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Where's the "moat" is in electric charging networks, though? I view it just as a way to make their EVs usable/saleable until the world catches up, not as a long
by ericd 6y ago
Where's the "moat" is in electric charging networks, though? I view it just as a way to make their EVs usable/saleable until the world catches up, not as a long term leg of the business. It seems really unlikely that the industry won't standardize on something interoperable/non-proprietary.
- Retric 6y agoI don’t think there is a moat, but simply riding the wave of an expanding market that’s going to get vastly larger is a great place to be. It’s not guaranteed to be particularly profitable, but worst case they can still just sell it off.
- ericd 6y agoYeah fair. I wonder how difficult it is to get the power infrastructure in place to build a supercharger at the average rest stop.