DC Fast Charging Markup Brutally Honest Analysis

From FutureAZA.

Huge thanks to Electric Era CEO Quincy Lee for joining the conversation:
https://x.com/quincyedmundlee
https://x.com/ElectricEraTech
https://electricera.tech/
0:00 Introduction: DC Fast Charging – Cost-Effective & Cheaper Than Gas?
0:34 Guest Intro: Quincy from Electric Era (Former SpaceX Engineer)
1:03 Road Trip Test: Electric Era Chargers – Reliability & User Experience
2:41 Uptime & Session Reliability – How Electric Era Compares to Tesla & Others
4:52 Price Parity: ~37–45¢/kWh Break-Even vs Gasoline (Model 3/Y Examples)
6:56 Where the Money Goes: Site Electricity Costs, Demand Charges & Profit Margins
9:20 Landowner/Host Fees & Typical Revenue per kWh for Station Owners
11:44 Tesla Supercharger Economics – Not a Loss Leader Anymore
13:31 Expanding Beyond EV Charging: Grid-Scale Batteries & Data Center Power Conditioning
16:48 Battery Supply Chain Update – Lithium Prices & New US Manufacturing
19:20 Closing: Viewer Questions & Teaser for 400 kW Pilot Units

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