand real consumers. Most people buying electric cars with slower chargers are doing so because those vehicles fit their lifestyle and wouldn’t have a massive incentive to buy a new charger.
https://www.greencarreports.com/news/1118575_gm-working-on-u...
I believe their “secret sauce” is allowing existing packs which charge slower to get “up to speed”. If so, that’s a pretty limited market as it’s likely that within a few years, all EVs sold will charge faster than the listed speeds. They’ll likely have a maximum tota addressable market of a few hundred thousand cars with only a few thousand real consumers. Most people buying electric cars with slower chargers are doing so because those vehicles fit their lifestyle and wouldn’t have a massive incentive to buy a new charger.