I appreciated that they are focusing on fast charging such as ChaDeMo instead of a J1772 interim solution. Going straight to fast charging is one of the things that Tesla has done very right, and it's the only way to address the range issue reasonably. The J1772 gear that we use now is just an interim solution. The question is, how long will the "interim" last? Right now it seems that it will take some years before we have a charging standard.
Tesla didn't go straight to DC quick charging. The Roadster was designed for high-amp AC charging (and disappointing rumors are that the Roadster upgrade will not include SC compatibility). But Tesla did not have the capital and the Roadster was never going to be a sufficiently high-volume vehicle to roll out a useful DC quick charge network in 2008. They clearly recognize the importance of DC quick charging to replace ICE infrastructure: it's at the top level of their website along with Model S and Model X, and BMW/Nissan are struggling against their own inertia to rollout similar networks.
Early modern EVs had to have onboard chargers to meet the consumer expectations of being able to charge away from home (even if only on 120V AC). And once EVs had these onboard chargers with a standard interface, low cost at point-of-charge dictated that AC charging would be overwhelmingly preferred by homes and businesses installing equipment. Most of the J1772 EVSE installations in the US are poorly sited IMO, and see little utilization; workplace and multi-hour destinations (movies / sporting events / parks) are the only things that really make sense in a future that will be filled with 30 to 50 kWh EVs.
Eventually the DC quick charging infrastructure may be sufficiently reliable that there will be little or no need for onboard chargers, as with the EVs in the late 19th and early 20th centuries. But it honestly would have taken a state-level funding commitment to roll that out before the vehicle marketplace was ready for it.
I like pieces like this; they're interesting to analyze. Zero wants to project its successes, but it wouldn't say anything that would give away strategic value. The discussion about charging and voltage is interesting:
So why not go up to a higher voltage that would work with the existing charging infrastructure? "If we went to 300 volts, it would hurt you on every front that matters," says Zero's Senior Battery Specialist Luke Workman. "We'd have lower efficiency, lower power, higher cost, higher drive train heat – and in terms of life safety for the guys that are working on these things, you go from a nasty tickle … to dead. The majority of electric vehicles that are using higher voltages are doing so simply because they've been designed using legacy equipment. You'll see a lot more EVs going low voltage in the future."
They're positioning the high-voltage bike vendors as not taking a pragmatic approach, and casting their interactions with charging vendors as being quite reasonable ("please support the voltages in the standard, and you'll gain happy customers"). That speaks to the ChaDeMo problem, but avoids talking about an L2 J1772 charger, which I suppose is less desirable from their perspective, to add complexity to the charging story.
I have enough background (former nuclear electrical technician) to appreciate the safety comment, especially because they have a dealer network strategy (imagine how hesitant a career motorcycle mechanic will be to work on a bike with such voltage), but can't speak to the implications about efficiency and power. Surely higher voltage means more power per amps delivered, right? What's the factor I'm missing, maybe arcing risk in motor windings?
You can deliver the same power at high volts / low amps or low volts / high amps. High amps means you need thicker conductors, but I think that's perhaps less of a concern than it appears. DC quick charging supply equipment would need massive cables - 130 kW for a 100V EV would require cables twice as thick as the current Supercharger cable. I'm not sure what he means by lower power, lower efficiency, and higher heat.
I'm also skeptical about EVs going lower voltage in the future. If nothing else, the current charging standards dictate high voltage vehicles, and eventually motorcycles will conform to the charging standards dictated by the vastly more numerous EV cars.