> Charging on the other hand has a huge compounding network effect. Your electric car is only as good as the density of its network, and right now Tesla has a h

> Charging on the other hand has a huge compounding network effect. Your electric car is only as good as the density of its network, and right now Tesla has a huge lead. I'd wager that the supercharger standard isn't going anywhere. I just wanna clarify something: that's not what the network effect is. The network effect is defined as "the phenomenon by which the value or utility a user derives from a good or service depends on the number of users of compatible products." https://en.m.wikipedia.org/wiki/Network_effect https://en.m.wikipedia.org/wiki/Network_effect For example, if each Tesla owner served as a charging station for every other owner, that would constitute a network effect, since the value/utility of a Tesla vehicle would increase with each additional owner. What you're describing is just a traditional moat or barrier of entry. The Tesla supercharger network is a strong competitive advantage because it makes their product more viable for people. But that advantage isn't increased or decreased based on the number of Tesla owners out there. And that advantage certainly doesn't "compound" in any meaningful way that I can see.