> I'm betting that open access to NACS and the supercharger network by other brands' EVs is going to be detrimental to Tesla in the long term, because that's one of their biggest advantages at the moment.
Other brands have to pay for access, and cannot sell EVs without access to the network due to consumer range anxiety. Tesla either gets unit margin, or a cut of legacy auto EV sales for network access.
I wonder if this means that Tesla will eventually become primarily an EV charging platform company. Despite being the owner of an EV for the last 8 years who will likely never buy an ICE car again, I can't see myself ever buying a Tesla vehicle in their current form. But I'm very interested in non-Tesla EVs with access to Tesla chargers.
Other brands have to pay for access, and cannot sell EVs without access to the network due to consumer range anxiety. Tesla either gets unit margin, or a cut of legacy auto EV sales for network access.
https://www.cnbc.com/2024/02/29/tesla-to-earn-billions-from-...