People also made the argument that the exclusivity of the Tesla supercharger network was a positive for Tesla. It's hard for both to be true.
I think the reality is that uncertainty about charging away from home pushed a lot of people towards Tesla who might otherwise have considered a different make/model. With that gone, a moat vanished. That being said, competition in the US EV market is still weak. Maybe the added charging revenue outweighs that for now, but long-term, it seems like it will undoubtedly be a negative.
I think the reality is that uncertainty about charging away from home pushed a lot of people towards Tesla who might otherwise have considered a different make/model. With that gone, a moat vanished. That being said, competition in the US EV market is still weak. Maybe the added charging revenue outweighs that for now, but long-term, it seems like it will undoubtedly be a negative.