Supercharger stations are Tesla’s killer app though. Say what you want about their cars or Elon but no one else comes close to their Supercharger network in both coverage and reliability. It’s one objective reason why you’d pick a Tesla versus another EV.
Now that they’re opening it, it’s a competitive advantage lost. You could argue that it was always a matter of time before everyone else caught up, but this is accelerating the schedule.
Tesla (the company, the stock) seems to be a time bomb of trying to outrun the competition before they catch up. Lately they seem to be squandering the massive lead they had, partially because of Elon’s stupid shenanigans.
The argument could be made that as they're losing the advantage in the vehicle space, they're transitioning to be the leader in the charging station space, which I think is honestly a wise move on their part
I don’t think it’s necessarily a bad move, per what you say.
If you go by what Elon and fanatical TSLA “uberbulls” say, Tesla is no longer a car company but an AI company that just happens to make cars on the side. So there’s that.
Then it’s a matter of whether you think that’s a worthwhile investment, or just more Elon BS.
Forcing all of their competitors to pay 35% more at their fast charging network and being known as the only viable EV in North America is enough of a benefit still.
Nobody is selling NACS cars with the Tesla connector yet. They will soon but why bother with a cheap imitation of Tesla when you could go with the clear market leader and not do any mental gymnastics?
Depends if you see Tesla cars as the best EVs or not, especially if the Supercharger network is no longer exclusive.
I don’t, and I know a lot of other people think likewise. I see this becoming a wider phenomenon as the competition continues to grow. Hence, what I referred to as the “time bomb”.
I say this as someone with a huge number of TSLA shares, albeit someone that wants to dump them sooner rather than later because of reasons like this.
Now that they’re opening it, it’s a competitive advantage lost. You could argue that it was always a matter of time before everyone else caught up, but this is accelerating the schedule.
Tesla (the company, the stock) seems to be a time bomb of trying to outrun the competition before they catch up. Lately they seem to be squandering the massive lead they had, partially because of Elon’s stupid shenanigans.