My comment isn't really about whether or not electric vehicles are a good idea generally, whether by “good” we mean “good for the environment” or “efficient in use of energy,” or any other meaning or definition.
Rather, I'm commenting on the company's business model. I'm thinking about what they need to do to survive and thrive in the long term. At this point, I'm not at all persuaded that absent heavy subsidies that Tesla is a viable company in the long-term.
I've thought for some time that electric cars that go 50, 100, or even 200+ miles on a charge and then need hours to re-charge, or even 20 minutes for a partial re-charge, are a serious flaw in their business model. A 90-second battery swap available widely dramatically improves the practicality of the vehicle, which will significantly improve its appeal.
sitetest
The only thing that will make Tesla a viable company without subsidies is repeal of the laws of thermodynamics.
Whoa! Improve appeal? Maybe.
But....I'm going to take a relatively new electric car in and take pot luck on whatever age battery may be charged up for swap at that moment?
We're talking about roughtly a $10,000 part of the automobile. And I'm going to exchange a new one for whatever?
Forget it.