If they execute well and diversify enough, their valuation could become warranted in some years. However, I think it's likely that regulation will eventually p

If they execute well and diversify enough, their valuation could become warranted in some years. However, I think it's likely that regulation will eventually prevent vendor lock-in/monopoly around charging stations. Imagine you could only go to some subset of gas stations, depending on which manufacturer you got your car from?