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DennisAleynikov | 2 years ago

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?

Seems simple to me

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decafninja|2 years ago

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.