I think the thought is that since GM doesn't make it's own batteries, but Tesla does....
Tesla does not make it's own batteries. Even when the Gigafactory comes online, it will be in partnership with Panasonic who is a major investor in the project. IIRC Panasonic will essentially have a factory within a factory and produce the batteries that Tesla will then utilize in the manufacturing of the battery packs for the cars, Powerwalls, etc.
The Model 3 is still very much vaporware and will not be an option when my current lease is up. Even if (for the first time ever) Tesla is on schedule with their production announcements, it will be at least a year and a half behind the Bolt, and very likely running into the phase out of the Fed Tax Credit (which is likely for GM around the same time Tesla starts to deliver the Model 3).
So the big advantage GM has is a product they can actually deliver. No "Give me $1000 now and I'll let you know later the exact specs of the car. Oh, and by the way, the order in which you sign up with your $1000 has little bearing on when you get your car.
IF you own a Tesla currently,
IF you live on the West Coast of the US and
IF you order the right option configuration, you will be near the front of the queue."
I suspect the radically different way they have to handle production of the Model 3 to meet the price point they have announced will result in delays similar to the delays on the Model X caused by the Falcon wing doors. In other words, first Model 3's in 2019 or later.
As far as charging networks go, I think the Supercharger network will be strained (further than it already is in some areas) if the Model 3 is given access and thousands more cars are trying to use the limited number of charging stations. And when more than 1 Tesla is charging, the charging rate is split between them so they are not getting the full (~120kW) charge rate.
GM should certainly rethink the 50kW CCS and equip it for 100kW (like the IONIQ). I don't expect (or want) GM to own, provide, and maintain a public charging network. Public charging needs to be subsidized by someone, and the economics are very poor. If you install a $50K DCQC with an expected life of 5 years, it needs to do $10K a year (or ~$30/day) over and above the cost of electricity, maintenance and billing just to break even. Anyone want to buy and install any? Or a few thousand?
The ones BMW is subsidizing are 24kW, which is basically useless if your looking at all day travel. They are cheaper, but so what? I do expect costs to drop rapidly and we will see a substantial CCS network in the future.
Right now the advantage appears to be Tesla's for Quick Charging, but what the situation will be when you can actually order a Model 3 and take delivery in a reasonable time may be a very different scenario.
The chest pounding by some is no different than any other car/motorcycle/vacuum cleaner forum...."What I have chosen is the BEST brand/model/color and any other choice is WRONG and you are to be despised for even thinking that something else might be better for your circumstances!!!!"
ANY EV that is purchased instead of an ICE is a win, and it's not "One size fits all". The market penetration of EV's is so small that there is more than enough room for all the manufacturers to strain their production capabilities. Choice is good.
As a side note, I seriously doubt whether the Model 3 would be on it's current announced time schedule without the pressure put on by GM with the Bolt, so even die hard Tesla fans should thank GM for getting them their Model 3 sooner.
![Big grin :D :D](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)